This is the recording from the October 2017 Conference Call. In this 75 minute video I walk you through what I think are the most important 150 charts in the world. These help me tell the entire story of where money is flowing to and where it is flowing from. We want to be positioned in favorable risk vs reward opportunities going into the end of the year. I think I do a good job of laying out the framework for the current market environment. We talk about stocks, both US and around the world, Commodities including Crude Oil and Gold, Currencies such as US Dollars, Euro, Pound and Canadian Dollars, and of course interest rates and the bond market.
For me it’s a top/down weight-of-the-evidence approach that I think works best. Here is the entire video in full and slide deck to download: