Guy, Dan, and Danny are joined by Danny’s “The Big Short” colleagues Vincent Daniel) and Porter Collins) for a conversation about the state of the markets, Federal Reserve, and what to buy in this environment. Later, Dan and Guy go “Off The Tape” with Anastasia Amoroso) of iCapital Network) and discuss the September swoon for stocks (36:10), Anastasia’s top picks for Q4, and how crypto fits in an investment portfolio (52:56).
More information on some of the topics referenced in this episode:
Dollar hits one-year high as traders anticipate US interest rate rises)
Bed Bath & Beyond Tumble Shows Risks of Chasing Meme Stocks)
Surging Treasury yields batter ARK fund amid broad tech selloff)
A Breakout Year for Cryptocurrency Performance and Adoption)
See what adding futures can do for you at cmegroup.com/onthetape).
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