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 (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). Hedge Funds Place Biggest Ever Short on Benchmark Treasuries ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @DanNathanRR on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page