What will a post pandemic world look like? No one is really sure, other than some new normal that has to be better than the last twelve months. With light at the end of the tunnel, why are stocks looking weak and interest rates rising? It’s buy the rumor sell the news, pandemic version. Warning signs are abundant with SPAC valuations, fringe stocks making crazy runs while overall markets lost their chutzpah. This week, Tom and Dylan discuss the next phase of the pandemic.
It doesn't seem to matter the financing method, retail investors never get to play with the big boys. SPACs are great for raising capital but are they great investments for retail investors? Has Tesla forgotten what made Tesla an experience and not just a car? Does Coinbase play too large a role in crypto currency? Check out this week's Truth or Skepticism.
When House hearings commence this week, expect Ken Griffin to be targeted by politicians. Why? Because when you're the richest guy in Illinois and no one really understands what you do in finance, you become low hanging fruit for vilification. Tom and Dylan cover this, crypto and SPAC-mania this week.
Gordon Gekko encouraged a generation that greed is good. But who would have thought it'd be Cheech and Chong responsible for creating new market participants? From pot stocks to crypto, a new generation of investors is engaged. Tom and Dylan discuss this, the volcano some are unknowingly dancing on and what the fallout after the eruption might look like.
Even in the most polarized times, nothing crosses the political divide like low hanging fruit. And there’s no perceived lower hanging fruit in the world of trading than payment for order flow and short selling. Arguably the most misunderstood aspects of finance. Listen in as Tom explains to Dylan why payment for order flow has improved market efficiency and how short selling keeps a market honest.
Who's driving the bus? Dylan and Tom debate the role of retail traders in stocks like GME. Are small investors in charge or is it still institutional money? No matter who is actually driving the bus, one thing is clear, the proliferation of small investors are making their voices heard.
Dylan Ratigan and Tom Sosnoff discuss the consequences of nefarious actions and an unlimited desire for more money. Whether it's media chasing viewers, corporate bailouts or equity prices, more money just seems to lead to more moral ambivalence.
Is there reason to be optimistic that we reached a tipping point? Tom seems to think so, but Dylan explains why he’s wrong. Generating conflict is big business for Facebook. The threat of censorship by private media companies is growing and markets are being driven by SPAC mania. Tune in and hear Tom and Dylan discuss a wide range of topics this week.
Volatility erupts in crashes and today we’re seeing a volatility explosion accompanied by a cultural crash. At the same time, equity prices are at all-time highs. At some point, you wake up in Tijuana and wonder how you got there. Tom Sosnoff and Dylan Ratigan discuss the surprise move in markets today, the political situation, the disconnect between the two and why even if you know in advance what’s coming, you may not know how to trade it.
Tom Sosnoff & Dylan Ratigan discuss the current optimism of the stock market and get into predicting what will happen in 2021. Other topics include: Brains vs Bots Market Efficiency Global Relations Bitcoin & Ripple's SEC Investigation Tesla & the EV Sector and much more...
As 2020 comes to a close, Tom and Dylan dive into the impact the coronavirus has had on the holiday season. Plus, get their take on the following: Is a Q1 selloff looming? New Presidential administration to-dos US Dollar Weakening Disney The Stimulus with respect to the market The importance of strategic investors
From bonds, to metals, to stocks, nearly every asset class (if not all) went up this year. With this "wall of worry" in place, what do the next few years of market activity look like? Will investors continue to buy at every sign of weakness? Tom Sosnoff and Dylan Ratigan examine the current complacency in the market and how Tom is positioning himself going into the next few months. Plus, they talk about what TSLA entering the S&P 500 means for the future of passive indexing, big tech vs. governmental bodies, and the need for strategic products to trade.
Tom Sosnoff and Dylan Ratigan tackle the logistics for administering a COVID vaccine as well as DoorDash's IPO. Plus, learn more about the new Treasury Yield product from the Small Exchange, student debt compared to corporate bailouts, and how the world will use what it has learned during THIS pandemic in case another surfaces.
With more discussion and headlines on how and when vaccines will be distributed, how much of this is already priced into the market? What are the variables that can derail the COVID outlook? Tom Sosnoff and Dylan Ratigan hypothesize scenarios for the next 7 months, with June being a potential inflection point. Plus, get their input on: Yellen as Treasury Secretary Bonds Cryptocurrency risk/reward Currency conversion The future of finance in the hands of retail customers
With winter around the corner and COVID-19 cases skyrocketing, some GOOD news is that two vaccines have been shown to be relatively successful. But what will it take for the population to get vaccinated? Tom Sosnoff and Dylan Ratigan talk about the Coronavirus case outlook in today's podcast. Plus, they walk through Small Cap performance, Cryptocurrencies, how the new political climate will impact businesses, and more.
Interest rates are not negative despite earlier 2020 fears. How will Biden's office attempt to re-ignite the economy? Tom Sosnoff and Dylan Ratigan dissect these two topics on today's podcast. Plus, get their thoughts on: Uncertainty around the transition of power a "global" election Shifts in global market structure Chinese Tech Markets Rotation away from Tech Monopolies Who should get the vaccine first "De-politicizing" the bonds and how it impacts the debt market
Tom Sosnoff and Dylan Ratigan team up as the votes are still being counted for the next President of the United States. They recap last night's Election UN-Special and dissect this 500 point move in the NASDAQ. Tune in as they walk through what's next for another stimulus package, how long this pandemic can realistically go, and why there is a "breakdown of trust" in America.
With the election less than a week away and the market selling off, what will these next few days bring? What about afterwards? Tom Sosnoff and Dylan Ratigan talk about a repeat of March's market with this uptick in COVID cases and more on today's podcast. Get their opinion on the following: Best Case, Worst Case COVID outlooks Immediate, Rapid testing Wall Street's Money in Presidential Campaigns The NASDAQ vs. the General Market Asset selling The Future of Finance
Does the election matter or is it all about what happens with the stimulus? Dylan Ratigan and Tom Sosnoff hypothesize the biggest binary plays and best instruments to trade. Plus, get their take on: The Absence of Major Federal Bailouts Commercial Real Estate Financial Analysts Buying any dip in the market If tax changes will move the market
As the health of the US economy is still in flux with the pandemic fallout, Tom Sosnoff and Dylan Ratigan center their conversation on "innovation drag." How will the lack of collaboration, creativity, and new business set us back? And for how long? Plus, get their take on the following topics: earnings vs. the election political betting inflationary pressure the accuracy of polls