Category: General

Macro Economic Drivers with Bryn Talkington and Peter Boockvar

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We are living in exciting times with crazy volatility. What strategies can you use to protect your portfolio and leverage these swings?

Melissa Francis sits down with Bryn Talkington, Managing Partner of Requisite Capital Management, and Peter Boockvar, CIO of Bleakley Advisory Group, to look at the market and discuss various strategies.

Talkington, Boockvar on Magnifi by TIFIN

Watch the Full Interview at Magnifi by TIFIN

Melissa Francis
Welcome back to Magnifi by TIFIN. Today, we're talking about what drives the economy in these volatile times and what are the best strategies to incorporate into your portfolio right now. Joining us is Peter Boockvar, CIO of Bleakley Advisory Group, and Bryn Talkington, managing partner at Requisite Capital Management.

Welcome to both of you. Boy, we just had a barn burner of an interview with Kyle Bass there. I'm looking through some of my favorite points here. I guess, Peter, maybe I want to start with you because I know that you have been way ahead of the game on gold. That has been a huge play for you as you pilot into your portfolio. Right now, we're seeing multi decade highs. Kyle said that he thinks that the dollar will continue to be the reserve currency of the world, forever, our lifetime. What do you think about that? Continue reading "Macro Economic Drivers with Bryn Talkington and Peter Boockvar" →

Do Two Weeks Make A Trend?

Posted on by The INO.com Team

For the second straight week, the S&P 500 rose Friday to close out a winning week, its second straight, even as investors weighed interest rate hikes, the conflict in Ukraine, and rising oil prices. But do two positive weeks make a new trend to the upside, or is the market getting close to resistance levels?

The DOW rose 153.3 points or +0.44% to close at 34,861.24. The S&P 500 added +0.51% to close at 4,543.06, and the NASDAQ dipped -0.16% to end the week at 14,169.30.

On a weekly level, all three major indexes notched second consecutive winning weeks. The DOW ticked up +0.31%. The S&P 500 gained +1.79%, and the NASDAQ rallied +1.92% to close out the week. Continue reading "Do Two Weeks Make A Trend?" →

Energy, Stagflation, and the Fed with Kyle Bass

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Kyle Bass, Founder and CIO, Hayman Capital Management, joins Melissa Francis, former CNBC, MSNBC, Fox Business, and FOX News anchor, to discuss oil, alternative energy and strategies to navigate a stagflation.

Kyle Bass on Magnifi by TIFIN

Watch the Full Interview at Magnifi by TIFIN

Melissa Francis
Welcome everyone. Today, we are here to talk about Magnifi by TIFIN, a marketplace where you can harness real-time proprietary data to help individual investors and financial advisors fund, compare, and buy investment products like stocks, ETFs, and mutual funds, and model portfolios, to grow and preserve your wealth. I'm Melissa Francis, I know a little bit about this subject matter. I'm a former CNBC, MSNBC, Fox Business, and Fox News anchor. There is probably no more important conversation during these volatile times right now than what drives the economy? Joining us today is hedge fund manager and founder of Hayman Capital Management, Kyle Bass.

Kyle, thank you so much for being here. These are really turbulent times, today alone we have just watched the market seesaw. Everybody was ready to, they were sick to their stomach through the whole weekend, waiting for today, but I'm glad to have you on today, because you've made some really key calls in the past during times like this. You made a great call in subprime, China. You've made a lot of great calls in energy. Overnight, as you know, oil hit a 14 year high. This morning, though, oil was trading off as Germany came out and said they are not prepared yet to halt Russian imports. Oil just got slapped on that, but who knows what's going to happen next? What's your take on all of it? Continue reading "Energy, Stagflation, and the Fed with Kyle Bass" →

Bond Market Breakdown with Jeff Gundlach

Posted on by The INO.com Team

DoubleLine CEO Jeffrey Gundlach, and Capital Wealth Planning CIO Kevin Simpson, join host Melissa Francis, former CNBC, MSNBC, Fox Business, and FOX News anchor, to break down standout trends in the bond markets. Featuring special guest Gary Kaminsky, former vice chairman at Morgan Stanley and former capital markets editor at CNBC.

Watch the full interview and see more bond market breakdowns on Magnifi by TIFIN.

Melissa Francis
Welcome, everyone. Today we're here to talk about Magnifi by TIFIN, a marketplace where you can harness real-time proprietary data to help individual investors and financial advisors find, compare and buy investment products like stocks and ETFs and mutual funds and model portfolios to grow and preserve your wealth.

I'm Melissa Francis. I know a little bit about this subject matter. I am former CNBC, MSNBC, Fox Business and Fox News anchor. And joining us today is investor, legend and founder of DoubleLine Jeffrey Gundlach. Welcome. Thank you so much for joining us. I know on a day when we are watching markets tank, everyone wants to talk to you and get your perspective. I'm lucky enough to have you here and I'm just going to let you go. What's your take on what's happening today?

Jeffrey Gundlach
Well, I think we need to start admitting that we're running into a stagflation situation. The Fed is in a really difficult position because these price spikes are really going to need the Fed to be aggressive if they're serious at all about fighting inflation. And we're starting at such a low rate level relative to an inflation rate that's already seven and a half percent. We have about a 1.7% 10-year treasury. We have Jimmy Carter type of negative interest rates. They're even more negative than Jimmy Carter.
Continue reading "Bond Market Breakdown with Jeff Gundlach" →

Cryptocurrency Strategies for 2022

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SkyBridge Capital Founder Anthony Scaramucci, CoinShares CSO Meltem Demirors, and Seymour Asset Management CIO Tim Seymour join host Melissa Francis, former CNBC, MSNBC, Fox Business, and FOX News anchor, to delve into the nuances of the digital currency market.

Watch the full interview and see more on crypto, inflation, and interest rates from Wall Street titans on Magnifi by TIFIN.

Melissa Francis
Welcome back to Magnifi by TIFIN. Today, we are talking crypto and the best way to incorporate it into a portfolio. Tim Seymour is CIO of Seymour Asset Management, and Meltem Demirors as chief strategy officer at CoinShares. Welcome to both of you.

Melissa Francis
You guys have both been pioneers in crypto. But before we get to that even, I want to get your reaction to what you heard Anthony Scaramucci say. Well, let's start with crypto. I mean, he says he thinks it's going to get to 100,000 in the next two years. What do you think about that?

Tim Seymour
Meltem, do you want to jump in? I'll jump in. Yeah, I think we've seen a ton of volatility in crypto and Bitcoin markets in in the last, probably five years. So the question of calling where 100,000 is the mark, I think the more important dynamic is that prices are moving higher and that the drawdowns of 20% to 40% seem to be somewhat garden variety. I think we're going to get into this conversation, the fundamentals for owning Bitcoin.

Something I also heard Anthony talking about is the regulatory environment around Bitcoin is something that's actually a friend to the pricing, and despite the decentralized nation and some of the ethos and the existential reasons for wanting to own Bitcoin, and I get it. Defi to the moon, but Bitcoin's going higher.
Continue reading "Cryptocurrency Strategies for 2022" →