Dan Nathan, Danny Moses and Guy Adami discuss market sell-offs, 0DTE options and the state of the consumer through the lens of 'Buy Now, Pay Later"
Key Insights from the Pod:
The brief market sell-off (2:00)
Zero Days to Expiration (0DTE) Options (7:15)
Overbought conditions (10:00)
Interest rates/yield curve/Fed (read: Wall Street’s Economic Doomsayers ... Show More
Today
Lawrence McDonald: How To Listen When Markets Speak
Danny Moses interviews Larry McDonald on how several prior calls played out, including regulatory relief for banks, a rotation into hard assets and energy, and AI-linked nuclear exposure via NUKZ. McDonald argues the economy is increasingly K-shaped: wealthy consumers benefit fro ... Show More
40m 10s
Oct 2022
The Bond Market Is Already Broken - Stocks and Housing Are Next | Harley Bassman & Joseph Wang
Today Jack Farley welcomes two financial heavyweights who, in Jack’s view, have predicted and understood this year’s sell-off in bonds more accurately and clearly than anyone else in finance: Harley Bassman, founder of the MOVE Index and managing partner at Simplify Asset Managem ... Show More
1h 10m