Is This the Calm Before the Storm?

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 6 March 2023

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

With more rate hikes looming, the market is trying to find its footing. But is it safest for investors to just hold cash? Maggie Lake is joined by Real Vision’s Mike Coolbaugh, founder and CIO at Strom Capital Management, and Dave Floyd, founder of Aspen Trading Group, for a discussion on how to trade this price action and the broader macro landscape. As a discretionary macro trader, Mike will update us on how the market is pricing in the Fed and other macro trends he’s watching. Then, Dave will join for a technical breakdown of how he’s trading this environment. Plus, we’ll hear from Real Vision co-founder and CEO Raoul Pal on why this might be the best time to buy and hold Tech for the next 20 years. Check out that entire interview here: https://rvtv.io/3ITzWCb. You can find more of Mike’s work here: https://www.elementmacro.com. And you can follow Dave’s trades here: https://www.aspentrading.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hey everyone, if you like this podcast, go behind the paywall to get privileged access
0:06.7	to the smartest minds in finance.
0:08.8	Visit ReelVision.com slash RVPod and use the promo code podcast10 at podcast10 to get
0:16.1	10% off our essential membership for the first year.
0:19.0	Join the ReelVision community and learn how to become a better investor by now to the top
0:22.9	analysis of today's markets.
0:31.7	Is this the calm before the storm?
0:33.3	Hi everyone.
0:34.3	Welcome to the ReelVision deli briefing with me to talk about the macro picture is my
0:38.2	cool bob founder and chief investment officer of strom capital management and for
0:42.5	a look at some trading strategies we need to be thinking about is Dave Floyd founder of
0:46.9	Aspen trading.
0:47.9	How do both of you?
0:49.6	Hey Maggie, how's it going?
0:51.6	Hey Dave?
0:52.6	It's going well.
0:53.6	Thanks.
0:54.6	I love when we have two experts on with us, we can really kind of jump in especially on
0:59.3	a Monday.
1:00.3	So Mike, let's set the scene, the sort of macro scene first with you if we could US stocks
1:05.8	rallied early today, but we saw that fade toward the close, especially in NASA.
1:09.2	I think it's going to end up in negative territory.
	...

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