Nvidia Saves the Market? | Fed Cut Whisperers | MSCI to Dump Strategy? | Sentiment vs the Market

Broken Pie Chart

Derek Moore is joined by Shane Skinner and Mike Snyder to talk about Nvidia's moves post earnings and whether the options market got it right. Then, what would happen if MSCI removes Strategy and index funds must liquidate? Later, did the Fed just say they are cutting without saying they are cutting? Plus, has sentiment ever been this bad near all-time highs?

MSCI might dump MicroStrategy | Strategy from its index

Fed enters the blackout period before their meeting

Probability of an interest rate cut

Did buying or selling the at-the-money Nvidia straddle work post earnings?

Looking at when sentiment was low during good periods of market gains

Did Nvidia calm the AI is a bubble trade?

Rob Arnott comments around AI vs the internet from Excess Returns

Mentioned in this Episode

Rob Arnott on "The Bubble You Can't Short" episode of Excess Returns podcast https://excessreturnspod.com/podcast/excess-returns/episode/the-bubble-you-cant-short-rob-arnott-on-what-you-can-do-instead

Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT

Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt

Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

Contact Derek [email protected]