RiskReversal Pod The First Cut is the Deepest with Liz Young and Tom James of TradeFlow Capital Management
Nov 6, 2023
Liz Young and Tom James discuss the trustworthiness of the rally, economic data, potential rate cuts, bear market rallies, margin expansion, and recent Fed speak. Tom James of TradeFlow Capital Management joins the discussion to talk about commodities and TradeFlow's fund structure, including insights on gold market, rare earth metals, and space mining.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Debate Over Market Trends and Uncertainties
02:05 • 21min
Expectation of Margin Expansion and Federal Reserve Speeches
22:56 • 7min
Lag Time in the Housing Market and Anticipated Cooling
29:27 • 2min
Eye Connections, TradeFlow, and the Importance of Commodities
31:23 • 5min
Building a Digital Platform and Tracking Commodities
36:00 • 15min
Insights on the Gold Market, Rare Earth Metals, and Space Mining
51:20 • 5min