Flash Update: Three Coronavirus Outlooks and Ways to Play the Sell-off

Published on
February 28th, 2020
Duration
70 minutes

Hope for the Best, Prepare for the Worst – Live with Andreas Steno Larsen


Flash Update: Three Coronavirus Outlooks and Ways to Play the Sell-off

Live ·
Featuring Michael Oliver, Gregory Weldon, and Komal Sri-Kumar

Published on: February 28th, 2020 • Duration: 70 minutes

With coronavirus fears plunging equity markets this week, there are three questions at the front of everyone’s mind. How low can equities go? Where will yields bottom out? And when will gold finally rip higher? Ed Harrison sets out to answer those questions in this ultra-timely flash update. Michael Oliver of Momentum Structural Analysis breaks down the technicals of this recent market sell-off and explains why the internals had been breaking down long before coronavirus reared its ugly head. Greg Weldon of Weldon Financial and gold-guru.com makes bullish and bearish calls on a handful of assets and helps viewers position themselves in these crazy markets. Finally, Komal Sri-Kumar of Sri-Kumar Global Strategies surveys the macro landscape and makes the call that there is no end in sight for the 40-year bull market in rates. Filmed via Skype on February 27, 2020 in New York, Florida, North Carolina and California.

Comments

Transcript

  • GG
    Gaurav G.
    10 March 2020 @ 08:31
    Hi Raoul, wanted to check if the long bond trade still in play (congrats on the call, I recently joined RV Plus)? 30yr Tsy currently @ 1.1%, think there is still some juice left in that trade? Markets are rebounding hard today, so might be a good chance to get in that trade again. Or is there something else other than Gold/BTC you think would be more helpful? Thanks !
  • JT
    Jay T.
    8 March 2020 @ 03:15
    Viewing this on March 7th. Mr. Sri-Kumar was spot on. 1/2 point Fed cut. 10 year rate, etc. Well done.
  • DV
    Dimitri V.
    8 March 2020 @ 00:38
    Raoul, Milton, everyone in the admin- Thank you for rearranging founding members' subscriptions to be "plus" to 2021 instead of "essential" to 2023. This is the kind of content most of us who first backed your dream were looking for. For instance I would not have known the Singaporean and Thailand monetary authorities verbally intervened in their currencies as they were making new lows against gold. Greg Weldon just let me know :). Personally, those are the kinds of little nuggets Im after. Appreciated very much thank you for having the best customer service in finance!
  • BM
    Beth M.
    5 March 2020 @ 04:02
    Thank you Raoul & George... I'm a believer again!
  • BR
    Byron R.
    3 March 2020 @ 15:34
    Why are there no charts in the transcript?
  • PG
    Philippe G.
    3 March 2020 @ 13:04
    Appreciate RV trying this out....the logistics of organizing these things in a timely fashion (time zones, travel, etc...) isn't obvious!
  • TT
    Tokyo T.
    3 March 2020 @ 11:54
    Perfect format for when things are happening in the market. Don't mind Skype as long as the audio is good.
  • JL
    John L.
    29 February 2020 @ 14:20
    Absolutely brilliant. Well done to Ed Harrison, the eternal optimist, glass half-full interviewer, who was almost speechless at the end of the first and third interviews due to the dire warnings of the astute and highly respected analysts. Filmed on the 27th - Made available to subscribers on the 28th.....Bravo Real Vision.
    • JL
      Jack L.
      2 March 2020 @ 19:19
      Timeliness trumps aesthetics in market conditions like these. Well done, RV.
  • TE
    Timothy E.
    2 March 2020 @ 02:04
    Michael Oliver said, referring to the central bank: "And it doesn't take a lot of argument to make the case that when they respond monetarily, one of the beneficiaries will be the monetary middle. " Sorry, newbie investor. Can anyone explain to me what he means by "monetary middle"?
    • AP
      Adam P.
      2 March 2020 @ 18:59
      the monetary metal
  • DS
    David S.
    2 March 2020 @ 01:37
    Although a good education always makes a difference, there are many areas of productive education. An educated and skilled plumber in Dr. Sri-Kumar's example may turn out to make more than the nuclear physicist. Workers in the construction and repair businesses are constantly needed and their incomes are going up. In addition, many plumbers and electricians are starting their own successful businesses. As entrepreneurs they are doing well because they know how to do something needed in any economy. The next thing you know they are flipping houses. One of the most important drivers of the US economy is small businesses of all types. DLS
  • DS
    David S.
    2 March 2020 @ 00:18
    It is always a pleasure to follow Dr. Sri-Kumar’s logic. For me he nailed the best guess of where we are going. I am always tempted to catch a falling knife. Thanks for holding me back this time. The new format certainly works for me, especially with everything changing so fast. DLS
  • AT
    Alun T.
    1 March 2020 @ 17:53
    Re-iterate what has been said below. Android App not updated to new format. Vital entertainment for dog walks
  • jg
    james g.
    1 March 2020 @ 02:27
    Kudos: RealVision in real time. Job extremely well done. I like Ed Harrison's style- a gentle nudge here and there and then let the Guest speak in detail.
  • ly
    lena y.
    1 March 2020 @ 00:53
    Thank you! so timely!
  • bm
    brian m.
    29 February 2020 @ 21:47
    The same "narrowing" described by Michael Oliver happened among the "Nifty fifty"
  • AP
    Ash P.
    29 February 2020 @ 19:18
    New subscription model isn't reflected in the mobile app access even after log-off. Please fix.
  • RY
    Roy Y.
    29 February 2020 @ 19:08
    Great update ... Nicely executed Ed ...
  • SB
    Steve B.
    29 February 2020 @ 18:56
    Great update and happy to have lower production quality in return for the quicker release of the video for an important topic like this.
  • HH
    Hugh H.
    29 February 2020 @ 16:02
    Wow, if this is something you guys want to do, I'm in.
  • DL
    David L.
    29 February 2020 @ 10:56
    Very useful and timely information. Congratulations to everyone involved in the production. Well done.
  • LP
    Laurence P.
    29 February 2020 @ 04:09
    RealVision at its best!
  • TM
    The-First-James M.
    28 February 2020 @ 22:20
    Fantastic and all excellent. Just wish we could see a lot more of Greg!
  • AA
    Andrew A.
    28 February 2020 @ 21:27
    Spot on RV! Bringing forward the analysis at the expense of high production values is exactly the right step. Immediacy critical in this environment. Thank you.