Episode 166

The Song Remains the Same with Alfonso Peccatiello of The Macro Compass

Dan and Guy are joined by Liz Young, head of investment strategy at SoFi, to discuss what will move the broader market this week

RiskReversal Pod

April 24, 20231h 7m

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Show Notes

Dan and Guy are joined by Liz Young, head of investment strategy at SoFi, to discuss what will move the broader market (4:00), Wall Street sentiment (8:00), earnings (11:00), what history says about a recession (26:00), what Liz is watching this week (31:00), and ODTE options (33:00). Dan sits down with Alfonso Peccatiello, Founder & CEO of The Macro Compass, and talk about what options in the stock and bond market are saying (40:00), how to spot a recession (46:30), how investors should be thinking about leading indicators (51:30), the market doesn’t bottom before a recession (59:00), and leaving tech stocks for more defensive positions (1:04:00).

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