EP 138: What Stage Of The Bull Market Are We In?
Futures Radio Show
English - July 10, 2017 15:51 - 29 minutes - 46.6 MB - ★★★★★ - 177 ratingsInvesting Business business interview marketing entrepreneur finance entrepreneurship futures bitcoin trading investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Guest: Chris Bertelsen President & Chief Investment Officer at Aviance Capital Management Record Date: 6/27/17 Traders, Today I spoke with a man that regularly gives his insight on CNBC about financial markets. He has been an analyst and a portfolio manager. He’s currently the president and Chief Investment Officer of Aviance Capital Management. His name […]
Guest:
Chris Bertelsen
President & Chief Investment Officer at Aviance Capital Management
Record Date: 6/27/17
Traders,
Today I spoke with a man that regularly gives his insight on CNBC about financial markets. He has been an analyst and a portfolio manager. He’s currently the president and Chief Investment Officer of Aviance Capital Management. His name is Chris Bertelsen.
Chris does not focus on Futures, but as a long time futures trader I love to hear what other market participants think about the current theme of the market. This provides a perspective of what large portfolio managers are thinking. Today I asked Chris where he thinks we are in this Equity bull market. You may be surprised where Chris thinks we are.
We then talked about growth in the US and how the Bond market is calling the Fed’s bluff. We spoke about the FANG Stocks and their impact on the S&P. He gives us a foolproof plan for the government to create stimulus.
Finally, we discussed the flows between sectors and he explains what to watch for. Chris is a really smart guy who I really enjoyed speaking with and I know you will enjoy hearing his insight on the markets…as usual thank you all for listening and please enjoy this episode.
Take-a-Ways:
He says we’re in the 4th inning of this bull market, or the middle stages. Explains where he sees it going from here.
Chris talks about growth in U.S using inflation rates, unemployment rates, and fed rate hikes. Bond market calling fed’s bluff.
Big tech stocks (FANG) are leading the market’s higher when other sectors aren’t. He says be careful.
He presents a foolproof stimulus plan for govt. Deregulate!
Gives the flows between sectors right now, and explains what to watch for.