Fed Trader talks TLT, Nvidia bullishness, Tesla bearishness and bitcoin neutrality

Fed Trader talks TLT, Nvidia bullishness, Tesla bearishness and bitcoin neutrality
20 mag 2024 · 55 min. 18 sec.

Fed Trader https://seekingalpha.com/checkout/mp_1072?source=ie_podcast:fed_trader_tlt_nvidia_tesla_bitcoin talks market building blocks to keep investors sane (1:00). Inflation, https://seekingalpha.com/symbol/TLT?source=ie_podcast:fed_trader_tlt_nvidia_tesla_bitcoin, bond yields and treasury market (11:00). How recent earnings figure into macro picture (15:05). Nvidia upside...

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Fed Trader Chaim Siegel talks market building blocks to keep investors sane (1:00). Inflation, TLT, bond yields and treasury market (11:00). How recent earnings figure into macro picture (15:05). Nvidia upside and AI hype (17:40). Tesla bearishness; negative sentiment (27:05). Thoughts on geopolitics, oil and the energy sector (35:20). Gold and bitcoin (38:55).

Show Notes:
Tesla: Company Risk If They Don't Slow Factory Growth
CPI Stopped On The Screws
How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel
Chance For A Market Dip In Early 2024

Episode transcripts

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