Most Recent Audio: 01 March 2021

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Friday's Audio always provides the big picture

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2021 Audio Archive

March 2021

Audio Date Play Save Content Duration
01-03-2021 Save 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

February 2021

Audio Date Play Save Content Duration
26-02-2021 Save Big Picture Long-Term Audio for the various different asset classes 53:10mins Back to top
25-02-2021 Save 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 Save 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 Save 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 Save 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 Save Big Picture Long-Term Audio for the various different asset classes 1h1m Back to top
18-02-2021 Save 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 Save 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 Save Big Picture Long-Term Audio for the various different asset classes 59mins Back to top
11-02-2021 Save 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 Save 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 Save 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 Save Big Picture Long-Term Audio for the various different asset classes 1h4mins Back to top
04-02-2021 Save 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 Save 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 Save 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 Save 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

January 2021

Audio Date Play Save Content Duration
29-01-2021 Save Big Picture Long-Term Audio for the various different asset classes 59.48mins Back to top
28-01-2021 Save 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 Save 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 Save 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 Save 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 Save Big Picture Long-Term Audio for the various different asset classes 1h Back to top
21-01-2021 Save 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 Save 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 Save 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 Save Discussion of secular bull and bear markets and where different markets lie in that continuum. 21:30mins Back to top
15-01-2021 Save Big Picture Long-Term Audio for the various different asset classes 59:04mins Back to top
14-01-2021 Save 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 Save 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 Save 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 Save 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 Save Big Picture Long-Term Audio for the various different asset classes 55:16mins Back to top
07-01-2021 Save 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 Save 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 Save 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 Save yield curve steepens, financial repression fuels the precious metal and crypto rally, China firm, Wall Street weak 22:18mins Back to top