Julian Emanuel

The speaker analyzes the recent performance of the technology-heavy index and risk perception in the options market.

* Does not constitute investment advice

The speaker evaluates the reflections of current energy price levels on the global economy and market costs.

* Does not constitute investment advice

The speaker discusses earnings growth in the technology sector and its decisive power over index peaks.

* Does not constitute investment advice

The speaker examines price movements in the S&P 500 index, the current range-bound trading, and the impact of macroeconomic data on the market.

* Does not constitute investment advice

The speaker analyzes the expectation that the tech sector will continue to lead the bull market despite the cautious mood, highlighting his contrarian view.

* Does not constitute investment advice

The speaker evaluates the strong pricing in the transportation sector, the rise in trucking rates, and data indicating the general strength of the economy.

* Does not constitute investment advice

The speaker examines the valuations in the software sub-sector reaching trough levels and potential opportunities despite the cautious market mood.

* Does not constitute investment advice

The speaker evaluates the sharp price reversal in precious metals and assesses the speculative market conditions behind this movement.

* Does not constitute investment advice

The speaker analyzes the potential impact of Kevin Warsh's nomination for Fed chair on the dollar and examines how his hawkish stance on the balance sheet shapes market dynamics.

* Does not constitute investment advice

The speaker evaluates the recent market sell-off and volatility, noting that current risks differ from the buying opportunity seen in April. He analyzes the President's stance on tariffs, highlighting persistent near-term risks.

* Does not constitute investment advice