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Thursday Conversation - David Brady

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Trader and analyst David Brady stopped by today for an interesting and informative discussion of precious metals, QE∞ and the long road ahead. This is a free thread so you should be sure to listen.

I've known David for a few years now and I'm happy to consider him a friend. He monitors the markets every day and you can follow him on Twitter through the handle @GlobalProTrader.

For this call, David and I primarily focused upon three core topics:

  • How does David view the macro picture? Is QE truly to infinity and is stagflation coming?
  • What impact will "Yield Curve Control" have on the precious metals?
  • Is there value in trading while diligently maintaining a long metals exposure?

You may note a few bits of editing in the audio as I had some unusual recording issues on my end today. Hopefully it doesn't distract you from what should be a very valuable use of your time.

TF

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Key Economic Events Week of 2/3

2/3 9:45 ET S&P Manu PMI
2/3 10:00 ET ISM Manu PMI
2/3 10:00 ET Construction Spending
2/3 11:00 ET Goon Collins
2/3 12:00 ET Goon Bostic
2/4 10:00 ET JOLTS
2/4 10:00 ET Factory Orders
2/4 11:00 ET Goon Bostic again
2/4 2:00 ET Goon Daly
2/5 8:15 ET ADP jobs report
2/5 9:00 ET Goon Barkin
2/5 9:45 ET S&P Services PMI
2/5 10:00 ET ISM Services PMI
2/5 1:00 ET Goon Ghoulsbee
2/5 3:00 ET Goon Bowman
2/6 8:30 ET Jobless claims
2/6 2:30 ET Goon Waller
2/7 8:30 ET BLSBS
2/7 9:30 ET Goon Bowman again
2/7 10:00 ET Wholesale Inventories
2/7 10:00 ET Prelim Feb UMich

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