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The Julia La Roche Show

The Julia La Roche Show

Julia La Roche
Veröffentlicht: 2022-12-20
© Julia La Roche
The Julia La Roche Show - QR Code
GratisNeu
41 Folgen
Audio
Anhören auf Apple Podcasts
GratisNeu
41 Folgen
Audio
Anhören auf Apple Podcasts
Veröffentlicht: 2022-12-20
© Julia La Roche
Aktuelle Folge
#040 Tom Thornton On Why We Might See True Capitulation In The Markets In 2023

#040 Tom Thornton On Why We Might See True Capitulation In The Markets In 2023

Länge: 54:18
Abspielen
Tom Thornton (@TommyThornton), founder and president of Hedge Fund Telemetry, has had an incredible year amid market turbulence. The former portfolio manager, senior trader, and technical analyst has delivered returns of 52% so far in 2022.
In this episode, Tom, who focuses on sentiment indicators, explains why markets are nervous and that we haven’t seen a true market capitulation yet. He predicts that in 2023 we might see capitulation as the retail investor starts to give up.
Elsewhere, Tom weighs in on his investment process and approach. He also shares his thoughts on the Fed’s rate hikes and why he doesn’t expect any rate cuts next year. He also details his short on Tesla. 
Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry, which features market sentiment, macro daily insights utilizing DeMark Indicators, sector rotations, and long and short trade ideas with professional commentary and more.
0:00 Approach to markets
4:47 Sizing positions
11:13 Time horizons
13:12 The market is nervous
16:50 Capitulation
18:26 No safe place to hide
22:50 The Fed
27:27 Market’s Fed dependency
38:48 Elon Musk and Tesla
48:08 Hedge Fund Telemetry
Folgen-ID: 1000590784855
GUID: b40a951b-8532-4cb9-a030-4edb24adcfdc
Erscheinungs­datum: 20.12.2022, 20:11:22

Beschreibung

Julia La Roche, a veteran financial journalist, brings her listeners in-depth conversations with some of the top CEOs, investors, founders, academics, and the emerging names she finds fascinating. In each episode, Julia dives deep into the lives and minds of her guests, uncovering their stories, experiences, and insights. Whether you’re interested in finance, technology, entrepreneurship, or want to hear compelling stories and pick up some worldly wisdom, this podcast is for you. Tune in every Tuesday and Thursday, and join Julia for some enlightening conversations.

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