Guy and Dan: Investing and Trading ina Volatile Market

7/24/2019 Guy and Dan: Investing and Trading ina Volatile Market

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All opinions expressed by the webinar participants are solely their opinions. You should not

treat any opinion expressed on this webinar as a specific inducement to make a particular

investment or follow a particular strategy, but only as an expression of an opinion. You must

make an independent decision regarding investments or strategies mentioned on this webinar.

Before acting on information on this webinar, you should consider whether it is suitable for your

particular circumstances and strongly consider seeking advice from your own financial or

investment adviser.


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Much like the pubs, shops and buttonwood trees in the early yearsof what would eventually be known as Wall Street, The Ticker

District carries on the tradition of meeting places where traders

can gather to discuss and debate the financial markets,investments and trades of the day.

The Ticker District brings together experts with different skills sets

and market perspectives to dissect the stories of the day. Youll

find intelligent, informed and professional debate on issues that

affect your portfolio. And the best part is that you can follow thediscussion in real time.


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1.What previous market sell-off/bear market does the current market most remind youof? Guy, feel free to cite your personal reminiscences of 1929.

- Greg

1b.Am I viewing the present sell off as too orderly to be categorized as true

capitulation.

The trend is down for sure but not yet a true washout.

Am I looking at

the overall action correctly?

- Richard

1c.What inning are we in on the selloff. How long before everyone starts running for

the exits. And other than shorting the market, how do we profit from that possibility?- Ken


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2. Given that Central Bank easing around the globe has been instrumental in inflatingasset prices over the past seven years, how far and for how long can this monetary

easing go on? The ECB and BOJ will do whatever it takes and yet their efforts have

mostly served to reflate asset prices with limited effect on real economic growth. How

will this unwind?

- JG

2b. If the Fed does not raise rates, how will it affect the U.S. dollar? Andconsequently, gold

- Christy

2c. I just read an article on ZeroHedge "Buy Gold, Cash, and VIX" How aggressive

should one be about defensive positioning

- Jean


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3. If the bear market is rotating through sectors, which sectors are at this point mostat risk if the S&P is going down to ~1600? Considering that so many sectors are

already down by 20% or more?

- Alex

3b. Is China still a bubble or already burst?

- Ziad

3c. Is the short the European Banks trade already over?

- Mike


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1 Year SPX


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8 Year SPX


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16 Year SPX


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5 year Crude Oil


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20 Year Treasury (10 year chart)


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10 Year Gold


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10 year EuroBank Index


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Documents

Guy and Dan: Investing and Trading ina Volatile Market