The Macro Dirt Podcast Guest Brent Donnelly of Spectra Markets mid Tariff Storm
10 snips
Apr 10, 2025 Brent Donnelly, President of Spectra Markets and macroeconomics expert, joins the conversation to unpack the ongoing Tariff War and its impact on market dynamics. The group explores strategies for navigating volatility, the 'buy the dip' mentality, and how tariffs might affect giants like Tesla. They also dive into nostalgic discussions about hockey legends Ovechkin and Gretzky while reflecting on personal memories and creative pursuits. Expect insights on trading while enjoying some entertaining anecdotes about music and family.
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Buy the Dip Mentality
- The market's "buy the dip" mentality is driven by the Fed and government's history of intervention.
- This time, their inflationary policy limits their ability to rescue the market, making the downside underpriced.
Market Crash
- Don't worry about a market crash; this situation resembles 2001 more than 2008.
- "T-WOP" (Two-Way Out of Position) into long positions, especially when the VIX is above 50.
Market Volatility
- The VIX has been above 35 since Friday morning, indicating high market volatility.
- Equity traders are exhausted due to the market's current conditions.