Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
The S&P 500 Continues to Party and the VIX Continues to Be Under Pressure
02:18 • 3min
The E-Minis: A Good Day for the Market
05:27 • 3min
AVGO: 10% Move in a Day
08:03 • 4min
The Market Doesn't Care About Broadcom's Valuation
11:51 • 2min
The Ten Year Inversion of TAC
14:00 • 3min
The KRE Is Down a Percent on What Was a Decent Tape
16:30 • 2min
Oil Is About 4.5% Without Any Meaningful Headline
18:21 • 4min
The AMD Stock Market Didn't Like Their Quarter
22:19 • 3min
The Upside in the Dollar Is Still Alive in the Gold Market
25:46 • 2min
The Fundamentals of AI
28:00 • 2min
The Eternal Weight S&P
30:26 • 2min