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Q3 ROUNDTABLE - Is The Bottom In Yet?
Manage episode 336786610 series 3001496
After an incredible Q2 Roundtable that sounded the alarm on risk assets back in April, we are back with a star studded line up.
Special guests Darius Dale (42Macro), Brent Kochube (Spotgamma), Tony Greer (TGMacro) and Andres Steno Larsen (RVDB and Blockworks Macro Trading Floor) join Imran Lakha, founder of Options Insight, for another special edition Q3 Roundtable discussion.
The topic of the day….is the bottom in yet?
Core topics discussed include:-
Recent market reaction to the removal of FED forward guidance and data dependance going forward.
Commodity outlook and whether inflation will make a comeback and the risk that poses for bond markets.
How far can the equity rally run, what are the drivers and when is selling likely to resume.
Does the dollar rally continue as we head towards a global recession with ECB cornered and BoJ sticking to YCC.
Finally, when the FED does finally pivot, what do you buy with both hands?
The sheers breadth of knowledge and experience on this panel is hard to replicate anywhere else on YouTube, we hope that listeners and viewers will benefit and enjoy the conversation.
Please give us you feedback and comments!
DISCLAIMER OPTIONS INSIGHT CONTENT is presented for educational purposes only. The information presented by OPTIONS INSIGHT should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed by OPTIONS INSIGHT are those of its founder Imran Lakha who shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented by Options Insight.
22 episodes
Manage episode 336786610 series 3001496
After an incredible Q2 Roundtable that sounded the alarm on risk assets back in April, we are back with a star studded line up.
Special guests Darius Dale (42Macro), Brent Kochube (Spotgamma), Tony Greer (TGMacro) and Andres Steno Larsen (RVDB and Blockworks Macro Trading Floor) join Imran Lakha, founder of Options Insight, for another special edition Q3 Roundtable discussion.
The topic of the day….is the bottom in yet?
Core topics discussed include:-
Recent market reaction to the removal of FED forward guidance and data dependance going forward.
Commodity outlook and whether inflation will make a comeback and the risk that poses for bond markets.
How far can the equity rally run, what are the drivers and when is selling likely to resume.
Does the dollar rally continue as we head towards a global recession with ECB cornered and BoJ sticking to YCC.
Finally, when the FED does finally pivot, what do you buy with both hands?
The sheers breadth of knowledge and experience on this panel is hard to replicate anywhere else on YouTube, we hope that listeners and viewers will benefit and enjoy the conversation.
Please give us you feedback and comments!
DISCLAIMER OPTIONS INSIGHT CONTENT is presented for educational purposes only. The information presented by OPTIONS INSIGHT should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed by OPTIONS INSIGHT are those of its founder Imran Lakha who shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented by Options Insight.
22 episodes
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