The Impervious and I give an update on Week 1 of our $QQQ v. $BRK.B bet. Sean - out to a massive early lead - touts the merit of tech and death of value, while I vigorously defend Buffett and the brilliance of using insurance float to buy stocks. We review the folly of trading earnings and a terrible trade I made in $NET. Sean previews $DDOG earnings and some opportunities in $SDC, $CSPR, $IWM and $SLV. Once again, we return to the theme that price action is all that matters in trading short-term options.

Show links:

- Cliff Asness on historic cheapness of value relative to growth