MRKT Matrix - Wednesday, February 4th
S&P 500 falls for a second day, Nasdaq sheds more than 1% as chip stocks decline, led by AMD (CNBC)
Software Billionaires Drop $62 Billion in AI-Driven Stock Slump (Bloomberg)
Software Short Sellers Mint $24 Billion Profit as Stocks Tumble (Bloomberg)
Nvidia CEO: Software Selloff ‘Most Illogical Thing in ... Show More
Feb 6
Tech Stocks Rebound After Volatile Week
MRKT Matrix - Friday, February 6th Dow surges more than 1,000 points to hit 50,000 for the first time in massive snapback from tech rout (CNBC) The Week Anthropic Tanked the Market and Pulled Ahead of Its Rivals (WSJ) The Dark Side of A.I. Weighs on the Stock Market (NYTimes) Nvi ... Show More
6m 10s
Feb 5
Investors Head For The Exit In Tech & Bitcoin
MRKT Matrix - Thursday, February 5th S&P 500 falls for a second day, Nasdaq sheds more than 1% as chip stocks decline, led by AMD (CNBC) Software Billionaires Drop $62 Billion in AI-Driven Stock Slump (Bloomberg) Software Short Sellers Mint $24 Billion Profit as Stocks Tumble ... Show More
10 m
Feb 3
Warning Signs of the 'SaaSpocalypse'
MRKT Matrix - Tuesday, February 3rd Dow drops 200 points, S&P 500 sheds 1% as investors rotate out of tech (CNBC) ‘Get Me Out’: Traders Dump Software Stocks as AI Fears Erupt (Bloomberg) AI Fears Sink Shares of Private-Credit Fund Managers (WSJ) Musk’s xAI, SpaceX combo is the bi ... Show More
6m 38s
Nov 2024
MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?
<p class="p1">MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. We'll explore the Trump Trade, whether it's winding down or just gaining momentum, and discuss what lies ahead for the markets. <a href='https://bit.ly/3CEID3X'>https://bit.ly/3CEID3X</a>
... Show More
1h 8m
Jul 2023
Dear Mister Fantasy and a Conversation with Joe Saluzzi of Themis Trading
Guy, Dan, and Danny discuss the BOJ (3:00), big tech earnings (8:00), energy/crude oil/gasoline on the rise (15:15), the Fed meeting (16:00), Carvana/AMC (20:00), PMI/deflationary risks (24:00), and important earnings reports to watch next week (30:00). The co-hosts interview Joe ... Show More
1h 9m
Apr 2025
Bezos-Backed $20K EV Truck Unveiled & Shein and Temu Raising Prices?
Episode 570: Neal and Kyle chat about the newest EV pickup truck from Slate that some are calling the “anti-Cybertruck” with a price tag starting at $20,000. Then, retail traders who’ve been betting on the stock market dip may have outsmarted seasoned trading firms. Also, incomin ... Show More
27m 32s
<p class="p1">MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss everything from the reopening rally to precious metals to energy markets. <a href='https://bit.ly/49SQx89'>https://bit.ly/49SQx89</a> </p>
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<p class="p1">🔻Downlo ... Show More
