Hour 1 – Wide Ranging Opinions On What The Economy and Daily Life Will Look Like After COVID-19
With most of the world shutdown I hope you all are dealing with being home hoping this virus passes sooner rather than later.
I really appreciate all the emails that have come in and all of you who tuned in over the week (included the webinar on Thursday). Please keep the emails coming. I’m at home working all the time with my wife and daughter all trying to make the best of this situation.
This weekend’s show is focused on what everything from the economy to our daily life will look like when we have COVID-19 behind us. All of the perspectives are from a financial and economic perspective.
Segment 1 – Peter Boockvar, Chief Investment Officer at Bleakley Advisory Group kicks off the show with a look at how daily life could change. I ask if only the large companies will be able to survive this shutdown. Click here to visit The Boock Report website.
Segment 3 – Marc Chandler, Managing Partner at Bannockburn Global ForEx share his insights on how this shutdown impacts the banking sector and currency markets. Click here to visit Marc’s daily blog.
Segment 4 – Rick Bensignor, Founder of Bensignor Investment Strategies deals with large hedge funds so we discuss how this major market players are operating during this time. He has some very interesting information on the lack of liquidity in the markets currently.
US Markets Up For A 3rd Day In A Row. Is it time to fade this rally already?
Chris Temple joins me for comments on the US markets and Trump’s comments on getting everyone back to work in the near term.
With US markets up for the third day in a row on the back of a US government spending deal investors are now wondering if we could see a strong V shaped recovery. Don’t get too confident just yet.
As for Trump’s comment a couple days ago regarding getting people back to work, this might be more optimism than anything. There are a couple things to note about his press conference that are not flattering.
A Secular Bear Market For US Markets, Gold and gold Stock Thoughts, and Uranium Developments
Doc joins me today to share his thoughts on the US markets, gold and gold stocks, and the uranium sector. Some of the highlights include his time frame for the secular bear markets for US equities, the balance between the gold:silver ratio, and if he is investing in uranium plays right now.
Dana Lyons kicks off today with a discussion on how he is managing his funds in this crazy market. One aspect of the markets we have not discussed recently is the balance between downside risk vs upside potential of the markets. It’s a different story from just a couple months ago.
A historic day, this time to the upside for markets broadly
Chris Temple wraps up today’s editorials by recapping the moves today in US markets, gold and gold miners, and with a couple comments on oil. It was a historic day for US markets and a very good day for gold and silver. As Chris points out this is still a time to be very selective and will continue to be as we move forward.
Cash Is Still King, When To Get Aggressive With Your Portfolio, and Gold vs Gold Stocks
Chris Vermeulen, Founder of The Technical Traders joins me to discuss his general strategies and market outlook for US stocks and the precious metals. He argues that now is still the time to have a cash heavy strategy.
As for Gold and gold stocks they are still in very different patterns. Gold continues to show strength and the stocks are doing well but still have yet to breakout.
A Short-Term Trading Strategy As Well As A Look At The Monthly S&P Chart
This interview is for the technical traders out there trying to find ways to protect the downside risks while taking advantage of the volatility in the markets.
Allison Ostrander joins me today to share her short-term trading strategy where she can avoid the day trading rules. We also look to the longer term charts for the S&P and the levels that are critical.
Still worried about the markets and overall world? We try to look ahead to when we turn the corner to better times.
Joel Elconin, Co-Host of the Benzinga Pre-Market Prep Show joins me to first look ahead to when we turn the corner from the economic shutdown. We discuss the sectors that he thinks will bounce back strongest.
We then move to a longer term look at the markets, damage done to the markets and economy, and government funding plans. It remains a scary world for everyone.
Everything moving higher, look as the spread between gold futures and spot
Ed Moya, Senior Market Analyst at OANDA joins me for a broad look at the markets and gold. A nice recovery day across the board possibly being driven by optimism that governments around the world are going to some funding packages out soon.
As for gold there is a wide spread between spot and the futures markets. Ed and I discuss what this is telling us about the market. No matter how you look at it the precious metals are off to a historic start to this week.
The Government Funding Bill, US Markets fighting For a Bottom, and Gold Popping
Chris Temple joins me today to recap the market moves in US equities and gold. We also discuss Congress shooting down the emergency funding bill. As much as US markets are fighting for some sort of a bottom they need a little support for the Government here.