-
Shifts in Asset Class and Sector Rankings
Nasdaq Dorsey Wright Portfolio Manager Chuck Fuller joins Jill Malandrino on Nasdaq #TradeTalks to discuss shifts in asset class and sector rankings.
published: 16 Aug 2022
-
Shifts in Asset Class and Sector Rankings
Short-term indicators are back at or near oversold levels. Nasdaq Dorsey Wright Portfolio Manager Chuck Fuller joins Jill Malandrino on Nasdaq #TradeTalks to discuss shifts in asset class and sector rankings.
published: 20 Sep 2022
-
พีระมิดการลงทุน (Asset Allocation) ตอน 1/2
=====================
ชมคลิปเต็ม Bitcoin Talk #99 : Asset Allocation (7/12/2021) - [THAI]
https://www.youtube.com/live/ZZX-FvQ5vmw?si=tYsr2VAnFZDF47S8
------------------------------------------------
A Complete Lesson to Bitcoin Wallets
#คอร์สออนไลน์ จาก อาจารย์ขิง Right Shift
ที่ให้คุณเข้าใจหลักการทำงานของ #วอลเล็ต ทุกตัวบนโลก
รับ โอน เก็บรักษา ได้ด้วยตัวเองแบบปลอดภัย หมดกังวลเรื่องทำหายหรือโดนแฮก
สมัครเลย ▶︎ https://www.skilllane.com/courses/5848
สั่งหนังสือ Inventing Bitcoin พร้อมลายเซ็น อ.พิริยะ Exclusive มีจำนวนจำกัด!! และเหลือจำนวนไม่เยอะแล้ว ได้ที่เว็บไซต์:https://rightshift.to/
อ่านบทความดี ๆ เกี่ยวกับ Bitcoin จากนักเขียนระดับคุณภาพ ได้ที่นี่:
https://rightshift.to/articles/
สนับสนุนรายการด้วย Bitcoin Lightning ผ่าน LNURL
https://lnbits.lightningok.win/lnurlp/link/64
=========...
published: 25 Feb 2024
-
Asset Allocation Monthly – April 2023 – Five key shifts
Daniel Morris, Chief Market Strategist, and Maya Bhandari, Global Head of Multi-Asset, review the latest major events in global markets and discuss the implications on asset allocation.
Access our full multi-asset views on Viewpoint: https://viewpoint.bnpparibas-am.com/asset-allocation-video-assessing-the-impact-of-a-mixed-outlook/
For more investment views and insights, subscribe to our YouTube channel: https://www.youtube.com/@BNPPAM
published: 09 May 2023
-
Top Asset Allocation Shifts for 2022
published: 20 Jan 2022
-
This Asset Points To Major Economic Slowdown | Max Porterfield
Max Porterfield, CEO and President of Callinex Mines (TSX-V: CNX, OTCQX: CCLXF ), discusses copper's predictive power for forecasting the economy, and what's next for one of the world's most critical base metals.
*This video was recorded on February 28, 2024 and is sponsored by Callinex Mines
FOLLOW CALLINEX MINES:
Website: https://callinex.ca/
Twitter (@Callinex): https://twitter.com/Callinex
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): https://twitter.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
For business inquiries, reach me at david@thedavidlinreport.com
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
#economy #dollar #c...
published: 11 Mar 2024
-
Fed shifts into risk management mode, says asset strategy pro
CNBC's "Power Lunch" team breaks down Federal Reserve chairman Jerome Powell's comments and how markets are trading with Evan Brown of UBS Asset Management and Gabriela Santos, global strategist at J.P. Morgan Funds.
published: 25 Jun 2019
-
HOW TO CONVERT A LIABILITY INTO AN ASSET - ROBERT KIYOSAKI, Rich Dad Poor Dad
Assets and liabilities serve as the central focus of this episode of Millennial Money featuring Robert Kiyosaki. Robert dismantles a pervasive misconception—that your house is an asset. This idea is debunked to underscore the importance of understanding the true nature of assets and liabilities in one's financial journey.
Robert goes on to propose that people themselves can be assets or liabilities. The discussion extends to the financial responsibilities associated with caring for family members. This aspect brings forth the idea that while family can be a source of emotional support, they can also be financial obligations.
Examples of human liabilities, with a focus on financial commitments such as alimony and child support. This serves as a stark reminder of the financial responsibili...
published: 30 Mar 2018
-
Kevin Muir: The World Shifts to Gold - Challenging the Dominance of US Assets
Tom welcomes back private trader and newsletter publisher Kevin Muir of "The Macro Tourist" to the show. Kevin discusses the concept of "rolling mini bubbles" in markets. These bubbles form when an asset class or theme gains popularity among hedge funds, causing price increases based on perceived momentum rather than underlying value. Muir cited Tesla and the electric vehicle (EV) market as examples, noting that while these bubbles can inflate quickly, they also deflate rapidly.
*Palisade Radio Links:*
► Website & Newsletter: https://palisadesradio.ca
► Rumble: https://rumble.com/c/c-1586024
► Odysee: https://odysee.com/@PalisadesGoldRadio:c
► BitChute: https://www.bitchute.com/channel/67kkt6EjYPJM/
Muir suggested that certain stocks, particularly those related to EVs and artificial inte...
published: 07 Mar 2024
-
International Macroeconomics CH4 – The Asset Approach, Feenstra
Chapter 4: The asset approach to exchange rates (SR)
- Uncovered interest parity (UIP)
- Covered interest parity (CIP)
- The asset approach and interest rates in the short term
- Unifying the monetary and asset approaches
- Fixed exchange rates and the trilemma
If you are interested in borrowing the slides used in this video, feel free to comment below once you subscribe to the channel. If you have any questions, please comment below as well.
For those interested in the course or the reading materials I am working off, please check out the 2nd edition of the International Economics textbook by Robert C. Feenstra;
https://www.amazon.ca/International-Economics-Robert-C-Feenstra/dp/1429231181
For those who may be interested in finance and investing, I suggest you check out my Seeking Alp...
published: 06 May 2017
5:20
Shifts in Asset Class and Sector Rankings
Nasdaq Dorsey Wright Portfolio Manager Chuck Fuller joins Jill Malandrino on Nasdaq #TradeTalks to discuss shifts in asset class and sector rankings.
Nasdaq Dorsey Wright Portfolio Manager Chuck Fuller joins Jill Malandrino on Nasdaq #TradeTalks to discuss shifts in asset class and sector rankings.
https://wn.com/Shifts_In_Asset_Class_And_Sector_Rankings
Nasdaq Dorsey Wright Portfolio Manager Chuck Fuller joins Jill Malandrino on Nasdaq #TradeTalks to discuss shifts in asset class and sector rankings.
- published: 16 Aug 2022
- views: 19
6:28
Shifts in Asset Class and Sector Rankings
Short-term indicators are back at or near oversold levels. Nasdaq Dorsey Wright Portfolio Manager Chuck Fuller joins Jill Malandrino on Nasdaq #TradeTalks to di...
Short-term indicators are back at or near oversold levels. Nasdaq Dorsey Wright Portfolio Manager Chuck Fuller joins Jill Malandrino on Nasdaq #TradeTalks to discuss shifts in asset class and sector rankings.
https://wn.com/Shifts_In_Asset_Class_And_Sector_Rankings
Short-term indicators are back at or near oversold levels. Nasdaq Dorsey Wright Portfolio Manager Chuck Fuller joins Jill Malandrino on Nasdaq #TradeTalks to discuss shifts in asset class and sector rankings.
- published: 20 Sep 2022
- views: 15
16:28
พีระมิดการลงทุน (Asset Allocation) ตอน 1/2
=====================
ชมคลิปเต็ม Bitcoin Talk #99 : Asset Allocation (7/12/2021) - [THAI]
https://www.youtube.com/live/ZZX-FvQ5vmw?si=tYsr2VAnFZDF47S8
---------...
=====================
ชมคลิปเต็ม Bitcoin Talk #99 : Asset Allocation (7/12/2021) - [THAI]
https://www.youtube.com/live/ZZX-FvQ5vmw?si=tYsr2VAnFZDF47S8
------------------------------------------------
A Complete Lesson to Bitcoin Wallets
#คอร์สออนไลน์ จาก อาจารย์ขิง Right Shift
ที่ให้คุณเข้าใจหลักการทำงานของ #วอลเล็ต ทุกตัวบนโลก
รับ โอน เก็บรักษา ได้ด้วยตัวเองแบบปลอดภัย หมดกังวลเรื่องทำหายหรือโดนแฮก
สมัครเลย ▶︎ https://www.skilllane.com/courses/5848
สั่งหนังสือ Inventing Bitcoin พร้อมลายเซ็น อ.พิริยะ Exclusive มีจำนวนจำกัด!! และเหลือจำนวนไม่เยอะแล้ว ได้ที่เว็บไซต์:https://rightshift.to/
อ่านบทความดี ๆ เกี่ยวกับ Bitcoin จากนักเขียนระดับคุณภาพ ได้ที่นี่:
https://rightshift.to/articles/
สนับสนุนรายการด้วย Bitcoin Lightning ผ่าน LNURL
https://lnbits.lightningok.win/lnurlp/link/64
=====================
สนับสนุนทีมงานของเราได้ที่นี่:⚡justzap@rightshift.to
ซื้อหนังสือและสินค้าต่าง ๆ ของเราได้ที่เว็บไซต์:https://rightshift.to/shop-2/
https://wn.com/พีระมิดการลงทุน_(Asset_Allocation)_ตอน_1_2
=====================
ชมคลิปเต็ม Bitcoin Talk #99 : Asset Allocation (7/12/2021) - [THAI]
https://www.youtube.com/live/ZZX-FvQ5vmw?si=tYsr2VAnFZDF47S8
------------------------------------------------
A Complete Lesson to Bitcoin Wallets
#คอร์สออนไลน์ จาก อาจารย์ขิง Right Shift
ที่ให้คุณเข้าใจหลักการทำงานของ #วอลเล็ต ทุกตัวบนโลก
รับ โอน เก็บรักษา ได้ด้วยตัวเองแบบปลอดภัย หมดกังวลเรื่องทำหายหรือโดนแฮก
สมัครเลย ▶︎ https://www.skilllane.com/courses/5848
สั่งหนังสือ Inventing Bitcoin พร้อมลายเซ็น อ.พิริยะ Exclusive มีจำนวนจำกัด!! และเหลือจำนวนไม่เยอะแล้ว ได้ที่เว็บไซต์:https://rightshift.to/
อ่านบทความดี ๆ เกี่ยวกับ Bitcoin จากนักเขียนระดับคุณภาพ ได้ที่นี่:
https://rightshift.to/articles/
สนับสนุนรายการด้วย Bitcoin Lightning ผ่าน LNURL
https://lnbits.lightningok.win/lnurlp/link/64
=====================
สนับสนุนทีมงานของเราได้ที่นี่:⚡justzap@rightshift.to
ซื้อหนังสือและสินค้าต่าง ๆ ของเราได้ที่เว็บไซต์:https://rightshift.to/shop-2/
- published: 25 Feb 2024
- views: 29274
10:20
Asset Allocation Monthly – April 2023 – Five key shifts
Daniel Morris, Chief Market Strategist, and Maya Bhandari, Global Head of Multi-Asset, review the latest major events in global markets and discuss the implicat...
Daniel Morris, Chief Market Strategist, and Maya Bhandari, Global Head of Multi-Asset, review the latest major events in global markets and discuss the implications on asset allocation.
Access our full multi-asset views on Viewpoint: https://viewpoint.bnpparibas-am.com/asset-allocation-video-assessing-the-impact-of-a-mixed-outlook/
For more investment views and insights, subscribe to our YouTube channel: https://www.youtube.com/@BNPPAM
https://wn.com/Asset_Allocation_Monthly_–_April_2023_–_Five_Key_Shifts
Daniel Morris, Chief Market Strategist, and Maya Bhandari, Global Head of Multi-Asset, review the latest major events in global markets and discuss the implications on asset allocation.
Access our full multi-asset views on Viewpoint: https://viewpoint.bnpparibas-am.com/asset-allocation-video-assessing-the-impact-of-a-mixed-outlook/
For more investment views and insights, subscribe to our YouTube channel: https://www.youtube.com/@BNPPAM
- published: 09 May 2023
- views: 19003
15:58
This Asset Points To Major Economic Slowdown | Max Porterfield
Max Porterfield, CEO and President of Callinex Mines (TSX-V: CNX, OTCQX: CCLXF ), discusses copper's predictive power for forecasting the economy, and what's ne...
Max Porterfield, CEO and President of Callinex Mines (TSX-V: CNX, OTCQX: CCLXF ), discusses copper's predictive power for forecasting the economy, and what's next for one of the world's most critical base metals.
*This video was recorded on February 28, 2024 and is sponsored by Callinex Mines
FOLLOW CALLINEX MINES:
Website: https://callinex.ca/
Twitter (@Callinex): https://twitter.com/Callinex
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): https://twitter.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
For business inquiries, reach me at david@thedavidlinreport.com
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
#economy #dollar #commodities
https://wn.com/This_Asset_Points_To_Major_Economic_Slowdown_|_Max_Porterfield
Max Porterfield, CEO and President of Callinex Mines (TSX-V: CNX, OTCQX: CCLXF ), discusses copper's predictive power for forecasting the economy, and what's next for one of the world's most critical base metals.
*This video was recorded on February 28, 2024 and is sponsored by Callinex Mines
FOLLOW CALLINEX MINES:
Website: https://callinex.ca/
Twitter (@Callinex): https://twitter.com/Callinex
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): https://twitter.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
For business inquiries, reach me at david@thedavidlinreport.com
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
#economy #dollar #commodities
- published: 11 Mar 2024
- views: 15925
4:14
Fed shifts into risk management mode, says asset strategy pro
CNBC's "Power Lunch" team breaks down Federal Reserve chairman Jerome Powell's comments and how markets are trading with Evan Brown of UBS Asset Management and ...
CNBC's "Power Lunch" team breaks down Federal Reserve chairman Jerome Powell's comments and how markets are trading with Evan Brown of UBS Asset Management and Gabriela Santos, global strategist at J.P. Morgan Funds.
https://wn.com/Fed_Shifts_Into_Risk_Management_Mode,_Says_Asset_Strategy_Pro
CNBC's "Power Lunch" team breaks down Federal Reserve chairman Jerome Powell's comments and how markets are trading with Evan Brown of UBS Asset Management and Gabriela Santos, global strategist at J.P. Morgan Funds.
- published: 25 Jun 2019
- views: 2756
14:05
HOW TO CONVERT A LIABILITY INTO AN ASSET - ROBERT KIYOSAKI, Rich Dad Poor Dad
Assets and liabilities serve as the central focus of this episode of Millennial Money featuring Robert Kiyosaki. Robert dismantles a pervasive misconception—tha...
Assets and liabilities serve as the central focus of this episode of Millennial Money featuring Robert Kiyosaki. Robert dismantles a pervasive misconception—that your house is an asset. This idea is debunked to underscore the importance of understanding the true nature of assets and liabilities in one's financial journey.
Robert goes on to propose that people themselves can be assets or liabilities. The discussion extends to the financial responsibilities associated with caring for family members. This aspect brings forth the idea that while family can be a source of emotional support, they can also be financial obligations.
Examples of human liabilities, with a focus on financial commitments such as alimony and child support. This serves as a stark reminder of the financial responsibilities that individuals may have to shoulder in various life situations.
This episode not only clarifies the distinction between assets and liabilities but also underscores the importance of financial literacy, cash flow management, and the multifaceted nature of financial responsibilities in the context of family and personal finance.
#robertkiyosaki #richdadpoordad #millennialmoney
http://www.richdad.com
Facebook: @RobertKiyosaki
https://www.facebook.com/RobertKiyosaki/
Twitter: @TheRealKiyosaki
https://twitter.com/theRealKiyosaki
Instagram: @TheRealKiyosaki
https://www.instagram.com/therealkiyosaki/
https://wn.com/How_To_Convert_A_Liability_Into_An_Asset_Robert_Kiyosaki,_Rich_Dad_Poor_Dad
Assets and liabilities serve as the central focus of this episode of Millennial Money featuring Robert Kiyosaki. Robert dismantles a pervasive misconception—that your house is an asset. This idea is debunked to underscore the importance of understanding the true nature of assets and liabilities in one's financial journey.
Robert goes on to propose that people themselves can be assets or liabilities. The discussion extends to the financial responsibilities associated with caring for family members. This aspect brings forth the idea that while family can be a source of emotional support, they can also be financial obligations.
Examples of human liabilities, with a focus on financial commitments such as alimony and child support. This serves as a stark reminder of the financial responsibilities that individuals may have to shoulder in various life situations.
This episode not only clarifies the distinction between assets and liabilities but also underscores the importance of financial literacy, cash flow management, and the multifaceted nature of financial responsibilities in the context of family and personal finance.
#robertkiyosaki #richdadpoordad #millennialmoney
http://www.richdad.com
Facebook: @RobertKiyosaki
https://www.facebook.com/RobertKiyosaki/
Twitter: @TheRealKiyosaki
https://twitter.com/theRealKiyosaki
Instagram: @TheRealKiyosaki
https://www.instagram.com/therealkiyosaki/
- published: 30 Mar 2018
- views: 7360911
1:01:07
Kevin Muir: The World Shifts to Gold - Challenging the Dominance of US Assets
Tom welcomes back private trader and newsletter publisher Kevin Muir of "The Macro Tourist" to the show. Kevin discusses the concept of "rolling mini bubbles" i...
Tom welcomes back private trader and newsletter publisher Kevin Muir of "The Macro Tourist" to the show. Kevin discusses the concept of "rolling mini bubbles" in markets. These bubbles form when an asset class or theme gains popularity among hedge funds, causing price increases based on perceived momentum rather than underlying value. Muir cited Tesla and the electric vehicle (EV) market as examples, noting that while these bubbles can inflate quickly, they also deflate rapidly.
*Palisade Radio Links:*
► Website & Newsletter: https://palisadesradio.ca
► Rumble: https://rumble.com/c/c-1586024
► Odysee: https://odysee.com/@PalisadesGoldRadio:c
► BitChute: https://www.bitchute.com/channel/67kkt6EjYPJM/
Muir suggested that certain stocks, particularly those related to EVs and artificial intelligence, are currently experiencing a bubble. He advised investors to focus on buying undervalued stocks and mentioned Japan as an area of potential value due to recent government actions benefiting the stock market. Muir also discussed the concept of reflexivity, introduced by George Soros, which suggests that investor actions can influence and be influenced by market performance, leading to more frequent and violent bubbles.
The interview touched on Canada's economy, with Muir arguing that it is not as strong as the US despite similar fiscal stimulus during COVID-19. He pointed out that America spent more overall, experienced a larger housing bubble burst in 2008 leading to deleveraging, and currently has lower consumer debt compared to Canada. These factors make Canada more sensitive to higher interest rates, which Muir predicts will negatively impact the Canadian economy.
Muir also discussed monetary stimulus, stating that it is less effective in changing behavior than fiscal stimulus. He suggested that recent inflation trends are partly due to a shift towards domestic production and increased labor bargaining power. Despite this, Muir noted that life may not necessarily become worse for the middle class, as higher wages and job security could offset inflation's impact.
Muir talked about the price of gold being driven up by speculators on the margins, with mining companies unable to profit from the increased gold price. He predicted that miners would be the next rolling mini bubble but was uncertain what would drive this expansion. Muir invited listeners to visit his website and Substack for more information on his perspectives on the gold market.
Time Stamp References:
0:00 - Introduction
0:33 - Rolling Mini Bubbles
4:18 - Chip Manufacturing
8:03 - Demand & Rising Price
9:52 - Bubbles & Risky Trades
11:12 - Japanese Value Stocks
16:04 - Monetary & Fiscal Stimulus
25:40 - Spending Canada Vs. U.S.
30:40 - Fiscal Dominance Era
38:23 - Fiscal Spending & Inflation
43:52 - Wags, Inflation & Gold
51:15 - Eastern Gold Holdings
54:04 - The Golden Endgame
58:28 - Performance of Miners
1:00:00 - Wrap Up
Talking Points From This Episode
- "Rolling mini bubbles" form quickly in markets when popular themes gain traction among hedge funds, but deflate rapidly.
- Canada's economy may suffer from higher interest rates due to greater sensitivity compared to the US.
- Gold prices are driven up by speculators, while mining companies struggle to profit from the increased price.
Guest Links:
Twitter: https://twitter.com/kevinmuir
Website: https://themacrotourist.com
Substack: https://posts.themacrotourist.com
Podcast: https://markethuddle.com/
Email for Sample Letters: kevin@themacrotourist.com
Kevin Muir started as an institutional equity derivative trader for a big Canadian bank in the 1990s. In 2000, Kevin decided that bank-life wasn't for him, so he traded his own account for the next two decades. Along the way, he started writing the MacroTourist newsletter, which he describes as an "almost daily" letter about the markets that still manages to have fun. The MacroTourist newsletter attempts to bring a unique take on a variety of different financial topics. Kevin's tagline is, "All I Bring to the Party is 25 Years of Mistakes."
Kevin Muir is a CFA and a graduate of the University of Toronto economics program.
#KevinMuir #Markets #Bubbles #Patterns #Momentum #Tesla #Demand #Rates #Stimulus #CovidResponse #FiscalSpending #Canada #Inflation #RollingMiniBubbles #EVMarket #AI #JapanOpportunity #MonetaryVsFiscalStimulus #Miners
https://wn.com/Kevin_Muir_The_World_Shifts_To_Gold_Challenging_The_Dominance_Of_US_Assets
Tom welcomes back private trader and newsletter publisher Kevin Muir of "The Macro Tourist" to the show. Kevin discusses the concept of "rolling mini bubbles" in markets. These bubbles form when an asset class or theme gains popularity among hedge funds, causing price increases based on perceived momentum rather than underlying value. Muir cited Tesla and the electric vehicle (EV) market as examples, noting that while these bubbles can inflate quickly, they also deflate rapidly.
*Palisade Radio Links:*
► Website & Newsletter: https://palisadesradio.ca
► Rumble: https://rumble.com/c/c-1586024
► Odysee: https://odysee.com/@PalisadesGoldRadio:c
► BitChute: https://www.bitchute.com/channel/67kkt6EjYPJM/
Muir suggested that certain stocks, particularly those related to EVs and artificial intelligence, are currently experiencing a bubble. He advised investors to focus on buying undervalued stocks and mentioned Japan as an area of potential value due to recent government actions benefiting the stock market. Muir also discussed the concept of reflexivity, introduced by George Soros, which suggests that investor actions can influence and be influenced by market performance, leading to more frequent and violent bubbles.
The interview touched on Canada's economy, with Muir arguing that it is not as strong as the US despite similar fiscal stimulus during COVID-19. He pointed out that America spent more overall, experienced a larger housing bubble burst in 2008 leading to deleveraging, and currently has lower consumer debt compared to Canada. These factors make Canada more sensitive to higher interest rates, which Muir predicts will negatively impact the Canadian economy.
Muir also discussed monetary stimulus, stating that it is less effective in changing behavior than fiscal stimulus. He suggested that recent inflation trends are partly due to a shift towards domestic production and increased labor bargaining power. Despite this, Muir noted that life may not necessarily become worse for the middle class, as higher wages and job security could offset inflation's impact.
Muir talked about the price of gold being driven up by speculators on the margins, with mining companies unable to profit from the increased gold price. He predicted that miners would be the next rolling mini bubble but was uncertain what would drive this expansion. Muir invited listeners to visit his website and Substack for more information on his perspectives on the gold market.
Time Stamp References:
0:00 - Introduction
0:33 - Rolling Mini Bubbles
4:18 - Chip Manufacturing
8:03 - Demand & Rising Price
9:52 - Bubbles & Risky Trades
11:12 - Japanese Value Stocks
16:04 - Monetary & Fiscal Stimulus
25:40 - Spending Canada Vs. U.S.
30:40 - Fiscal Dominance Era
38:23 - Fiscal Spending & Inflation
43:52 - Wags, Inflation & Gold
51:15 - Eastern Gold Holdings
54:04 - The Golden Endgame
58:28 - Performance of Miners
1:00:00 - Wrap Up
Talking Points From This Episode
- "Rolling mini bubbles" form quickly in markets when popular themes gain traction among hedge funds, but deflate rapidly.
- Canada's economy may suffer from higher interest rates due to greater sensitivity compared to the US.
- Gold prices are driven up by speculators, while mining companies struggle to profit from the increased price.
Guest Links:
Twitter: https://twitter.com/kevinmuir
Website: https://themacrotourist.com
Substack: https://posts.themacrotourist.com
Podcast: https://markethuddle.com/
Email for Sample Letters: kevin@themacrotourist.com
Kevin Muir started as an institutional equity derivative trader for a big Canadian bank in the 1990s. In 2000, Kevin decided that bank-life wasn't for him, so he traded his own account for the next two decades. Along the way, he started writing the MacroTourist newsletter, which he describes as an "almost daily" letter about the markets that still manages to have fun. The MacroTourist newsletter attempts to bring a unique take on a variety of different financial topics. Kevin's tagline is, "All I Bring to the Party is 25 Years of Mistakes."
Kevin Muir is a CFA and a graduate of the University of Toronto economics program.
#KevinMuir #Markets #Bubbles #Patterns #Momentum #Tesla #Demand #Rates #Stimulus #CovidResponse #FiscalSpending #Canada #Inflation #RollingMiniBubbles #EVMarket #AI #JapanOpportunity #MonetaryVsFiscalStimulus #Miners
- published: 07 Mar 2024
- views: 8718
40:42
International Macroeconomics CH4 – The Asset Approach, Feenstra
Chapter 4: The asset approach to exchange rates (SR)
- Uncovered interest parity (UIP)
- Covered interest parity (CIP)
- The asset approach and interest rates i...
Chapter 4: The asset approach to exchange rates (SR)
- Uncovered interest parity (UIP)
- Covered interest parity (CIP)
- The asset approach and interest rates in the short term
- Unifying the monetary and asset approaches
- Fixed exchange rates and the trilemma
If you are interested in borrowing the slides used in this video, feel free to comment below once you subscribe to the channel. If you have any questions, please comment below as well.
For those interested in the course or the reading materials I am working off, please check out the 2nd edition of the International Economics textbook by Robert C. Feenstra;
https://www.amazon.ca/International-Economics-Robert-C-Feenstra/dp/1429231181
For those who may be interested in finance and investing, I suggest you check out my Seeking Alpha profile where I write about the market and different investment opportunities. I conduct a full analysis on companies and countries while also commenting on relevant news stories.
http://seekingalpha.com/author/robert-bezede/articles#regular_articles
https://wn.com/International_Macroeconomics_Ch4_–_The_Asset_Approach,_Feenstra
Chapter 4: The asset approach to exchange rates (SR)
- Uncovered interest parity (UIP)
- Covered interest parity (CIP)
- The asset approach and interest rates in the short term
- Unifying the monetary and asset approaches
- Fixed exchange rates and the trilemma
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For those interested in the course or the reading materials I am working off, please check out the 2nd edition of the International Economics textbook by Robert C. Feenstra;
https://www.amazon.ca/International-Economics-Robert-C-Feenstra/dp/1429231181
For those who may be interested in finance and investing, I suggest you check out my Seeking Alpha profile where I write about the market and different investment opportunities. I conduct a full analysis on companies and countries while also commenting on relevant news stories.
http://seekingalpha.com/author/robert-bezede/articles#regular_articles
- published: 06 May 2017
- views: 12085