The Macro SetUp Podcast with Guy Adami & Dan Nathan

by Dan November 17, 2020 2:30 pm • RR Podcast

Guy Adami and I are back with the Macro SetUp brought to you by our presenting sponsor Nadex, the leading U.S. exchange in binary options, knockouts, and call spreads.

This week Guy and I are joined by a very special guest, our good friend Peter Boockvar, fellow CNBC contributor and the Chief Investment Officer of Bleakley Advisory Group, and the Editor of The Boock Report. At the end of the show, we are joined by Nadex’s Head of Business Development, Dan Cook who drops some knowledge on their products and services.

We discuss the post-election drama, what a rocky Presidental transition might mean for the distribution and ultimately the inoculation of our population with some of the recently announced coronavirus vaccines from Pfizer and Moderna. Peter gives us the 411 on the risks of easy monetary policy into what he thinks will be an economic boom once we have the pandemic in our rearview mirror and of course we hit the charts, SPX, VIX, NDX, RTY, 10yr UST, and DXY.

Please watch by clicking below, and if you enjoy it as much as we do making it please share with your friends on social media and comment on Youtube.

 

 

Here are my notes and charts for the video:

Guests: 

Peter Boockvar: Chief Investment Officer with Bleakley Advisory Group and Editor of The Boock Report
Dan Cook: NADEX Director of Business Development
Topics:
1. Election, Transition, Runoff
2. Virus Surge, Vaccine, and Therapy optimism. Timing.
3. Fiscal Stimulus and Monetary Policy
4. Market Sentiment / Valuation
Charts:
SPX
Screen Shot 2020-11-17 at 9.50.12 AM.png
SPX 5yr
Screen Shot 2020-11-17 at 9.53.05 AM.png
VIX
Screen Shot 2020-11-17 at 9.48.10 AM.png
NDX
Screen Shot 2020-11-17 at 9.51.00 AM.png
RTY Russell 5yr
Screen Shot 2020-11-17 at 9.51.47 AM.png
10yr UST Yield
Screen Shot 2020-11-17 at 9.43.32 AM.png
TLT
Screen Shot 2020-11-17 at 9.44.16 AM.png
DXY
1yr
Screen Shot 2020-11-17 at 9.45.07 AM.png
5yr
Screen Shot 2020-11-17 at 9.46.10 AM.png
GLD

Screen Shot 2020-11-17 at 9.46.58 AM.png