Stop Worrying and Learn to Love the Debt Bomb with Tony Dwyer of Canaccord
RiskReversal Pod
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What's the First in January of 2020?
The right trade has been print money, where's it going? The sexiest asset in town is the S&P. Every dip gets bought and there's no sign the Fed's going to raise rates. If you look at the relative performance of the banks, the industrials and the materials, that was my banks and tanks call last year,. It's time again. They are oversold on a short and intermediate or basis relative to the SMP relative to growth. You need one of two things to make the SMP tank: Either need an event like Avomageddon in 2018, early volatility funds blew up in early 2018 or a flash crash.
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