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Episode 99: Is There Too Much Greed? With Tommy Thornton.

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Manage episode 516041880 series 3652908
Content provided by Mags. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mags or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Kicking off the week with us on Talking Markets is Tommy Thornton, founder of Hedge Fund Telemetry. With markets hitting new highs and headlines touting “constructive” US–China trade talks, optimism is everywhere... but sentiment may be running too hot. Tommy joins Maggie Lake to explain why his Daily Sentiment Index shows the S&P back near extreme bullish levels, even as the CNN Fear & Greed Index tells a different story. We also dig into what’s happening in tech, where his short positions stand now, and how credit markets are behaving beneath the surface.Follow Tommy on Substack: https://hedgefundtelemetry.substack.com/Connect with us on Substack: https://themarkethouse.substack.com/Connect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

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158 episodes

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Manage episode 516041880 series 3652908
Content provided by Mags. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mags or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Kicking off the week with us on Talking Markets is Tommy Thornton, founder of Hedge Fund Telemetry. With markets hitting new highs and headlines touting “constructive” US–China trade talks, optimism is everywhere... but sentiment may be running too hot. Tommy joins Maggie Lake to explain why his Daily Sentiment Index shows the S&P back near extreme bullish levels, even as the CNN Fear & Greed Index tells a different story. We also dig into what’s happening in tech, where his short positions stand now, and how credit markets are behaving beneath the surface.Follow Tommy on Substack: https://hedgefundtelemetry.substack.com/Connect with us on Substack: https://themarkethouse.substack.com/Connect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

  continue reading

158 episodes

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