EP52: 聯準會會議紀要發布前的市場解讀,市場反應過度了嗎?
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本集架構:
- 市場為什麼還是跌跌不休?
- 上一個政策錯誤是什麼時候?這次的時空背景跟那時又有甚麼不同?
- Gamma 的看法
- 與市場負相關、無相關性的配置
**想要參考詳細的美股分析資訊,可以到 Gamma 的網站 ** https://gamma.to
83 episodes