In this week’s episode of The Macro Setup, Guy and Dan discuss the need for tapering from the Fed, whether inflation will be transitory or sustained and geopolitical risks to the markets. They look at mega-cap tech (AAPL, AMZN, TSLA, NVDA), ZM, PTON and other sentiment indicators - SPAC/IPO indices, commodities, crypto (BTC and ETH), gold, the 10yr and DXY. Brought to you by presenting sponsor Nadex.

Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MacroSetup.

Follow the co-hosts:

Follow Dan Nathan @RiskReversal on Twitter

Follow @GuyAdami on Twitter

To Taper or Not to Taper? 37:32 Share

MRKT Call

Shownotes Transcript

To Taper or Not to Taper?