Fed Trader Chaim Siegel talks market building blocks to keep investors sane (1:00). Inflation, TLT, bond yields and treasury market (11:00). How recent earnings figure into macro picture (15:05). Nvidia upside and AI hype (17:40). Tesla bearishness; negative sentiment (27:05). Thoughts on geopolitics, oil and the energy sector (35:20). Gold and bitcoin (38:55).

Show Notes:
Tesla: Company Risk If They Don't Slow Factory Growth
CPI Stopped On The Screws
How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel
Chance For A Market Dip In Early 2024

Episode transcripts

For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)