Trade Talk From A Hedge Fund Insider

DO NOT BE TOO SHORT

Episode is briefed and gives a warning for those who are short the market and winning. Don’t be too short you will get caught in a bear trap

Bitcoins value to be cut in HALF!

On this episode of trade talk I give my take on what will happen to bitcoin in relation to the coronavirus market shake up.

How to Play The Stock Market Turmoil

Markets are in a tailspin.l from the coronavirus what should you be doing to take full advantage

Dean Foods to be Bought by American Dairy Famers Of America

Dean Foods will be purchased by American Dairy Famers of America or the next highest bidder. (Something that was always going to happen) On this episode I speak on the acquisition and it’s pros and cons.

SHORT TESLA STOCK

I don’t like the run up in Tesla it makes no sense. In this episode I speak about why I feel shorting Tesla in the wake of the second quarter earnings is the most effective way to capitalize off this thesis.

Hedging your portfolio with Gold and the feds monetary policy

In this episode we peel back the curtain on what happened with the over night repo market blow up in September of 2019. The price action caused a huge interest rate spike! Giving a Foreshadowing of what assets to pour into in the near future. In other words it’s time to Go for the GOLD!

Structured products are set to implode! Get Familiar

In this episode I reflect on a something I sold many years ago... structured notes. (A structured product, also known as a market-linked investment, is a pre-packaged structured finance investment strategy based on a single security, a basket of securities, options, indices, commodities, debt issuance or foreign currencies, and to a lesser extent, derivatives.) and how those notes are going to start imploding after years of paying off big returns.

My biggest losers in 2019!!!!

Happy New Year! trade talk is back with season 2 and new episodes. In this episode we talk about the biggest miscalculations in 2019. As always we keep it short and sweet and too the point. Enjoy

Peering into the Casino Gaming Sector through MACAU

In this episode we discuss why I think the Casino Gaming sector will be a place for robust profits.

U.S. Industrial Sector: The Canary in the Coal Mine

In this episode I discuss what will be the trigger to the next recession and how to spot it. After the 4th quarter of 2019, I will be looking to build a SHORT position in the industrial and durable goods sector

Recession in 2020? My thesis and strategy

In this episode I explain my macro out look on the US economy for 2020. It doesn’t get into fine detail as that is not the reason for the podcast . However it does explain my trading strategy and execution. Thank you for listening

Lyft and Uber should make you think about the future.

Lyft and Uber having me reliving 2012... when Facebook was all the rage and I sold my shares too early when I could have just sat on them and been up 400%... listen to my thoughts on how ride sharing will mimic Facebook

Bed Bath & Beyond is a Dinosaur

The corporate raiders are circling in on Bed Bath & Beyond I has created an opportune time to boost returns in your portfolio. Get my breakdown and form your own opinion.

Dean Foods thesis and Bankruptcy explained

Get down to the nitty gritty and understand what Dean Foods Chapter 11 really means

PGE thesis

California is burning and there is soon to be a changing of the guard with its biggest utility provider. Why PG&E is doomed and my take on how to profit

Dean Foods trade thesis

In this episode we discuss America’s 3rd largest dairy producer Dean Foods (DF) and why their stock is prime to give you a 4X return on investment.

Trade Talk From A Hedge Fund Insider (Trailer)