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!
Before we start again with Season 2 of the Allstarcharts Interviews, I wanted to introduce you to our new Chief Options Strategist at Allstarcharts.com – options wizard Sean McLaughlin! Many of you already know him as @chicagosean. When it comes to the Greeks, this is the guy you want on your side, so we’re lucky to have him. In this podcast episode, Sean and I talk about Trading, Social Media, Taking Vacations, Books to read and of course, Options! This was a fun conversation to have and I think there are a lot of pieces of value to take away from this one.
Monday afternoon I was down in San Francisco, so I went by the Bloomberg West studios to do a quick hit with Catherine Murray. She asked me about the S&P500, Technology, Financials and the underperformance of Consumer Staples. We also discussed sector rotation and Crude Oil during the segment.
This week I had the pleasure of being interviewed by Anthony Crudele, host of the Futures Radio Show. In this episode he asked me about my process, how I first got into the market, how I approach the market place today and in what ways we help our clients who are financial advisors, hedge funds, family offices, traders and individual investors. I really enjoyed this conversation and wanted to share it on the stream.
Last week I had the honor of speaking at the 7th Annual Traders Carnival in Mumbai, India. Bloomberg Quint covered the event and I had the opportunity to sit down with Navneet SalujaDsouza to discuss my process and some of my thoughts on the NIFTY 50 Index. Here is the audio recording of that interview.
Rick Bensignor is an analyst whose work I’ve followed for a long time. In my early days as a technician I always appreciated his intermarket and behavioral approach to investing. When he reached out to me earlier this year I took advantage and invited him on to the podcast right away. Since we don’t know each other very well yet, I tried to really get a good understanding of both his experience and approach to markets. I think you’ll come away from this episode with a better understanding of the changes in the business of wall street research, new perspective on the secular cycles for interest rates and an appreciation for technical analysis as a tool, and not a career. Rick talks about the importance of sector rotation analysis for the long only community and I tend to agree with a lot of what he has to say. I hope you enjoy this one as much as I did.