Hour 2 – Differing Opinions on The Fed Statement and US Market Health
In the second hour of the weekend show I focus on the importance of the Fed statement on Wednesday and a look at the US markets. I am joined by Marc Chandler, Dana Lyons, and spend two segments with Trader Vic.
Please keep in touch by emailing me at Fleck@kereport.com. I love hearing from all of you!
For all political comments please make those in the politics post for the weekend entitled “Political Comment Section”. Click here to visit that page.
- Segment 5: Dan Lyons kicks us off with insights into how he is trading the US markets and why he is still reading off a bearish playbook.
- Segment 6 and 7: Since I received a number of comments over the past couple weeks asking for Trader Vic’s thoughts I let him loose for two segments!
- Segment 8: Marc Chandler wraps up the weekend show with a different take on what could be ahead this year for the Fed.
Cory, please stay in good graces from Tradee Vic, the senior sage to your network.
Trader Vic rocks
+1
The Dollar Milkshake Theory – Brent Johnson, Santiago Capital
Cambridge House International – January 2019 #VIDEO
The Fed Balance Sheet & Stock Prices (w/ Hari Krishnan) | Expert View
Real Vision – Jan 28, 2019
“Hedge fund manager and author Hari Krishnan, portfolio manager at Doherty Advisors, breaks down his analysis of hedging and profiting from market downturns, concluding with his view of the risks and opportunities in the wake of the December 2018 volatility event.”
Certainly some differences this week in your guest’s opinions as we go forward. Chandler seems to see the world in a much better light than most of the analysts I read. He is certainly a more main stream thinker, yet a bright one.
Personally I’m having trouble believing that everything is going to come out all right and life will go on with very few problems. Maybe it’s what I read!
Does anyone else appreciate Grant Williams as much as I do? Here’s a great interview with Eric Townsend on https://www.macrovoices.com/ . Grant is about 20 minutes inside the podcast. Good listen.
Yes, I also enjoy getting both Grant’s and Raoul’s perspectives on Real Vision:
https://www.youtube.com/channel/UCBH5VZE_Y4F3CMcPIzPEB5A/videos
Ex: Thanks for posting this resource. Lot’s of future listening.
Glad to share. Real Vision has some great video interviews.
Gold Is One Wealth Fund’s Escape From Geopolitics, Credit Risk
By Zulfugar Agayev – February 3, 2019
“For Azerbaijan’s sovereign wealth fund, nothing beats the safety of gold in a world gripped by trade disputes and geopolitical risk.”
“Known as Sofaz, the fund is looking to almost double its holdings of the precious metal in 2019 to 100 tons after resuming purchases in 2018 following a five-year break. By contrast, it’s steering clear of larger bets on bonds and especially equities, an approach that Executive Director Shahmar Movsumov says allowed the fund to avoid losses last year.”
I am agreeing with Dan Lyons…..Unlike Vix in 2018….This year the 3m,6M,1Y Vix futures are in contango to spot vix……..Generally means smarter money is buying insurance for some down action this year…I listen every week and rarely comment…Love the discussions!
Larry