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Is Amazon a Monopoly?
The Compound and Friends
Tesla's World of Beast
Tesla has dominated the options trade market, leading to speculation that options are driving stock moves. This trend has also been seen in Nvidia. Yuri predicts a shift from US large cap growth to other investments, but it hasn't happened yet. The US continues to outperform globally based on earnings, which outweigh valuations. The chart shows the US with higher forward earnings per share compared to the rest of the world. The question remains - will there be a breaking point?
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode