The Critical Tell for Stocks

Published on
August 5th, 2019
Duration
21 minutes

The Critical Tell for Stocks

Skin In The Game ·
Featuring Mark Ritchie II

Published on: August 5th, 2019 • Duration: 21 minutes

Mark Ritchie II, CIO of RTM Capital Advisors, sits down with Real Vision’s Ed Harrison to discuss how he has re-positioned his investments after going 100% cash in December. With the Powell Pivot in January and the recent Fed rate cut painting a different macro picture, Ritchie has become more bullish. At the same time, he believes that the reaction to the Fed’s cut over these next few weeks are crucial to market tone for the next six to nine months. Filmed on July 30, 2019 in New York.

Comments

Transcript

  • TS
    Tyler S.
    6 August 2019 @ 20:33
    no one cares about games.
  • DS
    David S.
    5 August 2019 @ 23:13
    The trade war with China is real, but the agricultural commodity suspension by China is not their big play. They know that they can buy what they want from other countries. If they buy soybeans from Brazil, who knows where they were grown. DLS
  • CT
    CHRISTIAN T.
    5 August 2019 @ 19:45
    So if no major risk events stocks go higher. A little weak? Not meaning to talk down after the fact, but bases were covered
  • TR
    Thomas R.
    5 August 2019 @ 19:10
    one and done!
  • JS
    Johannes S.
    5 August 2019 @ 17:33
    So is the current Friday/Monday sell-off based on institutions’ moves? That would be the bearish indicator that Mark was pointing to...
  • JA
    James A.
    5 August 2019 @ 14:35
    For a chartist I like this guy but dayem, this is the second time he's had a wardrobe failure on RV!!!!
  • DL
    David L.
    5 August 2019 @ 12:19
    Nice interview. Admittedly a little difficult the day before the big Fed announcement, but I think the alternative outcomes and things to look for were laid out very well. In general, it seems to me that Ed does his homework and that his questions are on point.
  • ID
    Ian D.
    5 August 2019 @ 09:55
    nice, bullish at the top and bearish at the bottom.
    • ns
      niall s.
      5 August 2019 @ 12:16
      I like Mark , his short term outlook is based on technicals\ market internals and he did provide insight into what would make him a buyer in the December interview like outperformance of sectors relative to overall market. He is sharing his views and trying to help us navigate a choppy market largely driven my Trumpian whim , so let’s be fair or the guy.
  • MP
    Matthew P.
    5 August 2019 @ 07:41
    Really hate the pretentious and pompous demeanor of ed and vincent as interviewers. So much miss the clarity and authentic questions from days of raoul/grant/mike. Thanks for the content.
    • TR
      Thomas R.
      5 August 2019 @ 11:33
      hhmmm... I really like Ed's work.
    • SS
      Shanthi S.
      5 August 2019 @ 12:04
      Agree with Thomas, and don’t find either pretentious or pompous.
    • PU
      Peter U.
      5 August 2019 @ 15:29
      not sure where your head is, but I don't see any of what you mention
    • HK
      H K.
      9 August 2019 @ 15:15
      dude, really?
    • WW
      Wade W.
      12 August 2019 @ 01:43
      You're way off base with that comment.