Episode Details
Back to Episodes
Will NVIDIA earnings and/or the July PCE Report disrupt or truncate our Paradigm C bull market?
Episode 198
Published 1 year, 1 month ago
Description
Darius Dale breaks down why NVIDIA earnings and the July PCE report are the week’s pivotal catalysts. With crowded bullish positioning at February highs, markets face left-tail risks if AI enthusiasm falters or inflation surprises. But with Powell signaling cuts and Paradigm C intact, KISS and Dr. Mo remain the compass for managing risk and compounding returns.