
RiskReversal Pod MKT Call 9/6/22: Yields Surge on Economic Data as Stocks try to Shake Off Losing Streak
Sep 6, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
The Market Is Starting to Feel Like Rounhog Day
02:16 • 2min
What's the Big Deal in Europe?
04:35 • 2min
Fed Watch Tool
06:15 • 2min
The Fet Is on Nobody's Rateor Squin, but Gets What Happens Then?
07:58 • 2min
Bond Picking Environment
09:35 • 2min
Bond Prices and Equity Markets
11:20 • 2min
What Do You Look for When You See a by Signal for Stocks?
13:09 • 4min
What's the Right Multiple in This Environment?
16:48 • 3min
Small Caps - What Are Your Thoughts?
19:23 • 2min
Is There No Way Out?
21:17 • 3min
Are We on the Precipice of Something?
24:26 • 3min
Energy Trading Stressed by Margin Calls of One and a Half Trillion With a T
27:19 • 2min
Crude Futures - Is the Global Demand Slowing Down?
29:33 • 2min
The Dollar Is Taking Its Cues From the Dollar
31:44 • 2min
Gold Is Not One of the Best Performing Assets in the Market This Year
33:27 • 3min
