Archive for the ‘Podcast’ Category

Notes From Underground: An Efficient Way to Access Notes From Underground

May 30, 2018
On Tuesday I had the pleasure of chatting with Adam Johnson, a former trader and Bloomberg TV anchor, who is currently the founder and author of the Bullseye Brief. We covered a great deal of the world and Adam, in the manner of Anthony Crudele and Richard Bonugli, was a great interlocutor as all previous investment professionals tend to be.
The podcasts provide an ability to cover issues in a very in-depth manner. Remember though, I don’t TOUT but merely offers a focus on the issues that are pertinent to traders and investors. As I always caution, do your own work to establish risk parameters you are comfortable with in order to achieve the greatest returns for the least amount of risk. I will expound upon some of the themes of from the podcast in the coming days and weeks. But something you OUGHT to be cognizant of: A theme I am developing is to measure the most significant or dangerous persons to the global or domestic investment environments. The top of my list is Vladimir Putin, Mario Draghi and Recep Erdogan. More to follow but pour that needed libation and enjoy the BLOG from BULLSEYE.

Notes From Underground: Financial Repression Authority Podcast With Peter Boockvar

January 8, 2017

Yes, the talk of the weekend has been the 0.4% increase in the average hourly earnings embedded in the jobs data. The Fed had three members speak after the data release and all noted that the wage gains may mean that we are at full employment. Jeffrey Lacker was the most concerned about the FED being behind the proverbial curve. My analysis will be later in the week but first I wanted to share the FRA podcast as it includes the wisdom of Peter Boockvar of the Lindsey Group. Enjoy and I look forward to your comments as they will be answered and hopefully provide substance for an upcoming post.

Click here to listen to the podcast.