Market Analysis and Hedging Strategies

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The chapter explores the significance of hedging portfolios in a low volatility financial market, discussing strategies such as buying insurance with the VIX at a 12 handle. The speakers delve into the US dollar strength, gold market analysis, crude oil comparison, uranium market outlook, and the US 10-year Treasury yield, providing insights into potential market trends and investment opportunities.

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why David believes the breadth isn’t there, and the outperformance of SPX is really just three out of the 500 stocks in the index. https://bit.ly/3VRJtBA

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