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

Basis Points

11 May 2026

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