March 2021
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01-03-2021 |
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stocks markets start the month in positive territory, bond yield compression paused, metals prices pause, Chinese renminbi static, fragile emerging currencies weak, |
16:26mins Back to top |
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February 2021
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26-02-2021 |
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Big Picture Long-Term Audio for the various different asset classes |
53:10mins Back to top |
25-02-2021 |
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Treasury yields spike higher, stcocks and bonds pause, oil eases, gold weak, bitcoin steady yield curve steepening. |
21:01mins Back to top |
24-02-2021 |
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Buyers return after a small dip encouraged by central bank statements, bonds yield continue to trend higher even if they are somewhat oversold, oil firm, gold steady, copper strong. |
18:36mins Back to top |
23-02-2021 |
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Will speculators buy the dip in bitcoin, innovation, large cap growth? industrial resources remain firm, agriculture resurgent, emerging market steady |
25:09mins Back to top |
22-02-2021 |
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further rotation out of stay at home winners into reflation candidates, yield curve spread expends, oil and Pound extend recovery, |
25:03mins Back to top |
19-02-2021 |
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Big Picture Long-Term Audio for the various different asset classes |
1h1m Back to top |
18-02-2021 |
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Vietnam continues to rebound, South Korea pauses, Semiconductor demand remains firm, China eases and Renminbi weakens, copper extends rally, gold and silver remain stable but need a catalyst, bitcoin steady, ethereum breaks out, commodity currencies continue to rebound. |
21:31mins Back to top |
16-02-2021 |
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bond yield break out globally. that brings forward the decision on yield curve control. Stocks ease, gold weak, copper and oil firm. |
21:23mins Back to top |
12-02-2021 |
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Big Picture Long-Term Audio for the various different asset classes |
59mins Back to top |
11-02-2021 |
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Bitcoin and altcoins continue to firm, stock markets steady, bonds ease, Dollar remains susceptible to additional weakness, oil steady oil services potentially bottoming. |
29:50mins Back to top |
09-02-2021 |
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Dollar weak, commodities firm, Bonds steady, China and Japan firm, emerging markets outperforming, liquidity continues to fuel demand for IPOs. |
24:33mins Back to top |
08-02-2021 |
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Some of the topics discussed include: investors continue to migrate to Asia, oil firm, commodities continue to rebound, Treasury yields test the psychological 1.2% area, Wall Street firm, gold steady, |
24:57mins Back to top |
05-02-2021 |
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Big Picture Long-Term Audio for the various different asset classes |
1h4mins Back to top |
04-02-2021 |
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Wall Street firm with small caps leading, gold and precious metals weak, emerging markets steady, investors giving the benefit of the doubt to countries that are likely to come out of the pandemic quickest, bond yields continue to rise for these countries with Gilts breaking on the upside and the Dollar strengthening. |
20:21mins Back to top |
03-02-2021 |
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Bitcoin continues to rebound and is led by Ethereum, silver steadies, stocks pause, Dollar steady, Emerging Markets ETF rebounds, Treasury yields continue to rise. |
23:37mins Back to top |
02-02-2021 |
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ethereum hits new all-time high, bitcoin playing catch up, silver pulls back as margin requirements are hiked, India fiscal stimulus announced, stock markets steady, bonds ease, Dollar firms. |
20:32mins Back to top |
01-02-2021 |
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precious metals rebound but silver does not hold the intraday peak, Dollar strengthens on Chinese easing, Wall Street and global markets rebound, bonds yields compress and VIX contracts. |
24:45mins Back to top |
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January 2021
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29-01-2021 |
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Big Picture Long-Term Audio for the various different asset classes |
59.48mins Back to top |
28-01-2021 |
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bonds yields rebound from 1%. monetary conditions still accommodative, stock markets steady, silver and ethereum outperform gold and bitcoin, Vietnam pulls back on rising cases. |
22:19mins Back to top |
27-01-2021 |
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short covering rallies in retail favourites, mania or reversion to the mean, Dollar carry trades unwind puts pressure on risk assets. ECB jawboning effective in the short term. |
19:17mins Back to top |
26-01-2021 |
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China tightens liquidity, SPACs beginning to lose momentum, mega-caps continue to outperform, bonds yield compress, Dollar weak, oil and gold steady. |
26:07mins Back to top |
25-01-2021 |
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jump in demand for save haven assets as volatility in stock markets picks up. Europe eases, China firm, India pauses, gold steady, biotech continues to trend higher. Ethereum outperforming Bitcoin |
18:31mins Back to top |
22-01-2021 |
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Big Picture Long-Term Audio for the various different asset classes |
1h Back to top |
21-01-2021 |
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bitcoin and ethereum correction, stock markets firm and increasing evidence of bases being completed around the world, bonds remain a risk for buyers, |
23:18mins Back to top |
20-01-2021 |
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Gold rebounds, yield curve control going global, Mega caps starting to play catch up with small caps, credit demand growth coming, base formation completion in tech, |
26:34mins Back to top |
19-01-2021 |
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Megacaps have reverted to the mean, emerging markets continue to outperform, mainland to HK rotation, commodities steady, |
16:40mins Back to top |
18-01-2021 |
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Discussion of secular bull and bear markets and where different markets lie in that continuum. |
21:30mins Back to top |
15-01-2021 |
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Big Picture Long-Term Audio for the various different asset classes |
59:04mins Back to top |
14-01-2021 |
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financial repression and bond yields, mega-caps susceptible to additional weakness, small caps, Europe, Japan, emerging and commodities continue to outperform, gold stable, bitcoin pauses at $40K. |
26:15mins Back to top |
13-01-2021 |
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commonality in soft commodities, Dollar steady, bond yield compress, financial conditions still accommodative, gold stable, stock markets steady. |
24:38mins Back to top |
12-01-2021 |
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commodities breaking out across the board, Treasury yields pause in the region of the March peak, pandemic successes overbought but still steady, |
23:33mins Back to top |
11-01-2021 |
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bitcoin wobbles, rotation out of mega-cap tech underway, Dollar unwinds short-term oversold, Treasury yields extend advance, Fed talking market down. virus success markets outperforming. |
21:32mins Back to top |
08-01-2021 |
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Big Picture Long-Term Audio for the various different asset classes |
55:16mins Back to top |
07-01-2021 |
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liquidity fuelled rally persist with bitcoin, Tesla and Wall Street pushing to new highs, Dollar steadies, strong commonality in bond yields rising outside of China. |
23:35mins Back to top |
06-01-2021 |
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Democrat clean sweep points to outperformance of cyclicals, mega-caps continue to weaken, gold eases. emerging markets and UK firm, Dollar remains weak, bitcoin extends uptrend. |
22:34mins Back to top |
05-01-2021 |
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commodities continue to outperform, Dollar weak but Chinese renminbi overbought, Wall Street continues to pause. oil rebounds and copper steady, commodity currencies resurgent. |
23:53mins Back to top |
04-01-2021 |
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yield curve steepens, financial repression fuels the precious metal and crypto rally, China firm, Wall Street weak |
22:18mins Back to top |
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