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The VIX holds the line
Episode 6
Bitcoin’s Big Bang (h\t Brian Kelly) as BTC briefly crosses $50,000, ushering in our new digital immutable financial utopia! Guy and Dan discuss the VIX holding the line at 20, the impact of rising r…
Published on 4 years, 9 months ago
OK Doomer
Episode 5
In this week’s episode of The Macro Setup, Guy Adami and Dan Nathan discuss stock markets at all time highs, two investment cults merge (TSLA and BTC), hopes for the vaccine and stimulus, the dollar’…
Published on 4 years, 10 months ago
Trading is Hard
Episode 4
In this week’s episode of The Macro Setup, Guy Adami and Dan Nathan discuss the GameStop short squeeze, the WallStreetBets “movement”, euphoric trading sentiment and by the way, if the last week taug…
Published on 4 years, 10 months ago
Call option euphoria!! Short squeeze mania!! Stocks to the moon??
Episode 3
In this week’s episode of The Macro Setup, Guy Adami and Dan Nathan discuss the surge in options trading among retail investors. Once again, investors are weighing the size and speed of stimulus. The…
Published on 4 years, 10 months ago
“Bidenomics”, US Debt and the Effect of Infrastructure Spending on US Risk Assets
Episode 2
This week we discuss “Bidenomics”, the U.S.’ increasing debt load, structurally low rates, and what possible infrastructure spending means for risk assets like stocks.
Published on 4 years, 10 months ago
Euphoria, Equity Valuations, Gold and Bitcoin
Episode 1
This week we discuss what would appear to be investor euphoria playing out across many different risk assets, increasingly stretched equity market valuations, the stretched technical setups in the ma…
Published on 4 years, 11 months ago