Todd Gordon, founder of Inside Edge Capital, joins Julia La Roche on episode 94 to break down markets and the opportunities he sees in this current environment.
Todd has been a CNBC contributor since 2010 and continues to provide actionable, insightful, and light-hearted commentary for CNBC. He is known for blending technical and fundamental analysis to interpret the ever-changing market landscape to produce specific trading and investment ideas for CNBC viewers and his clients. Currently, he is one of the only CNBC contributors who manages his actual investment account live with full transparency on the ‘TradingNation’ web show. He has appeared on various shows such as CNBC Fast Money Halftime show, Fast Money, Squawk Box, Power Lunch, Squawk Alley, Squawk on the Street, Money in Motion, and the CNBC Stock Draft.
He started his career as a professional proprietary trader of NYSE listed stocks in San Diego, California in 2001, then moved to Connors Capital, A CTA and hedge fund in 2004, and then back east on Wall St with Forex.com / Gain Capital. In that dual role, Todd wrote the widely followed Strategy of the Day research report, while trading for the parent company’s hedge fund GAIN capital during the 2008 financial crisis. Todd successfully guided his readers through that wild market time building enough of a following to launch his own research business TradingAnalysis.com in 2010.
Since 2010, TradingAnalysis has grown to serve clients in over 100 countries as Todd and his team guide their clients through the markets by trading their actual live portfolios showing the good, bad, and the ugly. He is gearing up to launch his own wealth management business in 2021.
Todd attended St Lawrence University while majoring in economics and competing on their Division I alpine ski racing team. He transferred out to focus on business at University at Albany, earning a Bachelors of Economics, where he continued his ski racing career.
Follow Todd on Twitter @toddgordonTA
0:00 Intro
1:16 Macro setup today
2:25 New age of investing
4:30 Soundbites and hot takes
6:00 Bullish?
8:18 Interpretation of the yield curve
12:35 Disinflationary environments and stocks
15:07 Tech boom
20:00 Rally is broader than you think
23:07 Relationship between US yields and value/growth rotation
27:23 Stocks in a rising rate environment
31:07 What have the bears gotten wrong?
33:54 Elliott Wave, explained
38:05 Dow to double in the next five years?
41:00 Made a mistake from being too bearish?
42:30 Parting thoughts
46:35 Active v. passive
#157 Dr. Gary Shilling On The Hidden Flaws In The Economy
#156 Tom McClellan On Why The Recession Is Still Coming And Why The Second Half Of 2024 Could Be Unpleasant For Stocks
#155 Meredith Whitney On The 'Bifurcated' Economy And Consumer, Why It Will 'Pay To Be Patient' For Young Homebuyers, And The Coming 'Silver Tsunami'
#154 Dr. Art Laffer: We Are In The Middle Of A Massive Redistribution Revolution And It's Destroying Growth
#153 Amy Nixon On Inflation Running Hot And Pivoting On The Deflationary Recession Call
#152 Brian Hirschmann: This Is Probably The Most Dangerous Time In US Financial History
#151 Whitney Tilson On The Mistake Of Predicting Doom And Gloom
#150 Alfonso Peccatiello On The Risk of a Global Recession Triggered by China's Deleveraging And The Spillover Effects Not Many Are Paying Attention To
#149 Jeff Snider: We're Still On The Same Path To Recession
#148 'Convexity Maven' Harley Bassman: The Market Is Ahead Of The Fed By A Lot
#147 Andreas Steno On Why The Resurgence In Inflation Could Mean Another Rate Hike From The Fed
#146 Darius Dale: We’re Pivoting To A Reflation Macro Regime — What It Means For Markets
#145 David Woo, Analyst Who Nailed The 2016 And 2020 Elections, Sees Huge Headwind For The Economy Ahead Of The 2024 Vote
#144 David Rosenberg: Recessionary Forces Are Building And The Economy Is Weaker Than The Narrative Suggests
#143: Danielle DiMartino Booth On The Jobs Market, The Economy, And Why The Recession Already Started
#142 Dr. Burton Malkiel On 'A Random Walk Down Wall Street,' The Best Way To Invest, And What You're Getting Wrong About 'Efficient Markets'
#141 Marc Faber On Interest Rates, Inflation, And 'QE Infinity'
#140 DoubleLine Capital's Jeff Sherman On Fed Policy, The Economy, And Why Rate Cuts Likely Won't Happen Until June Or Later
#139 'Dr. Doom' Nouriel Roubini On The 10 Megathreats That Could Destroy Our Economy
#138 Peter Mallouk, CEO of $245B Creative Planning: 'It’s Hard To Be Anything But Optimistic Over The Long Run'
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