RiskReversal Pod cover image

They Flee From Me with Stuart Sopp

RiskReversal Pod

00:00

ExxonMobil's Q1 Earnings

This Friday, ExxonMobil reported their Q1 earnings. The stock made a new brief all time high. It traded as low as 105 yesterday. And I would just mention this is that when you see a name like Exxon drop like that and it is so well liked by the investment community, it makes me very nervous about an apple and a Microsoft and Nvidia. All of the risk in the stock market has been transferred to a half a dozen names," he says.

Play episode from 24:28
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app