Just buy vix at 17 and sell at 30 in 2022.then flip. You hedged your portfolio. Rinse and repeat. Its been working for me for over a year and keeping my portfolio green on red days. This is essentially what the guest is saying about vols
Kris was great but if you watch him while he’s not talking, he looks like he’s either dazing out or not interested in what they are talking about, lol couldn’t help but noticing. Nonetheless liked hearing him talk and point of view
What's great about the show is you bring on guests i don't know, i learn from the chat and can follow their work on twitter etc. Fresh faces and ideas make for a great show.
Kris is extremely knowledgeable and it’s great to have him on. Hopefully he comes back to the show. Watched him on RV was extremely impressed how he breaks down concepts.
Please share this channel with everyone you know that's into finance. This channel does not get the amount of attention it deserves. The information that was given during this last friends episode was priceless. Unless you were working on a trading floor and had a terminal, this behind-the-scenes information was never given out. Thanks for sharing and giving us the opportunity to become more knowledgeable.
@@theforward783 Mainly Kris the guest. So much to take from him explaining how the market is structured at the moment. If you didn’t take that in I would suggest you listen closely to him again.
I went back to school in 1994, when I was 28. First Econ class, the instructor asked, "Who remembers the oil crisis of the '70's?", I raised my hand and asked "Which one? '73 or '79?". (I was a weird kid, my father made me start reading the paper early). Loved that professor, good guy.
Excellent show. Kris had very valuable information. Josh, I love you man but please stop interrupting the guests when they are not done talking. You're still the best.
In august 1998,John Meriwether and Long Term Capital Management(LTCM) found out what happens when liquidity goes.I can remember when the 10 year treasury hit 15.4% in 1981,only strong and well managed companies could survive in that environment.Stanley Druckenmiller is right when he said cheap and easy money is not in the long term interest of the US economy.Michael McMahon,Navan,Ireland
I wanna see you keep roughing people up on CNBC Josh! That's one of the reasons why I watch! You get into it with some of them Long Island style and I love it!
Great show! Always good to expand thoughts and ideas. Long term follower of the show. Market movement from early November thru Santa rally has evaporated.
loved the discussion guys. Probably suitable for a small bit during the Tuesday Josh-Mike show: what is the role/effect of social media on the stock market. Staying in SPY has been the right thing to do for forever, but can that fact being force fed by youtubers have an inverse effect? False sense of security?
At this point in requesting a two hour episode where it is solo with JC, Kris, Eddy E., and Tom Lee. I’ve listened to all these episodes myself and my wife has listened to a lot of them and those are the guest we both want longer episodes from through out the year. This is rivaling CNBC weekly content with 1 hour episodes a week. I appreciate Josh going really hard at Cathy Wood this week, she deserves to have tough questions asked to her at this point and Josh did a great job doing that this week. Michael you’re doing a great job asking questions I love your episodes with Ben for Animal Spirits. One request is could we get LIVE episodes of this show once in awhile I think that would be amazing especially if it is announced in advance the viewer ship will be good!
I don’t get it either, which makes sense. It’s just a very complex moment and for sure will eventually reveal good or excellent buying opportunities. I do get that the market was so so elevated if not some bubbles in tech. Just learning here.
I hope you keep this up for awhile, so I can google some of what Kris Sidial mentions. So, should we buy Paypal? There's no bad news, other than the obvious?
People losing money in the stock market is great to fight off inflation but those at the top will just continue to win and create an even bigger gap between the poor and rich.
the block trade is the LEAST thing 2 worry about. Id say that the dark pool taking 90-95% of all retail order flow is much more nefarious since they r now running multiple dark pools each & we have a mrkt maker not making mrkts who is also a HF w 28 llc's & a dark pool connect - a mrkt makers banned from Shanghai for years over abusive short selling & spoofing - we have allowed the most corrupt 2 control the mrkt & passive investors who believe they r shielded from this r gonna learn the hard way that the selling of what doesnt exist is the biggest cancer in mrkt & those etfs mutual funds ect r net lenders that have exacerbated this house of cards. The truth is that naked shorting is only a fear by Congress SEC & Govt when it was about saving banks - u can watch videos of them saying how this tactic is illegal ect - its always been but its only illegal when it can topple our institutions. Not sure how the old guard has been ok w things getting this bad but u would b surprised by what some retail knows - they can sit w u & blow ur mind. maybe host a gamestop quant that can out knowledge u in the areas of mrkt that u guys pretend dont exist.
I don’t think the other members on the of the Fed will allow negative interest rates. I think the hawks are going to ride this market down a bit with higher rates soon.
You gotta love these discount Wall Street fortune tellers that pull analysis out of their ass. Record inflation and debt yet market is good guys don’t worry
As someone w lots of experience w short reports I can assure u that it’s different than being publicly short or bearish - here is an eg 2021 Cramer pumped biotech SRNE which was in operation warp speed - it was 3 when I bought when Jim promoted how much he loved it the price was 20. Next morning a short report dropped so I sold at 16 which is only bcuz I tracked their twitter feeds & caught it. This was only 1 example where he was involved. There r tons. The idea that family offices & hedge funds can buy a short report & media sentiment while waiting w puts is not how it should work since they r debunked 90% of the time. Only once in a million so u get a Nikola or Enron. Perhaps a halt while they fact check would b helpful so that u don’t ruin a good company w viable business who is growing only bcuz it’s a threat to an already successful behemoth c the issue? U guys say hedge fund shorts r “targeted” but what u used for ur eg is not a good one since GameStop was in a 9 year short to death to take for themselves w out paying type of short. When Ryan Cohen of chewy bought shares they couldve closed at 7 - when he bought enough shares 2 remove the board they could’ve closed at 18 when the excitement of gamers around the world started buying they could’ve closed. Yet the micro float had over 226% reported short interest (public record on hood suit from their side) which means over 1000% in reality. They NEVER expected 2 pay for the borrows - now the media runs w a narrative that people accept only it’s flawed bcuz I didn’t care who was short I just know that Ryan Cohen is a visionary who has integrity & who is young & motivated regardless that he could retire on his aapl shares alone (6M of them in 2018) his only stock before GameStop which the Ivy League researchers at Melvin capital ignored. Now fast forward a year & that 38B mrkt cap sounds less insane in fact 2 use basic accounting would b 7 x’s sales not counting network value human capital (c suite hires) blockchain team move 2 tech partnerships w msft & Xbox & more - so now the media spends an entire year in a short distort much 2 their dismay we didn’t sell - in fact 80% held from 483 to 40 to 350 to 111 to 350 to 90 to 275 to 88 c the issue - gamers r not interested in finding a new “target” they just love GameStop & refuse to sell Ur also talking about some of the most educated retail investors in mrkt currently contrary 2 media bias. U also watched the intro of AMC which trades in a swap w GameStop & where GME shorts hedged & promoted so that FOMO would enter the massive float & not into the micro float where the unwinding of that short is going 2 hurt.
talking a stock higher then dumping it is just as bad. thats why WSB got so much negative attention because the amount of pump and dumps that were peddled in the forums.
Friggin love this podcast. Real insight into market makers and mechanics of the market. @Josh Brown you are the man keep up the good work. “Do not underestimate Biden’s ability to really F@&# things up” -Obama.
Keeps the conversation short and snappy? Remember, oral presentations only deliver about two pages of information in the average half hour presentation.
Couldn’t listen to this episode. Have no clue what the dude in the tie is saying. On top of that, hard to listen to because he says “right” every 10 words.
Thanks again to our friends at Masterworks, check out masterworks.art/compound for more information!
Just buy vix at 17 and sell at 30 in 2022.then flip. You hedged your portfolio. Rinse and repeat. Its been working for me for over a year and keeping my portfolio green on red days. This is essentially what the guest is saying about vols
This was easily the best episodes so far. So much insight about actual market structure from Kris Sidial. Bravo. Please have him on again. Cheers.
Third that!!
Fourth. So good.
Kris was great but if you watch him while he’s not talking, he looks like he’s either dazing out or not interested in what they are talking about, lol couldn’t help but noticing. Nonetheless liked hearing him talk and point of view
Any other podcasts like this you recommend?
@@ThatBigCactus Yes try the Odd Lots Podcast from Bloomberg and also Panic With Friends from Howard Lindzon.
What's great about the show is you bring on guests i don't know, i learn from the chat and can follow their work on twitter etc. Fresh faces and ideas make for a great show.
Kris wins The Compound. Best guest!
Kris is extremely knowledgeable and it’s great to have him on. Hopefully he comes back to the show. Watched him on RV was extremely impressed how he breaks down concepts.
One of your best episodes! Really enjoyed listening to what Kris had to say
Please share this channel with everyone you know that's into finance. This channel does not get the amount of attention it deserves. The information that was given during this last friends episode was priceless. Unless you were working on a trading floor and had a terminal, this behind-the-scenes information was never given out. Thanks for sharing and giving us the opportunity to become more knowledgeable.
The information provided in this episode is crazy. Probably the best one yet in my opinion 🔥
How come ?
@@theforward783 Mainly Kris the guest. So much to take from him explaining how the market is structured at the moment. If you didn’t take that in I would suggest you listen closely to him again.
you need sidial part 2. could listen to him speak all day
Shows are only getting better and better. Love the informal setting yet so informative. Keep it up!
This episode flowed very well. The guests were amazing, please have them on again.
One of the best discussions on how markets are working! Great!
Josh is a great host. Well done.
Batnick is a great straight man. Goat financial comedy duo
Yes he's good. I like how he's on the phone texting somebody during a live interview. LOL good stuff.
Great guest again!
This was cool, enjoyed hearing Kris's perspective
Amazing guests. Great job
Amazing episode please keep it up!
Thank you!
Lovin' that lilac sweater earlier today, Josh.
Kris is a brain. Great episode
Awesome show …always filled with informative guests…
Superb video! Great guests! Interesting episode! Great work guys!
Appreciate it!
Kris and Carol were great. Would love to see both of them back on
great episode guys.
I went back to school in 1994, when I was 28. First Econ class, the instructor asked, "Who remembers the oil crisis of the '70's?", I raised my hand and asked "Which one? '73 or '79?". (I was a weird kid, my father made me start reading the paper early). Loved that professor, good guy.
I’m calling at least a 10x in compound and friends subs and likes in the next year
I love your guys intro music. Josh Brown, you are THE MAN!👊👊👊👊
Very revealing for a newb. Thanks guys!
A great episode
Excellent show. Kris had very valuable information. Josh, I love you man but please stop interrupting the guests when they are not done talking. You're still the best.
great episode...where else can you discuss tail risk, hedging and welcome back kotter...
In august 1998,John Meriwether and Long Term Capital Management(LTCM) found out what happens when liquidity goes.I can remember when the 10 year treasury hit 15.4% in 1981,only strong and well managed companies could survive in that environment.Stanley Druckenmiller is right when he said cheap and easy money is not in the long term interest of the US economy.Michael McMahon,Navan,Ireland
I left Long Island for South Florida 15 years ago. Best decision of my life.
My favorite part of these is seeing Michael’s screen and feeling good when I know what ticker the chart is for
I wanna see you keep roughing people up on CNBC Josh! That's one of the reasons why I watch! You get into it with some of them Long Island style and I love it!
Would love to see Cathie Woods to be next guest! I ll get my popcorn ready
It's coming
How batnick has his nose in his phone and computer but can still meaningfully contribute is beyond me
Great show! Always good to expand thoughts and ideas. Long term follower of the show. Market movement from early November thru Santa rally has evaporated.
loved the discussion guys. Probably suitable for a small bit during the Tuesday Josh-Mike show: what is the role/effect of social media on the stock market. Staying in SPY has been the right thing to do for forever, but can that fact being force fed by youtubers have an inverse effect? False sense of security?
Would love to see some more big trading talk
quip of the day.... what did you do for exercise.... climb trees? 53:50
I love waiting for the video. happy Friday
Worth the wait?
Came for Timmy Ds sh1t talk podcast.
Stayed for the valuable insights and amazing podcast.
Thank you!
We appreciate you !
At this point in requesting a two hour episode where it is solo with JC, Kris, Eddy E., and Tom Lee. I’ve listened to all these episodes myself and my wife has listened to a lot of them and those are the guest we both want longer episodes from through out the year. This is rivaling CNBC weekly content with 1 hour episodes a week. I appreciate Josh going really hard at Cathy Wood this week, she deserves to have tough questions asked to her at this point and Josh did a great job doing that this week. Michael you’re doing a great job asking questions I love your episodes with Ben for Animal Spirits. One request is could we get LIVE episodes of this show once in awhile I think that would be amazing especially if it is announced in advance the viewer ship will be good!
Josh’s appreciation of the original SATC further cements his GOAT status. A 1977 guy understands how impt that show was.
Hey Josh. I saw you the other afternoon on CNBC with your box of tissues! ha ha (Although I felt the same.)
New drinking game - Take a shot every time Kris Sidial says “right”
They sleep beautifully :) does this mean they are easy on the eyes? Great episode.
Illuminati 😂 made me laugh! Great content.
hey guys, we need Tom lee back to this show. thanks!
At the end of the day the best companies with the most money and highest margins always go higher .
The E-trade baby is hilarious. But you forgot the part where he says" I'll go get my onesies" lol. BTW, not all retail traders are sheep, Josh.
It feels like the machines took over. There is no explanation to see such a plunge.
I don’t get it either, which makes sense. It’s just a very complex moment and for sure will eventually reveal good or excellent buying opportunities. I do get that the market was so so elevated if not some bubbles in tech. Just learning here.
Enjoyed the show but have some suggestions, as to the length of time a chart is displayed and the volume of a guest from time to time. Thanks
Duncan on SATC: "I'll pass." Ditto
Bc of Josh I now just listen to the podcast and throw up e trade baby’s picture when batnick is talking
Who's toys are those in the middle of the table?
I have always traded covered calls against some of my portfolio.
I hope you keep this up for awhile, so I can google some of what Kris Sidial mentions.
So, should we buy Paypal? There's no bad news, other than the obvious?
Pay attention Mikey! It’s rude!
Extremely rude ans distracting too
Apple is so dominant, they get free ad promos
How come the TH-cam episodes are so much shorter than the podcast?
Warren Buffett : IF you are not making money while you sleep, then you will work till end of your life> thanks for sharing a fellow creator
You guys should get Rick Rule on the podcast
So how do they hedge Delta on put options? Sell the stock?
Correct, they’ll sell or short stock
Everyone hates the high frequency guys but when they step away the liquidity drys up and everyone starts panicking.
This is crazy
Is trading put debt spreads in a down market considered delta hedge?
May be liquidity was just a friend we met along the way.
you are aware that Chewy is as big as the stromtrooper. That is just wrong!
A lot of these names were attempting to pull forward too much and got hammered on the slightest miss on earnings report.
People losing money in the stock market is great to fight off inflation but those at the top will just continue to win and create an even bigger gap between the poor and rich.
the block trade is the LEAST thing 2 worry about. Id say that the dark pool taking 90-95% of all retail order flow is much more nefarious since they r now running multiple dark pools each & we have a mrkt maker not making mrkts who is also a HF w 28 llc's & a dark pool connect - a mrkt makers banned from Shanghai for years over abusive short selling & spoofing - we have allowed the most corrupt 2 control the mrkt & passive investors who believe they r shielded from this r gonna learn the hard way that the selling of what doesnt exist is the biggest cancer in mrkt & those etfs mutual funds ect r net lenders that have exacerbated this house of cards. The truth is that naked shorting is only a fear by Congress SEC & Govt when it was about saving banks - u can watch videos of them saying how this tactic is illegal ect - its always been but its only illegal when it can topple our institutions. Not sure how the old guard has been ok w things getting this bad but u would b surprised by what some retail knows - they can sit w u & blow ur mind. maybe host a gamestop quant that can out knowledge u in the areas of mrkt that u guys pretend dont exist.
I don’t understand why they wont say the spoofing was about Tesla..
This aged well
she’s in love with kris lol
I don’t think the other members on the of the Fed will allow negative interest rates. I think the hawks are going to ride this market down a bit with higher rates soon.
R/R 🎯🐼
You gotta love these discount Wall Street fortune tellers that pull analysis out of their ass. Record inflation and debt yet market is good guys don’t worry
Great show...informative.....notwithstanding the annoying zero value add Batnick!
As someone w lots of experience w short reports I can assure u that it’s different than being publicly short or bearish - here is an eg 2021 Cramer pumped biotech SRNE which was in operation warp speed - it was 3 when I bought when Jim promoted how much he loved it the price was 20. Next morning a short report dropped so I sold at 16 which is only bcuz I tracked their twitter feeds & caught it. This was only 1 example where he was involved. There r tons. The idea that family offices & hedge funds can buy a short report & media sentiment while waiting w puts is not how it should work since they r debunked 90% of the time. Only once in a million so u get a Nikola or Enron. Perhaps a halt while they fact check would b helpful so that u don’t ruin a good company w viable business who is growing only bcuz it’s a threat to an already successful behemoth c the issue?
U guys say hedge fund shorts r “targeted” but what u used for ur eg is not a good one since GameStop was in a 9 year short to death to take for themselves w out paying type of short. When Ryan Cohen of chewy bought shares they couldve closed at 7 - when he bought enough shares 2 remove the board they could’ve closed at 18 when the excitement of gamers around the world started buying they could’ve closed. Yet the micro float had over 226% reported short interest (public record on hood suit from their side) which means over 1000% in reality. They NEVER expected 2 pay for the borrows - now the media runs w a narrative that people accept only it’s flawed bcuz I didn’t care who was short I just know that Ryan Cohen is a visionary who has integrity & who is young & motivated regardless that he could retire on his aapl shares alone (6M of them in 2018) his only stock before GameStop which the Ivy League researchers at Melvin capital ignored. Now fast forward a year & that 38B mrkt cap sounds less insane in fact 2 use basic accounting would b 7 x’s sales not counting network value human capital (c suite hires) blockchain team move 2 tech partnerships w msft & Xbox & more - so now the media spends an entire year in a short distort much 2 their dismay we didn’t sell - in fact 80% held from 483 to 40 to 350 to 111 to 350 to 90 to 275 to 88 c the issue - gamers r not interested in finding a new “target” they just love GameStop & refuse to sell
Ur also talking about some of the most educated retail investors in mrkt currently contrary 2 media bias.
U also watched the intro of AMC which trades in a swap w GameStop & where GME shorts hedged & promoted so that FOMO would enter the massive float & not into the micro float where the unwinding of that short is going 2 hurt.
talking a stock higher then dumping it is just as bad. thats why WSB got so much negative attention because the amount of pump and dumps that were peddled in the forums.
Friggin love this podcast. Real insight into market makers and mechanics of the market. @Josh Brown you are the man keep up the good work. “Do not underestimate Biden’s ability to really F@&# things up” -Obama.
Why do you need to wear headphones?
Stock market is complete manipulation.
They bleep Batnick & Brown, but not the guests. MEME DENIERS!!
Crypto has all kinds of good yeilds! 5-20% on many. 89% on one of mine.
Why cut off your guests when they are sharing interesting information
Keeps the conversation short and snappy? Remember, oral presentations only deliver about two pages of information in the average half hour presentation.
Ego
The market COULD fall 90%. It's overvalued by 75 % due to inflation. This is likely a generational top. Best wishes. (Got SQQQ?)
That guy saying 'right' every 4th word is making it very difficult to listen to him... Right
This guest was moving too much in his rotating chair.
Couldn’t listen to this episode. Have no clue what the dude in the tie is saying. On top of that, hard to listen to because he says “right” every 10 words.