All Star Interviews Season 3, Episode 4: Tony Dwyer, Chief Market Strategist at Canaccord Genuity

JC Parets
August 5, 2019

 

I've been a fan of Tony Dwyer's work for a long time. Those of you who know me see me approach the market from a top/down global macro and intermarket perspective. Tony starts his process in a similar way at Cannacord Genuity and Dwyerstrategy.com. When we're talking about the next direction for stocks, we both focus on other assets like credit to help identify big trends. We look at the behavior of commodity and currency markets to make decisions in equities. I thought this was a really fun conversation. I particularly enjoyed Tony's comparisons to 1995 and what was going on then with respect to the President's public issues, interest rates, precious metals and the US Dollar. This podcast could have gone on forever if we let it, but we kept it short and concise so we could get to the point quickly.

Small-caps vs Large-caps

IWM vs SPY

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S&P500 2015-2016

Weekly

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Junk Bonds vs US Treasury Bonds

HYG / TLT

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Gold failed breakout 1996

Similar to today?

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