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
#057 Milton Berg: How To Spot ‘Turning Points’ In The Markets
#056 Sam Burns On Being More Bullish On Equities In At Least A Year
#055 Jim Grant: Disinflation For The Short Run, Inflation For The Long Run
#054 Ted Oakley: A Long Way To A Normalized Investing Environment Post ‘Super Bubble’
#053 Michael Howell On How Liquidity Drives Markets And Where We're Likely Headed
#052 James Lavish: We're Walking A Very Thin Tightrope Over A Cliff
#051 Peter Boockvar On The 'Death By A Thousand Cuts' Economy
#050 Cullen Roche On Macro Outlook And Housing Risks
#049 You're Going To Be Working Until You're 85 Or 90 | Ric Edelman
#048 Carol Roth On How The Government And The Fed Created The Largest Wealth Transfer In History
#047 Joe Fahmy On Why Biotech Will Outperform The Broader Market In 2023
#046 Whitney Tilson On Avoiding The 5 Calamities That Can Ruin You
#045 Caleb Franzen: The Fed Is Being Challenged By Ongoing Labor Market Dynamics
#044 Standing Up to the Woke Mob and Walking Away From $1 Million: Jennifer Sey's Story
#043 Jon Hilsenrath On Treasury Secretary Janet Yellen And Navigating An Era Of Upheaval
#042 MEGATHREATS: 'Dr. Doom' Nouriel Roubini's Scariest Prediction
#041 Jim Bianco: Recession Has Become The New Bull Story On Wall Street
#040 Tom Thornton On Why We Might See True Capitulation In The Markets In 2023
#039 Stephanie Link On The Fed, Markets, And Working With Jim Cramer
#038 ‘Art & Equity’ With Blythe Masters, Brett Redfearn, Elizabeth Von Habsburg, and Carlos Domingo
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