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Sunday Options (12/6/2020): Hanging in the Pit with The Impervious
Manage episode 329322021 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.
The Impervious and I are back to try to make sense of a market continuing to make all time highs. We review a disappointing non-farm payrolls report, the declining DXY and the implications of frothy multiple stocks being included in major indexes. Sean plays the role of bear as I do my best to defend the movie theater bull thesis in light of Warner Media’s announcement that all new 2021 titles will be released on HBO Max. I get into some of the history of AT&T under new CEO John Stankey’s leadership and why the company’s desire to compete with Netflix via HBO Max is relevant here. Sean presents some interesting trade opportunities in CLDR, DOCU, NET, ATVI and GLD. We close with our picks for next week’s edition of WallStars, our new DFS Stocks trading game. Contact us to be beta testers!
56 episodes
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Manage episode 329322021 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.
The Impervious and I are back to try to make sense of a market continuing to make all time highs. We review a disappointing non-farm payrolls report, the declining DXY and the implications of frothy multiple stocks being included in major indexes. Sean plays the role of bear as I do my best to defend the movie theater bull thesis in light of Warner Media’s announcement that all new 2021 titles will be released on HBO Max. I get into some of the history of AT&T under new CEO John Stankey’s leadership and why the company’s desire to compete with Netflix via HBO Max is relevant here. Sean presents some interesting trade opportunities in CLDR, DOCU, NET, ATVI and GLD. We close with our picks for next week’s edition of WallStars, our new DFS Stocks trading game. Contact us to be beta testers!
56 episodes
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Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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