PodParley PodParley
Trade Talk From A Hedge Fund Insider cover art

All Episodes

Trade Talk From A Hedge Fund Insider — 107 episodes

#
Title
1

What Trades Should You Make With A Looming Recession.

2

We Told You So: Australian & New Zealand Banks

3

2022 biggest losers

4

Breaking Tether USD to Net 1 Billion Dollars

5

THE CRAZY HAS NOT STOPPED!

6

The Plaza Accord Agreement and The Threat of Off Balance Sheet Derivatives

7

Will You Shut Up About the Fed Pivot Already

8

T-MOBILE: “Let’s Bet the House That the Users Will Pay Their Bill!”

9

Eradicating Portfolio Loss Systematically

10

Sub-Prime Auto Loans Will Be The Biggest Trade Of 2023

11

Romanticizing A Soft Landing

12

Carnival Cruises Will See A Restructuring In Bankruptcy

13

If You Stock It, They Will Come Part 2

14

Uniform Mortgage Back Securities To Be Traded On The CME Exchange

15

Bitcoin Is On One Of It’s Last Revolution’s Around The Sun

16

Soft Commodities: The Next Block Buster Trade

17

Revlon Bankruptcy: Where Does the Winding Road Lead

18

10 Year & 2 Year Treasury is Dooms Day for Domestic and Foreign Companies Looking to Raise Debt

19

Treasuries Oh Boy 😴 The Dislocation Between the 20Yr & 30Yr Maturities

20

Bold Predictions For the Commencement Of the Long Term Growth Cycle

21

Adjustable Rate Mortgages in Australia & New Zealand

22

Brazil Is In Play!

23

I’m Here to Avenge My Portfolio, Xi Jinping 👊🏽👊🏻

24

The Bad Bear of Auckland: Charlie Meaden’s vantage point on how to play the Markets.

25

Unwind to Rewind

26

My 2022 Market Outlook

27

My Biggest Losers of 2021

28

Speculators All In On Equities As Rising Yields Couple with Rising Inflation

29

Chinese Dollar Surplus, U.S. Dollar Shortage

30

Overvaluations are Appalling & Trap for the Retail Trader

31

If You Stock It, They Will Come!

32

Deflation, Inflation, Stagflation

33

Credit Contractions in China… This is Part 2 of If You Want Growth Look to China (Pt 1 was Mar 1 21)

34

Speculation Gluttony

35

Follow The White Rabbit…

36

THE FED TAPER IS A LIE

37

Credit Contractions Part Deaux: Yes, I am Predicting the Market

38

Tremors of Pending Mass Credit Contractions

39

The Trucking Industry! Buyer Beware

40

Stimulus 4 & 5

41

AMC: Revenge of the Meme Investor

42

Inflationary Pressure Spells Doom for The Dow & S&P 500

43

MUSICAL CHAIRS: A Retrospective of 2008 With a Splash of Social Media

44

Liquidity Traps, Credit Default Swaps and Fed Monetary Policy

45

You Want Growth? Take Your Money To China

46

2 Year and 10 Year Yields Imply...

47

The SLV(er) Bullet

48

The Last Dance: GameStop, AMC and the Wrath of Reddit

49

The $100,000,000 Short!

50

Why I Am Shorting the U.S. Equity Market 📉📈

51

U.S. Home builders: A Steady Growth Play

52

S&P 500 Price Target 4,000 🚀

53

USD/JPY Volatile but Predictable

54

Volatility Dynamics of the U.S. Equity Markets

55

My Biggest Losers in 2020😥

56

2021 Market Outlook

57

IPO Issuance is a Dangerous Game

58

Politicos Unknowingly Set Up a Potential Block Buster Short in the Municipal Bond Market

59

Bitcoin on it’s Way to Viability

60

Big Reward and Long Term Risk Lies in the Steepner Bet

61

No End in Sight... What Monetary Policy 3 Means to the Broad Market

62

Short AMC Movie Theaters!!!

63

Currency Devaluation In Relation to Mass Over Printing

64

Delta Hedge Your Portfolio Now!

65

A Minsky Moment Approaches

66

Big Pharma Forms A 9 Party Pact

67

Macro Back Drop Of The US Economy by way of the Fed and the President

68

Electric Vehicle Stocks On Parabolic Moves

69

If the Fed Does This, Short Everything

70

It Is Not About Now... It Is About The 4th Quarter...

71

The Billion Dollar USD/HKD Trade

72

How to Cash In On The Bull Run In Covid Related Pharma Companies

73

Willingness to Accept Higher Prices, Is the Fulcrum to What will Devalue the Economic Markets

74

J.C. Penny is Worth Pennies

75

Moderna Market Manipulation

76

Children’s Version of Netflix Set to Perform Over 3,000%!!!!

77

T.A.L.F & The Global Reserve Currency Game Theory Hypothesis; That Is Fueling Markets

78

Puerto Rico Still Remains a Disaster Capitalist Haven

79

Neiman Marcus Debt is in Play

80

Feds Seize Muni Bond Market

81

US Shale Producers Under Pressure

82

Dean Foods Update: The smoke is Settling

83

A V Shaped Recovery Defies Logic

84

Boeing Short Term Call Options & Why I Like Them

85

No Yield’s Are the Element That Will Cause the Real Systematic Recession.

86

Amazon & Grocers are One Of The Best Bets During Earnings

87

Hotels & The Trillion Dollar Stimulus

88

Airlines BailOut Means Big Bucks For You!

89

Stimulus, The Economy, and Why this Isn’t a Recession

90

Oil Futures Are Where the Money Is

91

DO NOT BE TOO SHORT

92

Bitcoins value to be cut in HALF!

93

How to Play The Stock Market Turmoil

94

Dean Foods to be Bought by American Dairy Famers Of America

95

SHORT TESLA STOCK

96

Hedging your portfolio with Gold and the feds monetary policy

97

Structured products are set to implode! Get Familiar

98

My biggest losers in 2019!!!!

99

Peering into the Casino Gaming Sector through MACAU

100

U.S. Industrial Sector: The Canary in the Coal Mine

101

Recession in 2020? My thesis and strategy

102

Lyft and Uber should make you think about the future.

103

Bed Bath & Beyond is a Dinosaur

104

Dean Foods thesis and Bankruptcy explained

105

PGE thesis

106

Dean Foods trade thesis

107

Trade Talk From A Hedge Fund Insider (Trailer)