The Unconstrained Podcast

The Bubba Show - 02.27.15


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Angie Miles kicks off the show today, Angie explains the problems in volatility and what options traders are thinking. Angie maintains her bullish stance on equities but expresses some small concerns.Mike McGlone comments on Chair Yellen and her testimony on Humphrey-Hawkins before the US Senate. He believes that there is little inflation and no reason to raise interest rates. Mike says that he thinks the Fed has done a good job in relation to the other Central Banks of the world. Bubba disagrees with the Fed and maintains that it is leading the country down the wrong path. Bubba states that the stronger dollar will hurt the banking industry. Mike maintains that a big correction is coming just not sure when. Mike believes that precious metals can help to guard your portfolio. Bubba states that he believes buying indexes is overrated.Mike talks about Zacks ETF, a brand new ETF he is bringing to the market. Bubba talks about the NASDAQ nearing the 2000 highs again. Mike said that the VIX is low and is due for a correction. He believes volatility is due to rise, and compares this period of time to 2006-07 right before the housing bubble. Mike states that Gold and Silver ETFs can offset many problems that a falling market might cause.Jane King takes us home for the weekend and tells us about her new role with TheStreet.com. Jane looks at the economy and wonders about the world of retail discounting. Jane also talks a little about whats going on in the agricultural space. She also gives us a little tease on the KaChing Report.
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The Unconstrained PodcastBy [email protected] (Myles Wakeham)