How should investors best position themselves for 2022? Find out here in this terrific ‘Voice of Wall Street’ interview with Chris Watling of Longview Economics. One of world’s top investment firms & research houses.
Timestamps
What’s the outlook for 2022? Start
Where are the Fed funds, 10 year treasury yield & inflation rates heading? 02:00
What are your top investment ideas? 05:20
· Financials & Banks. JP Morgan, Goldman Sachs & Bank of America 06:05
· Megatech software – Microsoft, Google & Apple 12:25
· Industrials – Johnson Controls 19:45
How easy is it to squeeze out the last pip of alpha wrt market timing? 10:40
Which areas to be underweight?
Electric Vehicles – Tesla, NIO & Rivian. 15:05
Crypto-currencies. 16:25
Bonds. 22:45
Gold – Barrick Gold. 24:15
Oil – Exxon, Chevron, BP & Shell. 27:05
Meme stocks – AMC Entertainment & GameStop. 30:50
How to go ‘short’ safely? 32:55
Will there be a Santa rally? 34:50
#JPM $GS $BAC $MSFT $GOOG $AAPL $TSLA $RIVN $NIO $JCI $GOLD $XOM $CVX #BP #RDSB $AMC $GME