Macro Economic Drivers with Bryn Talkington and Peter Boockvar

Posted on by The INO.com Team

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" →

Bitcoin To Hit $100K!

Posted on by Wayne Burritt

I probably don't have to tell you that no matter where you turn these days, everybody and their brother has a new prediction for where the price of Bitcoin (BTC) is headed this year.

In February, I let you in on the nitty-gritty behind investment banking behemoth Goldman Sachs' prediction that Bitcoin was headed to $100K over the next five years. They came up with that number by comparing the market cap of BTC to the market cap of gold. But when we fit our own numbers to their logic and applied a similar calculus, our valuation was even higher. In fact, we came up with a price target of $117K. And even at that, The Bitcoin market was only 1/5 the size of the gold market, still pretty conservative in my book.

Earlier this year, I did a frightening simple analysis of BTC and came up with a price target of $114K. And when I mean simple, I mean simple: I just found the change between the low and high of BTC during 2021. I then applied that change to the opening price of BTC for the year and came up with $114K. We also found that even if the crypto market as a whole, of which BTC is the biggest driver, were to double in 2022, it would still be just 1/10th the size of U.S. stocks. And when you think about it, that calculus is not off the charts by any means.

The Woz Says Bitcoin Will Reach $100K

Now, Apple co-founder Steve Wozniak has thrown his BTC prediction hat into the ring: Continue reading "Bitcoin To Hit $100K!" →

The War In Ukraine Will Raise Global Inflation

Posted on by The INO.com Team

Why would the war in Ukraine greatly raise the global inflation rate?

This question is extremely applicable to the current conflict because it will exponentially magnify the record high level of inflation, which began years ago as the Federal Reserve and central banks embarked on one of the most accommodative monetary policies ever. Continue reading "The War In Ukraine Will Raise Global Inflation" →

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

Posted on by The INO.com Team

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

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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" →