In this episode, Andy and Dennis Leontyev discuss their bearish outlook on the US dollar and its bullish implications for gold and silver. They analyze the recent technical corrections in the metals market, asserting that it presents buying opportunities for both short-term traders and long-term investors. Dennis highlights the importance of technical indicators like RSI and MACD, and shares insights into the bond market, suggesting potential rate cuts by the Fed. The episode also covers the impacts on crude oil and energy stocks, emphasizing the summer's likely market stability and the strategic rotation of money into commodities.
For more info about Dennis:
/ dennis-leontyev-457a4a32
Over 20 years of experience in the investment industry with expertise in trading and hedge fund portfolio management. Consistently delivered outstanding returns regardless of market direction. Known for trading model development, risk management, and unique innovations in quantitative and market neutral analysis with the emphasis on options and volatility strategies. Substantial experience in equities, futures, fixed income, and options trading with proven track record.
00:00 Introduction: Bearish on the US Dollar
00:40 Market Overview: Gold and Silver Trends
01:10 Technical Analysis: Indicators and Predictions
03:22 Bond Market Insights
04:55 Economic Outlook and Fed Policies
07:36 Metals Market Projections
12:17 Crude Oil and Energy Stocks
16:51 Final Thoughts and Investment Strategies
2 авг 2024
