Market intelligence

Com certeza, precisamos de dados frios.

Como o clube audita isso sem cair na emoção de um bom jogo isolado? E é isso que nos leva ao segundo pilar da Freetech, o formulário de recrutamento Inteligência de Mercado, voltado para os agentes FIFA e olheiros.

Aqui é onde a coisa fica, assim, realmente interessante.

Lendo essa versão latino-americana do formulário, parece que a gente tá lendo um documento de auditoria de venture capital.

Estão pagando pelo hype.

Exatamente.

O trabalho da inteligência de mercado usando a estrutura da Freetech é criar proteção.

E isso vai muito além do dinheiro.

Under his leadership, Motiv has become an established specialist investment firm focused exclusively on financial technology.

Joining Rob in a dynamic discussion is Sally Moore, EVP, Chief Client Officer and Co-Head of Market Intelligence, Kensho Data and Platforms at S&P Global.

Sally leads the firm's enterprise commercial strategy, strategic partnerships, and client engagement globally, as well as the market intelligence business, bringing more than two decades of leadership experience helping financial institutions leverage data, technology, and trusted partnerships to drive growth and innovation.

I'd like to start off something far more bigger, I should say.

It's a very exciting time.

For those who don't know S&P, not familiar, we're a publicly listed organization, very much focused on data, workflow, benchmarks, world's largest credit rating agency.

Obviously a sizably indexed franchise, best known for S&P 500, but we cover all asset classes, and increasingly focused on benchmarks for private equity and broader private markets we also go very deep in the energy markings and commodity markets we price 15 000 commodity benchmarks daily and clean navigating again that pivotal moment in time where we've never seen such supply shocks in the markets, but again, coupled with extraordinary demand for energy supply, as we think about the financing and the building out of everything we're seeing on AI.

And us, but not least, we operate a division called Market Intelligence.

The question then becomes like, well, you know, is this, is this an opportunity to hedge, or is this something that, you know, you j- you just take it as... you know, take it at face value and say market really seems to be, uh, pretty bullish in terms of, uh, you know, the, the last third of the year? Uh, you know, I would kinda tend to look at this as a, a, a, you know, [chuckles] a moment where optionality is pretty cheap.

I was just showing Ed Tom, my colleague on the Market Intelligence team, uh, a couple trades from the end of the day yesterday in XSP, which is the, the SPX, uh, divided by 10 index.

Um, and you can calculate the implied leverage of an option by simply dividing it by the delta.

And there were some, uh, you know...

Flow Master, sir.

If folks want more Flow Master and/or Cboe goodness in their lives, where should they go? What should they do?

Uh, just head over to cboe.com and, uh, you can look for the market intelligence, uh, pages, and then cboe.

cboe.com/rma is our risk and market analytics.

So joining us now to break down the latest trends in vehicle pricing and consumer demand is Kevin Roberts, Director of Economic and Market Intelligence at CarGurus.

Kevin, thank you so much for your time this morning.

We have witnessed used car inventories finally starting to recover.

Okay, yeah, and definitely an important market to follow as it has been, again, very uneven to report on just over the last several years.

But really appreciate it.

Kevin Roberts, Director of Economic and Market Intelligence at

CarGurus.