This is the Spectra School AMA / Q&A session from December 4, 2024.
In these live video sessions, students of our Spectra School course, Think Like a Market Professional, can ask Brent and Justin anything they’d like.
We discuss careers, markets, analysis, trading, course materials, and anything else the students want to talk about.
For a list of the questions and topics we discussed in this session, as well as additional notes and links, see below the video.
(00:00:00) Couple post-election points
(04:09:00) Deciding on a time horizon
(08:04:00) Providing ideas to a risk taker
(11:59:00) Why do stocks go down after good earnings?
(18:27:00) Mental resilience during losing streaks
(23:20:00) Seasonal patterns in December
(28:15:00) Why trade futures instead of spot?
(31:51:00) Sentiment analysis in crypto and Tesla
(35:05:00) The realism of financial crises
(38:33:00) Process vs. outcome
(40:57:00) What could mitigate EUR bearishness?
(46:30:00) What levers can Trump pull to weaken USD?
(49:43:00) Technicals in trading
(55:09:00) Will Trump 2.0 be as stimulative as 1.0?
(57:59:00) Trading vs. portfolio management
(1:00:02) When is bad news good, and when is bad news bad?
(1:05:27) Are currency correlations still legit?