Podcast Episodes
Back to Search8-12-24 Markets Prepare to Retest & Rally
Last Monday's Yen Carry Trade blow-up resulted in a 3% market correction & volatility shock. We're still in the midst of a 5- to 10% corrective phase…
1 year, 7 months ago
8-9-24 What Kind of Inheritance Will You Leave Behind?
With the turmoil of the past week, now is a good time to reassess your portfolio, and rebalance the risk. What is the deal with stocks advertising on…
1 year, 7 months ago
8-8-24 Trapped Longs Take the Exit
Economic Reports affected by Hurricanes Beryl & Debbie; market sell off continues. Inflationary data is still there; unwinding of Yen Carry Trade con…
1 year, 7 months ago
8-8-24 Market Exuberance Reverses
The market correction didn't start on Monday; it actually started in July at the markets' peak. Then markets began to steadily sell off until tapping…
1 year, 7 months ago
8-7-24 Is the Crisis Over?
Is the crisis over? Too soon to tell, but the Nikkei did rebound, the Yen is coming down, and the BOJ is hold steady on rates. Earnings season contin…
1 year, 7 months ago
8-7-24 Markets Bounce Back after Monday Crash
Markets on Tuesday bounced off their lows to rally into the 100-DMA as a first test of resistance following Monday's crash. And with a lot of "trappe…
1 year, 7 months ago
8-6-24 Is the Selling Over?
Monday's Carry Trade-inspired blowout saw lots of selling , but a little bit of recovery before the dust settled. The ISM Services Report clocked-in …
1 year, 7 months ago
8-6-24 Next for Markets Will Be a Bounce
The Carry Trade blow out created a market that is now oversold by more than three standard deviations. The most logical, next move for markets will b…
1 year, 7 months ago
8-5-24 Understanding Yield Curves: Inversion Doesn't Guarantee a Recession
August begins with weaker employment and the Fed hinting at the possiblity of a 1/2% rate cut; The Japanese Carry Trade blos up: What is it and why d…
1 year, 7 months ago
8-5-24 Why The Carry Trade Matters
What is the Carry Trade (and why does it matter)? Lance explains the mechanics of carry trades and yield spreads, and why the Japanese Yen and U.S. D…
1 year, 7 months ago