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
#017 Jim Rogers: The Next Bear Market Will Be 'The Worst In My Lifetime'
#016 Marc Benioff On The New Era For Business
#015 Activist Short-Seller Dan David On 'The China Hustle' And Uncovering Frauds
#014 Nik Bhatia On The Coexistence Of The Dollar And Bitcoin
#013 Epsilon Theory's Ben Hunt On The Narratives Everywhere
#012 Jim Bianco: This Is The New Normal. Get Used To It.
#011 Anthony Scaramucci On Failure, Bitcoin, and Trump
#010 Kyle Bass On Energy, China, Inflation, And More
#009 CrowdStrike's Adam Meyers On The Biggest Cyber Threats
#008 Alan Patricof on 50 years of investing, Burning Man and the NYC Marathon at 87, and living to 114
#007 Ryan Williams On Unlocking Access To Commercial Real Estate Investing
#006 Greg Lukianoff on Free Speech and 'Free Speech Culture'
#005 Hugh Hendry on Why We’re Already in the 4th Depression
#004 Former Assistant Treasury Secretary Gerry Parsky on Lessons from the 70s and Parallels to Now
#003 David Cote on Winning Now, Winning Later
#002 Bill Browder on Surviving Putin's Wrath
#001 Morgan Housel on The Psychology of Money
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