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.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

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.
ADVICE

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.
INSIGHT

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.
Get the Snipd Podcast app to discover more snips from this episode
Get the app