Markets, Monopolies and Memes
Despite the largest ever notional value of short SaP 500, Tom believes markets remain overextended. The best play? Short premium with a hedge. Apple and Epic Games are in an epic battle that will likely set legal precedent for what a monopoly is. And meme stocks are back! Not because they’re your father’s solid fundamental investment, but because risk appetite remains high. All this and more on this week’s episode.