Monday on INK Ultra Money: Michael Gayed takes on the bond bulls, plus betting on GT Gold

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Here is what's new today on INK Ultra Money. All Canadian Insider users have access to today's free video and audio, while Canadian Insider Club Ultra members have access to all premium videos from Real Vision and INK Research. If you are not an Ultra member of the Canadian Insider Club, join today and save $99 on an Ultra membership every year (until you cancel) by using coupon code BLACKBOX at checkout (valid only for new Club memberships).

1. The Problem with Passive: Part II - Real Vision (free video)

 What happens to financial markets when passive strategies become the norm? This week, Drew breaks down the conversation between Mike Green and Raoul Pal to understand how massive that passive strategies are. The full version of this video was broadcast on INK Ultra Money December 11th.

Market structure has changed

2. In the Golden Triangle, insiders and Newmont bet on GT Gold - INK Research (free audio, Ultra subscriber video)

This fall investors panned drilling results from GT Gold's (GTT) Saddle North target. However, insiders and Newmont Goldcorp (NEM) had a different take on things. Now the stock is back to the races.

Some big money has placed its bets

 

An audio download is also available below.

3. 2020: The Year of Reflation? - Real Vision (Ultra subscriber video)

Last week we heard from Komal Sri-Kumar who continued to press his case for a bond rally. Today, Michael Gayed, CFA, publisher of the Lead-Lag Report, discusses how traders should position for a potentially reflationary macro environment in 2020. In this interview with Jake Merl, Gayed highlights the importance of a steepening yield curve, drills down on the battle between inflation and deflation, and explains why financials and emerging markets are poised to outperform the S&P 500. Filmed on December 12, 2019.

Watch >>

4.Wall Street: New to the Neighborhood - Real Vision (Ultra subscriber video)- Real Vision (Ultra subscriber video)

Ryan Dezember of the Wall Street Journal has nearly a decade of experience covering financial markets. Recently, he has focused on Wall Street’s foray into the housing market — specifically their bet on single family rentals. Since 2012, Wall Street firms and big corporations have bought an increasing number of homes for the purpose of renting them directly to consumers - sending shock-waves through the market and affecting prices for renters and homebuyers alike. Dezember examines that phenomena and introduces viewers to rent backed securities. Filmed on December 10, 2019 in New York.

Watch >>

As a reminder, INK Research does not accept payment for stock coverage.

 

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