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(2070)

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⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

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Trading the Markets: December 17, 2025 | Kris Bullock and Nico Brugge

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🔥 Not a conference. A community gathering: https://rvtv.io/3K36sq1 Real Vision's Kris Bullock and Nico Brugge are back to break down the charts and highlight their favorite Real Vision trade ideas b...

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Rising Unemployment, Oil Tensions, and AI-Driven Market Moves: PALvatar Market Recap, December 17 2025

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⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

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US Jobs Miss, Weak Global PMIs, Oil Slides Below $60, and Crypto Stays Under Pressure: PALvatar Market Recap, December 16 2025

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⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

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Are AI Stocks in Danger? | Macro Mondays: December 15, 2025

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*🔥Not a conference. A community gathering: https://rvtv.io/49QZAGI* Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopoliti...

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Central Bank Decisions, China’s Economic Slowdown, and Crypto Market Volatility: PALvatar Market Recap, December 15 2025

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⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

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Global Market Mixed Moves, Fed Rate Cut Boosts Dow, and BOE Cut Hopes Rise: PALvatar Market Recap, December 12 2025

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⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

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