Party on?; What stops the commodity bull?; China-Russia

#markets #fed #Rates #inflation #earnings #commodities #gold #silver #cocoa #copper #Oil #China #Russia #CNY #PBOC #BOJ #JPY
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We've got Brent Johnson, Tracy Shuchart, and Albert Marko for this week's show. We're talking about the current state of the markets, the ongoing commodity bull run, and the implications of the Russia-China relationship.
Brent (@santiagoaufund) kicks off the discussion by analyzing the market's perception of risk, focusing on the low VIX levels, diminished inflation concerns, and the exuberance surrounding NVIDIA's earnings. He explores whether the market is fearless or simply fatigued, touching on the Federal Reserve's hawkish stance and the potential impact of the upcoming U.S. elections.
Tracy (@chigrl) digs into the commodity bull market, examining the reasons behind the rallies in metals like gold, silver, and copper, as well as the surge in agricultural commodities like cocoa. She addresses the disconnect between commodity prices and related stocks, and discusses the outlook for crude oil and natural gas prices.
Finally, Albert (@amlivemon) leads the conversation on the Russia-China relationship, unpacking the concerns surrounding their cooperation from military, technological, and economic standpoints. He examines their combined offensive and defensive capabilities, their ability to deter the U.S. in strategic regions, and their progress in the semiconductor industry.
Throughout the show, we explore viewer questions on topics such as the potential timeline for the "Milkshake" theory, the future of the U.S. dollar against the Chinese yuan and Japanese yen, implications for the VIX, and the potential market impact of the upcoming U.S. elections.
Whether you're a professional investor or an individual managing your retirement account, this week's show offers insightful analysis and discussions on critical market trends and geopolitical dynamics shaping the investment landscape.
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This is the 106th episode of The Week Ahead, where experts talk about the week that just happened and what’s coming in markets.
Chapters
00:00 Start
00:26 Introduction and key themes
01:00 Market context
03:20 Brent on state of markets
10:30 When will the Fed cut?
17:04 The case for Nvidia/NVDA right now
21:50 Milkshake timeline
27:20 China, Japan, Korea currencies & USD
41:16 Commodity bull - gold, silver, copper
46:30 Gold/silver/copper miners vs the commodity
48:00 Crude prices
49:50 Iran and geopolitics
55:30 Why are westerners so worried about the Russia-China relationship?
57:15 China's naval exercises and Taiwan
59:30 Russia-China vs the US in the Middle East
1:02:38 Comparison of US tech vs China-Russia in technology, etc

[@dexinvictus6103]

🎉🥳🎊🎉🥳🎊🥳🎉🎉🥳🎊
Welcome back Brent

[@mooshoomastakilla]

I love listening to your show every weekend.

[@tonynash1220]

Thank you!

[@SiNKiLLeR_]

Been missing these a ton. Thanks for your hard work.

[@tonynash1220]

Thank you! 🙏

[@mkayultra999]

Good discussion/insights! Thanks

[@johnnyairport2]

Glad you guys are back!

[@tonynash1220]

Me too! Thanks!

[@marcusyoung4695]

Welcome back 🎉, your Cloak & Dagger site had some great video content to fill in the gaps in your absence.

[@tonynash1220]

Thank you! 🙏

[@pdxbeaver]

Glad you are back!

[@tonynash1220]

Thank you!

[@johndegrummond5130]

Tony brought the A Team.

[@tonynash1220]

I did! Thank you!

[@edwardk4198]

First time listening to these since retiring to Europe last year and reinforces how knowledgeable everyone is. I am wondering if the reason the music keeps playing is that treasury is de facto engaged in Modern Monetary Theory (MMT). Seems like they want the party to keep going indefinitely. To Brent's point think the market is implicitly hedging is by rotating aggressively into commodities.

[@tonynash1220]

Thanks so much for your kind note. 🙏

[@bowser474]

Yes it’s back!

[@tonynash1220]

Thanks! 🎉

[@ronaldbell9469]

Ok. Let's not give em Michigan please. Cali and Oregon OK!

[@energyfitness5116]

But Detroitgrad is already there!

[@mokhtarahmadi3169]

Dr anas all haji says sanctions won't work because non of them (governments) didn't stop their actions after sanctions. He didn't say sanctions can't have economic pressure!

[@tonynash1220]

Dr Anas is so great!

[@reinhardrinaldo350]

If my memories serves me well the US only the Grenada "war"?😅

[@TheKlaus3001]

A depression maybe ?