When Kyle Kuzma starts tagging Sam Altman and Tristan Thompson is doing media tours on Anthropic equity, the options tape is not the only thing worth reading.
Chris and Jamal break down what celebrity and athlete participation historically tells us about market cycles. Giselle Bundchen took her salary in Euros right before EUR/USD peaked in 2007. OBJ took his NFL salary in crypto right before the 2021 peak. BofA's latest fund manager survey shows long semiconductors as the single most crowded trade at 73%. Retail options volume is tracking May as the highest month on record, sitting 60% above the historical average.
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CHAPTERS:
0:00 Celebrity AI Participation
0:25 Historical Celebrity Top Signals
1:08 NBA Players and AI
3:15 Cultural Saturation Theory
4:2...