Why This Isn't the Bear Market You're Looking For скачать в хорошем качестве

Why This Isn't the Bear Market You're Looking For

Markets have been under pressure, with a weird twist: AI is hitting both sides of the market. “Legacy” businesses are getting repriced on disruption fears, while the mega-cap tech leaders are slipping on CapEx / return concerns. Matt and Jason break down what that actually means for positioning right now—why chop can still be opportunity, how to avoid getting pulled into “X narratives,” and why the market’s message matters more than opinions. They also hit the biggest debate of the week: Michael Burry vs. Palantir, why “being right” can still be expensive, and what matters most when a former leader stops acting like a leader. Finally, they close with a new weekly scoreboard idea (Matt vs. Jason) featuring Texas Instruments (TXN) vs. Sugar (CANE) as the setups to watch next week. Chapters 00:00 Markets weak, AI “destroyer vs savior” contradiction 01:06 Jason’s key level: why Thursday’s market action matters 03:03 Matt’s framework: dot-com style rollout (1995–96) + washout thesis 07:09 Winners vs losers: why long/short is working in chop 11:14 Liquidity, positioning, and why a deep bear case is harder 16:45 Palantir + Burry: market signals vs “X narratives” 23:08 Returns debate: Buffett, benchmarks, and the “needle-mover” approach 30:49 AI trading bots: why trading can’t be “solved” 38:26 Futures corner: Sugar crowding, WASDE, and the signal Jason needs 42:17 EDGE Report mention + why leadership lists matter 43:40 Scoreboard begins: TXN breakout level vs Sugar trigger 47:15 Closing: where strength is hiding + question box for next week ⚠️ Quick heads up: we’re currently having issues with Spotify & Apple Podcasts and are actively working to resolve them.