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Which podcasts are discussing QQQ?
58 ATTRIBUTED IDEAS · 52 EPISODES · 21 SHOWS
The shows
The Compound and Friends
Excess Returns
Animal Spirits
CNBC Fast Money
Forward Guidance
The Julia La Roche Show
The Options Insider Radio Network
The Derivative
Bloomberg Surveillance
Goldman Sachs Exchanges: The Markets
MacroVoices
Bankless
Commodity Culture
Masters in Business
Prof G Markets
Real Vision Daily Briefing
The Dividend Cafe
The Grant Williams Podcast
Thoughtful Money
Wealthion - Be Financially Resilient
WSJ What's News
Where the discussion went deepest
29 JUL2W AGOEXCESS RETURNS · 07:30
Long RSP / Short QQQ internal US rotation
“The speaker argued for a pair trade going long equal-weight S&P 500 and short cap-weighted Nasdaq 100 due to extreme valuation dispersion.”
He Called It the Worst Chart Imaginable. Then He Bought It
Core thesis · 5/5Verify in source →
17 JUL4W AGOFORWARD GUIDANCE · 03:12
Massive momentum factor unwind underway
“The speakers argued the stock market is undergoing a severe multi-standard-deviation momentum factor unwind, with capital rotating away from high-beta AI leaders into value and cyclical sectors.”
The AI Unwind Is Forcing A Historic Market Rotation
Core thesis · 5/5Verify in source →
15 JUL15 JULCNBC FAST MONEY · 05:35
Levered ETFs drive extreme market dispersion
“Guest Matt Hulsizer argued that retail adoption of levered sector ETFs is creating extreme single-stock dispersion while suppressing index volatility, making index put hedges attractive.”
Apple’s Alibaba Partnership… And Making Sense of Market Volatility 7/15/26 · with Alibaba
Core thesis · 5/5Verify in source →
3 JUL3 JULEXCESS RETURNS · 32:55
Record-low correlation metric signals impending volatility spasm
“Extreme dispersion between single-stock implied volatility and index options volume signals a heightened risk of a sharp market correction or volatility shock.”
Semis Gone Parabolic. Fed Credibility Reversal. Can the Rally Survive the Flows?
Core thesis · 5/5Verify in source →
17 JUN17 JUNBLOOMBERG SURVEILLANCE · 02:48
Hawkish Fed shift points to rate hikes
“Market commentary argued that the Federal Reserve's updated policy statement and economic projections reflect a distinctly hawkish tilt, signaling potential interest rate increases in 2026 rather than cuts.”
Instant Reaction: The Fed Decides
Core thesis · 5/5Verify in source →
4 JUN4 JUNCNBC FAST MONEY · 04:08
SpaceX IPO pricing relies on narrative over metrics
“The market thesis presented on the SpaceX IPO suggested its massive proposed valuation relies heavily on retail enthusiasm and narrative rather than established fundamentals or near-term profitability.”
A Market Rotation Underway… And Reaction to LuluLemon’s Latest Results 6/4/26
Core thesis · 5/5Verify in source →
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