Jim Tassoni, CEO of Armor Wealth Strategies joins us to share where he sees opportunities in these volatile and now downtrending markets.
Jim provides a detailed analysis of various assets including gold, bonds, and energy stocks. We examine the consistent strength in gold due to central bank buying and discuss trading strategies around both gold and gold stocks.
Jim highlights their strategic positions in the bond market, particularly short-term ETFs like SHY, as a hedge against equity market downside.
The conversation shifts to a mixed performance in the energy sector, with specifics on trades involving oil and natural gas. Despite recent challenges in the oil market, Jim shares insights on successfully capitalizing on natural gas trades.
Financials also come into focus, as Jim explains the potential for deregulatory benefits and the current tactical standpoints, including the critical levels to watch in sector ETFs like XLF.
Additionally, we explore international markets, with particular emphasis on opportunities in Europe and China. Jim discusses how European ETFs like EWU and EZU, and the Chinese FXI, have shown promising momentum, hinting at a potential shift away from US market dominance.
Jim concludes with a long-term view on market stability and the potential risks and rewards of investing in international markets amidst global economic uncertainties.