We're back on Morning Trade Live. Let's focus on health insurers. United Health, Humanana, CVS, and Elevance are all moving lower this morning after the Trump administration proposed keeping Medicare Advantage rates relatively flat in 2027.You can see how much that is impacting these stocks right now down in double digits. We are seeing some heavy heavy selling pressure this morning despite the fact that actually we heard from United Health with respect to their earnings. But this story is not helping.So th ...

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Is it a catalytic moment to look more broadly or invest more broadly. So again, the narrative has been so much has been confined to these seven stocks, so much it is confined to these hyperscalers this particular sector. Is this the moment in which people begin to look more seriously at some of the other sectors and companies that you've been alluding to here in Lisa pointing out in the last hour what we've seen in small caps, what we've seen the Russell 2000 over the last week, an indication to you that th ...

Is it a catalytic moment to look more broadly or invest more broadly. So again, the narrative has been so much has been confined to these seven stocks, so much it is confined to these hyperscalers this particular sector. Is this the moment in which people begin to look more seriously at some of the other sectors and companies that you've been alluding to here in Lisa pointing out in the last hour what we've seen in small caps, what we've seen the Russell 2000 over the last week, an indication to you that th ...

The most amusing debate in NFT land right now is whether floor prices should be displayed in ETH or USD.In my opinion, valuations in ETH are a thing of the past.When I trade NFTs these days, I try to maximize my USD, not my ETH. That was different in 2021, but that's how I see it now.Therefore, the default display in USD makes sense imo ...

All right. I think all day long we're going to talk about whether this was a hawkish cut. Was it a neutral cut. Was it a dovish cut.What was your take. I I felt like Jac Powell's comments about the the path forward not really being clear. That was a bit hawkish, but at the same time, the bond buying on the short end that seems a bit doubbish.Seems like it has almost the same effect as a rate cut. How did you view it. >> Well, our economists think that it was of course uh less less hawkish than the market ha ...

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