Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
MP4•Episode home
Manage episode 493103934 series 68544
Content provided by tastylive. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by tastylive or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode of "First Call," Tom Sosnoff shares his market insights, emphasizing the S&P 500's current pricing as "super rich." He remains short S&P positions while expressing interest in buying bonds at around 114. Tom discusses the volatility in crude oil and remains indifferent, while also expressing skepticism about homebuilders amid liquidity concerns. He highlights a potential risk-off sentiment impacting equities and a disconnect between market expectations and the Fed's stance. Overall, Tom advocates for cautious trading as the market approaches earnings season.
…
continue reading
1616 episodes