

#956 - Is the Record Stock Rally Overextended? With Tom Thornton
Jan 19, 2024
Tom Thornton, founder of Hedge Fund Telemetry, discusses the market action and portfolio preparation. Skepticism towards stock market rally and concerns about high valuations of certain companies. Impact of big options expirations on trade action and lack of market breadth. Recent performance of Bitcoin and Ethereum, doubts expressed on the effectiveness of ETFs. Significance of earnings in the stock market, analysis of Tesla's earnings, demand, valuation, and CEO's behavior.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Skepticism Towards Stock Market Rally
01:55 • 5min
Big Options Expirations and Lack of Market Breadth
07:22 • 22min
Analyzing the Performance of Bitcoin and Ethereum
29:07 • 2min
Importance of Earnings and Tesla Analysis
30:39 • 4min
Wrap-up and Announcements
34:52 • 2min