RiskReversal Pod

I Know a Bull Market When I See One! + The Big Short 2025

20 snips
Jan 31, 2025
Joining the discussion are Steve Eisman and Vincent Daniel, notable traders from 'The Big Short' fame, who share their expert insights from the iConnections Global Alts Conference. They dive into the current market dynamics and dissect the recent Federal Reserve meeting, calling it a 'nothing burger.' The duo reflects on major earnings, especially Tesla's challenges and Apple's modest growth. They also highlight innovative trading strategies and the potential of gold and Bitcoin amid shifting economic conditions, laying out their views on navigating market cycles.
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ADVICE

AI Inflection Point

  • Guy Adami believes the DeepSeek news is significant.
  • He predicts it will be viewed as a key moment in the AI landscape in the future.
INSIGHT

Tesla's Troubling Margins

  • Tesla's auto margins are the worst in seven years, decelerating unexpectedly.
  • Despite poor fundamentals and a reliance on non-core gains, the stock rallied.
INSIGHT

Tesla Overvalued

  • Danny Moses believes Tesla's valuation is excessive, exceeding $15 trillion.
  • He suggests exploring alternative investments in companies like Microsoft, Apple, or NVIDIA.
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