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Which podcasts are discussing SPY?
226 ATTRIBUTED IDEAS · 80 EPISODES · 25 SHOWS
The shows · from the most recent 100 ideas
Thoughtful Money
The Options Insider Radio Network
Bloomberg Surveillance
Excess Returns
The Dividend Cafe
Barron's Streetwise
CNBC Fast Money
Prof G Markets
The Julia La Roche Show
The Meb Faber Show
Afford Anything
MacroVoices
The Compound and Friends
What Bitcoin Did
Animal Spirits
Monetary Matters with Jack Farley
Wealthion - Be Financially Resilient
Commodity Culture
Goldman Sachs Exchanges: The Markets
Masters in Business
Odd Lots
The Alpha Exchange
Top Traders Unplugged
Unchained
We Study Billionaires - The Investors Podcast Network
Where the discussion went deepest
2 AUG1W AGOEXCESS RETURNS · 10:30
Restrictive policy lag to hit stocks
“Jim Paulson argued that a cocktail of restrictive economic policies (rising yields, dollar, oil) applied over recent months is now, after a 13-week lag, beginning to bite a vulnerable stock market, leading to a correction.”
A $20B Blowup. A War-Sized AI Bet. Was the Bottom Just a Margin Call?
Core thesis · 5/5Verify in source →
31 JUL2W AGOTHE ALPHA EXCHANGE · 10:00
Record-low stock correlation underpricing index vol risk
“The host argued that historically low realized and implied correlation among S&P 500 stocks is artificially suppressing index volatility, creating a hidden risk that is underpriced relative to macro uncertainties.”
The Market Disregards Correlation
Core thesis · 5/5Verify in source →
22 JUL3W AGOWHAT BITCOIN DID · 48:16
US Treasury yield spike and rate tightening
“The case was presented that US 10-year Treasury yields are artificially suppressed well below fair value, creating risk of an aggressive upward yield adjustment that tightens financial conditions.”
Global Liquidity Has Peaked: What Happens to Bitcoin?
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 →
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