About this episode

Danny Moses interviews Chris Verrone about the current market dynamics and investment strategies amidst various economic shocks.

Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout the WAWD Substack here: https://whatarewedoingonthedesk.substack.com/ Danny Moses sits down with Chris Verrone , Chief Market Strategist and Head of Technical & Macro Research at Strategas , for a wide-ranging conversation on a market that keeps shrugging off every shock thrown at it. Chris breaks down why he's calling this the "hit me again" market — tariffs, an energy shock, war — and none of it has seemed to matter. They dig into improving market breadth (65% of stocks above their 200-day, a far cry from the narrow 2000 peak), the rotation question of where money goes if it leaves tech, memory, and semis, and why Chris is running a deliberately balanced book into healthcare, financials, and consumer. Plus: Kevin Warsh's first Fed meeting and why "no cuts are the new Fed cuts," the path of financial deregulation and a coming wave of bank M&A, the $40 trillion debt question and why the bond market is the only arbiter that matters, his contrarian bearish gold call, and a healthy dose of skepticism on parabolic AI and SpaceX-style valuations — "put…

People in this episode

Host: Danny Moses

Guest: Chris Verrone

Topics covered

• market analysis
• economic trends
• investment strategies
• financial deregulation
• stock market breadth
• contrarian views

Keywords

• market breadth
• investment
• financial deregulation
• bank M&A
• gold
• AI valuations
• tariffs
• energy shock

Sponsors

Kalshi

Mentioned in this episode

Organizations: Strategas

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