Riding the markets

Special treat for you guys today. I got together with Brooke Thackray, who most of you know as Canada’s seasonal investment expert. Brooke and I recorded a conversation while riding bikes. Complete with great scenery and much banter.

During our conversation, we covered:

  • The potential for a market correction between August and September
  • Market breadth – improving but not out of the woods
  • Sentiment. Are investors complacent?
  • Seasonal patterns.
  • Gold
  • Potential investment opportunity coming in under loved sectors. 

Here is the video – hope you enjoy it!

Riding the Markets with Keith Richards and Brooke Thackray – ValueTrend

5 Comments

  • That was an interesting point he made about the historical rise in the Vix that could occur soon. The camera work on that ride was surprisingly good

    Reply
  • great ride or interview!

    I don’t think the energy sector was mentioned as a seasonal play.
    I’m pretty sure Brooke mentioned it in his newsletter as a possibility from now until October.
    what do you think?

    Reply
    • Thx Mark–As I noted in my musings blog, we have been legging into energy

      Reply
  • I SAW YOUR VIDEO ON THE MARKET: AMAZING CAMERA WORK. WILL CONTINUE TO WATCH YOUR BLOG WHILE DRINKING MY JAPANESE TEA IN A SENIOR FACILITY… (I ALSO CLIMB THE MOUNT-ROYAL AT TIMES). HAVE A LOOK AT JEFFREY HUGE CMT; HE IS QUITE BEARISH ON THE MARKET AND HAS BEEN FOR A WHILE (EITHER ON YOU TUBE OR TWITTER).

    J.P.

    Reply

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