Derek Moore is joined by Shane Skinner and Mike Snyder to talk about Nvidia's moves post earnings and whether the options market got it right. Then, what would happen if MSCI removes Strategy and index funds must liquidate? Later, did the Fed just say they are cutting without saying they are cutting? Plus, has sentiment ever been this bad near all-time highs? MSCI might dump MicroStrategy | Strategy from its index Fed enters the blackout period before their meeting Probability of an interest rate cut Did buying or selling the at-the-money Nvidia straddle work post earnings? Looking at when sentiment was low during good periods of market gains Did Nvidia calm the AI is a bubble trade? Rob Arnott comments around AI vs the internet from Excess Returns Mentioned in this Episode Rob Arnott on "The Bubble You Can't Short" episode of Excess Returns podcast https://excessreturnspod.com/podcast/excess-returns/episode/the-bubble-you-cant-short-rob-arnott-on-what-you-can-do-instead Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek [email protected]