The RO Show

Episode 68: On today's show I speak with Peter Boockvar, CIO of Bleakley Financial Group and Editor of Boock Report, about the confusing MACRO landscape and it effects on the Markets. Let's remove our "beer goggles" and take a deep dive into the banking crisis, FED, Credit Crunch, Yields, Rate Hikes and more! Get ready to change your perception of risk and asset prices! • QE put "beer goggles" on investors' attitudes towards asset prices and risk. Everything looked good! • Disconnect between MACRO & Fundamentals & Equities • Confusing MACRO Environment • Banking Crisis is a Symptom of Free Money & Negative Rates • Less Banks, More Branches • Sovereign Bond Bubble  • Inflation Persistently Elevated with RISING CORE M/M • Recession, Stagflation • Corporate Earnings - Margins Compressed • Rise in Cost of Debt & Capital • Tight Labor Market • Housing Market & Locked In Low Rates • What Will & Should FED Do? • Yields - 10Y Over 4%?! • Massive Debt & Will CB Print Again? • Credit Crunch • Markets  • Challenges & Opportunities in Various Asset Classes • GOLD • Global MACRO & Alternative Investments   ➡️Check Out Peter Boockvar on Twitter: https://twitter.com/pboockvar ➡️Visit Peter's Boock Report: https://boockreport.com/   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE SITE FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com   THINK Different with Rosanna ©️ 2022-2023

Episode 66: On today's show I speak with the profound, multidimentional International Chess Master, Cyrus Lakdawala, who is a prolific chess author having written about 70 books! • Background & Recent Happenings • Recent Books & Upcoming Books • Why Retired from Competitive Chess Play • Buddism  • Life Philosophy  • Karma • Chess • Greatest Challenges in Writing Books  • Handling Critics  • Creative Process • Advice to Current & Future Chess Players • Future   ➡️Contact IM Cyrus Lakdawala on Facebook: https://www.facebook.com/cyrus.lakdawala ➡️IM Cyrus books on Amazon: https://www.amazon.com/Books-Cyrus-Lakdawala/s?rh=n%3A283155%2Cp_27%3ACyrus+Lakdawala   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE SITE FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com   THINK Different with Rosanna ©️ 2022-2023

Episode 67: On today's show I speak with Bob Elliott, Macro Expert and Co-Founder, CIO & CEO of Unlimited Funds - Bringing the Indexing Revolution to Alternative Investments with a LOW COST for all. Where are we in this economic cycle? Bob tells us about our current state of macroeconomics and what to expect next. This will take time as it is a slow process. The only certainty is uncertainty. Transitory Goldilocks to Higher for Longer Inflation Entrenchment has 2 Factors Rising CORE M/M + Very Tight Labor Market Income Driven Not Credit Driven Slow Process Banking Crisis Stock Sellers Create Self Reinforcing Process By Driving Bank Runs Policy Error Not a Fundamental Economic Issue Massive Debt & Deficit - Will CB Be Printing Again? Credit Crunch?! Recession Needed to Bring Down Inflation Markets & Investing Alternative Investments CASH, BETA, ALPHA Simple Game Plan GOLD Unlimited Funds, HFND ETF, Series A  Using Automation & Machine Learning to Replicate the Index Returns of Alternative Investments at Low Cost Challenges Bring Opportunities & Streamlining & Innovation are Key!   ➡️Check Out Bob Elliott on Twitter: https://twitter.com/BobEUnlimited ➡️Visit Bob's Unlimited Funds: https://www.unlimitedfunds.com/   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE SITE FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com   THINK Different with Rosanna ©️ 2022-2023

Episode 63: On today's show I speak with a leading trader who has proven proprietary methods for staying ahead of the market trends and momentum to maximize Your Trade Profitability!  ✨Christian Fromhertz, CEO of Tribeca Trade Group!✨ Christian shares his amazing TECHNICAL SYSTEM coupled with ANALYZING TRADE FLOW & MACRO top down analysis to show us how he identifies trade opportunities in equities, commodities & macro trends. Knowing the information BEFOREHAND is key to properly timing your Entry & Exit to maximize profits and minimize losses = the GOAL! • OBJECTIVE, unbiased approach to follow PRICE & TREND • Staying One Step Ahead of Market Trends & Momentum • PRICE, VOLUME, TIME - PRICE is Ultimate Determinant • Reducing Biases & Remaining Objective • Market Web Indicator (MW) - using Volume & Time at Price! • Identification & Road Map for Entry & Exit • VPOC - Virgin Point of Control • VA - Value Area • POC - Point of Control  • VAH & VAL - Volume Area High & Low • MACRO Discussion • Market Analysis & Stock Talk • Mindset, Risk Management & Psychology • SIDEWAYS Market & What Christian is Trading!   ➡️Check out Christian on Twitter: https://twitter.com/cfromhertz ➡️Learn more about Tribeca Trade Group: https://www.tribecatradegroup.com/services/   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE SITE FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com   THINK Different with Rosanna ©️ 2022-2023

Episode 65: On today's show I speak with Sandy Stone, CEO & Founder of Trading Made Simple, designed to help you learn how to trade utilizing custom indicators, options flow, trade alerts and more! • Simplicity is key! • Background - Police Officer, Real Estate, Investor • Trading Style & Focus • Custom Indicators  • The WAVE, Bullseye • Options Strategies - Spreads, Butterflies, Verticals, Iron Condors  • Debit vs Credit Spreads  • Batman Broker Wing Butterfly AMZN Credit Spread Example • The Greeks • Gamma • Current Market Thoughts & What Sandy Has Been Doing • Recent Algo Flow Divergences • Automation is Key to Maximize Productivity   ➡️Check out Sandy on Twitter: https://twitter.com/Options_Sandy ➡️Sandy's Trading Made Simple Website: https://www.tradingmadesimple.org/ ➡️Sandy's YT Channel: https://www.youtube.com/@UC4rwotqmCwU2JCjBcIOk_Mw   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE SITE FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com   THINK Different with Rosanna ©️ 2022-2023

Episode 64: On today's show I speak with Michael Kramer, Founder of MOTT Capital and creator of Reading the Markets, an SA Marketplace Service & *NEW* Substacks. Michael has over 25 years of experience as a buy-side trader, analysts and portfolio manager. He focuses on long-only macro themes and trends, looks for long-term thematic growth investments and uses options data to find unusual activity. • Earnings - "Better" than Expected But "Not So Good" • Stagflationary Environment • Recession?! • FED & FOMC - Data Dependent • Inflation & CPI Report Preview • Cleveland FED Forecast Meaning & Rate Hikes • Tight Labor Market • Yield Inversion 2Y/10Y 18 M FWD Meaning  • Credit Crunch & Tightening Lending Standards, SLOOS • Velocity of Money • Volatility & IV, Gamma Squeeze • Banking Crisis - Liquidity & Solvency Issues • Market Thoughts Going Forward   Michael's YT Channel: https://www.youtube.com/@UCIIr1ooRsSukPL7rKNr0VHQ Visit Michael on his SA Platform: https://seekingalpha.com/author/mott-capital-management Michael's New Substacks: https://readingthemarkets.substack.com/   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE SITE FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com   THINK Different with Rosanna ©️ 2022-2023

Episode 62: On today's show I speak with Greg Foss, FREEDOM Maximalist, Co-Founder of Looking Glass Education & executive director of Validus Power Corp. Greg is focused on educating everyone on the potential of BITCOIN and how BITCOIN is a viable solution to FIAT currency debasement due to CB money printing. BITCOIN = Global Reserve Asset! • Background into Bitcoin - 30 years + in financial markets • Math is Universal Language • Do the Math - Bitcoin is Simple Math • Inelastic Supply of Bitcoin - 21M • Central Banks will Have to Continue Printing • Too much Governement Debt • Higher Debt at Higher Rates & Costs • Bitcoin = Global Reserve Asset • Bitcoin = Digital Energy  • Bitcoin = Insurance Policy Against FIAT Debasement • Banking Crisis • FIAT Will Collapse - Question is When?  • Current Valuation of Bitcoin based on World Assets  • ZERO Bitcoin is Worst Allocation! • Avoid Biases & Heuristics & Overthinking • SIMPLE MATH!   Visit Greg's Looking Glass Site: https://lookingglasseducation.com/ Contact Greg on Twitter: https://twitter.com/FossGregfoss   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE SITE FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com   THINK Different with Rosanna ©️ 2022-2023

Episode 60: On today's show I speak with the charismatic, brilliant Chess Grandmaster Melik Khachiyan who is a chess champion (8x American Open Champion & more), professional chess coach, head coach for the Women's National Olympic Chess Team, Counselor to FIDE Trainers Commission and entrepreneur. GM Melik is known as "The Strongest Active Chess Player & Chess Teacher in CA." Melik teaches us about decision making in chess which reflects our decision making in life and vice versa! • Background and Chess Journey • Famous Teachers - Petrossian & Famous Students - Gm Levon Aronian, IM Annie Wang • GM Melik's Unique Teaching Style • Decision Making in Chess & Life • Teaching Methodology: Backtrack Thinking • Mindset & Chess Psychology • Chess Themes Which Reflect Life • Protect Your Territory • The Center is Heaven • Development Over Pawn Structure • More Wisdom from the GrandMaster!   ➡️Contact Information & More on GM Melik Khachiyan⬅️ https://www.gmkhachiyan.com/?fbclid=IwAR0RDGwOEaEseeWrknrjI-xUB12VtXf3H0n7a4RvHKL03x30kXkwTN9oQBs https://www.facebook.com/melikset.khachiyan https://www.chess.com/member/gmmelik https://en.wikipedia.org/wiki/Melikset_Khachiyan   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE SITE FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com   THINK Different with Rosanna ©️ 2022-2023

Episode 59:  On today's show I speak with Chris Versace, Founder & CIO of Tematica Investing & Tematica Pro - Leaders in Thematic Research and Investment Strategies! Chris is also co-author of Cocktail Investing and a frequent guest on TV. Today we speak about the ongoing structural, fundamental changes providing us signals to maximize future investing returns. Chris shows us how to separate the signals from the noise. • What is Thematic Investing? • Theme NOT Trend! • Structural, Fundamental Changes & Sustainable Market Shifts • Background into Thematic Investing • Macro & Thematic Signals • Economics, Demographics, Psychographics, Politics & Regulatory Mandates • Cyclical vs Structural Shifts • Geopolitical • The Future • TAILWINDS forcing companies to SHIFT their business models to adapt to new DEMAND drivers! • Signals from the Noise • Demand, Timing, Marketing • Risk Management - Thinking in Bets • Overall Thematic Investing Assessment Check out Chris Versace Tematica Investing Site: https://www.tematicaresearch.com/ Visit Chris Versace on Twitter: https://twitter.com/ChrisJVersace   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE SITE FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com   THINK Different with Rosanna ©️ 2022-2023

Episode 61: On today show I speak with Andrew O'Connell, CFA, Founder of Pristine Capital and an equity swing trader. Andrew finished in the TOP 4 for Q1 in the enhanced division of the US Investing Championship and talks about his winning formula in the market. Andrew earned a 48.7% return in Q1 placing him in the top spots. • Background into Trading & Founding of Pristine Capital • Credit Default Swaps - 1Y & 5Y • Equity Risk Premiums at Lowest Levels since pre-GFC • VIX  • RFR>SPX & NDX Earnings Yields • Why Pay to Take on Risk? • Margins Compressed • Earnings Recession • Fundamentals Matter • Banking Crisis is a Symptom • Is Everything Bubble Bursting? • Rates & Money Supply • Fed Rate Hikes • Trading Style • Thoughts into the Future   Visit Andrew's Pristine Capital Site: https://pristinecapital.substack.com/ Contact Andrew on Twitter: https://twitter.com/realpristinecap   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE SITE FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com   THINK Different with Rosanna ©️ 2022-2023