MRKT Matrix - Thursday, February 26th
S&P 500 falls as Nvidia rolls over following earnings (CNBC)
Why Nvidia’s Huge Numbers Don’t Settle the Latest AI Fears (WSJ)
Wall Street turns to complex trades to dodge AI ‘implosions’ (FT)
Smartphone Market Set to Shrink 13% Due to Memory Chip Crisis, IDC Says (Bloomberg)
Amazon’s $50 Billion Inves ... Show More
Yesterday
Stocks Undeterred By Iranian Conflict
MRKT Matrix - Monday, March 2nd S&P 500 teeters, cutting earlier losses as traders buy the dip after U.S.-Iran attacks (CNBC) Jamie Dimon expects cyber, terror attacks in retaliation for Iran strikes (CNBC) Jamie Dimon Says Iran Conflict Won’t Be Major Inflationary Hit (WSJ) Hedg ... Show More
9m 3s
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
Apr 2025
🌎 “Pan-cession” — Global recession risk. Chipotle’s tariff-free avocado. Clocking out at 4:39pm.
Stocks fell 10% Thurs/Fri, now this trade war could trigger a global recession… a “Pan-cession.”Chipotle went on a 7-year journey to find a tariff-free avo… but it doesn’t exist.4 o’clock is the new 5 o’clock… You now leave work 42 minutes earlier, but with one big catch.Plus, th ... Show More
22m 22s
<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
