The Post-Summer Market Rotation is Here | Weekly Roundup
Episode publishedPodcast: Forward GuidanceForward Guidance
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Gold looks like it's about to meaningfully be break out to all time highs. Long bond yields are going higher. US equities lower. Dollar lower. It does seem like some fundamental rotation's going up.
I think everyone starts thinking about how they're gonna wanna be positioned to the end of the year start starting in September. I don't think now is the time to really take, like, home run risk, but set yourself up for having, having some good swings later in September when things change.
This episode is brought to you by Vanex Semiconductor ETFs. You'll hear more about the Vanex Semiconductor ETF, ticker SMH, the largest semiconductor ETF, and its newer Vanex Fabless Semiconductor ETF, ticker SMHX, later in the show. Blockworks Digital Asset Summit, crypto's premier institutional event, is back in London this October. You've got top speakers from BlackRock, Circle, Coinbase, the UK Parliament, and Athena all under one roof. I'll be there as well hosting a live forward guidance episode with Quinn and a few others. So if you wanna see us record in the flesh or meet some of the o
What's up, dude? It's unfortunate. Quinn's out here. He's usually my punching bag. He's he's easy to rest.
He'd be taking last today with the market action going on. Yeah. Maybe that keep him humbling into the trade for a bit longer now that he can miss, you know, victory lapping it.
Exactly. So victory lapping it for about, I don't know, couple hours. But
Couple hours. Yeah.
We'll see how long it lasts.
We were saying before we start recording, but I always you know, we're, yeah, recording on the Friday into long Labor Day weekend through long weekend. And to me, always represents an interesting pivot moment just to think about the year so far and what comes next. Like, typically, into the summer, you know, you get the low vol regime, and it feels like whatever's happening just sort of continues. And we've just seen that grind up in in equities for a couple months now. And, you know, Vol is I don't even know where the VIX is, but probably pretty low, maybe at least before this pop. But, yeah,
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