Topics discussed: current market, the end of the bull market, recession, “hard” landing, headwinds for stocks, shorting, mega-cap stocks, real estate market, earnings deterioration, hedging, interest rate pause rally, growth stocks, attributes of great stocks, stock-based compensation, the Fed, bonds, selling rules, VIX, software companies, shorting, QQQ vs. SPY vs. IWM vs. ARKK, AWS and Amazon, spinoffs, NFLX vs. DIS, AMZN vs. SHOP, TikTok, market sentiment
Stocks covered in detail: SNOW, CELH, ENPH, SOFI, LILM