Calm Before the Storm: DB- Nov 2, 2020

Calm Before the Storm: DB- Nov 2, 2020

Real Vision senior editor, Ash Bennington, welcomes Tommy Thornton, president of Hedge Fund Telemetry, to break down his framework for trading markets as the U.S. Presidential election rapidly approaches. Thornton looks at market sentiment and trader positioning, concluding that investors are net long this market, which limits upside potential, with extremely low short interest. Bennington and Thornton explore price action in European markets and look forward to vaccine news. Thornton then describes several trades he sees in cannabis and coffee, advising viewers on the value of holding dry powder as well as not getting sucked into narratives. In the intro, editor Jack Farley takes a look at Europe’s lockdowns, election odds, and price action in the credit markets. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2099)

Adventures in Finance 35 - Observations and Interpretations: Jim Grant

Adventures in Finance 35 - Observations and Interpretations: Jim Grant

Grant Williams welcomes Jim Grant- legendary financial author and founder of the twice monthly journal on financial markets, Grant’s Interest Rate Observer.  Together they discuss Jim’s rise to litera...

29 Sep 20171h 2min

Adventures in Finance 34 - Jim Rogers: The Investment Biker Rides Again

Adventures in Finance 34 - Jim Rogers: The Investment Biker Rides Again

Investing legend Jim Rogers joins Grant Williams to talk about the defining moments in his life which took him to Wall Street in the 1960s and to Russia and China on a motorbike in the 1980s. Jim talk...

22 Sep 201754min

Adventures in Finance 33 - Keys to the Kingdom: Inside the Beautiful Mind of Hugh Hendry

Adventures in Finance 33 - Keys to the Kingdom: Inside the Beautiful Mind of Hugh Hendry

Always candid, often hilarious, Hugh talks openly about his experience in 2008 when his fund returned nearly 50% as markets melted down around him, about the fear he confronts every time he puts on a ...

15 Sep 20171h 21min

Adventures in Finance 32 - Season 2 Premier:  KYLE BASS

Adventures in Finance 32 - Season 2 Premier: KYLE BASS

Season 2 of Adventures in Finance kicks off with Kyle Bass joining Grant for this week’s entire episode. Kyle shares some of the Defining Moments of his life and explains how they shaped him. He tells...

8 Sep 20171h 8min

Adventures in Finance - 2017 Summer Series 5: Steve Diggle

Adventures in Finance - 2017 Summer Series 5: Steve Diggle

Grant and Aaron cap off the 2017 Summer Series of Adventures in Finance as they are joined by the founder of Vulpes Investment Management, Steve Diggle, where he discusses his love of long-distance ru...

1 Sep 201740min

Adventures in Finance - 2017 Summer Series 4: Mark Yusko

Adventures in Finance - 2017 Summer Series 4: Mark Yusko

Grant and Aaron continue the 2017 Summer Series of Adventures in Finance as they are joined by Mark Yusko, Founder and CIO of Morgan Creek Capital Management, where he discusses his passion for philan...

25 Aug 201743min

Adventures in Finance - 2017 Summer Series 3: Jawad Mian

Adventures in Finance - 2017 Summer Series 3: Jawad Mian

Grant and Aaron continue the 2017 Summer Series of Adventures in Finance as they are joined by Jawad Mian, founder of Stray Reflections, to discuss the philosophical underpinnings of his worldviews, h...

18 Aug 201730min

Adventures in Finance - 2017 Summer Series 2: Pippa Malmgren

Adventures in Finance - 2017 Summer Series 2: Pippa Malmgren

Grant and Aaron continue the 2017 Summer Series of Adventures in Finance and turn-off from the beaten path as they are joined by the Pippa Malmgren to discuss drone technology, interesting summer read...

11 Aug 201735min

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