Peter Tchir: Time To Sell The News
Schwab Network
English - November 19, 2020 18:22 - 10 minutes - 60.4 MB - ★★★★★ - 23 ratingsNews Commentary News Business News business news news commentary news Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Tony Dwyer: The Wait For Fiscal Stimulus Continues
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Peter Tchir on the market impact of positive market impact of Covid-19 vaccine news. He believes the prospect of a comprehensive fiscal stimulus is already priced into the market, and equity valuations reflect this potential event. Peter also notes that election hedges have largely been unwound and Telsa's inclusion into the S&P 500 has been part of the bull case catalyst.