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American Carnage

In this Morning Run BFM podcast episode, Tony Nash justifies his pessimistic outlook of the US political environment on markets and the transition of the Reddit Army into a full-blown populist movement. Will this be a common theme in the US markets? And what does he mean about the 97% correlation between Bitcoin and gun sales?   This podcast first appeared and originally published at https://www.bfm.my/podcast/morning-run/market-watch/american-carnage on February 4, 2021.   ❗️ Check out more of our insights in featured in the CI Newsletter and QuickHit interviews with experts. ❗️ Discover how Complete Intelligence can help your company be more profitable with AI

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February 9, 2021

Joe Biden’s economic plans

  Tony Nash joins Rahul Tandon at the BBC Business Matters podcast and they discussed Joe Biden’s economic plans like the $15 minimum wage and stimulus packages. They also discussed the Covid vaccine supply chain and why some countries are getting them last. Also, what’s the future of Netflix, and lastly, what is Trump’s legacy?   This podcast was published on January 20, 2021 and the original source can be found at https://www.bbc.co.uk/sounds/play/w172x196dhr17jd   BBC Business Matters Description:   US president-elect Biden sets covid-19 stimulus package as early priority for presidency. As Janet Yellan begins her confirmation hearing as treasury

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January 21, 2021

Rotating Permanently into Cyclicals

In this Morning Run BFM episode, Tony Nash shares his views where equities are heading now that the 2020 Election has concluded. Will the new administration reverse China policies by Trump? Also, what is the implication to the world exports with a weaker USD and stronger CNY? Lastly on oil: what is its future? Will the rally continue? Does it have enough support?   This podcast first appeared and originally published at https://www.bfm.my/podcast/morning-run/market-watch/rotating-permanently-into-cyclicals on January 7, 2021.   ❗️ Check out more of our insights in featured in the CI Newsletter and QuickHit interviews with experts. ❗️ Discover how Complete Intelligence can help

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January 11, 2021

Work-from-home stocks a defensive play in 2021?

In this BFM episode, Tony Nash explains the defensive play of the WFH company Keane and how it compares to other tech stocks like Tesla? Also, will the good days for the financial and energy stocks continue? And how about the outlook for Sterling as the Brexit deal is being ironed out? Will the Pound appreciate or decline? And why there seems to be a never-ending trade war against China — now recently with Vietnam and Malaysia imposing tariffs on the Chinese steel?   This podcast first appeared and originally published at https://www.bfm.my/podcast/morning-run/market-watch/work-from-home-stocks-a-defensive-play-in-2021 on December 24, 2020.   ❗️ Check

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December 28, 2020

Electoral College Confirms Biden Win

Tony Nash joins Jamie Robertson at the BBC Business Matters podcast and they discussed mostly the US Election as the electoral college confirms Biden win. Or is it too early to tell? They also talked about the recent Google meltdown and why it shouldn’t be a surprise. Also, do Chinatowns around the world suffer because of the anti-China movement? What about the vaccine — will it help us get back to normal at last? And, what’s wrong with California and why do businesses and people move out of the state and to Texas?   This podcast was published on December

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December 17, 2020

IPO Season Has US Investors Agog, Again

Tony Nash is back in the BFM podcast to break down what´s happening in the US Market with IPOs like Doordash and AirBNB selling at a higher price than expected. What´s up with the tech stocks? It´s obviously IPO season, and what should investors do. Should they buy? Also discussed is the current oil price rally to the high 40s. What is the expectation or forecast for oil in the last month of 2020 and the first quarter of 2021 for oil?   This podcast first appeared and originally published at https://www.bfm.my/podcast/morning-run/market-watch/ipo-season-has-us-investors-agog-again on December 10, 2020.     BFM Description

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December 14, 2020
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