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Episode 220: Risk-off Areas

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Manage episode 437194655 series 2793267
Content provided by David Zarling, Ian McMillan, David Zarling, and Ian McMillan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Zarling, Ian McMillan, David Zarling, and Ian McMillan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this week’s episode, Ian and Kevin discuss the S&P being flat this week, risk off areas in fixed income, if recent movement in Utilities and Staples contradicts the risk off view, the Japanese Yen and Nikkei, and recent performance of value areas like Financials, Materials, and Industrials.

  continue reading

226 episodes

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Episode 220: Risk-off Areas

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Manage episode 437194655 series 2793267
Content provided by David Zarling, Ian McMillan, David Zarling, and Ian McMillan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Zarling, Ian McMillan, David Zarling, and Ian McMillan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this week’s episode, Ian and Kevin discuss the S&P being flat this week, risk off areas in fixed income, if recent movement in Utilities and Staples contradicts the risk off view, the Japanese Yen and Nikkei, and recent performance of value areas like Financials, Materials, and Industrials.

  continue reading

226 episodes

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