Episode Details
| Title | The Mystery Behind The Stock Market Sell-Off | Alex Campbell |
|---|---|
| Date | 8/12/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $Credit Spreads - Recommendation to short the credit.
- “My recommendation or view is, like, you short the credit.” - Alex (0:00)
- 🟢 $Yen - 🔒
- 🟢 $CRE Regional Banks - 🔒
- 🟢 $Zirp (Zero Interest Rate Policy) - 🔒
- 🟢 $AI Companies - 🔒
- 🟢 $Crypto - 🔒
Bearish:
- 🔻 $S&P 500 - 🔒
- 🔻 $Equity Volatility - 🔒
- 🔻 $Tech Stocks - 🔒
- 🔻 $Nvidia - 🔒