Name: Are the bond markets correct to price in a 2023 Fed pivot
Uploaded: 2022-12-09T14:21:38.694157+00:00
Duration: 2678 s
Channel: Vox Markets
Description: Are the bond markets correct to price in a 2023 Fed pivot

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/559/005559/video_bKG13wM.mp4#t=150

Vox Markets

Are the bond markets correct to price in a 2023 Fed pivot

Outlook for equities.

Will there be a hard credit cycle?

Credit Suisse

Impact of Quantitative Tightening?

Energy – Shell & Cameco

Agriculture - Corteva Agriscience, Archer Daniels Midland, Mosaic & Deere

Healthcare – Novo Nordisk, AstraZeneca, McKesson & Pfizer.

Semi-conductors – ASML & Advanced Micro Devices.

Luxury – Hermes & LVMH

Consumer – Paypal & eBay

Arbitrage opportunity - Activision Blizzard

Short positions - BT Group, Boeing, Roblox, Kinder Morgan & Paramount

Possible future Black Swans.

Currency outlook

How to invest in Plurimi’s funds

In this interview, Patrick Armstrong (CIO at Plurimi Wealth) takes me through his thoughts on the capital markets, alongside highlighting some excellent investment ideas for the year ahead. Including:

Outlook for equities. Start
Are the bond markets correct to price in a 2023 Fed pivot. 02:30
Will there be a hard credit cycle? 04:55
Credit Suisse. 07:00
Impact of Quantitative Tightening? 08:10
Energy – Shell & Cameco. 11:00
Agriculture - Corteva Agriscience, Archer Daniels Midland, Mosaic & Deere. 16:55
Healthcare – Novo Nordisk, AstraZeneca, McKesson & Pfizer. 19:30
Semi-conductors – ASML & Advanced Micro Devices. 22:45
Luxury – Hermes & LVMH. 25:50
 Consumer – Paypal & eBay. 27:50
Arbitrage opportunity - Activision Blizzard. 31:35
Short positions - BT Group, Boeing, Roblox, Kinder Morgan & Paramount. 33:55
 Possible future Black Swans. 40:50
 Currency outlook. 41:50
How to invest in Plurimi’s funds 43:15

In this interview, Patrick Armstrong (CIO at Plurimi Wealth) takes me through his thoughts on the capital markets, alongside highlighting some excellent investment ideas for the year ahead. Including:Outlook for equities. Start Are the bond markets correct to price in a 2023 Fed pivot. 02:30 Will there be a hard credit cycle? 04:55 Credit Suisse. 07:00 Impact of Quantitative Tightening? 08:10 Energy – Shell &amp; Cameco. 11:00 Agriculture - Corteva Agriscience, Archer Daniels Midland, Mosaic &amp; Deere. 16:55 Healthcare – Novo Nordisk, AstraZeneca, McKesson &amp; Pfizer. 19:30 Semi-conductors – ASML &amp; Advanced Micro Devices. 22:45 Luxury – Hermes &amp; LVMH. 25:50 Consumer – Paypal &amp; eBay. 27:50 Arbitrage opportunity - Activision Blizzard. 31:35 Short positions - BT Group, Boeing, Roblox, Kinder Morgan &amp; Paramount. 33:55 Possible future Black Swans. 40:50 Currency outlook. 41:50 How to invest in Plurimi’s funds 43:15

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/559/005559/video_bKG13wM.mp4