Market’s Next Move 9/18/23

The podcast discusses the return of volatility in the market and predictions of a rocky stretch for stocks. They analyze the recent market performance and potential risks, including the decline in tech stocks and concerns about consumer slowdown. The impact of oil prices on retailers is also discussed, along with an upcoming retail stock with price target cuts. JP Morgan's note on equities and the unsustainability of the relationship between equities, real rates, and the cost of capital is explored. The growing popularity of zero day to expiration options trading is discussed, as well as the upcoming Instacart and Clavio IPOs. They reflect on the market's uncertainty and share opinions on various sectors.