Is the Big Cycle About to Turn?

Published on
February 20th, 2019
Duration
24 minutes

Up Next

Related Videos

Portfolio Watch: Key Indicators and Investable Insights
The Expert View ·

Portfolio Watch: Key Indicators and Investable Insights

Gold, War, and the Global Order
The Expert View ·

Gold, War, and the Global Order

Dan Rasmussen: Crisis Investing and Countercyclical Capital Allocation
The Expert View ·

Dan Rasmussen: Crisis Investing and Countercyclical Capital Allocation

Samir Madani: Tracking Illegal Oil Tankers
The Expert View ·

Samir Madani: Tracking Illegal Oil Tankers

Precious Metals & Natural Resources: The Bulls are Coming
The Expert View ·

Precious Metals & Natural Resources: The Bulls are Coming

Credit Risk Hiding In Plain Sight
The Expert View ·

Credit Risk Hiding In Plain Sight

Understanding Copper’s Future in an Electrified World
The Expert View ·

Understanding Copper’s Future in an Electrified World

Gold and The Dollar in the New Roaring 20s
The Expert View ·

Gold and The Dollar in the New Roaring 20s

Inflation and the Dollar in a Passive Investing Bubble
The Expert View ·

Inflation and the Dollar in a Passive Investing Bubble

Asset Allocation in a Risk-On Environment: Bank and Industrial Stocks
The Expert View ·

Asset Allocation in a Risk-On Environment: Bank and Industrial Stocks

How Green Energy Will Forever Transform the Commodities Sector
The Expert View ·

How Green Energy Will Forever Transform the Commodities Sector

Is Crude Oil the Best Inflation Hedge? And Other Oil Questions
The Expert View ·

Is Crude Oil the Best Inflation Hedge? And Other Oil Questions

The Exponential Age: Crypto’s Fast and Furious Rise
The Expert View ·

The Exponential Age: Crypto’s Fast and Furious Rise

Inflation Fake Outs, Oil Update, and Entrenched Interests as a Play on Fiscal
The Expert View ·

Inflation Fake Outs, Oil Update, and Entrenched Interests as a Play on Fiscal

The Value vs. Growth Stalemate: SPACs, Rising Yields, and Long/Short in a Post-GME World
The Expert View ·

The Value vs. Growth Stalemate: SPACs, Rising Yields, and Long/Short in a Post-GME World

Is the Reflation Trade Turning Now?
The Expert View ·

Is the Reflation Trade Turning Now?

Adapting to New Market Nuances and the Golden Age of Macro
The Expert View ·

Adapting to New Market Nuances and the Golden Age of Macro

Is Everything a Bubble? Why That’s the Wrong Question
The Expert View ·

Is Everything a Bubble? Why That’s the Wrong Question

Caution Danger! — A Perfect Storm of Risk
The Expert View ·

Caution Danger! — A Perfect Storm of Risk

Lyn Alden’s 2021 Macro Outlook
The Expert View ·

Lyn Alden’s 2021 Macro Outlook
66

Is the Big Cycle About to Turn?

The Expert View ·
Featuring Ron William

Published on: February 20th, 2019 • Duration: 24 minutes

Ron William, founder of RWA, has been studying cycles and market behavior for over 20 years. He sees great value in using cycles to drive the investment decision, but he also acknowledges their limitations. Fundamentals, applied to a cycle framework, provide a key risk management tool to help navigate the oncoming turn in the big picture trends. Filmed on January 23, 2019 in London.

Comments

Chapters

  1. 00:02:57
    What are the Main Cycles?
  2. 00:05:14
    Have You Back Tested the Cycles?
  3. 00:08:29
    What are the Behavioral Inputs?
  4. 00:10:08
    What are the Limitations of this Approach?
  5. 00:12:26
    How Successful is this Methodology at Catching Turns?
  6. 00:13:56
    What is Your Big Picture View?
  7. 00:16:49
    What is Your View on Europe?
  8. 00:17:57
    What is the Outlook for U.S. Bonds?
  9. 00:20:32
    How Would You Manage a Long Equity Position from Here?