Quant Bros - Episode 8.5 - 52 week high, 10/11/24 Friday night thoughts
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Description
00:00 Market Milestones and $MSTR Sentiment Analysis
05:06 PunterJeff profile sentiment analytics & what exuberance really looks like
10:52 A look ahead to future sentiment
16:00 What are Rational Evaluations?
20:10 Valuation in irrational markets (GME squeeze compared to MSTR)
23:55 Looking Ahead: Anticipating Market Euphoria
Peep the new Mic - Shure SM7dB with Focusrite Scarlett 2i2
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Published 10/12/24
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Quant Bros Episode 6 ⚡️ "Big Data Dan and the Boys"
0:00 - Opening
2:36 - MSTR Tracker & setting the macro stage
14:24 - Dan intro
16:39 - MSTR Option Chain analysis & incentives for exercising
36:35 - FASB Fair Value
44:35 - Exponential MSTR
54:30 - Kelly Criterion
1:04:54 - Selling...
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