CNBC: Excessive speculation is sparking bubbles, but the bull market's intact: Kolanovic

Jan. 27, 2021

Here is the link. 

Marko Kolanovic, J.P. Morgan global head of macro quantitative and derivatives strategy, believes the bull market is intact. With CNBC's Melissa Lee and the Fast Money traders, Guy Adami, Tim Seymour, Karen Finerman and Steve Grasso.

Take my notes here:

1. CBOE volatility index - 37.21 +14.19 [+61.64%]
2. Short squeeze hits stocks - weeding through speculative trades (7:52/ 9:38)
3. New shares authorized - sell shares - balance sheets under control - 300 million dollars to sell stocks
4. Fundamental reasons - Macy - balance sheet is better - half of Macy positions - short interest - 40%
5. Long viacom - gift - AMC raised money - business model does not change overnight - ?
6. Tailwind - fundamental rationale - be careful about that