Episode description

On today’s episode, we discuss the clear link between stock market prices & the Federal Reserve balance sheet, the widening gap between the best & worst CTA performances, the influx of retail money into the stock market, how RobinHood makes its profits despite offering free trading, bond prices and what they may be telling us about the future, how CTAs might now be swinging back to the long side, and how lofty expectations are driving many stock prices unexpectedly higher.

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Episode TimeStamps:

00:00 – Intro

01:21 – Global macro review

02:42 – Weekly review of performance

05:15 – How lofty expectations are driving stock market prices

08:25 – What bond markets are telling us about the long prospects for equities

13:13 – Why we may be heading for an inflationary environment

19:05 – How CTA positioning is beginning to swing to the long side of equities

21:20  – Article on downside protection by Mark Zepczynski

28:29  – Article on high CTA returns dispersion by Mark Zepczynski

30:23 – Unveiling of guests, & more info, about our upcoming mini-series

44:47 – Benchmark...