ep. 34

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Thomas Thornton: This Bear Market Isn't Over Yet

On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Thomas Thornton of Hedge Fund Telemetry joins the show to discuss the equity bear market in 2022.


Tommy walks through what has happened in 2022, and what to expect in 2023 as investors face uncertainty if the recent rally is a bear market rally, or a bottom. Tommy goes on to discuss the energy trade and where the best risk/reward is in markets right now. Finally, Tommy shares his actionable trade idea, but to hear that, you'll have to tune in!

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Timestamps:

(00:00) Introduction

(00:38) Recent Moves In FX

(07:24) The Yield Curve Doesn't Stop Inverting

(12:10) Feature Interview: Thomas Thornton

(15:57) How Tommy Manoeuvred Markets in 2022

(17:46) The Recent Rally In Markets: Market Bottom, or Bear Market Rally?

(22:12) “Curve Ad”

(23:27) Tommy's Market Outlook Into 2023

(34:45) The Energy Trade

(37:07) Tommy's Actionable Trade Idea

(41:14) Post Interview: Final Thoughts

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Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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