51 min listen
The AI 5 versus the S&P 495
ratings:
Length:
36 minutes
Released:
May 28, 2023
Format:
Podcast episode
Description
Tech stocks are pushing stock indexes higher, with AI-related companies (NVIDIA?) leading the rally more decisively while the ''S&P 495'' doesn't join the party. Alf and Andreas discuss this trend, update us on the debt ceiling negotiations, and present some actionable trade ideas.
If you enjoyed this episode and you want to read more macro analysis and investment strategy from Alf and Andreas you can do so here!
- Alf's website: https://www.themacrocompass.com/
- Andreas' website: https://stenoresearch.com/
Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
If you enjoyed this episode and you want to read more macro analysis and investment strategy from Alf and Andreas you can do so here!
- Alf's website: https://www.themacrocompass.com/
- Andreas' website: https://stenoresearch.com/
Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Released:
May 28, 2023
Format:
Podcast episode
Titles in the series (63)
Dario Perkins: Watch Out for Another 20% Drop in Equities by The Macro Trading Floor