The Dumbest Crash Ever

41 snips

Aug 9, 2024

In this insightful discussion, trading legends JC Parets and Joe Fahmy dive into market trends and strategies. They explore the recent VIX spike and its impact on market sentiment. The duo emphasizes the importance of patience during corrections and share tips for navigating industrial opportunities. They also touch on the concept of 'young aristocrats,' showcasing stocks with a strong dividend history. With a blend of personal anecdotes and expert analysis, they highlight how investor psychology shapes market behavior.

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INSIGHT

Market's Inevitable Corrections

The market experiences regular corrections and bear markets roughly every 2 and 6 years, respectively.
Understanding this natural volatility helps investors prepare and benefit from price declines.

INSIGHT

Rapid Shifts in Sentiment

Market sentiment changes much faster today due to real-time information and media.
This acceleration compresses bull and bear market durations into shorter periods.

INSIGHT

VIX Spike Misread Explained

The VIX spike to 60 was an overreaction not matched by market moves.
The discrepancy arises because the VIX is mathematically calculated using illiquid option spreads.

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On episode 153 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by fan favorites and TCAF legends JC Parets and Joe Fahmy to discuss: the Nikkei, buying green in a sea of red, the opportunity in industrials, the VIX spike, tips for traders during market corrections, and much more!

This episode is sponsored by Global X. Visit https://www.globalxetfs.com/ to explore a lineup of more than 90 ETFs, along with insights to help you navigate a dynamic investing landscape.

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