Playing Two Sectors Against Each Other

Published on
May 2nd, 2019
Duration
16 minutes

Playing Two Sectors Against Each Other

Trade Ideas ·
Featuring Michael Purves

Published on: May 2nd, 2019 • Duration: 16 minutes

Michael Purves, chief market strategist & head of derivatives strategy at Weeden & Co., returns to Real Vision to considers two different sectors to play the current market environment: financials and utilities. Purves analyzes the relative valuations, discusses the importance of the yield curve, and reviews a specific way to make the trade using options, in this interview with Jake Merl. Filmed on April 30, 2019.

Comments

Transcript

  • rw
    rory w.
    1 November 2019 @ 08:27
    Anyone know if this idiot is still in business? He must be blown up.
  • JC
    Joe C.
    3 May 2019 @ 02:46
    This is the exact opposite of Hedgeye’s current thesis (not to mention counter to Raoul’s “buy bonds” call) and is predicated on accelerating ROC growth and rising yields. If you believe the 3.2% GDP print is not only accurate but can be exceeded next quarter, this is your trade. I will gladly take the other side both long and short.
  • DC
    Dean C. | Contributor
    2 May 2019 @ 20:40
    there are always issues with the video player. the appearance of the "time left" clock in huge size any time you mouse over the interview is a feature that might be considered for improvement.
  • PC
    Peter C.
    2 May 2019 @ 17:58
    Great Analysis