

Crisis At The Core (Guest: Vincent Deluard & Kuppy)
Jun 29, 2024
Vincent Deluard from Stone X shares trades amidst French election. Kuppy joins for insights on political turbulence. They discuss market reactions, Euro Yen movement, cheese conversations, tech companies impact, uranium market insights, and investment strategies. Analyze S&P 500 performance, market news impact, and volatility navigation with options. Bitcoin's price movement, credit market weaknesses, and beer tasting discussions add a fun twist to the episode.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Intro
00:00 • 2min
French Election Analysis and Political Crisis
01:57 • 14min
French Political Situation and Market Reactions
16:00 • 18min
Future Movements of Euro Yen Currency Pair and Cheese Conversations
34:13 • 14min
Analysis of Mag 7 Tech Companies, Foreign Investment Strategies, and AI Technology in the Market Rally
47:50 • 3min
Strategic Portfolio Management and Degrossing for Market Downturns
51:09 • 2min
Insights on Uranium Market and Trading Dynamics
52:46 • 7min
Analysis and prediction on the potential growth of Valerius stock and investment strategy
01:00:00 • 2min
Market Movements and Economic Speculation
01:01:49 • 14min
Analysis of S&P 500 and Tech Companies' Performance
01:15:31 • 2min
Discussion on Market News and Probability of a 'Prairie Dog' Event
01:17:13 • 2min
Navigating Market Volatility with Options and Analyzing Gold and Oil Trends
01:18:56 • 17min
Analyzing Bitcoin's Price Movement and Market Trends
01:35:44 • 3min
Analysis of Credit Market and Technical Charts
01:39:01 • 9min
Beer Tasting, Skunkiness Jokes, and Portugal Move
01:48:12 • 3min