The only real way to hedge against a US downturn while remaining long-term bullish is to buy out-of-the-money puts on the S&P or NASDAQ, because if the market rises you still profit on the portfolio and only lose the premium paid.
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Speaker
Steve EismanEvidence Quote
“the only thing you could do is buy out of the money puts on the S&P or NASDAQ”
Source
Big Beautiful Bill, Write-Off Revolution & Tariff Tempest — The Friday Market Wrap!— Steve EismanCreated: 6/18/2026, 2:31:55 PM
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