Jack Roberts is the Options Trading Specialist over at Simpler Trading. He joins me today for his first interview on the show. We focus on his broad assessment of the US equity markets and how he is trading the semi-conductors and retail sectors.
A new guest to the show Martin Stephan is a German citizen and closely involved in the lithium market. A mutual friend reached out to me with a comment regarding the major shift towards electric vehicle occurring in Europe, and more specifically Germany. Martin weighs in on what this shift means for the overall auto sector but also for the metals needed to support this shift. It will take time but this is a trend that we are going to see more of in the future.
Eddie Ghabour, Co-Owner of Key Advisors Group shares his thoughts on the potential of a recession in the next 12 months while also balancing US market moves. Even though Eddie does not see a recession in the next year he is shifting his clients into a more defensive position for their portfolio by focusing on dividend stocks and shifting into cash. We also discuss how the election could play a roll in delaying a major recession.
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.
Today I am joined by a new guest on the show, John Grace Founder and President of Investor’s advantage. We discuss how he balances the risk/reward in the markets for his clients and some areas that he thinks investors can stay protected.
There is no question that the markets have been reactive to the President’s Twitter account however could this be coming to an end? Ed Moya, Senior Market Analyst at OANADA joins me to discuss what he is expecting to drive markets over summer.
Ed Moya, Senior Market Analysts at OANDA joins me to share his thoughts on the ongoing trade wars as well as Fed rate cut expectations. The G20 is up next for any possible developments between the US and China but anything in terms of tweets could happen before then. As the the Fed, expectations have shifted to a July cut. The question is, will the cut actually help?
I am happy to introduce a new guest to all of you, Chris Vecchio. Chris is the Senior Currency Strategist at DailyFX. Just last week Chris wrote an article focused on the precious metals and the overall lack of volatility. This was all bullish in Chris’s eyes and turned out to be a great timing call for this recent run higher. Listen in to hear what he is watching for next.
Jeff Socha, Managing Partner at Ark Financial joins me for the first time on the show. We look at the US bond market and falling yields. The bond market is pricing in a Fed rate cut by the end of the year and, in a more worrisome light, a recession in under a couple years.
Ed Moya, Chief Market Strategist at Oanda joins me to share his thoughts on a couple of market we follow on a regular basis. There continues to be a move into safe haven assets however when considering if it is financial or economic or political we need to really watch what is going on around the world.
You can even hear my daughter Gigi chatting away in the background on the first question. She has some thoughts on these markets as well