Risk Reversal - 1046 podcast

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Here are our show notes for @10:46 today – we talked about Palantir’s hedge against a “black swan” event, Rosenblatt’s price target hike on Nvidia, Morgan Stanley naming Disney, and Netlfix as top picks, and the next move for the S&P 500.


If you missed the live show, you can watch a recording of it:

1) Macro Call:

Gold ETF (GLD) since Dec 2019

Bitcoin since Nov 2019

2) Stock Call 1:

Nvidia (NVDA) since Dec 2019

Semiconductor ETF (SMH) since Dec 2019

3) Stock Call 2:

Netflix (NFLX) since Jan 2020

Disney (DIS) since Jan 2020

ViacomCBS (VIAC) since Dec 2019

4) Chart of the Week: 


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