Dantes Outlook Market Podcast

Commodity rally appears overbought, expect some pullbacks The commodity price rally appears to be slowing, which could point to lower returns this year. Several overbought signals were confirmed over the past few months, especially in natural gas, which declined more than 30% in Q4. As expected, the dispersion in commodity returns narrowed over the past quarter as earlier declines in metals and ag...

FM Capital Group website Twitter: faithmight  Lydia's LinkedIn Show notes We discussed Lydia's background in computer science and how she pivoted into trading and investing. Lydia started blogging and engaged with a community of traders online. She eventually started her own investment advisory firm, FM Capital Group, to apply her analysis and make investment decisions on behalf of clients. We dis...

Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. She is the managing partner of Fairlead Strategies , a technical research firm. Here is a brief rundown of our conversation.  Started with a strong affinity for mathematics given the need for concise analysis – a binary takeaway that can be applied to markets. Technical analysis provid...

João is a graduate of Babson College where he concentrated in finance. He also completed a venture capital program at the UC Berkeley Haas School of Business. João worked in investment banking at Itau BBA and worked in financial planning at Kraft Heinz. And before Z1, he co-founded Vereda, a start-up providing low-cost, high-quality K-12 education for Brazil’s middle class. We discussed the origin...

Access the commodity market report here The broad commodity complex continues to rally after breaking above a decade-long downtrend. However, underlying returns are mixed, with natural gas, oats, coffee, and cotton leading the way higher, while industrial commodities such as platinum and palladium sold off in the third quarter. Indicators suggest the divergence in returns could narrow in the month...

Visit MarketDesk Research to find out more about their service. Connect with the MDR Team: Matt Clements Jon Clements Matt discussed his roots in St. Louis, MO and what drew him to accounting. We unwrapped MDR's evidenced-based research process and how to filter out market noise. Matt walked us through how MDR uses tactical signals to construct model portfolios. Lastly, we discussed MDR's favorabl...

For our global audience of traders and investors, I figured we take a step back and learn about the importance of looking at the world beyond your work screen.  Beth is based in Hong Kong and is also a board advisor to the Women in Finance Asia Committee which provides networking and skills based events for men and women in the finance industry.   We discussed the importance of volunteer work, sel...

A bounce in the U.S. dollar could reduce inflationary pressures into the second-half of the year. However, upside remains limited after breaking a decade long uptrend last year.  Commodities, including oil and metals are testing initial resistance, while corn and soybeans suffered sharp declines recently. Pullbacks are expected to continue over the short-term, which could provide timely entry poin...

Cedric and Phil discussed the story behind PTG, current services and types of clients they work with. We also covered technical analysis and how it is used to manage risk across portfolios.  Learn more about our combined trading strategies here: https://www.dantesoutlook.com/trading-team.html  Website: https://www.philthegap.co  LinkedIn: https://www.linkedin.com/company/philthegap/  Instagram: ht...

The copper/gold ratio is used as a barometer for risk-on versus risk-off. The ratio is now testing long-term resistance, which could signal a pull-back in the reflation trade. Equities are still preferred over bonds, especially given a series of relative breakouts in the SPY/TLT ratio. However, it appears that long-duration bonds are deeply oversold, which means Treasury yields could recede over t...

GAVIN Group's website: https://gavingroup.ca  -- Topics discussed What happens during the post-athlete transition? The importance of maintaining a support network on and off the ice Current challenges facing athletes (salary caps, taxes, pay disparities, deferrals) Managing financial uncertainty A glimpse into the hockey industry in Canada - its importance, culture, and what makes an athlete such...

Topics discussed: History of The Daily Shot newsletter Lev's process for finding relevant info and scanning markets. Equity valuations and remaining opportunities. The reflation trade. Pros and cons of rising inflation from both a market and economic perspective. (level vs. speed) The Fed's strategy to get ahead of an inflation surprise. Implications for the credit market given high corporate bond...

Bruce Powers is a trader and fellow chartered market technician (CMT) currently based in Florida. You can interact with him via Twitter or LinkedIn .  He has been involved in the financial markets for over 25 years. Bruce has an active media presence, including a column for Wealth Monitor magazine, where he covered commodities, forex, and global markets, and a separate weekly column for Gulf News,...

Ideas discussed, heading into 2021: TIPS approaching support (inflation protection) 10-year Treasury yield in a bottoming process Tech shows consistent leadership, but stellar gains are limited Energy remains a laggard, but could soon offer value S&P 500 consolidating along an uptrend Bitcoin is breaking out, similar to 2017 About Cedric Cedric hails from the Caribbean islands, where he pursued a...

Dantes Outlook provides portfolio advisory and trading strategies. On this podcast, we'll interview investment professionals. Our goal is to help both individuals and institutions realize global market opportunities and the factors that drive them.  -- Learn more about Demand Derivatives Own part of the exchange! Invest in Demand Derivatives The information presented is for informational purposes...