Biggest Week Ever, Surprises With Nick and Jessica, IPOs Are Back With Aaron Dillon

25 snips

Jul 30, 2024

Guest

Aaron Dillon

Nick Colas and Jessica Rabe, co-founders of DataTrek Research, delve into how political events shape market behavior, particularly during election years. They discuss seasonal volatility patterns, emphasizing the VIX's monthly highs and the S&P 500's performance trends. Aaron Dillon shares insights on the revitalized IPO landscape, spotlighting major players like Shein and ByteDance. The conversation navigates trading psychology and strategies, alongside consumer behavior shifts in luxury spending. Expect engaging analysis and surprising revelations on market dynamics!

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Intro

00:00 • 2min

Political Trends and Market Impacts

01:44 • 14min

Seasonal Volatility Insights and Market Patterns

15:20 • 16min

Trading Psychology and IPO Insights

31:13 • 8min

Navigating the IPO Landscape

39:22 • 6min

Navigating the New Landscape of Private Market Investments

45:07 • 6min

Consumer Trends in Luxury and Spending

51:02 • 14min

Market Dynamics and Earnings Insights

01:04:37 • 16min

Bitcoin's Political Influence

01:21:00 • 9min

Interest Rates and Market Breakouts

01:29:58 • 10min

Coca-Cola's Business Landscape and Podcast Reminders

01:40:03 • 2min

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss how the market fares in election years, the seasonality of the Vix, and much more! Then, at 34:05, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick with a special appearance by Aaron Dillon to talk IPOs!

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