Bravo Alf!! Good luck with the podcast. What do you think about investments in the Uranium sector? Iām positioned since last year and the war could be the trigger for an uptrend
Thank you for good work. Many people wait for a recession and an equity drawdown. Fed rate hikes are already priced. So why do you think that we should avoid high beta ? If the market has already priced rate hikes, and Fed makes hikes, why would the stocks fall ? If Fed can't make rate hikes so the stocks will rally, what do I miss ? Or by saying avoid risky assets, you mean only small caps ? Do you think this is a good time to enter SP500, Nasdaq growth stocks if our horizon is longer than 6 months or 1 year ? Besides, your four quadrants doesn't mention small or large caps for the equities, it would be better if it mentioned.
Excited about the new podcast! These hosts asking great traders about their best trade idea is gonna make it the most practical, educational and entertaining finance podcasts out there. Collaborating with Blockworks is smart too, they are producing amazing content already.
As a younger person thinking about strategies of saving for retirement, I would be also interested what ideas do market veterans have for long-term (20-30 years) portfolios. This kind of fits the definition of a best trade idea, just a longer timeframe.
This is an excellent piece and really look forward to the podcast. Btw after living in Milan for some years I realize that I really enjoy the Italian accent.
Please publish on āstitcherā too. Looking forward to the Podcast launching! Concrete ways of implementing macro with appropriate risk management are sorely missing for retail investors. Thank you for doing this!
I have searched for the show at my iPhone, but the administrator is has turned off the explicit content. Is it a show based on paid-subscription? I do not understand what is it going on here. You are advertising your podcast but not allowing to listen to it, really!
Hi Alf. What rate on the US 10 year bond would indicate a possible shift in expectations in the bond market? I've heard several commentators stating that they are expecting the 10 year to start surging higher at some point, and then to follow a rapid series of increases marking a potential crisis in equity markets. Do you have any thoughts on how likely this may be? Thanks!
Dear Alf, really fantastic sharp judgements on the key macro events unfolding, also clear language and logic reasoning for non-experts. bravo.. I would love listening to your announced podcast. and if you open your long-only or other portfolio for free - you are our jesus :)
Really looking forward to the podcast/youtube. Am hoping that you'll include a regular feature tracking the subsequent performance of your (and your guests') strategies so we can get a real world look at what really works vs. what sounds good.
Bravo Alf!! Good luck with the podcast. What do you think about investments in the Uranium sector? Iām positioned since last year and the war could be the trigger for an uptrend
Thank you for good work. Many people wait for a recession and an equity drawdown. Fed rate hikes are already priced. So why do you think that we should avoid high beta ? If the market has already priced rate hikes, and Fed makes hikes, why would the stocks fall ? If Fed can't make rate hikes so the stocks will rally, what do I miss ? Or by saying avoid risky assets, you mean only small caps ? Do you think this is a good time to enter SP500, Nasdaq growth stocks if our horizon is longer than 6 months or 1 year ? Besides, your four quadrants doesn't mention small or large caps for the equities, it would be better if it mentioned.
Thank you. By the way, good job on the podcast too. I do like the format. :)
Very well written, clear, succinct and concrete thoughts. Thank you Alf.
Excited about the new podcast! These hosts asking great traders about their best trade idea is gonna make it the most practical, educational and entertaining finance podcasts out there. Collaborating with Blockworks is smart too, they are producing amazing content already.
As a younger person thinking about strategies of saving for retirement, I would be also interested what ideas do market veterans have for long-term (20-30 years) portfolios. This kind of fits the definition of a best trade idea, just a longer timeframe.
Regards,
MK
This is an excellent piece and really look forward to the podcast. Btw after living in Milan for some years I realize that I really enjoy the Italian accent.
Excellent article as always; looking forward to the youtube/ podcast.
Please publish on āstitcherā too. Looking forward to the Podcast launching! Concrete ways of implementing macro with appropriate risk management are sorely missing for retail investors. Thank you for doing this!
Congratulations on the new podcast, Alf, Happy to sign up. I am an ex ING guy like you. Wish you all the best. Cheers, Toon
Hi Alf,
I have searched for the show at my iPhone, but the administrator is has turned off the explicit content. Is it a show based on paid-subscription? I do not understand what is it going on here. You are advertising your podcast but not allowing to listen to it, really!
Hi Alf. What rate on the US 10 year bond would indicate a possible shift in expectations in the bond market? I've heard several commentators stating that they are expecting the 10 year to start surging higher at some point, and then to follow a rapid series of increases marking a potential crisis in equity markets. Do you have any thoughts on how likely this may be? Thanks!
Great to Hear your Podcast is hitting the Airwaves
Dear Alf, really fantastic sharp judgements on the key macro events unfolding, also clear language and logic reasoning for non-experts. bravo.. I would love listening to your announced podcast. and if you open your long-only or other portfolio for free - you are our jesus :)
Thanks alot Alf really good stuff here
are u looking at inflation swaps and interest rate swaps for inflation exp an trminal rate measermets?
Really looking forward to the podcast/youtube. Am hoping that you'll include a regular feature tracking the subsequent performance of your (and your guests') strategies so we can get a real world look at what really works vs. what sounds good.
Excited for the podcast!