Name: Long – Mosaic & Archer Daniels
Uploaded: 2022-07-14T09:59:18.971457+00:00
Duration: 2795 s
Channel: Vox Markets
Description: Long – Mosaic & Archer Daniels

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/439/004439/video_pQ2DOWN.mp4#t=2445

Vox Markets

Long – Mosaic & Archer Daniels

What’s the secret behind the Global Macro Fund’s success?

Long AP Møller-Mærsk

Fixed income & inflation outlook

Short Japanese bonds

Managing risk when using derivatives

What leading indicators to monitor.

How to benefit from US growth?

Long AstraZeneca, Roche & Novo Nordisk

Use of AI & big data analytics.

Long – US short duration corporate bonds.

Possible deterioration in credit quality?

Outlook for equities.

Short – Uber

Key takeaways from forthcoming Q2 earnings season

Long – Energy stocks, Shell & EOG Resources

Long – Paypal & Visa

Long – Citigroup

Long - Alphabet & ASML

Any ‘Black Swans’ to watch?

Bitcoin (BTC)

After delivering best in class portfolio returns last year, top notch investor Patrick Armstrong (CIO at Plurimi Wealth) takes Vox Markets through:


What’s the secret behind the Global Macro Fund’s success? 00:00
 Long AP Møller-Mærsk. 02:15
 Fixed income & inflation outlook. 02:45
 Short Japanese bonds. 07:05
 Managing risk when using derivatives. 09:35
 What leading indicators to monitor. 11:25
 How to benefit from US growth? 14:10
 Long AstraZeneca, Roche & Novo Nordisk.
15:30
 Use of AI & big data analytics. 18:05
 Long – US short duration corporate bonds. 20:05
 Possible deterioration in credit quality? 21:15
 Outlook for equities. 22:40
 Short – Uber. 24:40
 Key takeaways from forthcoming Q2 earnings season. 26:15
 Long – Energy stocks, Shell & EOG Resources. 28:30
 Long – Paypal & Visa. 32:50
 Long – Citigroup. 36:05
 Long - Alphabet & ASML. 37:45
 Long – Mosaic & Archer Daniels. 40:50
 Any ‘Black Swans’ to watch? 42:45
 Bitcoin. 44:40

After delivering best in class portfolio returns last year, top notch investor Patrick Armstrong (CIO at Plurimi Wealth) takes Vox Markets through:What’s the secret behind the Global Macro Fund’s success? 00:00 Long AP Møller-Mærsk. 02:15 Fixed income &amp; inflation outlook. 02:45 Short Japanese bonds. 07:05 Managing risk when using derivatives. 09:35 What leading indicators to monitor. 11:25 How to benefit from US growth? 14:10 Long AstraZeneca, Roche &amp; Novo Nordisk. 15:30 Use of AI &amp; big data analytics. 18:05 Long – US short duration corporate bonds. 20:05 Possible deterioration in credit quality? 21:15 Outlook for equities. 22:40 Short – Uber. 24:40 Key takeaways from forthcoming Q2 earnings season. 26:15 Long – Energy stocks, Shell &amp; EOG Resources. 28:30 Long – Paypal &amp; Visa. 32:50 Long – Citigroup. 36:05 Long - Alphabet &amp; ASML. 37:45 Long – Mosaic &amp; Archer Daniels. 40:50 Any ‘Black Swans’ to watch? 42:45 Bitcoin. 44:40

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/439/004439/video_pQ2DOWN.mp4

Q&A with Patrick Armstrong, CIO at Plurimi Wealth