The stock market has slumped the first two weeks of November as investors worry about layoffs, consumer spending, and returns of the AI buildout. We discuss what we’re looking at and how we would invest if the market drops 30%. Plus, we discuss the bond market’s current view of risk, the state of streaming, and stocks on our radar.



Travis Hoium, Emily Flippen, and Jon Quast discuss:

- Is the top in for 2025?

- What bonds are telling us

- The future of streaming

- Calls and puts

- Stocks on our radar



Companies discussed: Oracle (ORCL), Axon (AXON), Zillow (Z), Spotify (SPOT), Celsius (CELH), Monster (MNST), Dollar General (DG), Unity (U), Roku (ROKU), Airbnb (ABNB), Disney (DIS), Netflix (NFLX).



Host: Travis Hoium

Guests: Emily Flippen, Jon Quast

Engineer: Dan Boyd



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