Policy Target for Future Finance Shocks

Featuring Russell Jones

Russell Jones, Partner at Llewellyn Consulting, draws from his deep well of macroeconomic experience to answer the question: what do central banks do if we get hit with another shock to the economy.

Published on
4 October, 2016
Topic
Brexit, Monetary policy, Japan
Duration
30 minutes
Asset class
Bonds/Rates/Credit
Rating
8

Comments

  • PU

    Peter U.

    2 8 2018 19:47

    0       0

    August 2 2018 update: SMG now trading below his stop

  • SD

    Sebastien D.

    7 6 2018 18:02

    0       0

    Now that's a good risk/reward!

  • RM

    Robert M.

    5 6 2018 22:12

    2       0

    Enjoyed it, but:
    1. He didn't argue against the lead analyst's reasons for a price target of $80
    2. The market won't price in a marijuana catalyst which is 5-10 years ahead
    3. The chart to look at is the 20 year monthly log chart. Draw a channel from the 94 to 96 lows and then from the 95 high. Then add a 100% projection of the channel width. Note that since 1997 price has closely observed the channel formed between the 95 high and the 100% projection line. Then note the recent failed breakout above this channel. This usually means price will need to test the other side of this channel (now at $65).

  • RA

    Robert A.

    5 6 2018 18:14

    9       0

    One of the best trade ideas to date from a substantive standpoint as well as being well reasoned and articulated on multiple levels, IMO. Excellent job by both Tony and the interviewer.

  • PC

    Peter C.

    5 6 2018 16:10

    2       0

    Shows how to analyse a stock from both fundamental and technical sides. Thank you.

  • SG

    Sophie G.

    5 6 2018 16:09

    2       0

    Well reasoned trade rationale by Tony.

  • SS

    Sam S.

    5 6 2018 16:09

    1       0

    Very well spoken Mr. Greer! Thank you.

  • TB

    Taylor B.

    5 6 2018 16:08

    0       0

    Suggest mentioning cannabis plank to thesis instead of “gardening” in title of video. Not sure what I think of trade idea but always interested in thoughts surrounding cannabis industry outlook.

  • MM

    M. M.

    5 6 2018 13:15

    0       9

    -2% since interview hmm