Hoping for Sunshine. Planning for Rain. – The Rainmaker

Published on
December 17th, 2014
Topic
Macro, Bonds
Duration
9 minutes
Asset class
Currencies

Hoping for Sunshine. Planning for Rain. – The Rainmaker

·
Featuring Alejandro Reyes

Published on: December 17th, 2014 • Duration: 9 minutes • Asset Class: Currencies • Topic: Macro, Bonds

The Rainmaker is back to discuss the crash in oil and the implications on the junk bond market. He shares his views for the next move for currencies including the Dollar and the Yen. Finally he gives a preview of the FOMC meeting.

Comments

  • NF
    Nico F.
    7 March 2015 @ 18:46
    Thank you very much for the Richard Koo book homework assignment. What an excellent book to understand the mess we're in right now!
  • KA
    Kelly A.
    18 December 2014 @ 21:02
    Colin, thank you for the narrative thoughts.
  • CH
    Colin H.
    18 December 2014 @ 00:58
    Like the homework. Japan is the playbook going forward. Invaluable.
  • CH
    Colin H.
    17 December 2014 @ 20:21
    @Kelly My opinion: SHTF in EM first, contagion to all other markets then when it quiets down all those spare USD need a narrative. Last USD narrative was tech stocks, next could be bitcoin+related
  • KA
    Kelly A.
    17 December 2014 @ 19:24
    His points on knowing the exits in advance [or covering] are excellent. With more money flooding to USA, can we expect equities to get some sweetened prices short term, along with 30YTBs? Right?
  • JH
    John H.
    17 December 2014 @ 17:57
    he crushed it!--all in one take!
  • DN
    David N.
    17 December 2014 @ 16:47
    The Rainmaker is raining money with his recommendations. You can take that to the bank! We have a high fives and beers waiting for you in the tent. Come join the party!
  • DC
    Dale C.
    17 December 2014 @ 16:19
    The Macro videos being presented are painting a picture that "something evil this way comes". Please send more. Glad I signed up. No other place on earth you can get level of thought. Thank you
  • AA
    Ali A.
    17 December 2014 @ 13:20
    Not much has changed since the last one... expect some pull back from trend in various asset classes, then much of the same $ squeeze, deflationary pricing, risk off etc.

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