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Category: Season 1

Season 1, Episode 17: The Coming ‘Melt Up’ in Markets, With David Hunter of Contrarian Macro Advisors

Published September 4, 2019

The market cycle has one final upleg, which will be followed by a historic crash

David Hunter, Chief Macro Strategist at Contrarian Macro Advisors, discusses the current state of the economic cycle and why risk assets have a final upleg left before the onset of the bear market. 

Content:
The Federal Reserve is behind the curve of the economy (2:00), the coming bust (5:00), predictions for bond prices (8:15), the final “melt up” and why it will be “parabolic” (12:29), echoes of 1982 (16:50), the 2020 bear market (19:34) and recovery, which will bring the first inflationary cycle since the 1970s (21:21), favorite places to be in terms of investments (26:45), $10 oil (30:00)

Not intended as investment advice.

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Season 1, Episode 16: No Ill Effects from Yield Curve Inversion for US Economy

Published August 19, 2019

The 2-year/10-year yield curve inversion is a bad sign for the global economy, but less so for the U.S., says Barry Knapp

Barry Knapp of Ironsides Macroeconomics joins the podcast to discuss the 2-year/10-year yield curve inversion. The gauge is viewed as a harbinger of recession and while global trade has clearly slowed, the U.S. economy should not necessarily see any ill effects in the immediate future, says Knapp.

Content:

The 3-month/10-year yield curve versus the 2-year/10-year (2:52), for historical precedence see Japan in the early 2000s (7:50), recession in global trade but not in the U.S. (8:42), positives for the U.S. economy (13:00).

For more information on our guest: https://ironsidesmacro.substack.com/

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Season 1, Episode 15: Emotional Investing With Denise K Shull

Published August 13, 2019

Identifying and managing emotional triggers can be vital to successful money management

Denise K Shull joins the podcast to argue against the platitude that emotions have no place in investing. Identifying and managing emotions does not only play an integral role in investing, but can in fact hold one of the keys to succeeding at all levels of money management — and elsewhere.

Denise was one of the key inspirations for the Wendy Rhoades character on Billions, the Showtime program that just completed its fourth season.

Content: The place of emotions in investing (0:20), examples of red flags (2:48), structuring a dataset of emotional reactions (6:35), gauging collective emotions in the market (10:00), Billions discussion (15:00). 

More information about Denise and The ReThink Group: https://therethinkgroup.net/

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