32 min listen
Buy The Rumor, Sell The News
FromMRKT Call
ratings:
Length:
43 minutes
Released:
Feb 23, 2021
Format:
Podcast episode
Description
In this week’s episode of The Macro Setup, Guy and Dan discuss the stock market sell-off, the underperformance in growth tech, and a look at what is driving risk asset weakness this week (inflation, rates, valuations). We also discuss some of the more speculative activity in names like GameStop, the CCIV SPAC, TSLA, and bitcoin-related speculation in MSTR. Brought to you by presenting sponsor Nadex.
Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MacroSetup.
Follow the co-hosts:
Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com.
Follow @GuyAdami on Twitter.
Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MacroSetup.
Follow the co-hosts:
Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com.
Follow @GuyAdami on Twitter.
Released:
Feb 23, 2021
Format:
Podcast episode
Titles in the series (100)
Lookin’ Under the Hood of this Raging Bull Market: In this week’s episode of The Macro Setup, Guy and Dan discuss bullish market sentiment around the SPX, NDX, Bitcoin amidst the VIX’s 1 yr lows, ”mini-bubbles” like cannabis and sports betting correcting, this week’s bank earnings, rotations... by MRKT Call