Podcast: It’s time to take some chips off the table

Podcast: It’s time to take some chips off the table by Michael McKenna
Today, we look at whether it is time to take a few chips off the table at minimum on a few signs that the most speculative assets have hit a rough patch, as we question the ability of “story” and “theme” companies with zero earnings to continue their vertical ascent. Action in the commodities space and positioning there are likewise a headwind for the reflationary narrative at this time. We also take a look at how to hedge for a possibly correction across markets.. Today’s call with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.

Listen to today’s podcast and have a look at today’s slide deck.

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Topics: Podcast Forex Equities Commodities Macro Nasdaq EURUSD Gold Crude Oil US Election