Trading Justice 370: Deconstructing the Bullish Stock Thesis'
Release Date: 04/27/2020
In this episode, Coach Noah and Frank join the boys for a draft of the Dow 30 companies. We decided to look at all 30 companies in the index and pick them one at a time, per coach, if we were building a portfolio for 2021. Listen in to this fun segment with the coaches as we analyze these companies. Before that, we analyze recent news and price action in our Market Skyline. Lastly, Coach Noah and Tim discuss the value of education and the recent promotion from Tackle Trading.info_outline Trading Justice 400: Gratitude
It's our 400th episode! And, through the years, we've had incredible experiences, guests, conversations and the best audience in the business. We talk about all of the things we're grateful for and tell stories about our favorite guests and what we love about doing this podcast. Before that, Mark and Tim analyze the current state of the market's during our Skyline. Lastly, Coach Mark has a game called 'closest to the hole' where we guess random bits of trivia.info_outline Trading Justice 399: The Magic of Beta Weighted Delta
In this epi, we welcome Tyler Craig back to the podcast to discuss the topic of this month's newsletter regarding beta weighting your delta. Listen in as Tim and Tyler discuss the value, mechanics, and purpose of beta weighting your portfolio delta. Before that, the crew discusses the recent market action during the skyline. Lastly, Coach Matt has a game where we guess which video game titles were released by which video game companies.info_outline Trading Justice 398: Post Election Market Themes
Matt, Tim, and Mark discuss the themes that are developing after the US elections last week. Before the election, investors were focused on what the results would be and the market response to it. Now that the election has happened the conversation has changed. Also, we analyze the current market conditions during our Skyline. Lastly, we review some of the election predictions from last week's show.info_outline Trading Justice 397: Election Predictions
In Episode 397 of the Trading Justice podcast, we have put together a panel to discuss the market implications of the coming election and make our election predictions. The predications of our panel are all over the map from a massive Trump landslide to a solid Biden win. Come listen to the good-natured spirited discussion in the week’s podcast.info_outline Trading Justice 396: Election Scenarios and Market Implications
In this episode, Matt, Mark, and Tim discuss the upcoming election scenarios and their market implications. Before that, we analyze the broad markets during our skyline. Stocks sold off again this week, with a lack of a stimulus deal, election uncertainty, and tepid response to earnings reports, stocks broke down below key support levels. Lastly, Mark has a game for Matt and Tim on election trivia.info_outline Trading Justice 395: Seasonality and The Christmas Rally
In this episode, we welcome Coach Greg 'Old Money' Holmes to the podcast to discuss seasonality as well as the Christmas Rally. Before that, Matt, Mark and Tim analyze the broad markets during our skyline. Lastly, Coach Mark has a game where we guess the most popular Christmas characters as voted on by kids and adults.info_outline Trading Justice 394: Stock v. Options Battle Royale
In this episode, we bring Coach's Noah Davidson and Tyler Craig onto the podcast to debate whether Stocks or Options are better products to trade with. Before that, Matt, Tim and Mark analyze the broad markets during our weekly skyline. Lastly, in the spirit of the Lakers winning the NBA championship, Coach Mark asks Tim and Matt to guess which NBA players are in the top 15 of all time.info_outline Trading Justice 393: Dean Beckette
Stocks have fared well the last 10 days as support formed, and prices have rallied towards daily resistance. The market is more optimistic about the prospects for a stimulus deal happening amidst a lack of corporate news. Can the market break and run?info_outline Trading Justice 392: The Future of Retirement
In this episode, the team get's together to discuss the Future of Retirement. We discuss an idea we came across recently from Bill Ackman where every child born would be given a $6750 account to grow over time. Listen in as we analyze this idea. Before that, we analyze recent market action during our Skyline. Lastly, Coach Mark has a game where we guess the worst endings to TV shows ever.info_outline
In this episode, Matt, Tim and Mark break down the bullish stock thesis currently prevalent in the market. We take 6 specific themes that the bulls are touting right now and analyze them one at a time based on their validity.
1. The worst of Covid-19 economic impact is behind us
2. There is a ton of cash on the sidelines
3. Leadership in Quality and Growth stocks will hold the market up
4. An expectation of more positive news on Covid-19 therapeutic treatments
5. The willingness to look past earnings in 2020 towards 2021
6. The Fed put will boost liquidity and keep a floor to stock prices
As a team, we analyze these one at a time and rate their validity between 1-100. Listen in for our insights, critique and analysis of these themes.
Before the feature, we analyze the markets during our market skyline. One of the biggest stories has revolved around Oil, short term volatility and long term potential if the supply/demand dynamic can fix itself. There is a good debate during this section, that we are sure you'll enjoy.
Lastly, we play a game of Set the Odds on topics ranging from the best NFL QB drafted this year to the likelihood that Joe Biden won't be the Democratic nominee on the presidential ballot. It's a fun section, and one where Tim gets to play the judge between Mark and Matt. It's a fun section that we hope you laugh a few times with us through it.
1:00 Market Skyline
2:15:30 Odds Makers