Buy The Rumor, Sell The News

In this week’s episode of The Macro Setup, Guy and Dan discuss the stock market sell-off, the underperformance in growth tech, and a look at what is driving risk asset weakness this week (inflation, rates, valuations). We also discuss some of the more speculative activity in names like GameStop, the CCIV SPAC, TSLA, and bitcoin-related speculation in MSTR. Brought to you by presenting sponsor Nadex. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter.