The Macro SetUp Podcast with Guy Adami & Dan Nathan

by Dan November 10, 2020 1:26 pm • RR Podcast

Guy Adami and I are back with our weekly video podcast series The Macro SetUp brought you by our presenting sponsor IG US, one of North America’s fastest-growing foreign exchange brokers.

We had a very special guest this week, our dear friend Brian Kelly, CEO and Founder of BKCM LLC, a digital currency investment firm and of course our co-panelist on CNBC’s Fast Money.

We discussed the volatility surrounding the U.S. elections and previewed what’s left to come and how risk assets might react to the president’s instance on contesting the outcome, the Jan 5th Georgia Senate runoff for two seats that will determine whether the Senate flips or not, and of course the excitement about coronavirus vaccines.

BK goes deep on central bank interest rate policies, its impact on currencies and we spend some time at the end on his very special currency, you know the digital one… Bitcoin.

We hope you enjoy watching it as much as we do making it, please share on social media and comment on youtube or directly to us at contact@riskreversal.com.

Click below to watch and see our rundown and charts below the video.

 

Here are the charts used in the video:

Charts:
1. SPX
2. NDX
3. INDU (dow)
4. VIX
5. 10yr UST
6. 2-10 yr Spread
7. Gold
8. DXY (USD)
9. GBP/USD
10. Eur/USD
11.USD/Yen
11. Bitcoin 1yr
12. Bitcoin 5yr log chart
_______________________________________________
1. SPX 1yr
Screen Shot 2020-11-10 at 9.25.00 AM.png
2. NDX 1yr
Screen Shot 2020-11-10 at 9.26.18 AM.png
3. Down (INDU)
Screen Shot 2020-11-10 at 9.27.09 AM.png
4. VIX 1yr
Screen Shot 2020-11-10 at 9.28.05 AM.png
5. 10yr UST
Screen Shot 2020-11-10 at 9.29.03 AM.png
6. 5yr chart of 2-10 UST spead
Screen Shot 2020-11-10 at 9.30.34 AM.png
7. Gold 1yr chart
Screen Shot 2020-11-10 at 9.31.55 AM.png
8. DXY (USD)
Screen Shot 2020-11-10 at 9.35.05 AM.png
9. GBP/USD
Screen Shot 2020-11-10 at 9.33.19 AM.png
10. Eur/USD
Screen Shot 2020-11-10 at 9.34.16 AM.png
11.USD/Yen
Screen Shot 2020-11-10 at 9.36.11 AM.png
12. Bitcoin 1yr
Screen Shot 2020-11-10 at 9.37.00 AM.png
13. Bitcoin 5yr Log
Screen Shot 2020-11-10 at 8.36.31 AM.png
.