All Star Interviews Season 2, Episode 12: David Keller, Chief Strategist at Sierra Alpha Research

JC Parets
December 14, 2018

This week I'm thrilled to have David Keller on the podcast. He is a former President of the CMT Association and spent a long time at Fidelity, and Bloomberg before that. In this episode, the current Chief Strategist at Sierra Alpha walks us through why is approaching the U.S. stock market from a more neutral perspective. We discuss US Treasury Bonds, Rates, Gold, Crude Oil and other assets that are making new highs like Palladium. I really enjoyed this conversation, especially how David compares trading to risk management as a pilot. He likes to fly planes when he's not looking at charts. This was a fun chat.

U.S. 10-year Yield

Long-term

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Gold $GLD

Weekly

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Silver $SLV

Weekly

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Walt Disney $DIS

Weekly

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S&P500 $SPX

Weekly

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Sector Relative Rotation Graph

Weekly

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SPDR $XLU

Weekly

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Valueline Geometric Index

Weekly

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Cycle of Market Emotions

Optimism to Depression

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