David McAlvany, CEO of McAlvany Financial Group joins me to weigh the moves in US markets to safe assets and industrial commodities as a barometer of general economic health. With copper and oil moving down hard this year and bonds and gold holding at higher levels there is an underlying fear in traders minds. You won’t know it from the US equity markets moves but the central banks can be thanked for that.
There has been a renewed focus on the discrepancy between the performance of US equity markets vs copper and oil. Peter Hanks, Analyst over at Daily FX joins me to share his thoughts on how the US markets continue to outperform the industrial commodities. Also if this can continue based on current central bank policies.
Peter Hanks, Analyst at DailyFX joins me to share his thoughts on the crazy start to 2020 for US markets, the US dollar, and gold. We discuss the major drivers, outside of the geopolitical issues, and how such aspects like the Fed and trade will remain key throughout 2020.
Peter Hanks, Daily FX Analyst joins me to share some recent research he has done on the VIX and general volatility for the month of December. We have been talking a lot about the speculator short position in the VIX but this month could force them to unwind these positions if history is any indication.
Jack Roberts, Options Specialist at Simpler Trading joins me to explain why he is saying “it’s hard to be long the markets”. This is more a short term comment but there are factors that can make this along term trade strategy. He also shares why he like financials and pharmaceuticals as undervalued sectors.
James Gorrie, writer for the Epoch Times and a political consultant joins me to share his thoughts on the intricacies of the US/China trade war. More than just about trade can we even expect a full deal to be signed in the next 5 years? We also discuss the likelihood of a fractured world in terms of trade moving forward.
Anthony Saccaro, President of Providence Financial joins me to share his thoughts on the stability of the equity market around the world. With economic data continuing to decline it’s reasonable to think a recession is around the corner but there are a number of other factors that could hold the markets up. We dive into these other factors that have helped support the markets new all time high values and just how sustainable they are.
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.
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.
Jeff Smalls, President of Arbor Financial joins me to outline why he is not jumping on the bullish train when it comes to the US markets. We discuss the weak breadth of this rally to all time highs as well as look at the VIX breaking below 13.