Active Opps Update: Monday, November 17th
Todd is back with a fresh Active Opps update to kick off the week. After a whirlwind few days in New York – including Kyle joining him at the NYSE, a jam-packed CNBC appearance, and attending CNBC’s Delivering Alpha event – he’s back at the screens with a full look at what’s driving markets this morning.
In today’s update, Todd walks through the macro backdrop heading into a huge week for data and earnings, the levels he’s watching on the Nasdaq and SPY, how rate expectations have shifted without last week’s CPI print, and what he’s monitoring inside the Active Opps portfolio as hedges start to come into play. He also highlights where leadership is emerging, which sectors are waking up, and how he’s thinking about positioning as we approach Nvidia’s earnings on the 19th.
Watch the full Active Opps update below:
Plus: Todd’s CNBC Appearance From the NYSE
If you missed it last week, Todd also joined CNBC’s Power Lunch live from the floor of the New York Stock Exchange. He broke down the market’s sell-off, the rotation out of growth, and why Nvidia’s earnings are shaping up to be one of the most important moments of the quarter.
Click below to watch the CNBC segment: