This week on the show, Howard and I talk about the winners and losers of the post Covid world. We spend a lot of time focused on the companies doing great things and building cool tools, but who are the ones getting left behind? Which ones are the shorts?
The Fixed Income, Commodity, and Currency markets are near and dear to my heart. Ever since I began learning Technical Analysis, I've always loved analyzing things that are "off the beaten path." This included everything from Interest Rates to Soybeans to the Norwegian Krone. Equities are great and all, but this is the stuff that gets me up in the morning.
In addition to the blog posts we do on the site, I've wanted to explore new ways to share that passion with you all and show why even if you're not investing in these markets directly, they're worth paying attention to.
That brings us to my new weekly show, "What The FICC?"
In this weekly video series, I'll be highlighting the most important chart or theme from these three asset classes while doing my best to tie that analysis back to Equities through an intermarket signal or a trade idea.
This week on Happy Hour with Traders, I sit down with my old friend James Bartelloni. Some of you have seen him before, Chart Summit 2018 or on the podcast: Season 2 Episode 10. For those of you who are new to Bart and his ways of approaching markets, I encourage you to set aside some time to hear him out.
I first met Bart back in 2006 when I began studying for my CMT Exams. Back in the day they used to have this thing called CMTi, where CMT Charterholders would help candidates prepare for the various levels and teach classes online. They don't do that anymore, which is unfortunate, because there's no way I would have passed that CMT Level 2 exam without Bart's help.
The Fixed Income, Commodity, and Currency markets are near and dear to my heart. Ever since I began learning Technical Analysis, I've always loved analyzing things that are "off the beaten path." This included everything from Interest Rates to Soybeans to the Norwegian Krone. Equities are great and all, but this is the stuff that gets me up in the morning.
In addition to the blog posts we do on the site, I've wanted to explore new ways to share that passion with you all and show why even if you're not investing in these markets directly, they're worth paying attention to.
That brings us to my new weekly show, "What The FICC?"
In this weekly video series, I'll be highlighting the most important chart or theme from these three asset classes while doing my best to tie that analysis back to Equities through an intermarket signal or a trade idea.
The first two pilot episodes are linked down below. I hope you enjoy them and look forward to seeing you all back here each week for a new episode!
This is a behind the scenes video of our team meeting held on July 6, 2020 4PM ET.
Every quarter we put out our Playbook focusing on the most important themes around the world to take advantage of, and just as importantly, which areas to avoid. This is usually about 150 pages and really dives deep into stocks, rates, commodities, forex and the intermarket relationships between all of them.
I hope this gives you some perspective on how we approach markets using our Top/Down Approach. We've always found it helpful to understand where people are coming from and why they say certain things. I hope this can give you some of that context about us. I think it also helps you get to know our team a little better. Enjoy!
Welcome to my new Monthly show that I'm doing with my friend Josh Brown. He is one of the most widely followed Financial Advisors in the country, and someone who I've been arguing with about markets for the better part of 2 decades.
Every month I'll bring a handful of the the most important Monthly charts that stood out during my review. In our first episode, I wanted to discuss the S&P500 making new all-time highs, Transports leading the way in July, Rates hitting new all-time lows and Bitcoin starting a new breakout.
This is the chart that I think tells the July story best. The further to the left the asset is, the closer it is to a new a 52 week high. The higher up the asset, the better its performance in July. Notice Transports in the upper right: Relative weakness overall, BUT the best performer this month, followed by Emerging Markets, Gold and base metals. The lonely US Dollar down below stands out doesn't it?
This week on the show I ask Howard about what Trading is going to be like in the Future. What are the hours like? How will we execute orders and on what kind of exchanges? This was really fun and something I rarely get to chat about in Public. I hope you enjoy this conversation as much as I did.
On this week's show, I walk Howard through how to order my favorite pizza online and we discuss the price action in $TSLA and what that means for both the stock and the company.
This week on Happy Hour w/ Traders, I chat with 2 of the best in the business: Brian Shannon and Joe Fahmy. We've all been friends for a decade and I still learn from both of them every single time we talk.
The way I see it, I'm having these conversations anyway, so may as well hit record so you guys can learn from them the same way that I do.
I'm really enjoying these virtual Happy Hours I've been doing with my friends. You guys seem to enjoy them so I'm happy to keep recording these chats. I'm having the conversations anyway right?
Over the past month I've shared a few happy hour videos with some of my friends. You can find the video with Kimmy & Fahmy here, and my happy hour with Russo & Thrasher here.
Today I sit down with Venture Capitalist and active trader Howard Lindzon. We talked about his favorite stocks, what he's buying now and why. He's very open to discuss what's in his portfolio and is never shy about telling you what he thinks! We discuss $MELI $SFIX $SQ $BABA and $PAGS.
Conversations with Howard are always fun and I learn something every time. I hope you enjoy!