Insider talks – March 2018

Published on
March 7th, 2018
Duration
36 minutes

Insider talks – March 2018

Featuring

Published on: March 7th, 2018 • Duration: 36 minutes

Raoul and Julian dive deep into recent market moves and dissect the recent pick up in volatility and its implications. Fresh off his holiday in India, Raoul shares his impressions of the emerging economy. The contributors end up the conversation with a discussion on the long-term strategy of China and what that might mean for the world order. Filmed on 5 Mar 2018.

Comments

  • WM
    Will M.
    18 March 2018 @ 17:57
    I think I have heard the question before but agree with Dean below. Gold metal or (per Michael Oliver of MSA) better to go for Gold stocks?
  • SS
    Sam S.
    9 March 2018 @ 22:56
    Raoul---can you please confirm---you see the USD going higher short term or lower short term? Well done discussion and thank you.
    • RP
      Raoul P. | Founder
      11 March 2018 @ 11:48
      My view is that the next 10% is higher and not lower but I think the trend is most likely lower over time now.
    • DW
      Daniel W.
      13 March 2018 @ 15:47
      I must say that Juliette Deqlerque from JDI research as well as Michael Oliver from Oliver MSA nailed the dollar moves in the last 18month. Currently they are both short the USD, just saying.
    • SS
      Sam S.
      14 March 2018 @ 20:04
      Thank you both for such helpful replies!
  • AT
    Alexey T.
    13 March 2018 @ 09:44
    It will be nice to have transcripts for Insider Talks videos. Thx
  • DM
    Dean M.
    11 March 2018 @ 19:11
    Superb. Raoul & Julien, when you say buy gold, does that include gold miners or are you purely focused on the physical metal due to equity volatility concerns? thanks
    • WD
      Wim D.
      12 March 2018 @ 08:53
      Great questions!
  • RM
    R M.
    7 March 2018 @ 16:50
    Excellent, useful conversation. Since this year will be ripe with macro shifts, would like to see more frequent, even if brief, conversations published without lag times. Thanks gents!
    • SS
      Stephen S.
      11 March 2018 @ 15:28
      I strongly agree with your suggestion of more frequent, brief conversations. Even if only one of RP, JB is available, one speaker is better than none.
  • SS
    Stephen S.
    11 March 2018 @ 15:21
    Well done! Best Macro Insiders discussion yet. Well organized, generally clear, and worth a second viewing. Two suggestions: offer a ticker or two when you talk about investment opportunities (Raoul's Indian travel stock, e.g.), and show graphs when you speak about market trends. Thanks.
  • gg
    gurdeep g.
    10 March 2018 @ 19:36
    My conclusion with Macros voices is thats its informative and does what it says on the tin. These fellas are great minds in finance. However its difficult to trade on these ideas as they are usually several steps ahead of the market. Leaving the average trader shaken out of these trades. Saying that I do look forward to the pieces of research each week
  • ME
    Mark E.
    10 March 2018 @ 19:28
    Julian: You sometimes refer to a "3rd derivative", but I am not sure what this is? The first derivative is Velocity (dx/dt) and the second derivative is Acceleration (dv/dt).
  • MG
    Miguel G.
    9 March 2018 @ 11:39
    Nice job as always guys. With your guidance I truly feel like I'm ahead of the curve as far as side stepping potentially big risks. If you don't hear it enough I'm very appreciative you both made this service available at a very reasonable price. Will be a subscriber for years to come! Have a blessed weekend.
  • WD
    Wim D.
    8 March 2018 @ 10:59
    In summary, it is still the expectation that the dollar rips/snaps higher and creates a nice buying opportunity for EEM and Gold?
    • JB
      Julian B. | Contributor
      8 March 2018 @ 20:52
      Yes I would buy both but especially gold on the next major up move in the $. You'll know when because the Fed will buckle and turn dovish.
  • MG
    Miguel G.
    8 March 2018 @ 11:27
    Julian your point about US investors buying European equities by selling dollars for euros is well taken. If that's the case, don't we have a set up here where if European equities begin to get hit (currently happening with dax -10% round about) and the dollar begins to bounce wont this be a double tail wind for the US dollar as investors cover their European exposure and convert those euros in to dollars? With so much fire power behind this potential move what kind of dollar rally could you see happening here in 2018, 5-10%?
    • JB
      Julian B. | Contributor
      8 March 2018 @ 20:51
      Yes that's exactly my concern Miguel. That said at this stage my bet is the $ is the last shoe to drop i.e. first we get higher rates/yields = weaker stocks/risks assets = strong $. But that stronger $ really turbo charges the move. As for the size of the $ rally its a tough call at this stage because it will depend on the ability/speed with which the Fed respond.
  • R
    Raymon .
    8 March 2018 @ 07:38
    GDP Watch https://www.businesscycle.com/# ECRI's Achutan
  • RI
    R I.
    7 March 2018 @ 22:45
    Are you still bullish INDA here?
    • RP
      Raoul P. | Founder
      8 March 2018 @ 00:08
      Yes... it is long term so I expect big pullbacks (its expensive too), but each one is a buy over the next three to five years
  • ML
    M L.
    7 March 2018 @ 16:57
    Another excellent talk! I love these monthly Insider Talk videos, and always look out for them. Lots of important themes discussed and ways to position. Thanks guys!