The Last 15: Recent Episodes
The Last 15
Join myself and Amin as we discuss the last 15 minutes of the markets, breaking news, and our daily lives. Sami joins us on rare occasions and offers his insight, it's usually not very well received but we still give him air time.
Questions - Comments : last15pod@gmail.com Audible Trial: audibletrial.com/last15pod
Market starts off euphoric - but even positive vaccine news couldn’t keep it up - crashes towards the end of the day. Tesla - up to $1700 / share - selling off towards the close and what is going on with the mortgage numbers...how ?
Join myself and Amin as we discuss one of the riskiest trades we’ve undertaken on NIKOLA - we also touch on fintech - Square and TESLA! We also discuss the broader markets as usual!
Tesla destroys Q2 delivery estimates - exceed $1200 / share - Chinese EV maker follows suit - but in a little dark corner of the market - Nikola Motors goes down 15 % after rallying more than 300 % this year...the volatility on this stock is insane! We’ll be talking a lot more about Nikola in the weeks to come!
On this very special episode - Amin is on the road to god knows where but he takes the time to stop - call in - and record this very special episode on a historic Friday! The airlines back at the White House asking for another bailout...they probably won’t get it tho...
We come off a long week of not recording episodes due to busy life schedules - but we are back to talk about this huge increase in covid cases - diversifying to art as an asset class - and maybe even registering your organs as an LLC ? You don’t wanna miss this episode - Brought to you by: audibletrial.com/last15pod
We are back to start off Season 2 of the podcast! In this episode Amin and I continue talking about the economy, the reopening, the crazy crazy market and general banter ensues...new season...new look...we have joined the dark side - audibletrial.com/last15pod - Get your first audio book for free!
As we wrap up season 01 - we wanted to say thank you to all the listeners for their support and feedback. For now, head on over to audibletrial.com/last15pod to get your free audiobook and start your 30 day trial!
Is the Fed creating an artificial equity bubble ? Is the end is near? I talk to Amin one day, maybe just a few hours before the Fed decision tomorrow afternoon about interest rates and the general overall state of the economy. The rally has taken a breather but is it just to for the bulls to reload and consolidate ? We’ll find out in the second half of the week!
There’s one less lonely stock tonight...retail traders, smart money, dumb money, no money, everyone and their grandma seems to be piling into stocks. The stupidest of stocks, Hertz, is back at a level that it held prior to literally saying they may no longer be a going concern. The market has gone bananas, it has lost all chill, and we are BACK with daily episodes to capture the madness and preserve our own sanity...I honestly question if it’s just better to buy and hold after all these years, all this work, buy and hold is up 70 % in contrast to a few of us are staring at a margin call....where do we go from here...
There’s something very wrong, the underlings of the market are scheming, they are in cahoots, and the retail investor is just taking it all in like a buncha sheep being led to the slaughter house!
Looking forward to Q2 earnings not being as bad as expected...don’t think they’ll have the desired effect. If you’re listening to this on the date it was published, airline stocks have rallied more than 20 % today, and the stock markets has basically lost all chill.
Amin and I discuss the upcoming market downturn, more unemployment numbers, a potential reversal to the unemployment trend and the SpaceX launch scheduled for this Saturday!
A very special episode ahead of a very special event! The markets on an absolute TEAR! SpaceX gets ready to make history, and much much more!
When you start thinking 28 $VIX is normal, you have to question if you should be all cash...Amin is...or almost at least, I wish I could be...be scared, be very scared!
Markets have rallied again completely ignoring the metrics that matter , what else is new. Amin and I break it down, also President Carter used to be a peanut farmer, who knew.
On this closing Friday, Amin and I take a long and deep dive into various options strategies and their risk.
Amin and I talk about the latest headlines in the market, some random chatter about Elon, and wish Sami a happy birthday!
The market continues its rally to regaining ATH in the face of reopening the economy! Amin and I discuss everything you need to know about options and headline risk!
There’s a disconnect between the financial markets and real life, this is not going to end well...mark this pod.
Amin and I talk about Elon Musk selling all his worldly possessions, a possible economic recovery, and why oil is going up!
We talk about the BRK AGM - why Warren has forsaken us, and what’s next for the economy. Could things get more dire, is he wrong on airlines again ? We’ll have to wait and see!
Amin and I talk about amazon and Apple earnings, a bit of oil, and Amin needs to figure out his mic, it’s a yeti, if anyone can help him...please...let us know!
Tesla beat earnings - Facebook beat earnings - there’s maybe a vaccine - the market is green, everyone is excited - everyone get your cash ready to sell some puts!
Amin and I talk about the disconnect between the markets and real life, the markets and the economy and the huge disconnect between sectors.
We talk about the on-going Saga of oil (yes, that’s still news) - if we messed up the lock down - Adidas, Boeing, and Mark Cuban wants to use his kids to test if it’s safe to go out? Find out!
We basically talk about earnings and how hungry we are - Apple, Facebook, Tesla, Amazon, Microsoft, they are all reporting next week!
We talk about a crazy idea of selling short NAKED puts on big names as well as unemployment number, vaccine results from China and of course...argh...oil!
We talk a lot about...not to (I wish), Chammath Palihapitiya - CEO of Social Capital - we break down USO and why retail investors are losing their houses and will SpaceX ever go public ?
Sami joins us on the podcast today to cast a very long shadow over reopening the economy, what it will take and getting ready for Delta’s earnings, Amin goes through the numbers!
This is an oil heavy podcast (pun intended) - we discuss why the price went negative, how futures work, and why you shouldn’t be concerned...too much!
Markets took a huge rally today off news that there’s a working vaccine, oil and energy stock diverge, and the future of Tesla, consumers and how we live!
Amin and I talking about debt cycles, Dalio’s big bet on a market crash and the economy wiping out every job it’s gained since 2008.
A late podcast, after the market close! oil doesn’t look any better, reverse stock splits everywhere, and buy Tesla puts ? Find out!
We talk about the market being tremendously green as I predicted yesterday, bank reported earnings, delta didn’t...not sure if they ever will at this point and Amazon just keeps climbing! Time to sell ? Find out!
After a 3 day break, the market wasn’t ready to resume its historic rally...that’s very normal and there’s no reason to panic...right ?
The Fed promised another $2T ...oil is acting like a teenager, and Sami is no where to be found on the Pod this week!
Did the market rally today because Bernie dropped out of the race ? What’s going to happen with oil tomorrow ? And why did we not talk about Delta today ? Find out! - That other payment services is called Stripe..
Amin and I discuss Delta earnings, OPECs upcoming meeting and just how rational the market always is! If it seems like we’ve had enough...we really have.
Amin and I discuss bottom fishing as stocks rally over 6 % across the board - we discuss oil as well of course.
SPECIAL EPISODE: Breaking news out of Omaha, Buffet ridding his firm of millions of shares of Delta Airlines and Southwest.
Sami joins us for the first time on this podcast to share his thoughts about airlines, COVID and energy - Amin fat fingers a trade losing all his weekly profits.
Amin and I discuss unemployment, oil going up randomly and the key to selecting avacados! He’s also apparently done his homework on oil.
Join myself and Amin as we discuss a disastrous first day of Q2 and our failing puts strategy.