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MKT Call 7/5/22: Stocks Sink, ARKK Outperforms and Crude Crash Could Signal Lower Gas Prices

RiskReversal Pod

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I Think We're Going to See a Near Turm Bounce, Right?

i think we could see certainly a near turm bounce, because the bon market has been telling us everything that's going to happen in the equity market now for over a year. The ark m is up, the f is up, you know, five and a half %. And one of the things i thought was really interesting about this arc, and cart r loved to get your take on this. We're seeing a rotation into some of these, let's call on these ark names and a man to put together a list of the top ten holdings. Some of em are screaming. But it does show a pocket of stocks that had unusually positive sentiment right 20 and where a lot

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