In this episode, Mark and Tim welcome Coach Gino and Noah from Tackle Trading to discuss the recent market conditions and potential investment thesis’ moving forward. The market is being split into different groups, and how they are interpreting the recent news. Some market participants are screaming to buy now, others to wait until more clarity develops and then some are now simply bearish. Here are the 3 main investment thesis’ we’re seeing develop right now.
#1 – Buy the dip – sooner than later
#2 – Buy the dip – after we get more information
#3 – Sell the rally’s – the Market is now Bearish
Where do you fall? We discuss all of these different camps and break them down one at a time from our perspective.
Next, Coach Mark has compiled a list of Bearish arguments and presumptions of what can happen as a result of the Coronavirus outbreak. Tim, Gino and Noah rank them from 1 (not likely) to 10 (very likely) in reaction to these presumptions. It’s a fascinating thought exercise, and one we know you’ll get value from listening to.
Lastly, Mark has a game where we guess what are the top 10 american foods. What is the iconic food you think of when you think of ‘American’ food? Hint, Twinkies doesn’t make it.