Until recession is priced in
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I’m very happy with the current format. I’m primarily interested in the larger picture in markets and geopolitical and you guys do a great job at that. I’ve done quite well with your individual picks such as XOM, SPXU, PFE, and others, so I welcome individual picks. I also like Johńs commentary and specific stock picks, targets and stops. Being so specific could have saved me some $ In my investment career. Both of you combined form a well rounded view on all things market, covering both traditional and Reddit like nuances. Lastly, I love the charts both of you present and how you condense the information. This last item is such a valuable resource that there is no way…
Like the format overall. Would be great if you could continue to make those occasional high conviction calls on large cap companies.
David, I like the way things are currently presented. I will say I'm not as interested in John's individual stock picks. However, some of them have been of great interest to me. Generally I prefer to understand overall strategy rather than Elliot Chart technicals (since I use my own technical indicators). Overall, the messaging has been fantastic. I don't follow any of the strategies directly but I do re-allocate my 401k between target funds tilted towards bonds/equity/cash in order to mimic what I think will happen (which you influence me a lot on that).
By the way - I don't really understand how you execute your weekly strategy. You say you do it at the beginning of the week -…
Enjoyed your podcast David and John. One idea to consider is there could be a contents bar, where you can scroll to certain segments if you are short of time, or have a particular area of interest, but I do tend to be able to scroll quite well ATM - so not a pain point at all. I'm very happy to stick to the "highest level" view of the market that you provide, and that is why I am a subscriber. I personally found the indicators you are looking at for an end to the bear market to be interesting, and a good reminder not to get too caught up in any one indicator.
Hi David, hi John,
thanks for the great discussion. I really liked the conversation about financials and, like Tony, about the indicators for recession being baked in. If I could make a wish it would be for a model portfolio without constraints: cash, bonds, stocks, currencies, commodities, long/short, etc. – what would you do with your money.
Cheers,
Philipp