One Year Anniversary of the Market Bottom -- What Could Go Wrong?

One Year Anniversary of the Market Bottom -- What Could Go Wrong?

DB-Mar23,2021. Lily Francus, independent quantitative researcher, joins Real Vision senior editor Ash Bennington to share her outlook on narrative economics, the NOPE Index, and the dangers of beta. On the one-year anniversary of the bottom in the S&P 500, Francus notes that this current market environment is marked by a great deal of short covering and portfolio rebalancing, which drive the “rotation” trade away from growth into value that has been playing out. Francus explains how the surge of retail traders (or “low-information traders”) has driven flows and exerted a serious influence, particularly in the sky-high volume of options contracts. Francus connects this to her theory on NOPE (“net options pricing effect”) before sharing with Bennington her advice to traders in this choppy market. For Listeners: Checkout skillshare.com and learn a new skill. You can use a unique promo link skillshare.com/realvision Protect your portfolio and join 130,000 members by signing up at masterworks.io with promo code REAL VISION today to skip the waitlist. See important information at masterworks.io/disclaimer Checkout Jordan Harbinger Show @ https://www.jordanharbinger.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2053)

The Next Big Trade - Jeff Booth Sees the Solution for a Broken Financial System

The Next Big Trade - Jeff Booth Sees the Solution for a Broken Financial System

In Jeff Booth’s eyes, money is just information, and we desire the feeling we get when we have more of it. It’s also why, according to Booth, that money is being manipulated by central banks at an unp...

9 Loka 202251min

My Life in 4 Trades - Agility Is the Key to Good Trading

My Life in 4 Trades - Agility Is the Key to Good Trading

KPTL Arbitrage Management is one of the few crypto hedge funds that managed to profit from Terra’s crash. Its founding partner, Jay Janer, sheds insights on his journey from TradFi trading desks at Le...

8 Loka 202249min

Stocks Sink on Solid September Jobs Report

Stocks Sink on Solid September Jobs Report

Nonfarm payroll growth slowed to 263,000 in September, in line with expectations, even as the U.S. unemployment rate ticked down to 3.5% from 3.7%. Combined with the relatively slow pace of firings, t...

8 Loka 202238min

Will the Fed Have To Do More for Longer?

Will the Fed Have To Do More for Longer?

Stocks drifted mostly lower Thursday, as investors look to Friday’s nonfarm payroll data for signs the U.S. labor market is finally beginning to break. New applications for unemployment benefits did t...

6 Loka 202252min

Let’s Take a Tactical Look at Stocks

Let’s Take a Tactical Look at Stocks

The U.S. dollar bounced back on Wednesday, its showing of strength once again a bane to equity markets, as interest rates also ticked higher for the first time in a few days. OPEC+’s decision to cut d...

5 Loka 202236min

Does This Crude Rally Have Legs?

Does This Crude Rally Have Legs?

Stocks surged for a second straight day, with all three major U.S. equity indexes rising more than 2% on what seems to be rising hope the Federal Reserve will indeed pivot from its aggressively hawkis...

5 Loka 202238min

Stocks Soar To Start October

Stocks Soar To Start October

The Dow Jones Industrial Average led the three major U.S. equity indexes higher on the first Monday of October, rising more than 700 points and 2.5% by midday. That’s despite the fact the Institute of...

3 Loka 202247min

Raoul Pal on The Portal Asset Management Webinar

Raoul Pal on The Portal Asset Management Webinar

Raoul Pal recently participated in a Portal Asset Management webinar to talk about the current macro environment, growing global recession fears, developments in the crypto market, and much more. Lear...

2 Loka 20221h 16min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
ostan-asuntoja-podcast
herrasmieshakkerit
rss-lahtijat
rss-neuvottelija-sami-miettinen
oppimisen-psykologia
rss-h-asselmoilanen
rahapuhetta
io-techin-tekniikkapodcast
pomojen-suusta
taloudellinen-mielenrauha
rss-bisnesta-bebeja
rss-rahataito-podcast
rss-laakispodi
rss-startup-ministerio
rss-doulapodi
rss-yrittajat-ymparillani