

Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank
6 snips Feb 13, 2024
Financial analyst Martin Pelletier and economist Joseph Wang discuss topics such as stock market concentration, cash-futures treasury basis trade, structured products, and New York Community Bank. They analyze the impact of passive investing on tech stocks, address concerns about NYCB's earnings report, and explore levering up the basis trade in fixed income and treasuries. They also discuss the performance of regional bank stocks, the Canadian banking sector, and investment opportunities in the market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Passive Investing and the Impact on Large Cap Tech Stocks
02:40 • 8min
Establishment of Bitcoin as a Macro Asset and Addressing Concerns about New York Community Bank
10:27 • 4min
Performance of Regional Bank Stocks and Canadian Banking Sector
14:36 • 19min
Levering up the Basis Trade in Fixed Income and Treasuries
33:16 • 22min
Market growth, ETFs, and oil & gas investments
55:06 • 5min
Opportunities in the Market
01:00:01 • 11min