Fed Trader talks TLT, Nvidia bullishness, Tesla bearishness and bitcoin neutrality
May 20, 2024•55 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
Fed Trader Chaim Siegel talks market building blocks to keep investors sane (1:00). Inflation, TLT, bond yields and treasury market (11:00). How recent earnings figure into macro picture (15:05). Nvidia upside and AI hype (17:40). Tesla bearishness; negative sentiment (27:05). Thoughts on geopolitics, oil and the energy sector (35:20). Gold and bitcoin (38:55).
Show Notes:
Tesla: Company Risk If They Don't Slow Factory Growth
CPI Stopped On The Screws
How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel
Chance For A Market Dip In Early 2024
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
Show Notes:
Tesla: Company Risk If They Don't Slow Factory Growth
CPI Stopped On The Screws
How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel
Chance For A Market Dip In Early 2024
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
For the best experience, listen in Metacast app for iOS or Android