
tastylive
@tastyliveshow • 78,185 subscribers
The trader's un-network.
Videos

Gold drops hard and everyone flips from ultra bullish to hating it overnight. Otavio (Tavi) Costa tells Ilya Spivak the thesis has not changed at all. Are central banks going to stop buying gold? Are we getting 5 to 7 rate hikes? If that is the bear case, it is nuts. This is what happens in gold cycles and the ones who lean on conviction when everybody panics are the ones who win.
tastylive33,581 views • 1 month ago

Every shortage is followed by a glut. Eggs exploded and now they are down 99%. Oil hit $120 two months ago and is trading at $73 today. Jared Dillian Jared Dillian tells Christopher Vecchio, CFA the same thing is coming for chips. Nvidia has had pricing power because of the shortage. But it also applies to stocks. Buybacks reduced supply for years and now SpaceX, Google, Meta, and OpenAI are all adding shares right at the top of the market.
tastylive18,622 views • 28 days ago

Credit card delinquencies just hit levels higher than the 2008 financial crisis. People are more afraid of losing their job than getting sick. Home prices are starting to fall. Henrik Zeberg tells Christopher Vecchio, CFA AI will change the world but every market top sounds exactly like this. The consumer is already cracking.
tastylive17,097 views • 1 month ago

What if the AI infrastructure boom is like the fiber optic cable craze of the late 90s? Everyone got rich building it. Then it collapsed. Jeff Weniger says we have all become AI specialists just to have a view on the $SPX. And when you actually dig into these businesses, the complexity is staggering. $META is basically just the sum of a bunch of acquisitions. Who even uses Facebook anymore? Ryan Grace & Jeff Weniger on the question the market is not asking:
tastylive12,796 views • 2 months ago

Three million 0 DTE contracts traded in $SPX every single day. That is 62% of all daily volume in the most liquid options market on the planet. It started with indexes. Now Tesla, Nvidia, Apple and Amazon all have Monday and Wednesday expirations and traders piled in immediately. The way people use options has completely changed. Christopher Vecchio, CFA and Cboe VP Henry Schwartz on what comes next:
tastylive12,939 views • 2 months ago
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