Tuesday on INK Ultra Money: Betting on autos and king dollar
Here is what's new today on INK Ultra Money. Canadian Insider Ultra Club members have access to both premium and free content all the time.
1. Insiders buy as auto stock crashes - INK Research
Investors have been pricing in a lot of fear into auto stocks. Insiders at Martinrea International (MRE) appear to be signalling that the pessimism is probably overdone.
Buybacks halted
2 When the everything bubble bursts: betting on the dollar - Real Vision
Keith McCullough, founder and CEO of Hedgeye Risk Management, joins Raoul Pal, CEO and co-founder of Real Vision, to explore what happens when a biological crisis turns into a financial crisis. They explain why they both think this liquidity crisis is far from over and why, as the deleveraging continues, the dollar will continue to reign supreme. They also examine whether shorting equities is worth the risk, how much juice is left in the bond trade, and if it's too early to go into gold. Filmed on March 20, 2020, over Skype.
Betting on king dollar
3. Credit chaos and fool's yield: updating the thesis - Real Vision
Dan Rasmussen, the CIO and Founder of Verdad Capital Advisers, speaks with his colleague Greg Obenshain, Verdad's director of credit, to examine the credit market sell-off over the past two months. They focus on the recent widening of spreads and other areas of financial markets hit hardest by the recent acceleration. Rasmussen asks Obenshain what the biggest factors for returns in corporate credit are, the turmoil in the credit markets has impacted the energy sector, and where they see the biggest opportunities for investors will be coming out of the crisis. They also update Verdad's Fool's Yield thesis that the company has been writing about since January 2020 and that Rasmussen has presented to Real Vision members in the past few months. Filmed on March 17, 2020 over Skype.
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