'Options Mike' on the Coming Year-End Rally for Stocks

The Contrarian Investor Podcast

Вміст надано Nathaniel E. Baker. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Nathaniel E. Baker або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

1+ y ago 35:33

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Michael Pisani, aka Options Mike, joins the podcast to discuss why he's anticipating a year-end rally in stocks.

Content Highlights

It's been a tough year for stocks and risk assets. That may be about to change (2:10);
Jerome Powell and the Fed have twice this year fooled markets into anticipating a pivot. But something has changed and the FOMC is no longer unanimous with its hawkishness (4:04);
There is still a lot of cash still on the sidelines (6:46);
Specific areas of the market Pisani likes here. And specific stocks, primarily Ford (F) and to a lesser extent General Motors (GM), both as longterm plays (11:42);
Another stock he's bullish on: Snowflake (SNOW) and several that are candidates to go to zero (12:33);
An easy contrarian play: ARK Innovation ETF (ARKK). Yes, really (15:46);
Pisani's take on cryptos (18:31);
Background on the guest (23:44).