In this episode I asked my friend Ryan Detrick to come talk about the quantitative work he does as part of the technical analysis he provides for advisors at LPL Financial. I have been following his work for years and have gotten to know Ryan well during that time. I was really looking forward to this conversation and it exceeded all of my expectations. Ryan does an excellent job of using basic mathematics to debunk popular myths told to investors about the market. We discuss the impact of a rising rate environment on U.S. stocks, the Yield Curve, Stock Market Seasonality and some of the things he is currently watching. This is a can’t-miss episode!
There are few people in this world who spend as much time with active traders as Mike Bellafiore, who has been a Managing Partner at SMB Capital since 2005. I think his unique perspective on trading and traders themselves is the perfect compliment to a lot of the other guests that we’ve had on the podcast. In this episode, Mike talks about some of the qualities that he’s seen in the more successful traders as well as common mistakes he sees being made on the desk. Throughout the conversation, Mike gives us an inside look into the trading floor, how they separate traders into teams and the way the more experienced, proven traders help the younger up and comers. I really enjoyed this one!
This week I’m thrilled to have my pal Todd Gordon on the show. He is what I like to call an “Elliottician”, meaning he approaches the market using the Wave principle developed by Ralph Nelson Elliott throughout the 1930s. Todd Gordon, of TradingAnalysis.com walks us through his wave counts for the S&P500, Gold, and Semiconductors. In this episode, I think we demystify and answer some of the questions we all have about Elliott Wave and its practicality. I encourage you to have the charts with you when you listen to this one because Todd goes over several Elliott Wave counts that will make a lot more sense if you’re following along visually. He does a good job of explaining things so you can also go back and listen again with the charts in the future. I hope you enjoy this one. I really did!
I’ve known Dan Russo for a long time and he always brings amazing insights and trade ideas. He’s experienced, knows the markets and most importantly, he puts in the work. I have a tremendous amount of respect for him and his technical analysis. It was a real treat picking his brain and discussing what he is currently seeing in the market. In this episode, we talk about U.S. Stocks and the sector rotation that is taking place. He shares his thoughts about Healthcare stocks, Consumer Discretionary and life. I really enjoyed this conversation!
Todd Sohn does amazing work on a daily basis. We’re constantly communicating and sharing ideas with one another. I can tell you for a fact, there are few people in this world who look through as many charts as Todd. Our process is similar so I have really been looking forward to this conversation. We covered a lot of topics in this episode including U.S. Stocks and the sector rotation we’ve been seeing underneath the surface. Sentiment is a big part of their work over at Strategas and I find it really interesting how he incorporates analyst ratings to find ideas in the market. This is a good one!
This conversation with Mark Dow kicks off Season 2 of the All Star Charts Interviews. Mark worked for the U.S. Treasury Department in charge of Emerging Markets in the early 90s and later was a sovereign analyst at a Mutual Fund before ultimately running money for a Global Macro Hedge Fund in New York City. Today, Mark runs a Family Office from southern California and recently launched a Private Twitter Account that you can subscribe to called Behavioral Macro. In this Episode, we talk about the benefits of Technical Analysis throughout both process and execution, where we are in the US Stock Market cycle, rates, precious metals and emerging markets. Him and I both speak really fast so we covered a lot in a short period of time!