The Exchange Is the Coast Really Clear?, Options Market Tea Leaves, and End of the ‘Safety Trade’? 3/30/23
Mar 30, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 5min
The Fall of the Options Market
04:37 • 2min
The Stock Markets Are Staged a Relief Rally
06:47 • 5min
Healthcare: A Safe Place to Be?
11:29 • 5min
The Risky Parts of Pharma Right Now
16:11 • 2min
Morgan Stanley Downgrades SVB to Equal Weight
18:12 • 2min
The Triple Queues Are Up Three-Fold Since the S&P 500 Since December Lows
20:25 • 3min
The Importance of Making Higher Highs
23:18 • 2min
The NASDAQ 100 Could Be in a New Bull Market
25:25 • 3min
The Fed's Balance Sheet and the Market
28:37 • 3min
The Freight Recovery Is Well Enough
31:26 • 5min
The White House Proposes New Regulations for Regional Banks
36:12 • 3min
Fed Speakers on Interest Rates on Inflation
38:50 • 2min
The Fed and the FDIC Should Be Ready for Protracted Stress
40:55 • 5min