Mounting market risks (Episode 74- Full Show 17OCT25)

Early sell off, early recovery. Inklings of bad loans in the regional and private credits markets. Another warning signal in a sea of warning signals in a fully priced/overbought market? At what point is the dip not worth buying? Looking at the macro charts with a mail time question weaved in. Going through the portfolio. Time to go up in quality. No watchlist but there is something that looks interesting next week for earnings. Check out the chart of Netflix. Long show. Buckle up.