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
#106 Harald Malmgren & Nicholas Glinsman: The U.S. Treasury Market Is The ‘Ultimate Wrecking Ball’
#105 Sam Burns: The Economy Isn't Headed For Recession Any Time Soon
#104 Christopher Zook On Stagflation, Energy, And A 'Generational Opportunity' In Commercial Real Estate
#103 Matt Higgins: The Only Way Out Is A Reckoning
#102 Masha Bucher On The State Of Venture Capital, Investing In AI, And How To Navigate Today's Market
#101 Larry McDonald: The Probability Of Sustained Stagflation Is Rising
#100 Bill Ackman On Activist Investing, The Economy, And Learning From Mistakes
#099 Peter Cecchini: 3 Reasons Why We're Headed Toward Recession
#098 Rick Rule: 'Potent And Very Ugly Cocktail' In A Rising Interest Rate Environment
#097 Peter Borish: My Concern Is More Than A Recession
#096 Michael Howell: It's Bonds, Not Banks, That Look Dangerous
#095 Carol Roth: You Will Own Nothing
#093 Neil Howe: The Fourth Turning Is Here — How Will This Crisis End
#092 Milton Berg On Why There’s Strong Evidence The Market Won’t Do Well
#091 Peter Atwater On The Troubling Disconnect Between Main Street & Wall Street
#090 Jens Nordvig On How AI Is Changing Investing Forever
#089 Jim Bianco On Why Inflation Will Be Problematic And There Won't Be A Fed Pivot
#088 Dr. Ed Altman: We’ve Reached An Inflection Point In The Credit Cycle
#087 Jason Trennert: If You're Playing The Odds Expect A Recession In The Next 6-12 Months
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