Fed Trader talks TLT, Nvidia bullishness, Tesla bearishness and bitcoin neutrality

Fed Trader Chaim Siegel talks market building blocks to keep investors sane (1:00). Inflation, TLT , bond yields and treasury market (11:00). How recent earnings figure into macro picture (15:05). Nvidia upside and AI hype (17:40). Tesla bearishness; negative sentiment (27:05). Thoughts on geopolitics, oil and the energy sector (35:20). Gold and bitcoin (38:55). Show Notes: Tesla: Company Risk If They Don't Slow Factory Growth CPI Stopped On The Screws How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel Chance For A Market Dip In Early 2024 Episode transcripts For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)