The Real Investment Show Podcast

8-5-24 Why The Carry Trade Matters


Listen Later

What is the Carry Trade (and why does it matter)? Lance explains the mechanics of carry trades and yield spreads, and why the Japanese Yen and U.S. Dollar behaviors are causing an unwinding of that carry trade, and when margins go wrong. Reality check: The markets are fine. Markets have been spooked by some unexpected, exogenous event...like the unwinding of the carry trade. This will lead to selling across the board today, and not just in stocks. Anything that is a risk asset will be affected. What should you do? Nothing. Markets were already deeply over-sold. Watch for a spike in volatility. Let the day play out, and avoid any knee-jerk reactions.   Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=Ec2AkoS2O_I&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #CarryTrade #MarginCalls #JapaneseYen #USDollar #MarketCaution #2024Election #InvestorCaution #NASDAQ #NASDAQcorrection #20DMA #50DMA #Retest #SupportLevel #SectorRotation #MegaCap #RussellSmallCap # #OverboughtMarkets #BuySignal #SellSignal #MarketBullishness #MarketCorrection #InvestingAdvice #Money #Investing
...more
View all episodesView all episodes
Download on the App Store

The Real Investment Show PodcastBy Lance Roberts

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

45 ratings


More shows like The Real Investment Show Podcast

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

587 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,068 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

934 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

201 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

358 Listeners

Rebel Capitalist News by George Gammon

Rebel Capitalist News

1,034 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

461 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,352 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

383 Listeners

Forward Guidance by Blockworks

Forward Guidance

273 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

213 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

54 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

362 Listeners

The David Lin Report by The David Lin Report

The David Lin Report

35 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

92 Listeners