ATC quote · Oct 1, 2026 · 1:06:15
“Yeah. So in addition to to that as well, there's been some rotation out of consumer staples. I don't know if you've been keeping an eye on on McDonald's, but also Pep, which we, you know, we've been…”
NatNat @Natnatx007
From ALL THINGS CAPITAL MARKETS & AI, Oct 1, 2026 · Episode page

In context
1:01:01 Landy @CryptoLandy: Going on here. Alright. So, I mean, look, it's pushing up above, 10165. If it does continue that way, I would say that over time, what you're gonna see is you'll you'll see a trade back into the dollar because it is strong. And then you'll see that dollar trade into treasuries, which is what we saw a little bit of today already, at the beginning of the month. Strong dollar at the beginning of the of the month and…
1:06:15 NatNat @Natnatx007: Yeah. So in addition to to that as well, there's been some rotation out of consumer staples. I don't know if you've been keeping an eye on on McDonald's, but also Pep, which we, you know, we've been in for a very long time. We've been trading
1:06:27 Moni @monitalan: in and out.
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