We Have the Video
They say a picture is worth a thousand words and since I am heading down to Durham for the 1st ever College Game Day show at Duke I thought we should leverage a busy social media week instead of the usual verbiage.
Don't worry the verbiage will return in full force with the Monthly next week. In the interim, enjoy the shows.
First up, a BTV Asia clip from Monday night when the anchor said my bullish China equity call was “ pretty bold”. I think long China equity is the single best global macro risk reward trade for the run into YE and I make my case here.
Next up, is a 7 minute clip from Tuesday’s interview with Spain’s Negocios TV (in English). We elaborate on our view that the Fed trade last week - doubling its 2023 GDP forecast and taking recession off the table in return for 2 fewer rate cuts is a GREAT trade for risk assets - notwithstanding stocks doing what they tend to do in late September.
https://www.youtube.com/watch?v=amqEnr2rr90
We cap it off with Wednesday's solid 50 minute video session hosted by our friends at Winston Capital where we bring it all together. Here we update our Tri Polar World thesis, discuss the impact of the return to stability we see approaching, identify the 4 signposts that will guide us to the $1T reward unlock for finding that stability, discuss the quadruple threats doommongers have been touting and finish with our asset allocation outlook into YE with a focus on our Global Multi Asset (GMA) model. I dont pull any punches here - so enjoy!
https://www.youtube.com/watch?v=1HWL9QsroAw
Ok off to the big game - sticking to the script that worked so well against Clemson a month or so ago: I think my Blue Devils will beat favored ND 21-17.