Will the Safe Haven Bid Last? with Thomas Thornton

6 snips

Oct 10, 2023

Tom Thornton, founder of Hedge Fund Telemetry, discusses the pullback in bond yields, the global economic implications of the Israel-Hamas War, potential opportunities in this market environment, and the impact of earnings calls and higher interest rates on the economy. He also shares insights on the Q4 business cycle, shorting regional banks, their position in utilities, the importance of waiting for technical signals, and analyzes Bitcoin's divergence with stocks and the valuation of Nvidia.

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Introduction

00:00 • 3min

Short-term position and risks associated with Israel situation and earnings

03:10 • 9min

Analyzing the Impact of Earnings Calls and Higher Interest Rates on the Economy

12:00 • 2min

Update on Q4 Business Cycle and Shorting Regional Banks

14:01 • 5min

Position in utilities and market conditions

18:47 • 4min

Importance of Waiting for Technical Signals

22:29 • 7min

Analyzing Bitcoin's Divergence with Stocks and the Valuation of Nvidia

29:13 • 4min