The Market Huddle

Macro Musings with Jim Leitner

May 19, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
Jim Lightner's Trade of the Century
01:40 • 3min
3
The Importance of Making a Home Run Opportunity
04:28 • 5min
4
How to Make Money With Digital Options
09:34 • 2min
5
How to Reconcile Digital Options and Thought Processes
11:47 • 6min
6
The Debt Ceiling and the Fed
17:28 • 5min
7
The Risk Premium of New Bonds
22:40 • 2min
8
The GOP's Decision to Stop Negotiating With Counterproposals
24:51 • 3min
9
The Risk of a Last Minute Deal Facing the Market
27:43 • 5min
10
The Difficult Period for Investing
32:55 • 5min
11
How to Keep Track of Your Portfolio
37:32 • 5min
12
The Rise of the Polish Opposition
42:43 • 6min
13
AI and the Future of Portfolio Management
48:41 • 2min
14
How to Find Good Trades With AI
50:41 • 4min
15
The Future of Trading
54:17 • 5min
16
The Future of Currency Trading
58:58 • 5min
17
The Byron Wiens Surprise for the Market
01:04:02 • 3min
18
The Dog Walk Slash Market Check
01:06:49 • 5min
19
The Top 3 Things to Watch Over the Next Two Weeks
01:11:46 • 3min
20
The Rise and Fall of the NASDAQ
01:14:37 • 1min
21
The June 2nd Jobs Numbers
01:16:01 • 2min
22
The Market's Response to the Budget Deal
01:18:15 • 2min
23
The Market's Expectations About the Debt Ceiling
01:20:34 • 2min
24
The S&P 500 and the NASDAQ Are All in a Downtrend
01:22:09 • 3min
25
The Feedback Loop on the Stock Market
01:25:15 • 2min
26
The Dollar Index Is in a Bear Market
01:27:22 • 3min
27
The US Dollar Strengthens in Asian Currency
01:30:49 • 2min
28
The Nikkei: A Multi-Year High
01:32:21 • 5min
29
Copper Is a Little Sick
01:37:06 • 2min
30
The Financial Bid in Copper and Oil Is Much Larger Than Folks Recognize
01:39:08 • 2min
31
Skin in the Game: How to Be a Degenerate Gambler
01:40:41 • 2min
32
The Risk of a Yield Blowout in Junk Bonds
01:42:16 • 3min
33
How to Cut Your Losses and Get Out of a Bad Trade
01:45:13 • 3min
34
How to Swing Big When You See a Fat Pitch
01:48:37 • 4min
35
Kevin and Patrick's After Show
01:52:29 • 3min
36
The Market Huddle in Lisbon
01:55:01 • 2min
37
Carl Icahn's Doom Porn
01:57:16 • 2min
38
How to Be a Good Risk Manager
01:59:01 • 2min
39
How to Avoid Doom Bears
02:00:37 • 2min