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Episode 390: Vein-Popping Bullishness on Commodities, Bearishness on Stocks
September 6, 2024
Jared and Cameron discuss Jared’s upcoming short story collection, , before diving into commodities and skepticism toward Goldman Sachs’ copper forecast. They also discuss the recent decline in Nvidia’s stock price and its implications, the outlook for stocks in September, the use of puts as an alternative to short selling, and the allocation of new investments in the Awesome Portfolio.
You can preorder the ebook version of Jared’s new collection, , here. The physical copy will be available on September 23.
Time stamps:
00:00 — : Jared’s Upcoming Story Collection02:08 — Bullish on Commodities, Skeptical of Goldman Sachs’ Copper Forecast05:19 — Nvidia’s Stock Price Decline and Future Outlook07:57 — Bearish on Stocks in September11:30 — Puts vs. Short Selling: Timing and Direction12:56 — Immediate Allocation of New Investments in the Awesome Portfolio13:58 — Considerations for the Upcoming Jobs Report and Lower Interest Rates
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