10/09/2024
The Fed Fell Into A Trap, Making ...
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Market Recap: 00:00 Intro
0:55 Geopolitics: Crude Oil
6:00 Jobs Report
8:00 Tightrope Strategy: Inflation vs.
Recession vs. Soft Landing
18:00 The Themes
26:26 Trade Updates
30:30 Market Performance: Comeback Of Energy
33:20 Heat Map: Geopolitical Theme 37:25 Commodities: Comeback Of Inflation
38:40 Options: TSLA & China Trades + Contrasts
46:50 Charts: Trap?
58:48 Outlook
Outro Music: DELUGE - Binary Echoes