The speaker discusses a market cycle clock that juxtaposes inflation against growth, revealing nine o'clock positions on the clock. This clock is a proprietary model utilizing diffusion indices to measure inflation and growth, aiming to avoid echoey information. The method involves unique transformations, such as using diffusion indices versus rate of changes, instead of traditional methods. The speaker hints at the market cycle clock's efficacy and suggests trademarking the concept.
On episode 140 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeff deGraaf of RenMac to discuss: technical analysis, the momentum factor, the outlook for Apple, RenMac's Market Cycle Clock, the Fed, Starbucks earnings, and much more!
This episode is sponsored by Global X. Visit https://www.globalxetfs.com/ to explore a lineup of more than 90 ETFs, along with insights to help you navigate a dynamic investing landscape.
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