https://simplecast.com Dantes Outlook Market Podcast Expert market commentary and interviews featuring portfolio managers. Dantes Outlook manages a suite of global multi-asset ETF portfolios. We utilize a macro-aware framework to build quantitative strategies for individuals, families, and institutions worldwide. Conversations focus on global market events, trading and investing strategies, risk management, and wealth. We also dive into decision making and the psychology behind investing. This podcast is for educational purposes only, and is not investment advice. 2026 - Dantes Outlook LLC en Tue, 24 Mar 2026 16:40:53 +0000 Tue, 24 Mar 2026 16:54:02 +0000 https://dantesoutlook.simplecast.com Dantes Outlook Market Podcast https://image.simplecastcdn.com/images/dee498f6-572f-404b-aeed-ef746349de1f/8c5da58b-c997-478a-956c-c6bf4f09bfe3/3000x3000/screenshot20260224at125437pm.jpg?aid=rss_feed https://dantesoutlook.simplecast.com episodic Expert market commentary and interviews featuring portfolio managers. Dantes Outlook manages a suite of global multi-asset ETF portfolios. We utilize a macro-aware framework to build quantitative strategies for individuals, families, and institutions worldwide. Conversations focus on global market events, trading and investing strategies, risk management, and wealth. We also dive into decision making and the psychology behind investing. This podcast is for educational purposes only, and is not investment advice. Damanick Dantes false https://feeds.simplecast.com/6Q7k_UzI advisory, consulting, decision making, decisions, finance, financial planning, global, investing, markets, portfolio management, retirement, trading Dantes Outlook damanick@dantesoutlook.com 9c065490-1e8c-4a21-a885-321e601613b1 Beyond Borders: Global Wealth & Mobility In a rapidly shifting global landscape marked by geopolitical tension and increasing fragmentation, wealth management is no longer just about markets. It’s about optionality.

In this episode, Damanick Dantes, CMT, founder and portfolio manager at Dantes Outlook, sits down with Dalton Skach of Henley & Partners to explore how ultra-high-net-worth individuals and families are thinking beyond traditional portfolios by integrating global mobility, jurisdictional diversification, and long-term planning into their wealth strategy.

The conversation covers recent market and geopolitical developments, insights from global mobility trends, and how aligning where you invest with where you live can enhance resilience across economic cycles.

For global entrepreneurs, family offices, and investors navigating liquidity events, this episode offers a timely perspective on building a truly global wealth framework.

Visit www.dantesoutlook.com for more information on our total portfolio solutions. And our friends at www.henleyglobal.com for information about global citizenship and residency. Our team can connect you.

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

]]> Tue, 24 Mar 2026 16:40:53 +0000 damanick@dantesoutlook.com (Dalton Skach) https://dantesoutlook.simplecast.com/episodes/beyond-borders-global-wealth-mobility-AK3B_WbD In a rapidly shifting global landscape marked by geopolitical tension and increasing fragmentation, wealth management is no longer just about markets. It’s about optionality.

In this episode, Damanick Dantes, CMT, founder and portfolio manager at Dantes Outlook, sits down with Dalton Skach of Henley & Partners to explore how ultra-high-net-worth individuals and families are thinking beyond traditional portfolios by integrating global mobility, jurisdictional diversification, and long-term planning into their wealth strategy.

The conversation covers recent market and geopolitical developments, insights from global mobility trends, and how aligning where you invest with where you live can enhance resilience across economic cycles.

For global entrepreneurs, family offices, and investors navigating liquidity events, this episode offers a timely perspective on building a truly global wealth framework.

Visit www.dantesoutlook.com for more information on our total portfolio solutions. And our friends at www.henleyglobal.com for information about global citizenship and residency. Our team can connect you.

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

]]> Beyond Borders: Global Wealth & Mobility Dalton Skach 00:27:07 In a rapidly shifting global landscape marked by geopolitical tension and increasing fragmentation, wealth management is no longer just about markets. It’s about optionality. In this episode, Damanick Dantes, CMT, founder and portfolio manager at Dantes Outlook, sits down with Dalton Skach of Henley & Partners to explore how ultra-high-net-worth individuals and families are thinking beyond traditional portfolios by integrating global mobility, jurisdictional diversification, and long-term planning into their wealth strategy. The conversation covers recent market and geopolitical developments, insights from global mobility trends, and how aligning where you invest with where you live can enhance resilience across economic cycles. For global entrepreneurs, family offices, and investors navigating liquidity events, this episode offers a timely perspective on building a truly global wealth framework. In a rapidly shifting global landscape marked by geopolitical tension and increasing fragmentation, wealth management is no longer just about markets. It’s about optionality. In this episode, Damanick Dantes, CMT, founder and portfolio manager at Dantes Outlook, sits down with Dalton Skach of Henley & Partners to explore how ultra-high-net-worth individuals and families are thinking beyond traditional portfolios by integrating global mobility, jurisdictional diversification, and long-term planning into their wealth strategy. The conversation covers recent market and geopolitical developments, insights from global mobility trends, and how aligning where you invest with where you live can enhance resilience across economic cycles. For global entrepreneurs, family offices, and investors navigating liquidity events, this episode offers a timely perspective on building a truly global wealth framework. global macro, wealth management, generation, finance, hnw, global wealth, geopolitics, liquidity, investment management, global business, caribbean, succession, global residency, new zealand, asia, venture capital, settlement, financial planning, europe, iran, exit planning, henley and partners, dubai, citizenship, banking, family office, digital banking, legacy, offshore, singapore, tax, expat, uae, saudi arabia, global markets, private bank, damanick dantes, dantes, global citizenship, passport, gcc, hedge fund, investing, wealth, damanick, travel, dantes outlook, global mobility, dalton skach, malta, invest false full 39 ef444d8f-592f-4818-aaf9-13c3d59245cf From Turtle to Titan: Trend Following with Jerry Parker Key Topics: 

  •  The original Turtle experiment and lessons from Richard Dennis 
  • Why and how trend following focuses on small losses and large winners 
  • Volatility-based position sizing and risk management discipline - Diversification across equity markets, currencies, commodities, bonds, and individual stocks 
  • Current market dispersion and what it means for systematic strategies 
  • The psychological challenge of sticking with trend during whipsaws and drawdowns 
  • The growing role of ETFs in managed futures
  • How advisors can size and integrate trend-following sleeves within broader allocations 

Key Takeaways: 

  • Trend following is agnostic — it adapts rather than predicts. 
  • Diversification across a broad global universe improves opportunity and resilience. 
  • Proper allocation and manager selection matter more than short-term performance. 
  • No strategy is perfect — understanding drawdowns and behavioral discipline is critical. 

Learn More: 

Disclaimer: The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

]]> Tue, 24 Feb 2026 18:18:12 +0000 damanick@dantesoutlook.com (Jerry Parker) https://dantesoutlook.simplecast.com/episodes/from-turtle-to-titan-trend-following-with-jerry-parker-oVLWkIgb Key Topics: 

  •  The original Turtle experiment and lessons from Richard Dennis 
  • Why and how trend following focuses on small losses and large winners 
  • Volatility-based position sizing and risk management discipline - Diversification across equity markets, currencies, commodities, bonds, and individual stocks 
  • Current market dispersion and what it means for systematic strategies 
  • The psychological challenge of sticking with trend during whipsaws and drawdowns 
  • The growing role of ETFs in managed futures
  • How advisors can size and integrate trend-following sleeves within broader allocations 

Key Takeaways: 

  • Trend following is agnostic — it adapts rather than predicts. 
  • Diversification across a broad global universe improves opportunity and resilience. 
  • Proper allocation and manager selection matter more than short-term performance. 
  • No strategy is perfect — understanding drawdowns and behavioral discipline is critical. 

Learn More: 

Disclaimer: The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

]]> From Turtle to Titan: Trend Following with Jerry Parker Jerry Parker 00:47:59 In this episode, Damanick Dantes, CMT, founder and portfolio manager at Dantes Outlook, sits down with Jerry Parker, founder of Chesapeake Capital and one of the original Turtle Traders selected by Richard Dennis in 1983. With more than four decades of experience in systematic trend following, Jerry shares insights on risk control, diversification, and why discipline is the foundation of durable performance. The conversation explores how trend following behaves across market regimes, the role of dispersion in today’s environment, and how advisors and portfolio managers can thoughtfully integrate systematic strategies into diversified portfolios. In this episode, Damanick Dantes, CMT, founder and portfolio manager at Dantes Outlook, sits down with Jerry Parker, founder of Chesapeake Capital and one of the original Turtle Traders selected by Richard Dennis in 1983. With more than four decades of experience in systematic trend following, Jerry shares insights on risk control, diversification, and why discipline is the foundation of durable performance. The conversation explores how trend following behaves across market regimes, the role of dispersion in today’s environment, and how advisors and portfolio managers can thoughtfully integrate systematic strategies into diversified portfolios. etf, global macro, futures trading, wealth management, finance, hnw, trading, portfolio management, technical analysis, risk management, managed futures, behavioral finance, trading strategy, fixed income, gold, cta, trend following, damanick dantes, dantes, commodities, jerry parker, hedge fund, richard dennis, silver, stock market, turtle trading, equities, investing, financial markets, damanick, dantes outlook, stocks, bonds, chesapeake capital, volatility false full 38 2c0ff679-7e39-43c3-978d-1cf56fd1da53 Crypto and Gold in a Multi-Asset Framework Episode Highlights:
  • Why 2025 delivered strong returns across most asset classes — except crypto
  • Bitcoin and Ethereum’s negative YTD performance in context
  • Key technical breakdowns in Bitcoin using weekly and monthly trend models
  • The erosion of the “digital gold” narrative and rising equity correlations
  • Why extreme fear isn’t enough to signal a bottom
  • Macro regime insights: inflation vs. growth sensitivity in Bitcoin
  • Gold’s resilience and role as a portfolio stabilizer
  • How Dantes Outlook’s Bitcoin/Gold rotation strategy navigated the year

Research & Data Sources:

  • Market and on-chain data from Glassnode
  • Internal quantitative models from Dantes Outlook
  • Academic research on asset behavior across macro regimes

Happy holidays from Dantes Outlook!

Visit us at www.dantesoutlook.com

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

]]> Mon, 15 Dec 2025 06:01:24 +0000 damanick@dantesoutlook.com (Dantes Outlook ) https://dantesoutlook.simplecast.com/episodes/crypto-and-gold-in-a-multi-asset-framework-AczClSkD Episode Highlights:
  • Why 2025 delivered strong returns across most asset classes — except crypto
  • Bitcoin and Ethereum’s negative YTD performance in context
  • Key technical breakdowns in Bitcoin using weekly and monthly trend models
  • The erosion of the “digital gold” narrative and rising equity correlations
  • Why extreme fear isn’t enough to signal a bottom
  • Macro regime insights: inflation vs. growth sensitivity in Bitcoin
  • Gold’s resilience and role as a portfolio stabilizer
  • How Dantes Outlook’s Bitcoin/Gold rotation strategy navigated the year

Research & Data Sources:

  • Market and on-chain data from Glassnode
  • Internal quantitative models from Dantes Outlook
  • Academic research on asset behavior across macro regimes

Happy holidays from Dantes Outlook!

Visit us at www.dantesoutlook.com

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

]]> Crypto and Gold in a Multi-Asset Framework Dantes Outlook 00:02:25 In this special year-end episode, Damanick Dantes, CMT breaks down Dantes Outlook’s latest crypto research and what it means for multi-asset portfolios. Drawing on market data, on-chain insights from Glassnode, internal models, and academic research, the episode explores why crypto lagged in an otherwise strong year for investors — and how the firm's dynamic Bitcoin/Gold rotation strategy helped manage risk. In this special year-end episode, Damanick Dantes, CMT breaks down Dantes Outlook’s latest crypto research and what it means for multi-asset portfolios. Drawing on market data, on-chain insights from Glassnode, internal models, and academic research, the episode explores why crypto lagged in an otherwise strong year for investors — and how the firm's dynamic Bitcoin/Gold rotation strategy helped manage risk. global macro, wealth management, finance, substack, trading, investment management, portfolio management, technical analysis, quant trading, ethereum, financial planning, inflation, cryptocurrency, gold, glassnode, global markets, crypto, blockchain, damanick dantes, dantes, bitcoin, commodities, hedge fund, hedge, investing, isaac diop, financial markets, wealth, dantes outlook, stocks, invest false full 37 808b6d6a-c5e0-430f-b79c-06185391e81d Portfolio Update: Emerging Market Regional Tilts Drive Outperformance Topics Covered:

  • November performance recap for the Moderate Global Balanced Portfolio
  • Active equity selection and regional tilts
  • Fixed income positioning: intermediate-term U.S. Treasuries
  • YTD performance vs. benchmark and risk-adjusted results
  • Bitcoin–Gold Rotation strategy: why gold dominated signals this year
  • How aggressive clients can use the rotation sleeve
  • New absolute-return breakout strategy and its early outperformance
  • How global diversification and trend-based discipline helped narrow tracking error
  • Where to find the full allocation breakdown (Substack)

Key Highlights:

  • Portfolio outperformed the global 60/40 benchmark by 30 bps in November
  • Equity sleeve remains 63% of the portfolio, with strong regional contributions
  • Fixed income tilts added to monthly returns
  • Bitcoin–Gold model returned 41% YTD, with reduced crypto drawdowns
  • Absolute-return strategy has outperformed the S&P 500 by ~8% since launch

Visit us at www.dantesoutlook.com

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

]]> Sat, 6 Dec 2025 02:35:14 +0000 damanick@dantesoutlook.com (Dantes Outlook ) https://dantesoutlook.simplecast.com/episodes/portfolio-update-emerging-market-regional-tilts-drive-outperformance-caKaw8ub Topics Covered:

  • November performance recap for the Moderate Global Balanced Portfolio
  • Active equity selection and regional tilts
  • Fixed income positioning: intermediate-term U.S. Treasuries
  • YTD performance vs. benchmark and risk-adjusted results
  • Bitcoin–Gold Rotation strategy: why gold dominated signals this year
  • How aggressive clients can use the rotation sleeve
  • New absolute-return breakout strategy and its early outperformance
  • How global diversification and trend-based discipline helped narrow tracking error
  • Where to find the full allocation breakdown (Substack)

Key Highlights:

  • Portfolio outperformed the global 60/40 benchmark by 30 bps in November
  • Equity sleeve remains 63% of the portfolio, with strong regional contributions
  • Fixed income tilts added to monthly returns
  • Bitcoin–Gold model returned 41% YTD, with reduced crypto drawdowns
  • Absolute-return strategy has outperformed the S&P 500 by ~8% since launch

Visit us at www.dantesoutlook.com

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

]]> Portfolio Update: Emerging Market Regional Tilts Drive Outperformance Dantes Outlook 00:02:42 Damanick Dantes, CMT breaks down November performance across Dantes Outlook’s global, trend-driven portfolio suite. We cover equity and fixed-income positioning, regional rotations, our Bitcoin-Gold model’s standout gains, and the new absolute-return strategy. A brief, data-driven update for clients and investors seeking clarity and high-quality returns across global markets. Damanick Dantes, CMT breaks down November performance across Dantes Outlook’s global, trend-driven portfolio suite. We cover equity and fixed-income positioning, regional rotations, our Bitcoin-Gold model’s standout gains, and the new absolute-return strategy. A brief, data-driven update for clients and investors seeking clarity and high-quality returns across global markets. global macro, wealth management, investment management, portfolio management, technical analysis, asset allocation, quant trading, financial planning, fixed income, gold, trend following, crypto, damanick dantes, yields, dantes, bitcoin, investment advisor, hedge fund, stock market, equities, investing, financial markets, emerging markets, wealth, damanick, portfolio, dantes outlook, invest false full 36 3426ae28-a271-48d1-a3ad-d4c8efb22074 Investing Through Global Market Cycles Key Topics
  • The cyclicality of trend, value, momentum, and other styles
  • Why Dantes Outlook blends trend, relative strength, and dispersion
  • Managing risk during the crucial mid-30s to 40s accumulation years
  • Sequence-of-returns risk and why it is the “silent killer” of retirement portfolios
  • How rolling return analysis helps investors avoid misleading conclusions
  • The case for global diversification beyond U.S.-centric portfolios
  • Why non-U.S. equities may be entering a long-term leadership cycle
  • Maintaining a risk mandate you can stick with across market regimes

Visit us at www.dantesoutlook.com

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

]]> Sun, 30 Nov 2025 00:08:14 +0000 damanick@dantesoutlook.com (Dantes Outlook ) https://dantesoutlook.simplecast.com/episodes/investing-through-global-market-cycles-6kwX1f4s Key Topics
  • The cyclicality of trend, value, momentum, and other styles
  • Why Dantes Outlook blends trend, relative strength, and dispersion
  • Managing risk during the crucial mid-30s to 40s accumulation years
  • Sequence-of-returns risk and why it is the “silent killer” of retirement portfolios
  • How rolling return analysis helps investors avoid misleading conclusions
  • The case for global diversification beyond U.S.-centric portfolios
  • Why non-U.S. equities may be entering a long-term leadership cycle
  • Maintaining a risk mandate you can stick with across market regimes

Visit us at www.dantesoutlook.com

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

]]> Investing Through Global Market Cycles Dantes Outlook 00:04:02 Damanick Dantes, CMT explains why no strategy wins every year — and why blending trend, relative strength, and price dispersion can create more stable compounding across cycles. He breaks down the behavioral risks of drawdowns during your mid-career accumulation phase, the dangers of sequence-of-returns risk at retirement, and why rolling returns offer a more realistic view of portfolio behavior than traditional price charts. You’ll also hear why global diversification is becoming increasingly important, especially as non-U.S. equities emerge from historically deep valuation discounts. Damanick Dantes, CMT explains why no strategy wins every year — and why blending trend, relative strength, and price dispersion can create more stable compounding across cycles. He breaks down the behavioral risks of drawdowns during your mid-career accumulation phase, the dangers of sequence-of-returns risk at retirement, and why rolling returns offer a more realistic view of portfolio behavior than traditional price charts. You’ll also hear why global diversification is becoming increasingly important, especially as non-U.S. equities emerge from historically deep valuation discounts. global macro, retirement, wealth management, investment management, portfolio management, technical analysis, financial planning, ria, behavioral finance, global markets, dantes, investment advisor, equities, investing, wealth, damanick, portfolio, dantes outlook, stocks false full 35 28efe2bb-bd0f-45bb-9f71-a73e7d44c302 Balancing Global Quality and Value Stocks Key Topics Covered
  • Why major equity indices sit far above trend
  • Understanding rotations and style cycles
  • Lessons from past extremes (2021, dot-com bubble, 2008–2021 growth dominance)
  • Why valuations matter for decade-long returns
  • The risks behind overspending, AI optimism, and mega-sized corporate debt deals
  • Insights from the Association for Corporate Growth conference in NYC
  • Innovation vs. investor objectivity: avoiding hope-based investing
  • How the Dantes Outlook's framework is adjusting factor exposure
  • Why global value is gaining relative strength
  • Why combining value + quality (“QARP”—Quality at a Reasonable Price) smooths returns
  • Quality as a low-volatility style that resists market drawdowns
  • Why shifting entirely to deep value today would be a mistake
  • Creating a global blend across different economic cycles

Investor Takeaways

  • Markets move in cycles—don’t chase the latest swing.
  • High valuations today imply lower long-term expected returns.
  • A blended factor approach can avoid “value traps” and speculative bubbles.
  • Quality + value helps build a durable core with opportunistic upside.
  • Patience and discipline drive long-term returns—not market gamification.

Best For

  • Long-term investors
  • Advisors and CIOs refining factor exposures
  • Listeners seeking plain-language explanations of market cycles
  • Anyone rethinking portfolio positioning in a late-cycle environment

Visit us at www.dantesoutlook.com

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

]]> Sun, 23 Nov 2025 00:03:34 +0000 damanick@dantesoutlook.com (Dantes Outlook ) https://dantesoutlook.simplecast.com/episodes/balancing-global-quality-and-value-stocks-w1i7JlIg Key Topics Covered
  • Why major equity indices sit far above trend
  • Understanding rotations and style cycles
  • Lessons from past extremes (2021, dot-com bubble, 2008–2021 growth dominance)
  • Why valuations matter for decade-long returns
  • The risks behind overspending, AI optimism, and mega-sized corporate debt deals
  • Insights from the Association for Corporate Growth conference in NYC
  • Innovation vs. investor objectivity: avoiding hope-based investing
  • How the Dantes Outlook's framework is adjusting factor exposure
  • Why global value is gaining relative strength
  • Why combining value + quality (“QARP”—Quality at a Reasonable Price) smooths returns
  • Quality as a low-volatility style that resists market drawdowns
  • Why shifting entirely to deep value today would be a mistake
  • Creating a global blend across different economic cycles

Investor Takeaways

  • Markets move in cycles—don’t chase the latest swing.
  • High valuations today imply lower long-term expected returns.
  • A blended factor approach can avoid “value traps” and speculative bubbles.
  • Quality + value helps build a durable core with opportunistic upside.
  • Patience and discipline drive long-term returns—not market gamification.

Best For

  • Long-term investors
  • Advisors and CIOs refining factor exposures
  • Listeners seeking plain-language explanations of market cycles
  • Anyone rethinking portfolio positioning in a late-cycle environment

Visit us at www.dantesoutlook.com

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

]]> Balancing Global Quality and Value Stocks Dantes Outlook 00:06:27 In this episode, Damanick Dantes, CMT breaks down what history tells us about cycles of overvaluation, rotation, and long-term returns. Using a simple pendulum analogy, he explains how leadership in markets swings over time, why valuations still matter, and why investors should avoid the short-term gamification mindset. Damanick walks through the current data, the risks beneath the surface of AI-driven exuberance, and how a blended global exposure to value and quality factors helps create a smoother, more resilient portfolio without missing out on growth opportunities. In this episode, Damanick Dantes, CMT breaks down what history tells us about cycles of overvaluation, rotation, and long-term returns. Using a simple pendulum analogy, he explains how leadership in markets swings over time, why valuations still matter, and why investors should avoid the short-term gamification mindset. Damanick walks through the current data, the risks beneath the surface of AI-driven exuberance, and how a blended global exposure to value and quality factors helps create a smoother, more resilient portfolio without missing out on growth opportunities. global macro, retirement, wealth management, finance, valuations, investment management, portfolio management, momentum, technical analysis, quant trading, private credit, financial planning, market bubble, meme stock, investment advisory, value, global markets, trend following, ai, credit, damanick dantes, dantes, value investing, stock market, factor investing, equities, investing, financial markets, wealth, damanick, dantes outlook, invest, volatility false full 34 0eec8d08-081d-4860-bdca-e9b5659664bd Portfolio Update: Positioning for Global Opportunities In this episode:

  • Why extreme bearish sentiment often precedes market recoveries
  • The role of relative strength in identifying global equity opportunities
  • How Dantes Outlook is adapting its allocation framework amid shifting leadership
  • The importance of staying systematic and globally diversified through volatility

For full portfolio updates and performance insights:
👉 Access the Alpha Capture Portfolio Report on Dantes Outlook Substack (subscribers only)

Disclaimer:
This podcast is for informational purposes only and does not constitute investment advice. Dantes Outlook LLC is a registered investment advisor. Past performance is not indicative of future results. Investment decisions can change based on market conditions.

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

]]> Fri, 7 Nov 2025 15:34:25 +0000 damanick@dantesoutlook.com (Dantes Outlook ) https://dantesoutlook.simplecast.com/episodes/portfolio-update-positioning-for-global-opportunities-2wlQexHy In this episode:

  • Why extreme bearish sentiment often precedes market recoveries
  • The role of relative strength in identifying global equity opportunities
  • How Dantes Outlook is adapting its allocation framework amid shifting leadership
  • The importance of staying systematic and globally diversified through volatility

For full portfolio updates and performance insights:
👉 Access the Alpha Capture Portfolio Report on Dantes Outlook Substack (subscribers only)

Disclaimer:
This podcast is for informational purposes only and does not constitute investment advice. Dantes Outlook LLC is a registered investment advisor. Past performance is not indicative of future results. Investment decisions can change based on market conditions.

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

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]]> Portfolio Update: Positioning for Global Opportunities Dantes Outlook 00:03:10 Renewed concerns about stretched U.S. equity valuations are colliding with one of the strongest seasonal periods of the year. In this week’s Portfolio Playbook, Damanick Dantes, CMT discusses why bearish sentiment often precedes market recoveries — and how relative strength trends are shifting beyond the U.S. Victor Zhou, Portfolio Strategist at Dantes Outlook, joins to share how the firm’s systematic framework is positioning for global opportunity while maintaining a disciplined, risk-aware approach. Renewed concerns about stretched U.S. equity valuations are colliding with one of the strongest seasonal periods of the year. In this week’s Portfolio Playbook, Damanick Dantes, CMT discusses why bearish sentiment often precedes market recoveries — and how relative strength trends are shifting beyond the U.S. Victor Zhou, Portfolio Strategist at Dantes Outlook, joins to share how the firm’s systematic framework is positioning for global opportunity while maintaining a disciplined, risk-aware approach. quant, global macro, wealth management, trading, investment management, portfolio management, technical analysis, asset allocation, latin america, fixed income, gold, victor zhou, china, global markets, hong kong, damanick dantes, dantes, investment advisor, equities, investing, emerging markets, wealth, damanick, dantes outlook, stocks, bonds false full 33 c5d5328f-2d9b-4ba5-8bd2-c863c0436ed5 Cyclical Rotation from High Beta to Quality Stocks Topics Covered:

  • High-beta vs. low-volatility stock performance
  • Why narrow market breadth can lead to leadership shifts
  • Signs of improving fundamentals after a mild earnings recession
  • The impact of new small-business tax cuts on growth and jobs
  • The case for quality stocks in a late-cycle environment
  • Global opportunities in value and emerging-market equities

Key Takeaway:
Rotation and selectivity — not just momentum — will shape the next leg of this market.

Visit us at dantesoutlook.com

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

]]> Mon, 3 Nov 2025 06:20:14 +0000 damanick@dantesoutlook.com (Dantes Outlook ) https://dantesoutlook.simplecast.com/episodes/cyclical-rotation-from-high-beta-to-quality-stocks-LSQIv3pd Topics Covered:

  • High-beta vs. low-volatility stock performance
  • Why narrow market breadth can lead to leadership shifts
  • Signs of improving fundamentals after a mild earnings recession
  • The impact of new small-business tax cuts on growth and jobs
  • The case for quality stocks in a late-cycle environment
  • Global opportunities in value and emerging-market equities

Key Takeaway:
Rotation and selectivity — not just momentum — will shape the next leg of this market.

Visit us at dantesoutlook.com

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

]]> Cyclical Rotation from High Beta to Quality Stocks Dantes Outlook 00:02:44 Damanick Dantes, CMT breaks down the quiet shifts happening beneath the surface of the stock market. U.S. high-beta stocks have been leading, but narrow market breadth raises the question — how long can a few names carry the rally? Damanick explains why healthy bull markets need rotation, how cyclical sectors can signal renewed optimism, and why quality companies — those with strong balance sheets and durable profits — are worth watching in this late-cycle phase. Plus, we look at how global value stocks in Europe and emerging markets may offer diversification as leadership broadens beyond U.S. tech. Damanick Dantes, CMT breaks down the quiet shifts happening beneath the surface of the stock market. U.S. high-beta stocks have been leading, but narrow market breadth raises the question — how long can a few names carry the rally? Damanick explains why healthy bull markets need rotation, how cyclical sectors can signal renewed optimism, and why quality companies — those with strong balance sheets and durable profits — are worth watching in this late-cycle phase. Plus, we look at how global value stocks in Europe and emerging markets may offer diversification as leadership broadens beyond U.S. tech. quant, global macro, wealth management, trump, sectors, trading, taxes, investment management, portfolio management, technical analysis, quant trading, macro, investment advisory, big beautiful bill, value, us taxes, quality, tax cut, damanick dantes, dantes, value investing, factor investing, equities, investing, emerging markets, tech, wealth, damanick, dantes outlook, stocks false full 32 75e58fc4-3c6f-4b36-af90-70b7fbde860a Balancing Stocks, Bonds, and Metals In This Episode:

  • Why Treasuries are having their strongest October in years.
  • The significance of the negative stock–bond correlation and what it signals for portfolios.
  • Inflation and labor market trends supporting potential Fed rate cuts.
  • How gold, palladium, and other metals fit into a late-cycle allocation.
  • Our portfolio adjustments: longer-duration Treasuries, selective pro-cyclical tilts, and risk management strategies.
  • Why loose financial conditions continue to support speculation — and how we’re positioning for the next phase of the cycle.

Resources & Links:

Subscribe to our Dantes Outlook Substack for full market intelligence updates and model portfolio insights.

Email our team: damanick@dantesoutlook.com for private client access and portfolio consultation.

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

]]> Sun, 26 Oct 2025 04:58:24 +0000 damanick@dantesoutlook.com (Dantes Outlook ) https://dantesoutlook.simplecast.com/episodes/balancing-stocks-bonds-and-metals-8Zwg42Cs In This Episode:

  • Why Treasuries are having their strongest October in years.
  • The significance of the negative stock–bond correlation and what it signals for portfolios.
  • Inflation and labor market trends supporting potential Fed rate cuts.
  • How gold, palladium, and other metals fit into a late-cycle allocation.
  • Our portfolio adjustments: longer-duration Treasuries, selective pro-cyclical tilts, and risk management strategies.
  • Why loose financial conditions continue to support speculation — and how we’re positioning for the next phase of the cycle.

Resources & Links:

Subscribe to our Dantes Outlook Substack for full market intelligence updates and model portfolio insights.

Email our team: damanick@dantesoutlook.com for private client access and portfolio consultation.

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

]]> Balancing Stocks, Bonds, and Metals Dantes Outlook 00:02:32 Treasuries are defying October norms, gold is stretched, and key correlations are shifting. Dantes Outlook explores how moderating inflation, a softening labor market, and fading yields are creating a late-cycle environment that rewards selective risk-taking. Tune in for actionable insights on bonds, metals, and portfolio positioning — with full details available for premium subscribers. Treasuries are defying October norms, gold is stretched, and key correlations are shifting. Dantes Outlook explores how moderating inflation, a softening labor market, and fading yields are creating a late-cycle environment that rewards selective risk-taking. Tune in for actionable insights on bonds, metals, and portfolio positioning — with full details available for premium subscribers. treasury, global macro, wealth management, investment management, portfolio management, oil, rate cut, interest rate, inflation, macro, gold, metals, federal reserve, global markets, yields, dantes, energy, investing, fed, wealth, damanick, powell, copper, dantes outlook, stocks, bonds, treasuries false full 31 262bf4f8-8112-40d2-9f52-ec6d152d5d61 Q3 2025 Global Market Intelligence In this episode:

Key findings from the Q3 2025 Market Intelligence Report

Why asset dispersion is narrowing and what that means for diversification

Where our models see strength—select metals, emerging markets, and duration

The implications of a neutral dollar and extended U.S. equities

How we’re positioning portfolios for selective exposure and flexibility

Referenced in this episode:

Dantes Outlook Market Intelligence Report (Q3 2025)

Substack: https://dantesoutlook.substack.com

Learn more: https://dantesoutlook.com

 

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

]]> Sat, 18 Oct 2025 19:14:51 +0000 damanick@dantesoutlook.com (Dantes Outlook ) https://dantesoutlook.simplecast.com/episodes/q3-2025-global-market-intelligence-CaId4tet In this episode:

Key findings from the Q3 2025 Market Intelligence Report

Why asset dispersion is narrowing and what that means for diversification

Where our models see strength—select metals, emerging markets, and duration

The implications of a neutral dollar and extended U.S. equities

How we’re positioning portfolios for selective exposure and flexibility

Referenced in this episode:

Dantes Outlook Market Intelligence Report (Q3 2025)

Substack: https://dantesoutlook.substack.com

Learn more: https://dantesoutlook.com

 

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

]]> Q3 2025 Global Market Intelligence Dantes Outlook 00:01:25 Dantes Outlook's Q3 2025 Market Intelligence Report is live—a quarterly assessment of global markets through the lens of our trend, momentum, and dispersion models. This quarter’s findings point to narrowing dispersion across asset classes, with metals, long-duration Treasuries, and select emerging markets showing improving signals. Meanwhile, U.S. large caps remain stretched, and the dollar’s stabilization may set the stage for rotation into undervalued assets. The full report, including model outputs, z-score rankings, and portfolio implications, is available exclusively to Dantes Outlook clients and Substack subscribers. Dantes Outlook's Q3 2025 Market Intelligence Report is live—a quarterly assessment of global markets through the lens of our trend, momentum, and dispersion models. This quarter’s findings point to narrowing dispersion across asset classes, with metals, long-duration Treasuries, and select emerging markets showing improving signals. Meanwhile, U.S. large caps remain stretched, and the dollar’s stabilization may set the stage for rotation into undervalued assets. The full report, including model outputs, z-score rankings, and portfolio implications, is available exclusively to Dantes Outlook clients and Substack subscribers. quant, currency, global macro, wealth management, duration, trading, investment management, portfolio management, technical analysis, asset allocation, fx, quant trading, platinum, asset management, fixed income, gold, metals, china, global markets, credit, damanick dantes, yields, dantes, commodities, palladium, investment advisor, stock market, investing, financial markets, emerging markets, yield curve, damanick, copper, dantes outlook, stocks, bonds, invest false full 30 0c750204-5b13-408b-9082-05ed29a46113 Middle East Investment Takeaways, Riyadh & Dubai Topics Covered:

– Introduction: A new perspective from Riyadh and Dubai

– First impressions of the Middle East’s financial centers

– Inside the CMT Global Investment Summit: sentiment, structure, and surprises

– Regional vs. U.S. focus: where investors see opportunity

– The Dantes Outlook framework: mapping the market and business cycles

– Challenging assumptions about the Middle East’s global role

– Key insights investors should be watching

Visit us at DantesOutlook.com

 

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

]]> Sat, 11 Oct 2025 01:46:11 +0000 damanick@dantesoutlook.com (Isaac diop) https://dantesoutlook.simplecast.com/episodes/middle-east-investment-takeaways-riyadh-dubai-l15lHlCH Topics Covered:

– Introduction: A new perspective from Riyadh and Dubai

– First impressions of the Middle East’s financial centers

– Inside the CMT Global Investment Summit: sentiment, structure, and surprises

– Regional vs. U.S. focus: where investors see opportunity

– The Dantes Outlook framework: mapping the market and business cycles

– Challenging assumptions about the Middle East’s global role

– Key insights investors should be watching

Visit us at DantesOutlook.com

 

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

]]> Middle East Investment Takeaways, Riyadh & Dubai Isaac diop 00:18:15 Fresh off his travels to Riyadh and Dubai, Dantes Outlook founder Damanick Dantes, CMT joins host Isaac Diop for a special edition of Portfolio Playbook. As a speaker at the 2025 CMT Global Investment Summit, Damanick shares his first-hand perspectives on the Middle East’s fast-evolving investment landscape — from shifting regional capital flows to the global appetite for diversification beyond the U.S. Fresh off his travels to Riyadh and Dubai, Dantes Outlook founder Damanick Dantes, CMT joins host Isaac Diop for a special edition of Portfolio Playbook. As a speaker at the 2025 CMT Global Investment Summit, Damanick shares his first-hand perspectives on the Middle East’s fast-evolving investment landscape — from shifting regional capital flows to the global appetite for diversification beyond the U.S. quant, wealth management, finance, trading, investment management, portfolio management, oil, technical analysis, quant trading, dubai, ipo, cmt association, riyadh, uae, saudi arabia, damanick dantes, dantes, commodities, isaac, energy, stock market, investing, isaac diop, financial markets, wealth, damanick, travel, dantes outlook, middle east, invest, investment false full 29 4521cf10-1ae9-4d68-838e-581e8e62a428 Saudi Market Leadership & Global Cycles
  • Abdulelah’s background and pathway to technical analysis
  • Mentorship, the CMT Association, and Riyadh chapter goals
  • Growth opportunities in Saudi Arabia and the UAE
  • Cyclicality, sector exposure, and local vs. global dynamics
  • Using relative strength and market breadth in regional analysis
  • Adjusting time frames and macro considerations
  • Vision for growing a regional professional network
  • Looking ahead to the CMT conferences in Riyadh and Dubai

    • Visit us at www.dantesoutlook.com

    Email damanick@dantesoutlook to request a meeting.

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Sun, 21 Sep 2025 23:41:45 +0000 damanick@dantesoutlook.com (Abdulelah Alfouzan) https://dantesoutlook.simplecast.com/episodes/saudi-market-leadership-global-cycles-mxAgXgG1
  • Abdulelah’s background and pathway to technical analysis
  • Mentorship, the CMT Association, and Riyadh chapter goals
  • Growth opportunities in Saudi Arabia and the UAE
  • Cyclicality, sector exposure, and local vs. global dynamics
  • Using relative strength and market breadth in regional analysis
  • Adjusting time frames and macro considerations
  • Vision for growing a regional professional network
  • Looking ahead to the CMT conferences in Riyadh and Dubai

    • Visit us at www.dantesoutlook.com

    Email damanick@dantesoutlook to request a meeting.

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Saudi Market Leadership & Global Cycles Abdulelah Alfouzan 00:32:38 Damanick Dantes, CMT and Abdulelah Alfouzan, CMT discuss the dynamics shaping Saudi and global markets. From growth initiatives and sector opportunities to building a global cross-asset framework, Abdulelah shares how technical analysis can guide investors in a unique regional environment. This was an exciting discussion, which also outlined Saudi Arabia's hashtag#Vision2030 initiatives. This episode also looks ahead to the upcoming CMT Association, Inc. conferences in Riyadh and Dubai, and the vision for strengthening the CMT community in the Kingdom. Damanick Dantes, CMT and Abdulelah Alfouzan, CMT discuss the dynamics shaping Saudi and global markets. From growth initiatives and sector opportunities to building a global cross-asset framework, Abdulelah shares how technical analysis can guide investors in a unique regional environment. This was an exciting discussion, which also outlined Saudi Arabia's hashtag#Vision2030 initiatives. This episode also looks ahead to the upcoming CMT Association, Inc. conferences in Riyadh and Dubai, and the vision for strengthening the CMT community in the Kingdom. quant, global macro, finance, neom, trading, investment management, portfolio management, oil, technical analysis, abdulelah, financial education, investment strategy, dubai, trading strategy, gold, cmt association, private markets, riyadh, education, uae, saudi arabia, global markets, cmt, investor education, chartered market technician, damanick dantes, breadth, dantes, energy, investing, financial markets, damanick, abdulelah alfouzan, middle east, stocks, bonds false full 28     e9c38505-e7b0-4e04-82af-724b2eee52b6 Is China's Rally Built to Last? Cross-Asset Signals: Metals & Bonds
  • Why copper/gold and silver/copper ratios may be sending different signals this cycle
  • Positioning ahead of the FOMC meeting in rates and FX
  • Duration strategy during rate-cutting cycles
  • Active vs. passive performance in the bond market

    • Elena Zeng on Chinese equities:

    • Hong Kong momentum rebound vs. mainland lag
    • Relative strength of China vs. EM equities
    • Domestic liquidity, share buybacks, and foreign inflows
    • Why China remains a tactical allocation, not a core holding

    Visit us at DantesOutlook.com

    Email Damanick@DantesOutlook.com to request a meeting

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Mon, 15 Sep 2025 01:59:17 +0000 damanick@dantesoutlook.com (Elena Zeng) https://dantesoutlook.simplecast.com/episodes/is-chinas-rally-built-to-last-cross-asset-signals-metals-bonds-EYr6hB14
  • Why copper/gold and silver/copper ratios may be sending different signals this cycle
  • Positioning ahead of the FOMC meeting in rates and FX
  • Duration strategy during rate-cutting cycles
  • Active vs. passive performance in the bond market

    • Elena Zeng on Chinese equities:

    • Hong Kong momentum rebound vs. mainland lag
    • Relative strength of China vs. EM equities
    • Domestic liquidity, share buybacks, and foreign inflows
    • Why China remains a tactical allocation, not a core holding

    Visit us at DantesOutlook.com

    Email Damanick@DantesOutlook.com to request a meeting

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Is China's Rally Built to Last? Cross-Asset Signals: Metals & Bonds Elena Zeng 00:09:08 In this episode of Portfolio Playbook, host Damanick Dantes, CMT reviews the latest cross-asset signals, including insights on bond market positioning, Fed policy expectations, and the role of active management in fixed income. Asia correspondent Elena Zeng then breaks down what’s driving Chinese equities, the narrowing gap between onshore and offshore markets, and why exposure to emerging markets should remain tactical. In this episode of Portfolio Playbook, host Damanick Dantes, CMT reviews the latest cross-asset signals, including insights on bond market positioning, Fed policy expectations, and the role of active management in fixed income. Asia correspondent Elena Zeng then breaks down what’s driving Chinese equities, the narrowing gap between onshore and offshore markets, and why exposure to emerging markets should remain tactical. currency, global macro, finance, duration, liquidity, deepmacro, investment management, dollar, fx, asia, recession, investment strategy, china stimulus, china rally, china policy, morningstar, fixed income, gold, china equities, metals, federal reserve, china, global markets, hong kong, elena zeng, damanick dantes, yields, commodities, hedge fund, silver, stock market, investing, emerging markets, interest rates, damanick, copper, dantes outlook, stocks, bonds false full 27     de6e22d8-7287-410f-bac0-8bfcad1c3140 $7 Trillion FX Market & Dubai's Role Topics Covered

    • Setting the global context: the $7 trillion daily FX market and its drivers
    • The advantages of technical analysis in high-liquidity markets
    • Rule-based systems and algos: strategies for 24/5 trading
    • Key FX trading approaches: trend, mean reversion, breakouts, session-based, and news-driven
    • Dubai’s financial rise: DIFC, regulation, and the time zone advantage
    • The role of the CMT Association and Women in Technical Analysis in shaping the future of finance

    Upcoming Events

    • September 28 – CMT Riyadh Community Meeting: a premier forum for market professionals across Saudi Arabia and beyond.
    • September 30–October 2 – CMT Global Investment Summit in Dubai: an elite gathering of fund managers, strategists, and investors decoding cross-asset trends and innovations in global markets.

    Visit us at www.dantesoutlook.com 

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Wed, 10 Sep 2025 20:49:04 +0000 damanick@dantesoutlook.com (yara fanek) https://dantesoutlook.simplecast.com/episodes/7-trillion-fx-market-dubais-role-nlzhyH51 Topics Covered

    • Setting the global context: the $7 trillion daily FX market and its drivers
    • The advantages of technical analysis in high-liquidity markets
    • Rule-based systems and algos: strategies for 24/5 trading
    • Key FX trading approaches: trend, mean reversion, breakouts, session-based, and news-driven
    • Dubai’s financial rise: DIFC, regulation, and the time zone advantage
    • The role of the CMT Association and Women in Technical Analysis in shaping the future of finance

    Upcoming Events

    • September 28 – CMT Riyadh Community Meeting: a premier forum for market professionals across Saudi Arabia and beyond.
    • September 30–October 2 – CMT Global Investment Summit in Dubai: an elite gathering of fund managers, strategists, and investors decoding cross-asset trends and innovations in global markets.

    Visit us at www.dantesoutlook.com 

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     $7 Trillion FX Market & Dubai's Role yara fanek 00:31:22 In this special Lead Up to Dubai episode, host Damanick Dantes, CMT is joined by Yara Fanek, CFA, CMT, an FX trader and co-chair of Women in Technical Analysis - a committee of the CMT Association. Based in Dubai with deep expertise in financial markets and investment banking, Yara shares her background, trading process, and outlook for the region. Together, they explore the $7 trillion FX market, the role of technical analysis in building disciplined strategies, and how Dubai is positioning itself as a leading global financial hub. In this special Lead Up to Dubai episode, host Damanick Dantes, CMT is joined by Yara Fanek, CFA, CMT, an FX trader and co-chair of Women in Technical Analysis - a committee of the CMT Association. Based in Dubai with deep expertise in financial markets and investment banking, Yara shares her background, trading process, and outlook for the region. Together, they explore the $7 trillion FX market, the role of technical analysis in building disciplined strategies, and how Dubai is positioning itself as a leading global financial hub. quant, currency, global macro, macroeconomics, finance, geopolitics, trading, financial inclusion, technical analysis, fx, quant trading, central bank, global finance, yara fanek, dubai event, trading strategy, women finance, cmt association, geopolitical, riyadh, day trading, uae, algo trading, saudi arabia, mena, global markets, cmt, chartered market technician, damanick dantes, foreign exchange, currency trading, investing, financial markets, interest rates, damanick, backtesting, dantes outlook, middle east false full 26     15c7018f-28b3-4962-bb43-eabb46e80952 Navigating Stretched Valuations U.S. Valuations: Deutsche Bank research shows that historically, high valuations have led to weaker 10-year returns, raising questions about long-term U.S. equity performance

    AI and the Mag-7: The current rally is highly concentrated in mega-cap tech stocks, creating a potential disconnect between pricing and fundamentals.

    Global Equities & Currencies: State Street reports that the 9% year-to-date decline in the U.S. dollar has boosted international returns, with Europe benefiting most

    Sector Leadership in Europe: BlackRock highlights resilience in banks, aerospace & defense, luxury, and semiconductors, while remaining cautious on healthcare

    Diversification: AQR stresses the importance of liquid diversifiers, like trend-following strategies, in reducing risk and improving long-term returns

    Portfolio Insights:

    • Dantes Outlook Alpha Capture ETF Model Portfolio gained 2.33% in August, outperforming its benchmark by 30 bps.
    • Key contributors: cyclical sectors, emerging markets, inflation beneficiaries (INFL), and Eurozone/U.S. bond exposure.
    • Year-to-date results: Moderate +6.54%, Aggressive +32.67%, Conservative +9.45%

    Visit us at www.dantesoutlook.com to learn more.

    Email damanick@dantesoutlook.com to request a meeting.

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Sun, 7 Sep 2025 00:18:21 +0000 damanick@dantesoutlook.com (Dantes Outlook ) https://dantesoutlook.simplecast.com/episodes/navigating-stretched-valuations-DGuMHuHy U.S. Valuations: Deutsche Bank research shows that historically, high valuations have led to weaker 10-year returns, raising questions about long-term U.S. equity performance

    AI and the Mag-7: The current rally is highly concentrated in mega-cap tech stocks, creating a potential disconnect between pricing and fundamentals.

    Global Equities & Currencies: State Street reports that the 9% year-to-date decline in the U.S. dollar has boosted international returns, with Europe benefiting most

    Sector Leadership in Europe: BlackRock highlights resilience in banks, aerospace & defense, luxury, and semiconductors, while remaining cautious on healthcare

    Diversification: AQR stresses the importance of liquid diversifiers, like trend-following strategies, in reducing risk and improving long-term returns

    Portfolio Insights:

    • Dantes Outlook Alpha Capture ETF Model Portfolio gained 2.33% in August, outperforming its benchmark by 30 bps.
    • Key contributors: cyclical sectors, emerging markets, inflation beneficiaries (INFL), and Eurozone/U.S. bond exposure.
    • Year-to-date results: Moderate +6.54%, Aggressive +32.67%, Conservative +9.45%

    Visit us at www.dantesoutlook.com to learn more.

    Email damanick@dantesoutlook.com to request a meeting.

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Navigating Stretched Valuations Dantes Outlook 00:08:31 In this episode of Portfolio Playbook, host Damanick Dantes, founder and portfolio manager at Dantes Outlook, is joined by portfolio strategist Victor Zhou to discuss the challenges and opportunities shaping global portfolios. They examine stretched U.S. equity valuations, the role of the “Mag-7” in driving market extremes, and the contrasting opportunities in Europe and emerging markets. The discussion highlights how currency shifts, sector dynamics, and diversification strategies—including trend-following and tactical ETF allocations—can help investors navigate today’s uncertain environment. In this episode of Portfolio Playbook, host Damanick Dantes, founder and portfolio manager at Dantes Outlook, is joined by portfolio strategist Victor Zhou to discuss the challenges and opportunities shaping global portfolios. They examine stretched U.S. equity valuations, the role of the “Mag-7” in driving market extremes, and the contrasting opportunities in Europe and emerging markets. The discussion highlights how currency shifts, sector dynamics, and diversification strategies—including trend-following and tactical ETF allocations—can help investors navigate today’s uncertain environment. quant, strategy, global macro, wealth management, finance, hnw, trading, valuations, investment management, portfolio management, mag7, financial educatioon, technical analysis, alternatives, quant trading, europe, macro, investment strategy, ria, trading strategy, fixed income, gold, damanmick, victor zhou, deutsche bank, trend following, crypto, investor education, damanick dantes, aqr, dantes, bitcoin, commodities, investment advisor, hedge fund, value investing, equities, financial markets, dantes outlook, stocks, bonds false full 25     e1161d62-2577-4d73-bde1-73e324a7e706 Sweet Spot for Bonds and Navigating Equity Pullbacks Rates & Fed Policy: Markets are overly optimistic on rate cuts; inflation remains sticky, keeping the Fed cautious (DeepMacro).

    Equity Positioning: Systematic funds are heavily tilted toward equities, with allocations at or near record highs (MenthorQ).

    China Equities: Narrowing gap between H-shares and A-shares signals opportunity; liquidity and household cash provide strong support (HSBC).

    Market Breadth: Short-term indicators are overbought, but long-term breadth remains healthy (Dantes Outlook).

    Fixed Income: Attractive yields unlikely to return to pre-pandemic lows; belly of the curve (5–6 year maturities) offers a balance of income and rate risk (Vanguard).

    Municipals & Credit: Municipal bonds and investment-grade credit stand out as high-quality, inexpensive options.

    Equities: Active managers struggle against the Magnificent Seven; indexing provides a strong foundation, while Industrials, Financials, and Healthcare offer selective momentum opportunities (Morningstar, Dantes Outlook).

    Takeaway: Stay disciplined, revisit bond allocations, and avoid overstretching for yield or risk.

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Sat, 30 Aug 2025 16:23:50 +0000 damanick@dantesoutlook.com (Dantes Outlook ) https://dantesoutlook.simplecast.com/episodes/sweet-spot-for-bonds-and-navigating-equity-pullbacks-T5TvH_Az Rates & Fed Policy: Markets are overly optimistic on rate cuts; inflation remains sticky, keeping the Fed cautious (DeepMacro).

    Equity Positioning: Systematic funds are heavily tilted toward equities, with allocations at or near record highs (MenthorQ).

    China Equities: Narrowing gap between H-shares and A-shares signals opportunity; liquidity and household cash provide strong support (HSBC).

    Market Breadth: Short-term indicators are overbought, but long-term breadth remains healthy (Dantes Outlook).

    Fixed Income: Attractive yields unlikely to return to pre-pandemic lows; belly of the curve (5–6 year maturities) offers a balance of income and rate risk (Vanguard).

    Municipals & Credit: Municipal bonds and investment-grade credit stand out as high-quality, inexpensive options.

    Equities: Active managers struggle against the Magnificent Seven; indexing provides a strong foundation, while Industrials, Financials, and Healthcare offer selective momentum opportunities (Morningstar, Dantes Outlook).

    Takeaway: Stay disciplined, revisit bond allocations, and avoid overstretching for yield or risk.

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Sweet Spot for Bonds and Navigating Equity Pullbacks Dantes Outlook 00:06:22 In this episode of Portfolio Playbook, Damanick Dantes, CMT breaks down the latest market developments and what they mean for investors. From the Fed’s cautious stance on rate cuts to stretched equity positioning and renewed momentum in Chinese markets, he highlights where risks and opportunities lie. The discussion then turns to fixed income, where today’s yield environment presents a “sweet spot” in the belly of the curve, and why bonds are once again a stabilizing force for portfolios. Finally, he considers the challenges active managers face in an equity market dominated by the Magnificent Seven and where selective opportunities remain. In this episode of Portfolio Playbook, Damanick Dantes, CMT breaks down the latest market developments and what they mean for investors. From the Fed’s cautious stance on rate cuts to stretched equity positioning and renewed momentum in Chinese markets, he highlights where risks and opportunities lie. The discussion then turns to fixed income, where today’s yield environment presents a “sweet spot” in the belly of the curve, and why bonds are once again a stabilizing force for portfolios. Finally, he considers the challenges active managers face in an equity market dominated by the Magnificent Seven and where selective opportunities remain. quant, vanguard, wealth management, deepmacro, trading, investment management, hsbc, portfolio management, mag7, technical analysis, asset allocation, quant trading, finance education, inflation, investment strategy, trading strategy, morningstar, fixed income, family office, federal reserve, china, hong kong, private bank, damanick dantes, yields, breadth, dantes, personal finance, investing, financial markets, fed, yield curve, damanick, portfolio, dantes outlook, stocks, bonds, markets false full 24     46de835c-a7aa-4209-be53-145d135b3f97 Momentum, Forward Returns, Investor Behavior, and Credit Liquidity Market Breadth: NYSE advancers outpaced decliners 4-to-1, suggesting resilience beneath the equity rally (SentimenTrader).

    Macro Signals: Inflation remains domestically driven; Fed unlikely to cut quickly. U.S. dollar regains strength versus peers (DeepMacro).

    Dantes Outlook Positioning: Trimmed active tilts, maintaining preference for U.S. equities while adding emerging markets. Funded by profits in gold and inflation hedges. Launched tactical semiconductor strategy based on momentum signals.

    Bond Market Evolution: Portfolio trading volumes in U.S. corporate bonds surged 54% in H1 2025, boosting liquidity and efficiency (Barclays).

    Investor Behavior: Morningstar’s “Mind the Gap” shows investors underperform funds by ~1.2% annually due to timing mistakes.

    Forward-Looking Markets: Historical data shows equities often rebound after major payroll revisions, underscoring how markets anticipate economic shifts (Fidelity).

    Visit us at www.dantesoutlook.com 

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Sat, 16 Aug 2025 21:24:39 +0000 damanick@dantesoutlook.com (Dantes Outlook ) https://dantesoutlook.simplecast.com/episodes/momentum-forward-returns-investor-behavior-and-credit-liquidity-dRDYKJCV Market Breadth: NYSE advancers outpaced decliners 4-to-1, suggesting resilience beneath the equity rally (SentimenTrader).

    Macro Signals: Inflation remains domestically driven; Fed unlikely to cut quickly. U.S. dollar regains strength versus peers (DeepMacro).

    Dantes Outlook Positioning: Trimmed active tilts, maintaining preference for U.S. equities while adding emerging markets. Funded by profits in gold and inflation hedges. Launched tactical semiconductor strategy based on momentum signals.

    Bond Market Evolution: Portfolio trading volumes in U.S. corporate bonds surged 54% in H1 2025, boosting liquidity and efficiency (Barclays).

    Investor Behavior: Morningstar’s “Mind the Gap” shows investors underperform funds by ~1.2% annually due to timing mistakes.

    Forward-Looking Markets: Historical data shows equities often rebound after major payroll revisions, underscoring how markets anticipate economic shifts (Fidelity).

    Visit us at www.dantesoutlook.com 

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Momentum, Forward Returns, Investor Behavior, and Credit Liquidity Dantes Outlook 00:03:40 In this episode of Portfolio Playbook, host Damanick Dantes, CMT discusses the latest market signals—from strong equity breadth to persistent U.S. inflation pressures—and how they’re shaping portfolio positioning. The conversation covers tactical moves into U.S. equities, emerging markets, and semiconductors, along with structural shifts in bond trading and investor behavior. Listeners gain perspective on how to stay adaptive and disciplined in a market that often looks forward before the data does. In this episode of Portfolio Playbook, host Damanick Dantes, CMT discusses the latest market signals—from strong equity breadth to persistent U.S. inflation pressures—and how they’re shaping portfolio positioning. The conversation covers tactical moves into U.S. equities, emerging markets, and semiconductors, along with structural shifts in bond trading and investor behavior. Listeners gain perspective on how to stay adaptive and disciplined in a market that often looks forward before the data does. global macro, macroeconomics, liquidity, trading, investment management, portfolio management, momentum, technical analysis, quant trading, inflation, macro, fidelity, behavioral finance, morningstar, fixed income, gold, federal reserve, semiconductors, credit, damanick dantes, breadth, tech stocks, sentiment, denise chisholm, personal finance, barclays, investing, emerging markets, damanick, powell, portfolio, stocks, bonds false full 23     e815dc43-3ce4-4430-94d0-d6d917e2dad4 Positioning in Core Bonds and Emerging Markets Topics Covered:

    Portfolio construction in today’s macro climate — balancing risk, correlations, and tracking error.

    Credit market health — Morningstar DBRS and Proskauer data show improving leverage, coverage, and default rates.

    Bond market reset — Deutsche Bank’s historical context on the worst 5-year Treasury returns and forward expectations.

    Opportunities in core bonds — PIMCO’s view on yields, international duration, and diversification benefits.

    DeepMacro model positioning — long USD, contrarian equity overweight, and rates strategy.

    Trend-following under pressure — why CTAs are lagging in 2025.

    Emerging markets strategy — Victor Zhou on activeness, tracking error, and the under-researched alpha potential in EM small caps.

    Key Takeaways:

    Dollar correlations are a driver of our U.S. equity overweight.

    Credit fundamentals are stronger, with default rates falling.

    Bond valuations have reset, creating better entry points, but real returns may remain modest.

    Trend-following struggles highlight the need for multi-strategy systematic approaches.

    In emerging markets, higher activeness and small-cap allocations improve alpha opportunities.

    References:

    Morningstar DBRS

    Proskauer Private Credit Default Report

    Deutsche Bank Global Markets Research

    PIMCO Fixed Income Outlook

    DeepMacro Model Positioning

    State Street Emerging Markets Strategy Research

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Sat, 9 Aug 2025 20:24:08 +0000 damanick@dantesoutlook.com (victor zhou) https://dantesoutlook.simplecast.com/episodes/positioning-in-core-bonds-and-emerging-markets-pG5FnTOB Topics Covered:

    Portfolio construction in today’s macro climate — balancing risk, correlations, and tracking error.

    Credit market health — Morningstar DBRS and Proskauer data show improving leverage, coverage, and default rates.

    Bond market reset — Deutsche Bank’s historical context on the worst 5-year Treasury returns and forward expectations.

    Opportunities in core bonds — PIMCO’s view on yields, international duration, and diversification benefits.

    DeepMacro model positioning — long USD, contrarian equity overweight, and rates strategy.

    Trend-following under pressure — why CTAs are lagging in 2025.

    Emerging markets strategy — Victor Zhou on activeness, tracking error, and the under-researched alpha potential in EM small caps.

    Key Takeaways:

    Dollar correlations are a driver of our U.S. equity overweight.

    Credit fundamentals are stronger, with default rates falling.

    Bond valuations have reset, creating better entry points, but real returns may remain modest.

    Trend-following struggles highlight the need for multi-strategy systematic approaches.

    In emerging markets, higher activeness and small-cap allocations improve alpha opportunities.

    References:

    Morningstar DBRS

    Proskauer Private Credit Default Report

    Deutsche Bank Global Markets Research

    PIMCO Fixed Income Outlook

    DeepMacro Model Positioning

    State Street Emerging Markets Strategy Research

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Positioning in Core Bonds and Emerging Markets victor zhou 00:18:38 In this episode of Portfolio Playbook, host Damanick Dantes, CMT breaks down the macro and market forces driving recent allocation shifts in the Dantes Outlook ETF Portfolio. We explore improving credit quality, renewed opportunities in fixed income, and model-based macro positioning from DeepMacro. Damanick explains how currency correlations shape portfolio tilts and why traditional trend-following is struggling in 2025. Later, Victor Zhou, portfolio strategist at Dantes Outlook, joins to discuss a State Street framework for emerging market investing — including how higher activeness and EM small caps can enhance alpha potential and resilience. In this episode of Portfolio Playbook, host Damanick Dantes, CMT breaks down the macro and market forces driving recent allocation shifts in the Dantes Outlook ETF Portfolio. We explore improving credit quality, renewed opportunities in fixed income, and model-based macro positioning from DeepMacro. Damanick explains how currency correlations shape portfolio tilts and why traditional trend-following is struggling in 2025. Later, Victor Zhou, portfolio strategist at Dantes Outlook, joins to discuss a State Street framework for emerging market investing — including how higher activeness and EM small caps can enhance alpha potential and resilience. quant, global macro, macroeconomics, finance, trading, technical analysis, quant trading, private credit, macro, ria, brazil, economy, fixed income, private markets, victor zhou, china, india, clo, credit, damanick dantes, yields, high yield, equities, investing, financial markets, emerging markets, wealth, damanick, portfolio, dantes outlook, stocks, bonds, markets false full 22     bb0a5ced-8e0d-49ac-81fe-14982e6bf0c0 Speculation Rising, Breadth Weakening: A Tactical Rebalance This week’s episode covers:

    • U.S.–EU trade deal impact and the new 15% tariff baseline
    • Margin debt surges—5th fastest rise since 1998 (source: Deutsche Bank)
    • Fed and ECB hold steady, but tone remains cautious
    • Breadth weakening beneath the surface despite equity highs
    • Trimming gold, watching silver/platinum and volatility signals
    • July portfolio performance + positioning adjustments
    • What we’re watching: CTA trends, EMFX momentum, and central bank shifts

    Referenced Sources:

    Deutsche Bank Macro Strategy Notes

    SentimenTrader Momentum/Breadth Indicators

    MRB Partners EM Currency Research

    Dantes Outlook internal trend models & analytics

    Connect with us to access portfolios:
    DantesOutlook.com/connect

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Fri, 1 Aug 2025 20:43:20 +0000 damanick@dantesoutlook.com (Dantes Outlook ) https://dantesoutlook.simplecast.com/episodes/speculation-rising-breadth-weakening-a-tactical-rebalance-yh9ny_92 This week’s episode covers:

    • U.S.–EU trade deal impact and the new 15% tariff baseline
    • Margin debt surges—5th fastest rise since 1998 (source: Deutsche Bank)
    • Fed and ECB hold steady, but tone remains cautious
    • Breadth weakening beneath the surface despite equity highs
    • Trimming gold, watching silver/platinum and volatility signals
    • July portfolio performance + positioning adjustments
    • What we’re watching: CTA trends, EMFX momentum, and central bank shifts

    Referenced Sources:

    Deutsche Bank Macro Strategy Notes

    SentimenTrader Momentum/Breadth Indicators

    MRB Partners EM Currency Research

    Dantes Outlook internal trend models & analytics

    Connect with us to access portfolios:
    DantesOutlook.com/connect

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Speculation Rising, Breadth Weakening: A Tactical Rebalance Dantes Outlook 00:09:27 In this episode of Portfolio Playbook, Damanick Dantes breaks down how a late-stage trade truce, rising margin debt, and hawkish central banks are influencing global asset allocation. With insights from Deutsche Bank, SentimenTrader, and the Dantes Outlook team, he explains what’s behind the recent market highs—and where signs of exhaustion are showing up. Learn how Dantes Outlook is adjusting its ETF model portfolios across equities, bonds, and commodities to stay disciplined in an increasingly speculative environment. In this episode of Portfolio Playbook, Damanick Dantes breaks down how a late-stage trade truce, rising margin debt, and hawkish central banks are influencing global asset allocation. With insights from Deutsche Bank, SentimenTrader, and the Dantes Outlook team, he explains what’s behind the recent market highs—and where signs of exhaustion are showing up. Learn how Dantes Outlook is adjusting its ETF model portfolios across equities, bonds, and commodities to stay disciplined in an increasingly speculative environment. etf, global macro, finance, trading, investment management, debt, europe, macro, investment strategy, trade deal, gold, federal reserve, commodities, investing, tariff, copper, portfolio, stocks false full 21     f071c453-2c54-4528-8e45-b31152bb25aa Earnings, Meme Stocks, and Macro Signals This week’s topics include:

    ✅ U.S.–Japan trade deal and what it means for global risk sentiment

    📊 Q2 earnings beat expectations—but growth is slowing

    📈 Meme stocks signal renewed retail risk appetite

    🏦 Central banks pivot toward holding rates—insights from the ECB and Fed

    📉 Vanguard cuts U.S. equity return forecasts; bonds catch up

    🌍 DeepMacro flags expansion in emerging markets

    📌 Internal perspectives from Victor Zhou and Elena Zeng on portfolio positioning

    📈 How Dantes Outlook is adjusting exposures across equities, bonds, commodities, and currencies

    🔗 Join our exclusive client and advisor platform:

    DantesOutlook.com/connect

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Fri, 25 Jul 2025 19:59:01 +0000 damanick@dantesoutlook.com (Dantes Outlook ) https://dantesoutlook.simplecast.com/episodes/earnings-meme-stocks-and-macro-signals-6JnXTTp5 This week’s topics include:

    ✅ U.S.–Japan trade deal and what it means for global risk sentiment

    📊 Q2 earnings beat expectations—but growth is slowing

    📈 Meme stocks signal renewed retail risk appetite

    🏦 Central banks pivot toward holding rates—insights from the ECB and Fed

    📉 Vanguard cuts U.S. equity return forecasts; bonds catch up

    🌍 DeepMacro flags expansion in emerging markets

    📌 Internal perspectives from Victor Zhou and Elena Zeng on portfolio positioning

    📈 How Dantes Outlook is adjusting exposures across equities, bonds, commodities, and currencies

    🔗 Join our exclusive client and advisor platform:

    DantesOutlook.com/connect

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Earnings, Meme Stocks, and Macro Signals Dantes Outlook 00:04:53 In this episode, Damanick Dantes breaks down the week’s biggest market movers—from a major U.S.–Japan trade deal to the return of meme stock mania—and how central banks are shifting their tone. He also shares insights from Deutsche Bank, Vanguard, DeepMacro, and members of the Dantes Outlook team on what’s driving asset class performance and how portfolios should adapt. It’s a concise, strategic guide to cutting through the noise and making smarter investment decisions. In this episode, Damanick Dantes breaks down the week’s biggest market movers—from a major U.S.–Japan trade deal to the return of meme stock mania—and how central banks are shifting their tone. He also shares insights from Deutsche Bank, Vanguard, DeepMacro, and members of the Dantes Outlook team on what’s driving asset class performance and how portfolios should adapt. It’s a concise, strategic guide to cutting through the noise and making smarter investment decisions. global macro, eco, earnings, investment management, portfolio management, macro, central bank, meme stock, ria, ipo, fixed income, gold, federal reserve, china, advisor, damanick dantes, dantes, commodities, investing, tariff, emerging markets, wealth, damanick, copper, portfolio, dantes outlook, invest, investment false full 20     8a54d1e9-d1cf-4136-9781-67a5eb779d2d Russia's Energy Dominance and Implications for Europe Today, we explore global energy through the lens of Russia, the world’s largest exporter of oil and gas. And to the west is Europe, which is heavily reliant on Russian gas supplies. According to some estimates, Russia is earning roughly $500 million per day on oil and another $400 million on gas all together.

    But gas flows from Russia to Europe were already declining into the Q4 heating season last year. Flows flattened out earlier this year, and are  now ticking downward.

    To help us understand the Russia/EU gas market, we turn to Nadia Kazakova, an analyst at Renaissance Energy Advisors (REA). Nadia is an expert in this field with prior roles at JP Morgan and Saxo Bank. She also provides in depth analysis on operating stats from Gazprom, Russia’s majority state-owned energy company.

    On this show, we discussed:

    • Russia’s importance in the global and EU oil and gas markets
    • The buildup of gas fields and a vast pipeline network from Siberia and throughout Eastern Europe
    • Gazprom's growing influence on EU gas supply, and its efforts to go downstream to capture additional margin
    • The significance of Gazprom's November export cut to the EU, stemming from the Nordstream pipeline debacle
    • Supply mix from Norway, Algeria and US LNG
    • Expectations for further export reductions from Gazprom, below its annual output target
    • The new system of ruble payments – its complexity and implications for sanctions and long-term contracts
    • New evidence that Gazprom is already cutting back volumes to non-compliant customers
    • Future price stabilization or volatility, and what to monitor going forward

     

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Thu, 26 May 2022 17:56:04 +0000 damanick@dantesoutlook.com (Damanick Dantes, Nadia Kazakova) https://dantesoutlook.simplecast.com/episodes/russias-energy-dominance-and-implications-for-europe-16boQ39C Today, we explore global energy through the lens of Russia, the world’s largest exporter of oil and gas. And to the west is Europe, which is heavily reliant on Russian gas supplies. According to some estimates, Russia is earning roughly $500 million per day on oil and another $400 million on gas all together.

    But gas flows from Russia to Europe were already declining into the Q4 heating season last year. Flows flattened out earlier this year, and are  now ticking downward.

    To help us understand the Russia/EU gas market, we turn to Nadia Kazakova, an analyst at Renaissance Energy Advisors (REA). Nadia is an expert in this field with prior roles at JP Morgan and Saxo Bank. She also provides in depth analysis on operating stats from Gazprom, Russia’s majority state-owned energy company.

    On this show, we discussed:

    • Russia’s importance in the global and EU oil and gas markets
    • The buildup of gas fields and a vast pipeline network from Siberia and throughout Eastern Europe
    • Gazprom's growing influence on EU gas supply, and its efforts to go downstream to capture additional margin
    • The significance of Gazprom's November export cut to the EU, stemming from the Nordstream pipeline debacle
    • Supply mix from Norway, Algeria and US LNG
    • Expectations for further export reductions from Gazprom, below its annual output target
    • The new system of ruble payments – its complexity and implications for sanctions and long-term contracts
    • New evidence that Gazprom is already cutting back volumes to non-compliant customers
    • Future price stabilization or volatility, and what to monitor going forward

     

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Russia's Energy Dominance and Implications for Europe Damanick Dantes, Nadia Kazakova 00:26:22 Today, we explore global energy through the lens of Russia, the world’s largest exporter of oil and gas. And to the west is Europe, which is heavily reliant on Russian gas supplies. According to some estimates, Russia is earning roughly $500 million per day on oil and another $400 million on gas all together. But gas flows from Russia to Europe were already declining into the Q4 heating season last year. Flows flattened out earlier this year, and recently ticked downward. To help us understand the Russia/EU gas market, we turn to Nadia Kazakova, an analyst at Renaissance Energy Advisors (REA). Nadia is an expert in this field with prior roles at JP Morgan and Saxo Bank. She also provides in depth analysis on operating stats from Gazprom, Russia’s majority state-owned energy company. Today, we explore global energy through the lens of Russia, the world’s largest exporter of oil and gas. And to the west is Europe, which is heavily reliant on Russian gas supplies. According to some estimates, Russia is earning roughly $500 million per day on oil and another $400 million on gas all together. But gas flows from Russia to Europe were already declining into the Q4 heating season last year. Flows flattened out earlier this year, and recently ticked downward. To help us understand the Russia/EU gas market, we turn to Nadia Kazakova, an analyst at Renaissance Energy Advisors (REA). Nadia is an expert in this field with prior roles at JP Morgan and Saxo Bank. She also provides in depth analysis on operating stats from Gazprom, Russia’s majority state-owned energy company. nato, geopolitics, oil, ukraine, russia, europe oil, renewable energy, europe, russia gas, russia oil, lng, putin, natural gas, europe gas, germany, russia energy, nordstream, commodities, energy prices, research, energy, investing, europe energy, pipeline, volatility false full 19     d6f82a0b-2ad0-411e-b37a-e68a63f72793 Commodity Market Update, 2Q 2022 Most price signals have extended into overbought territory, although pullbacks could be temporary over the next quarter. Elsewhere, metals have stabilized and  oversold signals could present buying opportunities. 

    Trading performance was positive in Q1, built on the success of Q4. Short palladium and long soybean oil were the  best performing trades, while sharp moves in wheat and oil detracted from overall gains. At times, volatility can lead to frequent or contradictory signals. 

    Evidently, returns across commodities are not equal. At times, there is wide divergence between sectors such as oil/gas, agriculture and metals. That means the risk of a core long position can be offset with tactical long/short positions in specific commodities.

    ​For now, here is our base-case into Q2:

    • The copper/gold ratio, a gauge for risk-on/risk-off, is stuck in a resistance range, similar to what occurred in 2017-2018 when market volatility increased.
    • WTI Crude Oil broke above a decade-long resistance level at $105/bbl and faces stronger resistance near the 2008 price high at $147/bbl-$150/bbl.
    • The recent decline in stocks relative to commodities is starting to stabilize, although failure to hold a decade-long uptrend indicates further downside in the ratio, especially if bond yields continue to rise.

    Visit www.danteesoutlook.com for more info.

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Mon, 4 Apr 2022 23:25:08 +0000 damanick@dantesoutlook.com (Damanick dantes) https://dantesoutlook.simplecast.com/episodes/commodity-market-update-2q-2022-v4Fsk2QN Most price signals have extended into overbought territory, although pullbacks could be temporary over the next quarter. Elsewhere, metals have stabilized and  oversold signals could present buying opportunities. 

    Trading performance was positive in Q1, built on the success of Q4. Short palladium and long soybean oil were the  best performing trades, while sharp moves in wheat and oil detracted from overall gains. At times, volatility can lead to frequent or contradictory signals. 

    Evidently, returns across commodities are not equal. At times, there is wide divergence between sectors such as oil/gas, agriculture and metals. That means the risk of a core long position can be offset with tactical long/short positions in specific commodities.

    ​For now, here is our base-case into Q2:

    • The copper/gold ratio, a gauge for risk-on/risk-off, is stuck in a resistance range, similar to what occurred in 2017-2018 when market volatility increased.
    • WTI Crude Oil broke above a decade-long resistance level at $105/bbl and faces stronger resistance near the 2008 price high at $147/bbl-$150/bbl.
    • The recent decline in stocks relative to commodities is starting to stabilize, although failure to hold a decade-long uptrend indicates further downside in the ratio, especially if bond yields continue to rise.

    Visit www.danteesoutlook.com for more info.

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Commodity Market Update, 2Q 2022 Damanick dantes 00:03:46 In this month’s episode I’ll provide a brief outlook for commodity markets from our strategy desk. Oil was the clear winner over the past three months, which accounted for most of the gains in the broad commodity index. Most price signals have extended into overbought territory, although pullbacks could be temporary over the next quarter. Elsewhere, metals have stabilized and oversold signals could present buying opportunities. ​​Over the short-term commodity prices should trade at a premium given supply risk and geopolitical issues. Long-term (two-three years), the effects of slowing economic growth as a result of tighter monetary policy and inflation could weigh on commodity prices, especially as recession signals advance. In this month’s episode I’ll provide a brief outlook for commodity markets from our strategy desk. Oil was the clear winner over the past three months, which accounted for most of the gains in the broad commodity index. Most price signals have extended into overbought territory, although pullbacks could be temporary over the next quarter. Elsewhere, metals have stabilized and oversold signals could present buying opportunities. ​​Over the short-term commodity prices should trade at a premium given supply risk and geopolitical issues. Long-term (two-three years), the effects of slowing economic growth as a result of tighter monetary policy and inflation could weigh on commodity prices, especially as recession signals advance. quant, risk, trading, portfolio management, oil, technical analysis, commodity prices, ukraine, russia, recession, inflation, macro, gold, geopolitical, metals, cmt, commodities trading, economics, damanick dantes, dantes, commodities, hedge fund, energy, agriculture, investing, damanick, copper, dantes outlook, volatility false full 18     a3a561f6-01f0-4f67-826a-0eca8a45cae3 Investing During Geopolitical Conflict and Rising Rates In the December podcast, we warned that 2022 could resemble 2018 – a year when the Federal Reserve tried to taper, which triggered a mini stock market crash. And now, we start the year with great turbulence. This time, however, a mix of macroeconomic and geopolitical risk emanating from Russia and Ukraine have kept investors on edge.  

    And of course, the threat of rising inflation lingers. Supply chain disruptions and record low inventories contributed to a surge in prices. But fighting inflation by raising rates comes at the expense of slowing economic growth. 

    To help us unpack these developments, we turn to Lev Borodovsky, the editor of The Daily Shot newsletter. Geopolitics

    ​Topics discussed:

    • Update on the Russia-Ukraine conflict, and its impact on markets
    • European energy crisis
    • ECB response and inflation expectations
    • Commodity price outlook
    • Fed policy and inflation/growth
    • Expected returns: equities and Treasury hedge

    --

    Feel free to reach out to learn more about Dantes Outlook and our investment strategies here.

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Wed, 9 Mar 2022 03:04:00 +0000 damanick@dantesoutlook.com (lev borodovsky, Damanick Dantes) https://dantesoutlook.simplecast.com/episodes/investing-during-geopolitical-conflict-and-rising-rates-jEtlhA88 In the December podcast, we warned that 2022 could resemble 2018 – a year when the Federal Reserve tried to taper, which triggered a mini stock market crash. And now, we start the year with great turbulence. This time, however, a mix of macroeconomic and geopolitical risk emanating from Russia and Ukraine have kept investors on edge.  

    And of course, the threat of rising inflation lingers. Supply chain disruptions and record low inventories contributed to a surge in prices. But fighting inflation by raising rates comes at the expense of slowing economic growth. 

    To help us unpack these developments, we turn to Lev Borodovsky, the editor of The Daily Shot newsletter. Geopolitics

    ​Topics discussed:

    • Update on the Russia-Ukraine conflict, and its impact on markets
    • European energy crisis
    • ECB response and inflation expectations
    • Commodity price outlook
    • Fed policy and inflation/growth
    • Expected returns: equities and Treasury hedge

    --

    Feel free to reach out to learn more about Dantes Outlook and our investment strategies here.

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Investing During Geopolitical Conflict and Rising Rates lev borodovsky, Damanick Dantes 00:25:47 Dr. Lev Borodovsky, editor of The Daily Shot newsletter returns to the show to help us unpack geopolitical and macroeconomic developments. The threat of rising inflation, slowing economic growth, and conflicts in Russia and Ukraine have kept investors on edge. But over time, markets can adjust to higher volatility as valuations normalize. Lev has been busy gathering insight across Wall Street – a great value to our listeners and investors! Make sure to subscribe to The Daily Shot. Dr. Lev Borodovsky, editor of The Daily Shot newsletter returns to the show to help us unpack geopolitical and macroeconomic developments. The threat of rising inflation, slowing economic growth, and conflicts in Russia and Ukraine have kept investors on edge. But over time, markets can adjust to higher volatility as valuations normalize. Lev has been busy gathering insight across Wall Street – a great value to our listeners and investors! Make sure to subscribe to The Daily Shot. macroeconomics, finance, geopolitics, trading, portfolio management, oil, ukraine, russia, inflation, europe, investment strategy, lev borodovsky, the daily shot, natural gas, value, federal reserve, war, economics, damanick dantes, commodities, hedge fund, investing, dantes outlook, stocks, bonds, volatility false full 17     73fa0cf1-65c2-4086-9b26-5dd5e37671ff Carry Trades and Volatility Shocks Tim explains that carry trades (borrowing at low interest rates to finance higher-yield investments, and assuming market stability), are behind recurring booms and busts. Tim and his fellow authors argue that market crashes are not the result of economic recessions – rather, market crashes cause recessions. 

    Currently, there is risk of another carry crash, which was in development before the Russia-Ukraine crisis.

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Thu, 24 Feb 2022 22:46:59 +0000 damanick@dantesoutlook.com (Tim Lee, Damanick Dantes) https://dantesoutlook.simplecast.com/episodes/carry-trades-and-volatility-shocks-n7LyqgPy Tim explains that carry trades (borrowing at low interest rates to finance higher-yield investments, and assuming market stability), are behind recurring booms and busts. Tim and his fellow authors argue that market crashes are not the result of economic recessions – rather, market crashes cause recessions. 

    Currently, there is risk of another carry crash, which was in development before the Russia-Ukraine crisis.

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Carry Trades and Volatility Shocks Tim Lee, Damanick Dantes 01:06:32 Today, we’re talking about volatility. It’s well known that markets ebb and flow, but over the past 25 years or so, there has been a pattern of spectacular rises and crashes. And that comes at the expense of decaying economic growth and central banks becoming the leaders of last resort. To understand why this is happening, we turn to Tim Lee, the author of The Rise of Carry. Today, we’re talking about volatility. It’s well known that markets ebb and flow, but over the past 25 years or so, there has been a pattern of spectacular rises and crashes. And that comes at the expense of decaying economic growth and central banks becoming the leaders of last resort. To understand why this is happening, we turn to Tim Lee, the author of The Rise of Carry. finance, geopolitics, ukraine, russia, recession, inflation, central bank, author, gold, economics, commodities, carry trade, financial crisis, hedge, investing, interest rates, portfolio, stocks, markets, volatility false full 16     11382a32-f81b-4670-b5e5-4536834b17fe Commodity Market Update, 1Q 2022 Commodity rally appears overbought, expect some pullbacks

    The commodity price rally appears to be slowing, which could point to lower returns this year. Several overbought signals were confirmed over the past few months, especially in natural gas, which declined more than 30% in Q4. As expected, the dispersion in commodity returns narrowed over the past quarter as earlier declines in metals and agriculture stabilized. The US dollar remains a wildcard, which has strengthened along with commodities over the past few months. Meanwhile, commodity currencies such as the Australian and Canadian dollar have lagged the upside in commodities. 

    Trading performance was positive in Q4, which made up for some losses in Q3. Short natural gas was the best performing trade, while a short-term buy in soybean oil detracted from gains. Overall performance in 2021 was positive, although most of the strategy’s gains were realized in the fourth quarter of 2020 around the start of the commodity rally. Recent volatility has led to choppy trading conditions, which means the strategy will be more selective with positions.

    Read the full report here

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Tue, 4 Jan 2022 23:11:17 +0000 damanick@dantesoutlook.com (Damanick Dantes) https://dantesoutlook.simplecast.com/episodes/commodity-market-update-1q-2022-6WmzdV_W Commodity rally appears overbought, expect some pullbacks

    The commodity price rally appears to be slowing, which could point to lower returns this year. Several overbought signals were confirmed over the past few months, especially in natural gas, which declined more than 30% in Q4. As expected, the dispersion in commodity returns narrowed over the past quarter as earlier declines in metals and agriculture stabilized. The US dollar remains a wildcard, which has strengthened along with commodities over the past few months. Meanwhile, commodity currencies such as the Australian and Canadian dollar have lagged the upside in commodities. 

    Trading performance was positive in Q4, which made up for some losses in Q3. Short natural gas was the best performing trade, while a short-term buy in soybean oil detracted from gains. Overall performance in 2021 was positive, although most of the strategy’s gains were realized in the fourth quarter of 2020 around the start of the commodity rally. Recent volatility has led to choppy trading conditions, which means the strategy will be more selective with positions.

    Read the full report here

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Commodity Market Update, 1Q 2022 Damanick Dantes 00:03:10 Happy new year! In this episode, I'll provide an overview of commodity market performance in Q4 and expectations going forward. The commodity price rally appears to be slowing, which could point to lower returns this year. The copper/gold ratio, a gauge for risk-on/risk-off, is testing resistance similar to 2018, which preceded pullbacks across risk assets including equities and commodities. Happy new year! In this episode, I'll provide an overview of commodity market performance in Q4 and expectations going forward. The commodity price rally appears to be slowing, which could point to lower returns this year. The copper/gold ratio, a gauge for risk-on/risk-off, is testing resistance similar to 2018, which preceded pullbacks across risk assets including equities and commodities. futures trading, finance, systematic trading, oil, technical analysis, commodity trading, commodity, macro, trading strategy, trading process, natural gas, global markets, investments, commodities, agriculture false full 15     31f5292d-29c6-4795-9117-06fbed5f15ff Venture Capital Investing with Lydia Idem FM Capital Group website

    Twitter: faithmight 

    Lydia's LinkedIn

    Show notes

    • We discussed Lydia's background in computer science and how she pivoted into trading and investing.
    • Lydia started blogging and engaged with a community of traders online.
    • She eventually started her own investment advisory firm, FM Capital Group, to apply her analysis and make investment decisions on behalf of clients.
    • We discussed the importance of investor suitability and how FM Capital Group blends private and public markets to build  client portfolios.
    • Lydia talked about her hands-on process to align client expectations with portfolio performance over the long-term.
    • Opportunities in Africa's expanding middle class and the robust secondary market, which is often misunderstood. 
      • "Go into private markets with the aim of making more than one investment in companies that can create tremendous value over the next 10 years," Lydia said. Local investors are already active, and global players are entering the ecosystem. 

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Mon, 20 Dec 2021 18:45:25 +0000 damanick@dantesoutlook.com (Damanick Dantes, Lydia Idem) https://dantesoutlook.simplecast.com/episodes/venture-capital-investing-with-lydia-idem-2a3qG8uJ FM Capital Group website

    Twitter: faithmight 

    Lydia's LinkedIn

    Show notes

    • We discussed Lydia's background in computer science and how she pivoted into trading and investing.
    • Lydia started blogging and engaged with a community of traders online.
    • She eventually started her own investment advisory firm, FM Capital Group, to apply her analysis and make investment decisions on behalf of clients.
    • We discussed the importance of investor suitability and how FM Capital Group blends private and public markets to build  client portfolios.
    • Lydia talked about her hands-on process to align client expectations with portfolio performance over the long-term.
    • Opportunities in Africa's expanding middle class and the robust secondary market, which is often misunderstood. 
      • "Go into private markets with the aim of making more than one investment in companies that can create tremendous value over the next 10 years," Lydia said. Local investors are already active, and global players are entering the ecosystem. 

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Venture Capital Investing with Lydia Idem Damanick Dantes, Lydia Idem 00:32:53 In this month’s episode, we’re joined by Lydia Idem, an investment advisor and venture capital fund manager. Lydia has founded, advised and invested in startups for the past 25 years. And recently, Lydia expanded her portfolio into Africa. We discussed investment trends and how she plans to make a bigger footprint on the continent. In this month’s episode, we’re joined by Lydia Idem, an investment advisor and venture capital fund manager. Lydia has founded, advised and invested in startups for the past 25 years. And recently, Lydia expanded her portfolio into Africa. We discussed investment trends and how she plans to make a bigger footprint on the continent. global investing, vc, africa, trading, portfolio management, venture capital, africa investing, fm capital group, lydia idem, investing, emerging markets, vc investing false full 14     e115c8b5-dcb2-4147-a269-b9acf933bbf4 Technical Methods and Market Signals Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. She is the managing partner of Fairlead Strategies, a technical research firm. Here is a brief rundown of our conversation. 

    • Started with a strong affinity for mathematics given the need for concise analysis – a binary takeaway that can be applied to markets.
    • Technical analysis provides a visual element to help understand the markets, driven solely by price action.
    • Worked as an analyst under mentors who taught her about different indicators and tools, which she combined in order to provide value as a trader and then later as a researcher. Consistency is key.
    • Fairlead uses a collection of indicators to provide buy and sell signals. The real upside is in the uptrend, although certain momentum gauges can determine when trends are accelerating or ending. 
    • Katie is monitoring initial signs of upside exhaustion in the S&P 500 despite positive seasonal influences at the moment. A higher volatility regime could unfold next year, similar to 2018, a rangebound year which benefitted investors with a more intermediate-term timeframe. 

     

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Tue, 23 Nov 2021 20:57:40 +0000 damanick@dantesoutlook.com (Damanick Dantes, Katie Stockton) https://dantesoutlook.simplecast.com/episodes/technical-methods-and-outlook-for-2022-DYnQsyn_ Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. She is the managing partner of Fairlead Strategies, a technical research firm. Here is a brief rundown of our conversation. 

    • Started with a strong affinity for mathematics given the need for concise analysis – a binary takeaway that can be applied to markets.
    • Technical analysis provides a visual element to help understand the markets, driven solely by price action.
    • Worked as an analyst under mentors who taught her about different indicators and tools, which she combined in order to provide value as a trader and then later as a researcher. Consistency is key.
    • Fairlead uses a collection of indicators to provide buy and sell signals. The real upside is in the uptrend, although certain momentum gauges can determine when trends are accelerating or ending. 
    • Katie is monitoring initial signs of upside exhaustion in the S&P 500 despite positive seasonal influences at the moment. A higher volatility regime could unfold next year, similar to 2018, a rangebound year which benefitted investors with a more intermediate-term timeframe. 

     

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Technical Methods and Market Signals Damanick Dantes, Katie Stockton 00:15:01 Katie Stockton, managing partner of Fairlead Strategies, joined the show to discuss her disciplined process and market outlook for 2022. Katie is a Chartered Market Technician (CMT), who studies price action in order to identify market opportunities. We talked about the importance of filtering noise by combining a mix of trend and momentum signals, especially given increased uncertainty heading into the new year. Katie Stockton, managing partner of Fairlead Strategies, joined the show to discuss her disciplined process and market outlook for 2022. Katie is a Chartered Market Technician (CMT), who studies price action in order to identify market opportunities. We talked about the importance of filtering noise by combining a mix of trend and momentum signals, especially given increased uncertainty heading into the new year. finance, trading, portfolio management, technical analysis, quant trading, finance career, fairlead strategies, cmt, chartered market technician, katie stockton, investing, dantes outlook, stocks, markets false full 13     7f68dd9a-a80a-4a07-9cf5-2d79b148d4b3 Financial Inclusion for Gen Z João is a graduate of Babson College where he concentrated in finance. He also completed a venture capital program at the UC Berkeley Haas School of Business. João worked in investment banking at Itau BBA and worked in financial planning at Kraft Heinz. And before Z1, he co-founded Vereda, a start-up providing low-cost, high-quality K-12 education for Brazil’s middle class.

    We discussed the origins of Z1 and the importance of financial inclusion, especially for young adults. João also talks about his growth plans for Z1 after a series of fundraising. 

    WEBSITE: https://z1.app 

     

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Mon, 1 Nov 2021 20:27:22 +0000 damanick@dantesoutlook.com (Damanick Dantes, Joao Pedro Thompson) https://dantesoutlook.simplecast.com/episodes/financial-inclusion-for-gen-z-K4fyJ0QY João is a graduate of Babson College where he concentrated in finance. He also completed a venture capital program at the UC Berkeley Haas School of Business. João worked in investment banking at Itau BBA and worked in financial planning at Kraft Heinz. And before Z1, he co-founded Vereda, a start-up providing low-cost, high-quality K-12 education for Brazil’s middle class.

    We discussed the origins of Z1 and the importance of financial inclusion, especially for young adults. João also talks about his growth plans for Z1 after a series of fundraising. 

    WEBSITE: https://z1.app 

     

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Financial Inclusion for Gen Z Damanick Dantes, Joao Pedro Thompson 00:25:40 In this month’s episode, we’ll take a break from the trading screen and talk about the next frontier in FinTech. For that, we head to Brazil, where we’re joined by João Pedro Thompson, co-founder of Z1, a financial app made exclusively for Brazil’s Gen Z population. In this month’s episode, we’ll take a break from the trading screen and talk about the next frontier in FinTech. For that, we head to Brazil, where we’re joined by João Pedro Thompson, co-founder of Z1, a financial app made exclusively for Brazil’s Gen Z population. financial inclusion, fintech, babson college, venture capital, startup, brazil economy, brazil, entrepreneurship, z1, digital banking, y combinator, z1 app, investing, emerging markets, gen z false full 12     b42848df-7cf3-4671-881c-b0ac24cb0862 Q4 Commodity Market Guide Access the commodity market report here

    The broad commodity complex continues to rally after breaking above a decade-long downtrend. However, underlying returns are mixed, with natural gas, oats, coffee, and cotton leading the way higher, while industrial commodities such as platinum and palladium sold off in the third quarter. Indicators suggest the divergence in returns could narrow in the months ahead as leaders appear significantly overbought relative to laggards. ​

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Wed, 6 Oct 2021 20:08:00 +0000 damanick@dantesoutlook.com (Damanick Dantes) https://dantesoutlook.simplecast.com/episodes/q4-commodity-guide-LAe4kOkn Access the commodity market report here

    The broad commodity complex continues to rally after breaking above a decade-long downtrend. However, underlying returns are mixed, with natural gas, oats, coffee, and cotton leading the way higher, while industrial commodities such as platinum and palladium sold off in the third quarter. Indicators suggest the divergence in returns could narrow in the months ahead as leaders appear significantly overbought relative to laggards. ​

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Q4 Commodity Market Guide Damanick Dantes 00:01:54 Here is a brief market outlook from the trading desk. The broad commodity complex continues to rally after breaking above a decade-long downtrend. Indicators suggest the divergence in returns could narrow in the months ahead as leaders appear significantly overbought relative to laggards. ​ ​ Market guide here: https://www.dantesoutlook.com/reports.html Here is a brief market outlook from the trading desk. The broad commodity complex continues to rally after breaking above a decade-long downtrend. Indicators suggest the divergence in returns could narrow in the months ahead as leaders appear significantly overbought relative to laggards. ​ ​ Market guide here: https://www.dantesoutlook.com/reports.html futures trading, trading, oil, technical analysis, commodity, macro, natural gas, gold, global markets, commodities trading, commodities, energy, agriculture, investing, markets false full 11     1525e2db-7fad-4df9-8787-81a895bfc0b5 Tactical Idea Generation Visit MarketDesk Research to find out more about their service.

    Connect with the MDR Team:

    Matt Clements

    Jon Clements

    • Matt discussed his roots in St.Louis, MO and what drew him to accounting.
    • We unwrapped MDR's evidenced-based research process and how to filter out market noise.
    • Matt walked us through how MDR uses tactical signals to construct model portfolios.
    • Lastly, we discussed MDR's favorable outlook on Chinese equities relative to the EM basket and other ideas.

    Join the Dantes Outlook LinkedIn page!

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Wed, 25 Aug 2021 00:23:00 +0000 damanick@dantesoutlook.com (matt clements, damanick dantes) https://dantesoutlook.simplecast.com/episodes/tactical-idea-generation-sJlGgJvZ Visit MarketDesk Research to find out more about their service.

    Connect with the MDR Team:

    Matt Clements

    Jon Clements

    • Matt discussed his roots in St.Louis, MO and what drew him to accounting.
    • We unwrapped MDR's evidenced-based research process and how to filter out market noise.
    • Matt walked us through how MDR uses tactical signals to construct model portfolios.
    • Lastly, we discussed MDR's favorable outlook on Chinese equities relative to the EM basket and other ideas.

    Join the Dantes Outlook LinkedIn page!

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Tactical Idea Generation matt clements, damanick dantes 00:16:27 On this month’s episode, we’re joined by Matt Clements, managing director of MarketDesk Research (MDR), an investment research service for wealth managers and institutional investors. Matt co-founded MDR with his brother, Jon Clements, who previously worked at Goldman Sachs on the investment research team. We’ll hear about their evidenced-based research process and market outlook given uncertainty regarding Fed policy and inflation. On this month’s episode, we’re joined by Matt Clements, managing director of MarketDesk Research (MDR), an investment research service for wealth managers and institutional investors. Matt co-founded MDR with his brother, Jon Clements, who previously worked at Goldman Sachs on the investment research team. We’ll hear about their evidenced-based research process and market outlook given uncertainty regarding Fed policy and inflation. trading, st.louis, portfolio management, jon clements, asset allocation, risk management, inflation, matt clements, china, damanick dantes, hedge fund, equities, investing, marketdesk research, dantes outlook, stocks, markets false full 10     9043e36e-2b58-44bf-b6e9-6daa1cbf6fef Community Leadership with Beth Wright For our global audience of traders and investors, I figured we take a step back and learn about the importance of looking at the world beyond your work screen. 

    Beth is based in Hong Kong and is also a board advisor to the Women in Finance Asia Committee which provides networking and skills based events for men and women in the finance industry.  

    We discussed the importance of volunteer work, self improvement, and leadership lessons for the next generation of leaders in finance.

    Beth's fitness company: https://www.bfit-thewrightway.com

    Pathfinders: https://www.pathfinders.org.hk/en/

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Sun, 11 Jul 2021 21:47:50 +0000 damanick@dantesoutlook.com (Damanick Dantes, Beth Wright) https://dantesoutlook.simplecast.com/episodes/community-leadership-with-beth-wright-8KPuEdvP For our global audience of traders and investors, I figured we take a step back and learn about the importance of looking at the world beyond your work screen. 

    Beth is based in Hong Kong and is also a board advisor to the Women in Finance Asia Committee which provides networking and skills based events for men and women in the finance industry.  

    We discussed the importance of volunteer work, self improvement, and leadership lessons for the next generation of leaders in finance.

    Beth's fitness company: https://www.bfit-thewrightway.com

    Pathfinders: https://www.pathfinders.org.hk/en/

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Community Leadership with Beth Wright Damanick Dantes, Beth Wright 00:23:45 On this month’s episode, we’re joined by Beth Wright, director and senior legal counsel at Julius Baer, an international wealth management firm. We’ll learn about Beth’s work in supporting migrant mothers and children who are part of a valuable workforce in Asia. And then we’ll discuss Beth’s passion for fitness and lifelong learning, which can be useful for all busy professionals. On this month’s episode, we’re joined by Beth Wright, director and senior legal counsel at Julius Baer, an international wealth management firm. We’ll learn about Beth’s work in supporting migrant mothers and children who are part of a valuable workforce in Asia. And then we’ll discuss Beth’s passion for fitness and lifelong learning, which can be useful for all busy professionals. julius baer, community development, finance, productivity, lifestyle, trading, asia, beth wright, self improvement, women finance, hong kong, leadership, damanick dantes, fitness, hedge fund, migrant workers, volunteer, investing, lawyer, markets false full 9     25257ad2-deb2-4c33-afa7-c94819dab528 Q2 Market Report
  • A bounce in the U.S. dollar could reduce inflationary pressures into the second-half of the year. However, upside remains limited after breaking a decade long uptrend last year. 
  • Commodities, including oil and metals are testing initial resistance, while corn and soybeans suffered sharp declines recently. Pullbacks are expected to continue over the short-term, which could provide timely entry points along the broader commodity upcycle.
  • The copper/gold ratio, an important gauge of risk-on vs. risk-off, is also testing resistance, but has broken above a decade long downtrend from last year.
  • The stock/bond ratio appears stretched, which could trigger some Treasury shorts to unwind positions if volatility rises into Q3. 
  • For now, the S&P 500 is holding support above the 50-day moving average, led by tech and consumer discretionary stocks. The growth trade should continue as the CBOE Volatility Index (VIX) drifts towards support at 12.

    • Full report here: https://www.dantesoutlook.com/reports.html 

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Wed, 30 Jun 2021 15:46:18 +0000 damanick@dantesoutlook.com (Damanick Dantes) https://dantesoutlook.simplecast.com/episodes/q2-market-report-RNWPElzA
  • A bounce in the U.S. dollar could reduce inflationary pressures into the second-half of the year. However, upside remains limited after breaking a decade long uptrend last year. 
  • Commodities, including oil and metals are testing initial resistance, while corn and soybeans suffered sharp declines recently. Pullbacks are expected to continue over the short-term, which could provide timely entry points along the broader commodity upcycle.
  • The copper/gold ratio, an important gauge of risk-on vs. risk-off, is also testing resistance, but has broken above a decade long downtrend from last year.
  • The stock/bond ratio appears stretched, which could trigger some Treasury shorts to unwind positions if volatility rises into Q3. 
  • For now, the S&P 500 is holding support above the 50-day moving average, led by tech and consumer discretionary stocks. The growth trade should continue as the CBOE Volatility Index (VIX) drifts towards support at 12.

    • Full report here: https://www.dantesoutlook.com/reports.html 

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Q2 Market Report Damanick Dantes 00:02:16 Here is a brief market outlook from the trading desk. Stocks and commodities continued to rise in Q2, but upside appears limited into Q3 as seasonal weakness unfolds. For now, breakouts in cyclical and growth sectors suggests long opportunities remain for stock pickers and trend strategies. Inflation expectations appear stretched, which typically precedes a decline in commodity prices. Risk assets will likely experience near-term weakness, but could eventually hold lower support levels given long-term breakouts. Here is a brief market outlook from the trading desk. Stocks and commodities continued to rise in Q2, but upside appears limited into Q3 as seasonal weakness unfolds. For now, breakouts in cyclical and growth sectors suggests long opportunities remain for stock pickers and trend strategies. Inflation expectations appear stretched, which typically precedes a decline in commodity prices. Risk assets will likely experience near-term weakness, but could eventually hold lower support levels given long-term breakouts. finance, trading, portfolio management, oil, technical analysis, inflation, macro, gold, economics, commodities, hedge fund, energy, equities, investing, stocks, bonds, markets, volatility false full 8     57a25fe7-5dad-4a53-996d-5e6b4da8f55a Generating Wealth For The Caribbean Diaspora Cedric and Phil discussed the story behind PTG, current services and types of clients they work with. We also covered technical analysis and how it is used to manage risk across portfolios. 

    Learn more about our combined trading strategies here: https://www.dantesoutlook.com/trading-team.html 

    Website: https://www.philthegap.co 

    LinkedIn: https://www.linkedin.com/company/philthegap/ 

    Instagram: https://www.instagram.com/philthegaptt/

     

     

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Tue, 11 May 2021 21:58:33 +0000 damanick@dantesoutlook.com (Philip williams, Cedric Thompson, Damanick Dantes) https://dantesoutlook.simplecast.com/episodes/generating-wealth-for-the-caribbean-diaspora-q3CzsVch Cedric and Phil discussed the story behind PTG, current services and types of clients they work with. We also covered technical analysis and how it is used to manage risk across portfolios. 

    Learn more about our combined trading strategies here: https://www.dantesoutlook.com/trading-team.html 

    Website: https://www.philthegap.co 

    LinkedIn: https://www.linkedin.com/company/philthegap/ 

    Instagram: https://www.instagram.com/philthegaptt/

     

     

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Generating Wealth For The Caribbean Diaspora Philip williams, Cedric Thompson, Damanick Dantes 00:21:38 In this month's podcast, we're joined by Cedric Thompson and Philip Williams of Phil The Gap (PTG), a financial and investment management firm based in Trinidad & Tobago. We discussed the unique needs of the Caribbean diaspora and how a disciplined investment process can generate wealth. Further, the partnership between PTG and Dantes Outlook utilizes technical and analysis to manage multi-asset trading portfolios – an alternative source of return for clients across the globe. In this month's podcast, we're joined by Cedric Thompson and Philip Williams of Phil The Gap (PTG), a financial and investment management firm based in Trinidad & Tobago. We discussed the unique needs of the Caribbean diaspora and how a disciplined investment process can generate wealth. Further, the partnership between PTG and Dantes Outlook utilizes technical and analysis to manage multi-asset trading portfolios – an alternative source of return for clients across the globe. trinidad, wealth management, finance, west indies, trading, investment management, portfolio management, caribbean, technical analysis, asset management, caribbean diaspora, commodities, personal finance, financial management, investing, stocks, markets false full 7     b7cf0989-d2af-4499-b01c-844d0e615a63 Q1 Market Outlook: Reflation Pause
  • The copper/gold ratio is used as a barometer for risk-on versus risk-off. The ratio is now testing long-term resistance, which could signal a pull-back in the reflation trade.
  • Equities are still preferred over bonds, especially given a series of relative breakouts in the SPY/TLT ratio. However, it appears that long-duration bonds are deeply oversold, which means Treasury yields could recede over the short-term. 
  • US growth stocks are oversold versus value stocks, but the broader uptrend is shifting downward. For now, upside appears limited for momentum stocks, particularly concentrated in the tech sector. 
  • Healthcare and biotech, although lagging in terms of relative strength, have held support on shorter time frames.
  • The broad commodities complex has reached our initial upside target (similar to the late 1990s in the Dow Jones Commodities Index). Downside should be limited amid seasonal weakness, and we expect the global economic recovery to keep buyers active at lower support levels. 

    • Learn more about our managed account offerings at www.dantesoutlook.com

    And stay tuned for a special guest interview later this month.

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Mon, 5 Apr 2021 14:33:28 +0000 damanick@dantesoutlook.com (Damanick Dantes) https://dantesoutlook.simplecast.com/episodes/q1-market-outlook-reflation-pause-H5JgzrQK
  • The copper/gold ratio is used as a barometer for risk-on versus risk-off. The ratio is now testing long-term resistance, which could signal a pull-back in the reflation trade.
  • Equities are still preferred over bonds, especially given a series of relative breakouts in the SPY/TLT ratio. However, it appears that long-duration bonds are deeply oversold, which means Treasury yields could recede over the short-term. 
  • US growth stocks are oversold versus value stocks, but the broader uptrend is shifting downward. For now, upside appears limited for momentum stocks, particularly concentrated in the tech sector. 
  • Healthcare and biotech, although lagging in terms of relative strength, have held support on shorter time frames.
  • The broad commodities complex has reached our initial upside target (similar to the late 1990s in the Dow Jones Commodities Index). Downside should be limited amid seasonal weakness, and we expect the global economic recovery to keep buyers active at lower support levels. 

    • Learn more about our managed account offerings at www.dantesoutlook.com

    And stay tuned for a special guest interview later this month.

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Q1 Market Outlook: Reflation Pause Damanick Dantes 00:02:37 Here is a brief market outlook from the trading desk. Our positioning suggests a pause in the reflation trade as upside momentum slows. Trades have been range-bound over the past two weeks as uptrends in commodities and equities (from Q4-Q1) stall. Buyers should return at lower support levels, consistent with the macro recovery. Read the full report here: https://lnkd.in/eDYpYXx Here is a brief market outlook from the trading desk. Our positioning suggests a pause in the reflation trade as upside momentum slows. Trades have been range-bound over the past two weeks as uptrends in commodities and equities (from Q4-Q1) stall. Buyers should return at lower support levels, consistent with the macro recovery. Read the full report here: https://lnkd.in/eDYpYXx trading, portfolio management, technical analysis, inflation, macro, economics, reflation, commodities, equities, investing, dantes outlook, stocks false full 6     f3b46ee5-d25d-4ead-ac8c-a5ce0ef14742 Wealth Management for Athletes GAVIN Group's website: https://gavingroup.ca 

    --

    Topics discussed

    What happens during the post-athlete transition?

    The importance of maintaining a support network on and off the ice

    Current challenges facing athletes (salary caps, taxes, pay disparities, deferrals)

    Managing financial uncertainty

    A glimpse into the hockey industry in Canada - its importance, culture, and what makes an athlete such a unique client? 

    Matt's current market views (Canadian equities, cannabis industry), and how he balances risk and return

    --

    Visit DantesOutlook.com for updates on multi-asset trading strategies. 

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Tue, 16 Feb 2021 05:00:00 +0000 damanick@dantesoutlook.com (Damanick Dantes, Matthew Bacchiochi) https://dantesoutlook.simplecast.com/episodes/wealth-management-for-athletes-fUj2Egjj GAVIN Group's website: https://gavingroup.ca 

    --

    Topics discussed

    What happens during the post-athlete transition?

    The importance of maintaining a support network on and off the ice

    Current challenges facing athletes (salary caps, taxes, pay disparities, deferrals)

    Managing financial uncertainty

    A glimpse into the hockey industry in Canada - its importance, culture, and what makes an athlete such a unique client? 

    Matt's current market views (Canadian equities, cannabis industry), and how he balances risk and return

    --

    Visit DantesOutlook.com for updates on multi-asset trading strategies. 

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Wealth Management for Athletes Damanick Dantes, Matthew Bacchiochi 00:20:24 On this month’s episode, we’re joined by Matthew Bacchiochi, vice president and portfolio manager of GAVIN Hockey Wealth Specialists. We discussed Matt’s background and investment process, including the unique approach that GAVIN takes when managing the wealth of Canadian hockey players. For more than 20 years, Matt has been coordinating the financial affairs of NHL players and high net-worth individuals. He co-founded GAVIN in 2003 with Stewart Gavin and established the firm’s investment philosophy. On this month’s episode, we’re joined by Matthew Bacchiochi, vice president and portfolio manager of GAVIN Hockey Wealth Specialists. We discussed Matt’s background and investment process, including the unique approach that GAVIN takes when managing the wealth of Canadian hockey players. For more than 20 years, Matt has been coordinating the financial affairs of NHL players and high net-worth individuals. He co-founded GAVIN in 2003 with Stewart Gavin and established the firm’s investment philosophy. wealth management, finance, sports, taxes, portfolio management, financial planning, hockey, canada, cannabis, personal finance, investing, athlete, stocks, markets, invest false full 5     53f7a592-3ddb-40f9-8da1-6f6ccc3b6866 Global Macro: Unpacking the Reflation Trade Topics discussed:

    • History of The Daily Shot newsletter
    • Lev's process for finding relevant info and scanning markets.
    • Equity valuations and remaining opportunities.
    • The reflation trade.
      • Pros and cons of rising inflation from both a market and economic perspective. (level vs. speed)
      • The Fed's strategy to get ahead of an inflation surprise.
      • Implications for the credit market given high corporate bond issuance.
    • Inflation outlook for Europe and Japan.
    • Economic improvements in LatAm and other emerging markets.
      • Benefits from export growth.
      • Agriculture markets and other commodities starting the next up-cycle.
    • The endgame for QE/MMT/gov debt binge.
      • "Forced to continue fiscal expansion in light of massive debt and low yields, but becoming too reliant on this could hammer the economic recovery."
    • Speculative environment in cryptocurrencies.

    Subscribe to Lev's newsletter at www.thedailyshot.com

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Sun, 10 Jan 2021 19:58:46 +0000 damanick@dantesoutlook.com (Lev Borodovsky) https://dantesoutlook.simplecast.com/episodes/global-macro-unpacking-the-reflation-trade-p4Xi4_gw Topics discussed:

    • History of The Daily Shot newsletter
    • Lev's process for finding relevant info and scanning markets.
    • Equity valuations and remaining opportunities.
    • The reflation trade.
      • Pros and cons of rising inflation from both a market and economic perspective. (level vs. speed)
      • The Fed's strategy to get ahead of an inflation surprise.
      • Implications for the credit market given high corporate bond issuance.
    • Inflation outlook for Europe and Japan.
    • Economic improvements in LatAm and other emerging markets.
      • Benefits from export growth.
      • Agriculture markets and other commodities starting the next up-cycle.
    • The endgame for QE/MMT/gov debt binge.
      • "Forced to continue fiscal expansion in light of massive debt and low yields, but becoming too reliant on this could hammer the economic recovery."
    • Speculative environment in cryptocurrencies.

    Subscribe to Lev's newsletter at www.thedailyshot.com

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Global Macro: Unpacking the Reflation Trade Lev Borodovsky 00:53:18 On this month’s episode, we’re joined by Dr. Lev Borodovsky, editor of The Daily Shot, a graphical newsletter highlighting macro themes around the world. We discussed the global growth and inflation backdrop, and what it means for credit markets and equities. On this month’s episode, we’re joined by Dr. Lev Borodovsky, editor of The Daily Shot, a graphical newsletter highlighting macro themes around the world. We discussed the global growth and inflation backdrop, and what it means for credit markets and equities. global macro, finance, trading, portfolio management, asset allocation, interest rate, inflation, macro, central bank, cryptocurrency, wsj, daily shot, economics, bitcoin, commodities, investing, emerging markets, stocks false full 4     e795dfd9-9092-4dce-843c-b022835175c5 Cryptocurrency Trading: Strategy Development and Institutional Involvement Bruce Powers is a trader and fellow chartered market technician (CMT) currently based in Florida. You can interact with him via Twitter or LinkedIn. 

    He has been involved in the financial markets for over 25 years. Bruce has an active media presence, including a column for Wealth Monitor magazine, where he covered commodities, forex, and global markets, and a separate weekly column for Gulf News, plus many more. And we look forward to his updates on the Dantes Outlook podcast throughout the year.

    --

    Visit DantesOutlook.com for updates on multi-asset trading strategies. 

     

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Wed, 16 Dec 2020 20:09:49 +0000 damanick@dantesoutlook.com (Damanick Dantes, Bruce Powers) https://dantesoutlook.simplecast.com/episodes/cryptocurrency-trading-strategy-development-and-instituional-involvement-wFU2PZ6v Bruce Powers is a trader and fellow chartered market technician (CMT) currently based in Florida. You can interact with him via Twitter or LinkedIn. 

    He has been involved in the financial markets for over 25 years. Bruce has an active media presence, including a column for Wealth Monitor magazine, where he covered commodities, forex, and global markets, and a separate weekly column for Gulf News, plus many more. And we look forward to his updates on the Dantes Outlook podcast throughout the year.

    --

    Visit DantesOutlook.com for updates on multi-asset trading strategies. 

     

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Cryptocurrency Trading: Strategy Development and Institutional Involvement Damanick Dantes, Bruce Powers 00:43:41 In this episode, we revisit a presentation by Bruce Powers, CMT which took place in April 2018 at a Dantes Outlook investment conference in New York. Bruce discussed his outlook on the cryptocurrency market, trading strategies and the inclusion of digital currencies in traditional asset management. It was a timely presentation that still matters for investors today. Firms such as Mass Mutual, Ruffer, and Guggenheim Investments are adopting bitcoin as an asset class. And there's growing interest in the investment advisor community. This means the cryptocurrency market is maturing, which will enable greater access for traders and investors. "The crypto market is unique. It's the first global market that truly operates 24/7. There is a strong herding behavior that drives price patterns in the crypto market. For traders, this creates an opportunity to utilize technical measurements," said Bruce in 2018. His optimism rested on evidence of institutional interest that continues to play out. On strategy, Bruce outlined the automation process of short-term directional positions. The presentation also stressed the need to analyze down-moves relative ​to up-moves in trading. In this episode, we revisit a presentation by Bruce Powers, CMT which took place in April 2018 at a Dantes Outlook investment conference in New York. Bruce discussed his outlook on the cryptocurrency market, trading strategies and the inclusion of digital currencies in traditional asset management. It was a timely presentation that still matters for investors today. Firms such as Mass Mutual, Ruffer, and Guggenheim Investments are adopting bitcoin as an asset class. And there's growing interest in the investment advisor community. This means the cryptocurrency market is maturing, which will enable greater access for traders and investors. "The crypto market is unique. It's the first global market that truly operates 24/7. There is a strong herding behavior that drives price patterns in the crypto market. For traders, this creates an opportunity to utilize technical measurements," said Bruce in 2018. His optimism rested on evidence of institutional interest that continues to play out. On strategy, Bruce outlined the automation process of short-term directional positions. The presentation also stressed the need to analyze down-moves relative ​to up-moves in trading. finance, ripple, trading, technical analysis, ethereum, digital currency, asset management, cryptocurrency, market psychology, cmt, crypto, blockchain, damanick dantes, dantes, bitcoin, bruce powers, investing, damanick, portfolio, markets, invest false full 3     a11e6a75-1221-4d7a-b3a6-e03797e0db35 Using Technical Analysis to Identify Market Turning Points Ideas discussed, heading into 2021:

    • TIPS approaching support (inflation protection)
    • 10-year Treasury yield in a bottoming process
    • Tech shows consistent leadership, but stellar gains are limited
    • Energy remains a laggard, but could soon offer value
    • S&P 500 consolidating along an uptrend
    • Bitcoin is breaking out, similar to 2017

    About Cedric

    Cedric hails from the Caribbean islands, where he pursued a bachelor of science degree in actuarial science. He then completed the CMT designation while working in the Republic of Trinidad and Tobago. 

    Afterwards, Cedric spent some time in England, where he completed an MBA at the Cass Business School. Back in Trinidad and Tobago, Cedric is currently a level 3 candidate for the chartered financial analyst (CFA) program. 

    He spent his investment management years working at the largest mutual fund company in the English-speaking Caribbean with about $3bn equivalent in assets under management. There, Cedric performed various duties of investment management including market analysis and portfolio management. He also launched the first tradable passively managed fund in the English-speaking Caribbean.

    Cedric is now an investment management strategist at a mutual fund company. And he is also involved in a startup, Phil the Gap, which provides financial and investment advice and education to the people of the Caribbean. 

    --

    Visit DantesOutlook.com for updates on multi-asset trading strategies. 

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Thu, 19 Nov 2020 06:33:54 +0000 damanick@dantesoutlook.com (Damanick Dantes, Cedric Thompson) https://dantesoutlook.simplecast.com/episodes/using-technical-analysis-to-identify-market-turning-points-eqtq7v2_ Ideas discussed, heading into 2021:

    • TIPS approaching support (inflation protection)
    • 10-year Treasury yield in a bottoming process
    • Tech shows consistent leadership, but stellar gains are limited
    • Energy remains a laggard, but could soon offer value
    • S&P 500 consolidating along an uptrend
    • Bitcoin is breaking out, similar to 2017

    About Cedric

    Cedric hails from the Caribbean islands, where he pursued a bachelor of science degree in actuarial science. He then completed the CMT designation while working in the Republic of Trinidad and Tobago. 

    Afterwards, Cedric spent some time in England, where he completed an MBA at the Cass Business School. Back in Trinidad and Tobago, Cedric is currently a level 3 candidate for the chartered financial analyst (CFA) program. 

    He spent his investment management years working at the largest mutual fund company in the English-speaking Caribbean with about $3bn equivalent in assets under management. There, Cedric performed various duties of investment management including market analysis and portfolio management. He also launched the first tradable passively managed fund in the English-speaking Caribbean.

    Cedric is now an investment management strategist at a mutual fund company. And he is also involved in a startup, Phil the Gap, which provides financial and investment advice and education to the people of the Caribbean. 

    --

    Visit DantesOutlook.com for updates on multi-asset trading strategies. 

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Using Technical Analysis to Identify Market Turning Points Damanick Dantes, Cedric Thompson 00:47:44 Cedric Thompson, CMT joins this month's episode to discuss his investment process and outlook into the year-end. Cedric hails from the Caribbean islands, and is currently an investment management strategist at a mutual fund company in the Republic of Trinidad and Tobago. As part of his mandate, he analyzes relative strength and momentum across sectors and asset classes. Cedric starts with a top-down view of capital markets, which forms the base case for investment decisions. To execute on those decisions, Cedric uses technical analysis to identify timely entry and exit points. Cedric Thompson, CMT joins this month's episode to discuss his investment process and outlook into the year-end. Cedric hails from the Caribbean islands, and is currently an investment management strategist at a mutual fund company in the Republic of Trinidad and Tobago. As part of his mandate, he analyzes relative strength and momentum across sectors and asset classes. Cedric starts with a top-down view of capital markets, which forms the base case for investment decisions. To execute on those decisions, Cedric uses technical analysis to identify timely entry and exit points. finance, trading, investment management, portfolio management, caribbean, technical analysis, investment strategy, trading strategy, financial markets, stocks, investment false full 2     bc413d87-0c0e-412b-a912-1e0582f31508 Managing Volatility And Protecting The Financial System Dantes Outlook provides portfolio advisory and trading strategies. On this podcast, we'll interview investment professionals. Our goal is to help both individuals and institutions realize global market opportunities and the factors that drive them. 

    --

    Learn more about Demand Derivatives

    Own part of the exchange! Invest in Demand Derivatives

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Fri, 16 Oct 2020 03:56:11 +0000 damanick@dantesoutlook.com (Robert Krause, Damanick Dantes) https://dantesoutlook.simplecast.com/episodes/managing-volatility-with-robert-krause-btX23JNo Dantes Outlook provides portfolio advisory and trading strategies. On this podcast, we'll interview investment professionals. Our goal is to help both individuals and institutions realize global market opportunities and the factors that drive them. 

    --

    Learn more about Demand Derivatives

    Own part of the exchange! Invest in Demand Derivatives

    The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

    Visit us at www.dantesoutlook.com

    ]]>     Managing Volatility And Protecting The Financial System Robert Krause, Damanick Dantes 00:44:37 On this month’s episode, we’re talking about volatility. Amidst a global pandemic, US elections, and Brexit wrangling, traders and investors are in for a wild Q4. And with extreme price moves becoming more common, the global financial system is increasingly at risk of rising trader defaults. But there's a way to balance risk and reward without excessive losses. Robert Krause, chairman and CEO of Demand Derivatives joined the podcast to discuss the mechanics of his unique volatility instruments. Demand Derivatives is a futures exchange and clearing house trading the world’s major asset classes in a creative new way. We discussed his instrument designs, pioneering blockchain technology, instant clearing, and default-free, fully collateralized positions that will challenge existing exchanges and clearing houses. On this month’s episode, we’re talking about volatility. Amidst a global pandemic, US elections, and Brexit wrangling, traders and investors are in for a wild Q4. And with extreme price moves becoming more common, the global financial system is increasingly at risk of rising trader defaults. But there's a way to balance risk and reward without excessive losses. Robert Krause, chairman and CEO of Demand Derivatives joined the podcast to discuss the mechanics of his unique volatility instruments. Demand Derivatives is a futures exchange and clearing house trading the world’s major asset classes in a creative new way. We discussed his instrument designs, pioneering blockchain technology, instant clearing, and default-free, fully collateralized positions that will challenge existing exchanges and clearing houses. trading, portfolio management, risk management, brexit, blockchain, commodities, elections, investing, financial markets, futures, stocks, markets, pandemic, volatility false full 1