Trade Talk is a podcast that breaks down intermediate to complex stock trading strategies. The podcast looks to give a discussion of trading thesis from an expert point of view.
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Trade Talk is a podcast that breaks down intermediate to complex stock trading strategies. The podcast looks to give a discussion of trading thesis from an expert point of view.
The Fed just Chose to raise rates… regional bank contagion has crypto maximalist celebrating for joy… Charlie and I take a moment to look at the pieces on the board and plan what will be the most effective trades within a recessionary environment.
The moment of consumer delinquency I have been talking about has begun to materialize in Australia & New Zealand. Adjustable rate mortgages have reset to higher levels; while consumer have become debt ladened. Tune into the episode to get caught up and see how an amazing short has come to fruition by macroeconomic analysis.
In this episode respected analyst Nate Coats of “The Financial Study” joins and gives a comprehensive explanation of the very big issue of off U.S. dollar denominated off balance sheet derivatives. Hope you enjoy the episode.
With global markets rotating with every rate hike, how are you protecting your portfolio from draw down? GemBot A.I.‘s Chief Portfolio Officer Charlie Meaden gives his systematic approach to losing less when others are losing more. It is Terminate on sight with the Bad Bear 🐻 of Auckland.
In this episode we explore a segment of the economy not being talked about… auto loans. No everything is not a repeat of the big short but we do have a looming issue within sub prime auto loans and it is starting to come home to roost. Tune into the episode to understand why.
Consumer brands and retail sales look as though they will fall short of the projected growth numbers industry professionals had expected. Lend me your discretionary ear (see what I did there) into this episode to get my views.
😳 As of Nov 2022 Agency Mortgage Back Securities will be traded on the CME. This is a huge indication of what institutions will be doing with the long bond in the future. Let’s Talk about this!!!
The 10 year and 2 year treasuries are inverting; this signals another major issue for US markets. Tune in for the continuation of the discussion on US treasuries. Reference previous episode.
Most find the discussion of treasuries to be a real snooze fest, but I am here to tell you… this is how you understand what the economy may have in store. In this episode we explore the Invoice Swap Spread to get a handle of how to profit from this dislocation in long dated treasury yields.
Charlie Meaden Of Gembot A.I. gives us his hypothesis on what the new growth cycle will look like going forward. Charlie takes the time to break down where he sees a bottom and what sectors he will be looking to deploy capital.
Trade Talk is a podcast that breaks down intermediate to complex stock trading strategies. The podcast looks to give a discussion of trading thesis from an expert point of view.
