Featuring Mark Cuban During the peak of the internet bubble, Mark Cuban famously structured a collar trade to hedge his massive exposure to Yahoo. Although Yahoo ended up blowing through the strike price on his call options, Cuban is more than satisfied with exiting that trade at the price he did while also having protected himself from a market completely disconnected from fundamentals. In this conversation with New York Times best-selling author and The Bear Traps Report founder Larry McDonald, Cuban explores the eerie similarities between that market and today’s. They also discuss the reopening for the NBA and beyond, Cuban’s economic outlook amid unprecedented uncertainty, and the current political situation in the U.S. that has many asking, “When will Mark Cuban run for president?”
Our Larry McDonald, founder and editor of The Bear Traps Report was invited by Maria Bartiromo to provide his insights and Macro forecast on her show, we are very grateful for being part of the segment - May 26th, 2020. About The Show "Mornings with Maria" features anchor Maria Bartiromo alongside a roundtable of rotating industry titans and economic experts discussing the major news and themes driving the business day and the market moves. Please email us at email@example.com to know more.
Mr. McDonald knows what he’s talking about. As a former vice-president of distressed debt trading at Lehman Brothers he witnessed the meltdown of the global financial system first hand. Today, he runs the The Bear Traps Report, an independent investment research service for institutional investors. In this in-depth interview with The Market/NZZ, Mr. McDonald warns of rising defaults in the credit markets and points out that large public borrowers such as Italy and New York State are going to need bailouts of historic proportions. However, he spots opportunities in the metals and mining sector.
Jonathan Ferro highlights the market-moving news you need to know heading into the opening bell on Wall Street. Stocks climbed on some signs the coronavirus outbreak is either leveling off or easing, with traders assessing the first reports of the cloudy corporate earnings season. Gerard Cassidy of RBC Capital Markets, Eric Stein of Eaton Vance, Subadra Rajappa of Societe Generale, Larry McDonald of Bear Traps Report, IMF Chief Economist Gita Gopinath and Stephen Laipply of BlackRock discuss markets and policy responses to the coronavirus outbreak.
Market Rebelion, CNBC's contributor John Najarian 1 on 1 with Larry McDonald, founder and editor of The Bear Traps Report.