Joel Elconin – Benzinga Pre-Market Prep Show – Tue 18 Feb, 2020

Recapping the Comments Out Of Apple and The Market Reaction Into Risk Off Assets

Joel Elconin joins me today to share his thoughts on the negative comments out of Apple yesterday and the market moves out of risk on into risk off. It’s important to consider and understand where Apple’s stock has gone over the past 6 months and how this dip is already being bought back slightly. Overall the shift to risk off assets to start this week is noteworthy.

Click here to visit the Benzinga website and listen to the recordings of Joel’s show.

Ed Moya – Senior Market Analyst at OANDA – Tue 4 Feb, 2020

The aggressive move today out of risk off and into risk on assets

Ed Moya, Senior Market Analyst at OANDA joins me today to address the aggressive move today out of risk off assets (bonds and gold) into risk on assets (US markets). With fears of the Coronavirus diminishing traders are showing they are more than willing to keep reading from the playbook that says throw money into US stocks.

Click here to visit the OANADA website to read over Ed’s daily note.

Chris Temple from The National Investor – Mon 27 Jan, 2020

It’s not just the Coronavirus that is pushing markets down today

Chris Temple kicks off this week by addressing the selloff in risk on assets today on the back of news that the Coronavirus is spreading. Gold and Treasuries are benefiting but look at the selloff base metals. Now the question is just how low will the correction go for US markets.

Click here to visit Chris’s site and follow along with his recommendations.

Exclusive KE Report Commentary – Mon 18 Nov, 2019

Introducing a new guest Peter Hanks, Analyst at DailyFX – A big Picture Look At The Markets

I am happy to introduce Peter Hanks, Analyst at DailyFx. Peter and I take a look at the big picture for the markets and money flows. This includes trade updates, central banks policy and the moves so far this year in US markets compared to the safe assets. We also look ahead to 2020 and assess the likelihood of a recession as well as the major driving factors for the markets.

Click here to visit the DailyFX website and follow along with what Peter is writing.

Exclusive Comments from Marc Chandler – Fri 8 Nov, 2019

We recap the key market moves and news from this week

Marc Chandler, Managing Partner at Bannockburn Global ForEx joins me for a comprehensive recap of the market moves this week that continued to push US and international market to higher levels. A lot was on the back of trade optimism which Trump is trying to pullback after his comments today. Pay attention to Marc comments regarding markets not always following fundamentals.

Click here to visit Marc’s blog and keep up to date on a daily basis.

Exclusive KE Report Commentary – Mon 4 Nov, 2019

Portfolio strategies to keep you protected but not miss out on the market gains

A new guest to the show John Grace, Founder and President of Investor’s Advantage joins me for a discussion on balancing the new market highs with the fear of a significant market meltdown. We are all cognizant of a market breakdown but as US markets continue to extend to all time highs it’s important to not get sucked into going all in on any side of the trade. We dive into the balance between risk off and risk on moves.

Mike Larson – Safe Money Report – Thu 18 Jul, 2019

Even if a recession is pushed back the safe assets are still the place to be

Mike Larson, Editor of The Safe Money Report shares his thoughts on why he remains in safe assets even when the Fed and other central banks are going down the easy money road. We also discuss the potential scenario where markets do not breakdown but rather these safe assets outperform all the high flaying stocks.

Click here to follew Mike on Twitter @realmikelarson.

Exclusive KE Report Commentary – Wed 26 Jun, 2019

Nicholas Pardini – Fed policy and the correlation between risk on and risk off

Nicholas Pardini, Managing Partner of the Davos Investment Group joined me yesterday afternoon to discuss a number of topics ranging from Fed policy to the recent positive correlation between risk on and risk off assets. Looking ahead to when the Fed will cut rates, no matter if it’s in July or shortly after, it is signifying another cycle of central bank dovishness out of the Fed. The most important questions are will this be enough to stop a recession and how will the markets digest all even cheaper money.

To find out more about Nicholas’s research please email me at Fleck@kereport.com. His products are very much for the institutional investor.

Mike Larson – Safe Money Report – Thu 20 Jun, 2019

Weekend Show Preview – Recapping The Fed’s Policy And A Case For The Safe Assets

Mike Larson, Editor of The Safe money Report joined me yesterday afternoon to recap the Fed statement and outline why he is further sticking to his thoughts that now is the best time to be riding safe assets. We get into how gold fits into this picture.

This segment is going on the weekend show but I wanted to share it early with all of you today 🙂

Click here to follow along with Mike on Twitter.