January 2021
| Audio Date |
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| 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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