Alle afleveringen
477 afleveringen, van nieuw naar oud
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MM027: Tips for trading cryptocurrencies
23 juli 2021 · 36 min
In this episode, I talk to Senior Trader Tim Duggan, who after trading traditional equities and futures markets for the past 20-years, is now also actively trading cryptocurrencies. How is crypto different? what are some things you should be aware of, and of course what is his favourite coin right now! Lees meer
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MM026: Are We Walking Into Another Crisis?
16 juli 2021 · 32 min
In this episode, I talk to Head of Trading Piers Curran about the risks to the global economy as central banks start to unwind their unprecedented levels of monetary and fiscal intervention. We look at the arguments on both sides and how mistakes in the past may come back to haunt policy setters and stock market bulls. Lees meer
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MM025: Why are US yields collapsing?
9 juli 2021 · 49 min
In this episode, I talk to the Head of Trading Piers Curran, on why the US 10-yr yield is heading for one of its biggest weekly declines since June last year. We discuss what's causing investors to rethink the shape of the economic recovery and how a shift in strategy has led growth stocks within the S&P 500 to surpass returns from value stocks YTD. Lees meer
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MM024: Stocks rally after US Non-Farm Payrolls
2 juli 2021 · 31 min
In this episode, we discuss the release of the latest US jobs report and explain the mechanics behind how markets react to important economic data points. We also look at what this means for the Fed and the markets view on policy timing with a final comment on this week's OPEC+ meeting. Lees meer
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MM023: What are US stress tests?
25 juni 2021 · 40 min
In this episode, we look at US bank stress tests, following the news that all 23 institutions in the 2021 exam by the Federal Reserve remained “well above” minimum required capital levels during a hypothetical economic downturn. What are they? how are they conducted? and what does it mean for banks and the stock market in general? is explained. Lees meer
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MM022: Why are people talking about dots?!
18 juni 2021 · 41 min
In this episode, we explain the market's obsession with the Federal Reserve's Dot-Plot matrix. Explaining why the Fed uses it, how market participants perceive it, and whether it's even that good an indicator of future interest rates? We also look at the slide in commodities this week, with gold headed for the biggest weekly loss in 15 months following the Fed's hawkish tilt. Lees meer
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MM021: US Inflation at its highest since August of 2008
11 juni 2021 · 50 min
In this episode, we look at the three major talking points in markets this week. US CPI, the ECB meeting, and the upcoming G7 summit. We explain the markets relative calm response to surging inflation in the US, the timing around the ECB's bond-buying programme and what to watch out for at the G7 meeting in Cornwall. Lees meer
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MM020: Is this the end of globalisation?
4 juni 2021 · 52 min
In this episode, I talk to the Head of Trading Piers Curran about three key themes in markets this week. From the monster rally in AMC shares to the result of the latest OPEC+ meeting, and a look at the news about Russia cutting its US dollar assets and what this could mean for the future of globalisation. Lees meer
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MM019: Return of meme stocks: AMC pump explained
2 juni 2021 · 11 min
In this episode, I'm joined by Eddie Donmez, the Head of AmpifyME, who explains what's behind the latest explosion in meme stocks. We look closely at the cinema operator AMC and the involvement of Mudrick Capital Management, looking at who are the winners and losers in this latest episode of volatility. Lees meer
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MM018: Biden: The $6 trillion man!
28 mei 2021 · 46 min
In this episode, we talk about the latest US Jobless Claims figures, Biden's $6trl 2022 budget proposal, and look at rising geopolitical tensions across the globe, from Belarus to the first trade talks between the US and China that took place earlier this week. Lees meer
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MM017: Crypto volatility & what next for Bitcoin
21 mei 2021 · 31 min
In this episode, we discuss how price action works amid a high volatility event such as the crypto sell-off seen earlier this week. Piers explains the impact of liquidity and gives his view on the outlook for Bitcoin price going forward. Lees meer
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MM016: Elon Musk, cyber hacking & Inflation scaremongering
14 mei 2021 · 33 min
In this episode, we include a quickfire round with Head of Trading Piers Curran to get his take on Elon Musk and Tesla, the cyber attack on the Colonial Pipeline and the new Indian COVID variant in the UK. Then onto the main discussion, the release of US CPI this week and why there's no need to panic just yet. Lees meer
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MM015: Will inflation be transitory amid the commodity boom?
7 mei 2021 · 32 min
This week we talk about the recent rise in commodity prices, from copper to lumber, and the impact that this has on inflation. Head of Trading Piers Curran explains why the Fed sees this price increase as temporary and what it might take for Powell & Co. to change their mind. Lees meer
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MM014: Traders Mindset: Dealing with loss
30 april 2021 · 22 min
In this episode, we continue our exploration into trading psychology and discuss the emotional impact of loss. Head of Trading Piers Curran talks about examples in his own career, lessons he learned on how best to deal with emotional variance and practical tips to remain rational in your decision-making process when trading. Lees meer
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MM013: European Super League - Good or Bad?
23 april 2021 · 41 min
In this week's episode, we jump into the controversy surrounding the European Super League, a breakaway league involving some of Football's biggest names. As well as discussing what this means for football, we also look at the commercial aspects of the deal and whether companies like Netflix and Amazon could get involved in the space. Lees meer
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MM012: Coinbase debut & UK housing market crash?
16 april 2021 · 23 min
In this week's episode, I am joined by Eddie Donmez, the head of AmplifyME, as we look at the debut of Coinbase, the first listing of a major cryptocurrency exchange. Eddie explains the reason behind the initial volatility and why Cathie Wood has snapped up $352mln worth of shares in the first two days. Also discussed are the latest US bank earnings and whether there is any validity to the argument of an impending UK housing market crash. Lees meer
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MM011: What makes a good trader?
9 april 2021 · 22 min
In this episode we take a different direction and ask the question 'what makes a good trader'. Piers gives his view on what he believes led to his own personal success and find out what the one single common attribute is of a successful trader. Lees meer
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MM010: Archegos default & Deliveroo IPO disaster
1 april 2021 · 21 min
In this episode, I talk to Head of Trading Piers Curran about the role prime brokerage services played in the recent default of Archegos Capital Management. Also in the dock is Deliveroo, following a disastrous IPO that wiped more than £2bln off the company's value in one of the sharpest drops for a big new listing in years. Lees meer
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MM009: How important is the blockage in the Suez Canal?
26 maart 2021 · 25 min
In this episode we go into detail on the news of a large container ship stuck in the Suez Canal in Egypt. We discuss if this is important for oil prices, why the Canal is a strategic chokepoint for the passage of goods, and implications this could have for inflation. Head of Trading Piers Curran also provides his view on the major events in markets next week as we head into quarter end. Lees meer
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MM008: Will the Fed 'twist' again
19 maart 2021 · 27 min
In this week's episode, we talk about the sequence of policy steps the Fed has at its disposal and why the gradual process of normalising policy poses risks to the sustainability of the post covid recovery. Also under review is the on-going tension between the EU and UK over vaccine supplies and some thoughts on the first high-level meeting that took place between US-China this week. Lees meer
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MM007: Will Biden's stimulus cheques boost the economy?
12 maart 2021 · 20 min
In this episode we look at the general optimism that has re-emerged this week as the DJIA & S&P 500 hit fresh record highs and look at what incoming stimulus cheques might mean for the US economy. Also, discussed is the latest ECB meeting as well as a look ahead to next week's FOMC announcement. Lees meer
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MM006: Oil surges as OPEC+ hold firm
5 maart 2021 · 31 min
In this week's episode, Piers and I review the latest decision from OPEC+ where the cartel opted to not relax supply curbs even as the global economy pulls out of its pandemic-driven slump, confounding widespread expectations the group would loosen the taps. We investigate the reasons behind the decision and how the Saudi strategy brings back memories of 2014/15. Also, under discussion is the latest US jobs report and next week's ECB meeting. Lees meer
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MM005: Yields spike, stocks drop - should you be worried?
26 februari 2021 · 23 min
This week Piers and I discuss the markets fixation on inflation and economic overheating and whether the recent moves in markets are cause for concern or simply short-termist in nature. We touch on correlations, FOMO and how the Fed is adopting the 'Ferber Method' in response to market volatility and give our thoughts on the UK lockdown roadmap announced this week by PM Boris Johnson. Lees meer
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MM004: Inflation? Keep calm and carry on
19 februari 2021 · 23 min
In this episode I talk to the Head of Trading Piers Curran about rising yields and whether that poses a threat to Wall Street's record run. In focus is the recent rise in inflation expectations, the timing of price pressures and how the Federal Reserve might act. We conclude with a look ahead to next week's main events, with comment on the UK lockdown strategy update due on Monday. Lees meer
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MM003: What happened with Tesla & Bitcoin?
12 februari 2021 · 29 min
In this episode we look at whether Tesla's move into Bitcoin is the beginning of a rush of investment from other firms or is it simply too early for crypto to be considered a treasury asset. Also, discussed, is how valid is Goldman's call of an impending commodity 'super-cycle' and what renewed tensions in Northern Ireland might mean for UK/EU relations. Lees meer
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MM002: US stocks - to Infinity and Beyond?
5 februari 2021 · 21 min
In this episode we talk about US stocks and the return to new all-time highs. Asking the question on why is it happening, what it represents, and is it sustainable? Also under discussion is the surprise departure of Jeff Bezos at Amazon and whether Super Mario can bring order back to Italian politics. Lees meer
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MM001: Is GameStop important for markets?
29 januari 2021 · 29 min
Kicking off the first episode with a look at the phenomenal rise in GameStop shares. From what happened, to what it symbolises, and whether it's important for financial markets. Also discussed is the latest vaccine news and OPEC strategy to protect oil prices. Lees meer
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