Michael Ball
speaker
39 appearances
7 recordings
1 series
first heard Jan 2026
last heard 25 Aug
Michael Ball’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 7 in all, peaking in Jun 2026 with 3.
Appearances
Bloomberg News Now · Stocks Bounce Back, Trump Eyes Lake Ontario, China Defiant, More · 25 Aug 2026
podcast
Big truck's point is right.
You can do this for a certain amount of time, just like the yen intervention, but eventually market forces are just too large.
And if there's a real problem, which we kind of all know there is, the deficit story, the excess supply now from the AI CapEx build-out, and the global picture more broadly is also a huge amount of supply.
Bloomberg News Now · US to Control Iran’s Unfrozen Funds, Hormuz Traffic, More · 23 Jun 2026
podcast
It's positioning.
People got ahead of themselves.
I mean, they're really YOLO cowboys over there.
They're totally leveraged up.
They're chasing after two names.
They've got a fundamental story that makes sense.
And funny enough, the valuations aren't quite as crazy as you'd think, given the price moves.
But overall, when it's built on this much leverage, this much option buying, it has to eventually correct because the implied vol or how much you need to get basically compensated by is just unreachable.
Bloomberg News Now · US to Control Iran’s Unfrozen Funds, Wall St Tech Slide, More · 23 Jun 2026
podcast
It's positioning.
People got ahead of themselves.
I mean, they're really YOLO cowboys over there.
They're totally leveraged up.
They're chasing after two names.
They got a fundamental story that makes sense.
And funny enough, the valuations aren't quite as crazy as you'd think, given the price moves.
But overall, when it's built on this much leverage, this much option buying, it has to eventually correct because the implied vol or how much you need to get basically compensated by is just unreachable.
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