Basis Points

This Hedge Fund Manager Sees The S&P At $8600 This Year | Basis Points

Basis Points

Show Notes

Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpodJay - https://www.infracapfunds.com/leadership00:00 - Intro 00:39 - Jay's ETFs04:35 - Do Covered Calls work on Tech?10:45 - Best Option Strategies17:51 - Pushback on Option Selling28:08 - The Oil Trade33:50 - Three Rate Cuts This Year & The Fed Discussion43:45 - S&P Target for end of year50:30 - Momentum Trades

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Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro02:00 - AI trade cracking this week08:30 - Anthropic Revenue Numbers18:20 - CoreWeave Bonds41:30 - Rocketlab, Pepsi, McDonalds50:23 - Tesla Flying Car

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Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Steve's Real Estate Skills08:55 - Micron Earnings 27:00 - Why not buy Micron?41:22 - Nvidia53:18 - Zeta1:01:41 - Nike1:03:07 - Trump's AI Dinner1:07:08 - Google

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Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Meta 17:00 - Companies partnering with Muse25:00 - Apple missed the mark33:25 - Amazon39:00 - AMD45:00 - Mount Rushmore of CEOs47:20 - Bond Yields

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Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod 00:00 - Intro03:12 - Apple iPhone Duo11:50 - AI Safety26:50 - Dreamforce29:00 - The Fed Debate57:35 - Where does the market go with rate hikes

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Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod 00:00 - Intro02:15 - Tesla Event20:05 - Market Ignoring Bad News35:50 - Broadcom Earnings45:50 - Meta51:00 - Robinhood

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