Skip to content
Sign in
Artwork for Basis Points
Business

Basis Points

Basis Points

Finance Media discussion weekly!

Play
Open in
  • 20 episodes
  • Avg 59 min
  • English

Episodes 20

NewestOldestLongest
All20Unplayed20In progress0Played0
  • August 19 · 47 min

    We Talked To An Ex-Wall Street Quant & He Told Us EVERYTHING | Basis Points

    Thanks to Annanay for taking the time!Annanay - https://x.com/annanaySteve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpodQFEX - https://www.qfex.com00:00 - Intro00:31 - What does a Quant do08:05 - Dark Pools13:10 - Retail vs Quant Approach17:00 - How A Quant makes decisions23:24 - Day Trading31:00 - AI implications for quants34:15 - Tokenization38:00 - Perps vs Options44:25 - QFEX

  • August 7 · 50 min

    Palantir CRUSHES Earnings, S&P Hit's All Time Highs, Michael Burry Shorts Nebius | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - skip or embrace the cringe04:05 - palantir earnings15:44 - zeta18:34 - burry shorting26:40 - bezos selling amazon29:25 - macro35:35 - amd 37:45 - space x45:30 - nvidia earnings

  • July 31 · 38 min

    Leopold's AI Fund BLOWS Up, Big Tech Saves The Market, CapEx Continues | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Leopold's Fund11:50 - Amazon Earnings17:20 - Microsoft Earnings24:32 - META Earnings33:27 - Software Stocks

  • July 17 · 1 hr 7 min

    The Stock Market Is Confusing | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod

  • July 10 · 1 hr 13 min

    Meta Enters The Neocloud Race, Micron Destroys Earnings, Rate Hikes Coming? | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro02:10 - Micron's Earnings and Sentiment Shift14:11 - Meta Compute25:20 - Burry Long Draftkings29:15 - Palantir's Open Source Push46:35 - Trump and Iran54:46 - The Fed1:01:10 - Sectors besides TechAsk

  • July 10 · 1 hr 7 min

    The Fed Is Wrong & The Market Knows It | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Steve's Birthday!02:15 - Oil Coming Down04:40 - Kevin Warsh's First Meeting As Fed Chair17:20 - SpaceX IPO23:55 - Retail Investors and Mag 7 34:48 - Software Stocks46:15 - Snapchat Glasses57:40 - Bernie Sanders New AI Legislation1:02:50 - Stock DraftHow this was made

  • July 10 · 59 min

    SpaceX Has A MONSTER IPO, But Tech Still Sells Off | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro02:12 - SpaceX IPO09:15 - Tech Stock Dump20:30 - Jobs Data26:00 - LLM Model Costs Going Down32:20 - AVGO Earnings & Looking at Tech Multiples45:00 - ORCL Earnings56:37 - Amazon...

  • July 10 · 1 hr 4 min

    Software Is Back & The Bulls Stay In Control | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro00:25 - Reflections on the SoFi and Zeta Podcast06:02 - SaaS is Back15:59 - Stocks We Bought This Week24:20 - Invest then Investigate39:40 - Following Trump48:05 - META53:55 - Bitcoin

  • July 10 · 47 min

    David Steinberg, CEO of Zeta | Basis Points

    Thank you to David Steinberg for taking the time and joining!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpodDavid Steinberg - https://x.com/dsteinberg1000000:00 - David's Early Career06:30 - The Infamous Board Meeting20:00 - Is SaaS Coming Back?34:20 - How Big Can Zeta Become? 34:50 - ROI on Marketing Spend from Customers 43:40 - Rapid Fire

  • May 22 · 1 hr 3 min

    CEO of SoFi, Anthony Noto | Basis Points

    Thank you for Anthony Noto for taking the time and joining!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpodAnthony Noto - https://x.com/anthonynoto00:00 - Intro02:55 - SoFi's Stock Performance15:40 - SoFi's Critical Success Factors18:58 - SoFi USD29:15 - How Big Can SoFi Become?32:51 - SoFi Plus36:50 - SoFi being the AWS of Fintech43:45 - New Cash Revenue Metrics for SoFi51:25 - SoFi's Loan Book Platform 55:40 - Rapid Fire

  • May 15 · 1 hr 18 min

    The Stock Market just Keeps Going Up | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro00:59 - Are Markets Getting Too Euphoric22:51 - Rocketlab All Time Highs29:15 - Stocks We Bought This Week37:30 - Cisco Blowout Quarter44:10 - Steve Buys Micron51:17 - The Future of Humanoids1:04:11 - Trump Is Buying Stocks1:06:55 - Thrive Buys Shopify 1:13:20 - Next Week Preview

  • May 11 · 1 hr 4 min

    Google, Microsoft, Meta, & Amazon DEMOLISH Q1 Earnings | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro 00:30 - Meta11:40 - Google17:24 - Microsoft24:35 - Amazon31:15 - Apple36:50 - Robinhood41:00 - SoFi55:30 - Intel and Chip Stocks

  • May 11 · 56 min

    This Hedge Fund Manager Sees The S&P At $8600 This Year | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpodJay - https://www.infracapfunds.com/leadership00:00 - Intro 00:39 - Jay's ETFs04:35 - Do Covered Calls work on Tech?10:45 - Best Option Strategies17:51 - Pushback on Option Selling28:08 - The Oil Trade33:50 - Three Rate Cuts This Year & The Fed Discussion43:45 - S&P Target for end of year50:30 - Momentum Trades

  • May 11 · 54 min

    Intel Pumps, Tesla Dumps, Software Collapses, Big Tech Earnings Next Week | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intel Earnings05:44 - Tesla Earnings13:08 - Service Now Earnings27:30 - Kevin Warsh Next Fed Chair34:15 - Congressional Trading36:35 - Big Tech Earnings Preview51:00 - Pump or Dump

  • May 11 · 53 min

    The Stock Market Just Had It's Best Rally In 15 Years | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro01:40 - All Bird Goes AI 02:55 - Iran War Ending11:20 - Mag 7 are not the Lag 7 anymore17:45 - Amazon could be the best Mag 7 22:58 - MSFT Selloff26:02 - Neoclouds 31:05 - SaaS Selloff36:58 - Palantir42:34 - Upcoming IPOs

  • May 11 · 59 min

    The Woman Who Predicted Oil Before It Broke Out With Technical Analysis | Katie Stockton

    Thank you to Katie for being on!Katie - https://x.com/StocktonKatieAmit - https://x.com/amitisinvestingSteve - https://x.com/stevenfiorillo00:00 - Katie's background09:00 - Exiting Tech and Re-entering last year15:15 - Predicting the oil breakout20:00 - How quick information effects technical analysis21:20 - Are we in a bear market?26:30 - Gold and Silver29:55 - Crypto Winter?33:15 - Do the technicals always know?39:25 - AI and technicals41:27 - Why should people care about price action47:08 - PLTR and HOOD51:45 - Thematic Investing53:27 - Rapid Fire

Showing 1–20 of 20 episodes