Todd Gordon Is Still Bullish After the First Hike in Three Years

Todd Gordon of Inside Edge Capital (@ToddFGordon) joins Chris Vecchio on the other side of the first Fed hike in three years, and he is still bullish. His case starts with what is not happening: with yields above 5 percent and crude climbing, value should be pulling ahead of growth the way it did in 2022 and in earlier hiking cycles, and the ratio has simply gone sideways. 📊 tastylive: https://www.tastylive.com/ 📰 Get Tom's pre-market analysis every morning: https://www.tastylive.com/newsletters 📘 FREE Options Strategy Guide: https://tinyurl.com/bp9ms763 📱 Follow tastylive on X: https://x.com/tastyliveshow Chapters 00:00 Two decades on the same circuit 00:51 Starting with the big picture 02:20 Nothing has changed technically 03:15 Fed days close red, weeks green 04:05 How he manages risk now 04:26 The value and growth ratio 05:44 Not worried about the VIX 07:01 Yields up, expectations flat 07:49 What a 2.6 real yield means 09:21 The two year forced the hand 10:27 Still a trader, still a bull #tastylive #toddgordon #fomc #growthstocks #valuestocks #bondyields #vix #assetallocation #optionstrading #stockmarket tastylive is a real financial network, producing hours of live programming every day. Follow along as our experts navigate the markets, provide actionable trading insights, and teach you how to trade. With over 120 original segments, and over 25 personalities, we'll help you take your trading to the next level, whether you are new to trading or a seasoned veteran. tastylive content is created, produced, and provided solely by tastylive, Inc. ("tastylive") and is for informational and educational purposes only. It is not, nor is it intended to be, trading or investment advice or a recommendation that any security, futures contract, digital asset, other product, transaction, or investment strategy is suitable for any person. Trading securities, futures products, and digital assets involve risk and may result in a loss greater than the original amount invested. Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. Options, futures, and futures options are not suitable for all investors. Prior to trading securities, options, futures, or futures options, please read all applicable risk disclosures, including, but not limited to, the Characteristics and Risks of Standardized Options Disclosure and the Futures and Exchange Traded Options Risk Disclosure Statement found at https://tastytrade.com/disclosures/. Past performance is not indicative of future results. Performance is not presented net of all commissions, fees, and expenses. Multi-leg option strategies incur higher transaction costs than single leg trades as they involve multiple commission charges. Examples provided are for illustrative, informational, and educational purposes only and are not intended to be reflective of results you can expect to achieve. Supporting documentation for any claims, including claims made on behalf of options programs), comparisons, statistics, or other technical data, if applicable, will be supplied upon request. tastylive, through its content, financial programming or otherwise, does not provide investment or financial advice or make investment recommendations. tastylive is not a licensed financial adviser, registered investment adviser, or a registered broker-dealer.