저자: JonNajarian · 외국인
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결론: 비트코인은 카지노처럼 변동적이지만 기관 참여가 늘며 향후 시장 성장 가능성을 본다. 출연자는 시그넷 주식에 대해 85/90 콜 수직 스프레드를 대량 매수한 옵션 활용 사례를 언급했다. 금융주(BAC, C)와 넷플릭스에 대해서는 현재 포지션이 없으며, 넷플릭스는 주요 시리즈 손실로 비용 관리 필요성을 지적했다. 디즈니는 스타워즈 등 신작 흥행 수치가 이번 분기에 반영되지 않았고, ESPN은 NFL 관련 항의 여파로 실적이 나쁠 것으로 보아 현재 포지션이 없다. 미국 10년물 금리는 2.55~2.60% 부근에서 저항을 받은 뒤 2.30% 수준까지 밀렸고, 감세 지연 시 인플레 기대가 낮아져 금리가 더 내려갈 수 있다고 봤다. 비트코인은 8000달러 근처까지 갔다가 선물 상장 관련 뉴스 이후 7000달러 부근으로 하락했다. CME와 CBOE의 비트코인 파생상품 상장이 향후 헤지 수단이 될 것으로 기대한다. 래리 핑크(블랙록 CEO)의 비트코인 부정적 발언에 대해서는 암호화폐 보유자가 많아 쉽게 끝나지 않는다며 반박했다. 출연자 전망: 비트코인은 파생상품 상장 이후 제도권 편입이 진행될 것으로 보며 장기적으로 긍정적이다.
다듬은 글
November ninth 2017 John I put out the question on invested to where we post all of our trades during the day and I said does anybody have any questions for the podcast how are you I'm doing well man I'm in the truck riding up West Side Highway just as we were last week just about the same time of course that horrible accident are not accident that horrible terrorist attack occurred it's only been a week hasn't it I know I'm flying but some of those things you don't forget so quickly I know and then we had that shooting talked about that's crazy it's that's insane alright so anyway I got some questions Wally act akt out by pronounce that right says you should do a charity dinner at the hunting fish club support a Lyme disease a lime charity of their choosing have done that we've done a bunch of them I think now we're up to like two or three of them that we've done you know the highest one for Lyme disease went for like 64 grand one for ALS last week and that was a relative bargain it went for I think I think that one was for two people and I went for twelve and it was to benefit ALS and muscular dystrophy that's that's a good amount that you got okay so then the other questions well yeah that all of that went to charity by the way huntin fish was nice enough they even donated the dinners at the restaurant after Fast Money the new one that we just did this past week we didn't complete it yet but the person that bought it paid I think twelve thousand eight hundred Andrew for wings over Wall Street that's that ALS charity that one's gonna be at Lacerte that dinner and they donated that one the dinner so again all of the money nothing goes to John or Pete of course it's all 100 percent goes to the charity but he has other questions Mike Raj says opinions on the financials like BAC and C Li lesner wants to know about Netflix Wally the person has about the lime he wants to know about Mac call and then one other question here which is more timely was do you have any positions going into Disney tonight so I don't know if I hit the last one first right now I don't have any positions in Disney I think thor ragnarok is good in fact great as far as box-office but I it's obviously not in these numbers and I think that the ESPN numbers are going to just be stinky because of the protests with the NFL and so forth and protests with their own broadcasters on ESPN because they've turned it into a political you know circus instead of just being about sports but nothing is happening well I have no position right now in Disney Andrew that's one of the reasons I have no position is I fear that the NFL numbers which we've cited all year is being crazy bad are not getting better some of the movies like the the new Star Wars the last Jedi or for Ragnarok are not in this count they're not in this quarters numbers so nothing in Disney love the banks still we've not managed to break through that you know upside that Jeff Gunlock spoke up around that 255 260 yield on the 10-year we came off of it pretty hard came all the way back down to whatever 230 I think Andrew and it just seems like we're just languishing there obviously depending on how far out the tax cuts for the corporates get pushed out I think the market interest rates would go lower if they're pushed out rather than higher because a lot of that inflation potential goes out the window for a while if indeed these guys don't have the extra money to spend on various expansions of their offering that's kind of my outlook on that and then how about Netflix got nothing right now in Netflix I don't think it's good that they lose one of their best shows in terms of viewers and that was of course Kevin Spacey's you know house of cards granted it was nearing the end of its run but to have them in mid-stride that can't be a good thing they basically have to not so much kitchen sink it meaning throw all the bad stuff at it at once but maybe Reed Hastings the CEO has to get a little more realistic about some of the costs and so forth especially if he doesn't have a big leader pulling the load like house of cards was and are you doing it that's pretty much all the questions from the board thank you invested to you guys for listening smash a lot thank you guys we'll try and get as many podcast up as when we can are you doing any trades today did Signet the jeweler si I know that they only get a second on TV for that that's the jeweler's we got cut off by Mark Cuban but mark actually was making some sense instead of some of the times when he's on there and he just seems like such a you know windbag but I thought he made some sense today you know so I didn't mind that he cut into our show obviously he's speaking out there a deal book or something like conference and he was being interviewed by Sorkin but I liked it I traded that Signet sigi did it because they bought I think it was the 85 90 ampere but if I'm wrong it was the 80 85 they did it about five thousand times to spread one to one vertical spreads so again that's a smart investor who understands time decay wants upside exposure but isn't asking the stock to do all that much versus people that you know sometimes people buy out of the money stuff and end up flushing their cash and then they say well options are a casino that's usually because they're not using them right this this looks like a guy who's or gal who's using options the way they should be used okay let's switch gears since you said the word casino as you know during the day I've been over at the Bitcoin casino I mean it's it's more its it trades like a casino it's real I mean let's we'll get that off the table no yeah did you see that tweet I put out about Larry Fink Andrew no Larry Fink the head of Blackrock world's largest asset manager basically came out and yet another guy doesn't get it and was making negative comments on Bitcoin and you know for all those guys I will give you an awful lot of people at events that I'm at that aren't just you know Millennials with you know barely two shekels to rub together there are a lot of folks with pretty significant amounts of money in them these crypto currencies and they don't think it's over yet and neither do I so Larry Fink or Jamie Dimon or anybody else they better be treading lightly on this you know they're entitled to their opinions but the more people that short it it's just like all those folks that have been shortened Netflix all the way up Andrew I think you know one of the things that will be good for us going forward is when the CME and the CBOE star trading derivatives around Bitcoin and then we'll have a better idea how we can use those to hedge our positions I spoke to Russell Rhoads over at the CBOE yesterday I said what's the deal who's in charge of this you know who's doing the the Bitcoin and he said they just got their paper yesterday and I said who you guys clearing through he what what's what bank I mean cuz there's so many moving parts he says Jim and I Bank I said cool so I looked it up guess who's runs Jim and I banker as part of it oh the winklevosses I think then we found their way they might get there's a vet they might end up winning in the long run they might be 80 years old and you know Facebook will who knows I don't think Jeff smoker burgers ever gonna go broke but they're good for them anyway they're involved as a clearinghouse for the CBOE and then of course you got stuff going with the CME and these are all gonna be things that people don't want to know about and they're coming yesterday we had that Sedgewick 2x and they basically put out a letter yesterday saying screw it we're not doing it bitcoin almost hit 8000 and then everybody just dumped it you know because they weren't gonna get that what I guess what we would call in our world a dividend part of the reason it came down and now it's like right around 7,000 so we'll see it's a brave new world we're gonna have a lot more up on it and including our Andrews been reserving sites for us folks for all of the crypto news and everything else that we're going to be bringing out that's exciting stuff and it's gonna be right here as well as on these new sites but Andrews just been registering yeah we'll keep that check they're so busy busy busy busy all right well why don't we just leave it at that I think our listeners have enough to chew on for now all right well remember guys you can subscribe through google play itunes or youtube please leave a comment and tell a friend about the program
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