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Monday Options (9/14/20): Hanging in the Pit with The Impervious

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Manage episode 329322030 series 3353340
Content provided by stocktalking. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by stocktalking or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Back from vacation, I'm ready to join The Impervious on a spirited discussion about tech's sell off. With SPY closing at 338, we talk about market expectations going into the fourth quarter - energy, industrials, precious metals and more. On the bull side, we cover the arguments for and against $DKNG (new deal with ESPN, including link outs on articles to DraftKings) and $PENN ($80 price target from Rosenblatt). On the bear side, we share thoughts on the Hindenburg report against $NKLA. Finally, updates on our bets - $BRK.B v. $QQQ, $MGM v. $CRWD and $CROX v. $SKX.

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56 episodes

Artwork
iconShare
 
Manage episode 329322030 series 3353340
Content provided by stocktalking. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by stocktalking or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Back from vacation, I'm ready to join The Impervious on a spirited discussion about tech's sell off. With SPY closing at 338, we talk about market expectations going into the fourth quarter - energy, industrials, precious metals and more. On the bull side, we cover the arguments for and against $DKNG (new deal with ESPN, including link outs on articles to DraftKings) and $PENN ($80 price target from Rosenblatt). On the bear side, we share thoughts on the Hindenburg report against $NKLA. Finally, updates on our bets - $BRK.B v. $QQQ, $MGM v. $CRWD and $CROX v. $SKX.

  continue reading

56 episodes

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