Hedging the Rebound

The video discusses the current economic outlook and investor skepticism, highlighting the role of big tech in market gains. It examines the growing short interest and market hedging strategies, with a focus on the S&P 500 and CFTC data. The credit market and junk bonds are analyzed, noting high short interest and liquidity risks. Finally, the video explores shorting trends in big tech, emphasizing the NASDAQ and Amazon's role in market leadership.

What is the significance of the short interest in the HYG ETF tracking junk bonds?

Why are investors hesitant to make big bets against big tech stocks currently?