WEquil.Capital offers a unique value proposition for investors, which includes dynamic research insights, a learning community, and advisory + risk consulting services.
Tune in for discussions about current market trends in all relevant financial assets like crypto, equity, and bonds. Topics range from market psychology, the role of algorithms in trading, the effect of broader macroeconomic trends on markets, and more!
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The podcast starts with a discussion on StoneCo $STNE, a Brazilian Fintech company that recently enjoyed a 40% gain in share price after releasing their earnings last week. Giro Lino, a member of our Brain Trust from Brazil, analyzes the Brazilian economy and provides outlooks into the risks and opportunities related to investing in the country.
Joe and Giro analyze how the increase in digitization globally may empower emerging markets as the cost of collaboration is coming down. Giro argues that Brazil’s economy is largely powered through commodity exports and that they are not yet a service-based economy. Joe believes that may change as virtual education continues to unlock the potential of the population in these emerging nations.
PJ from the WEquil Capital Brain Trust joins the conversation to discuss the ongoing conflict with Russia and Ukraine and the state of the New World Order. Joe assesses the worldwide response to the crisis and the pressure that the global hivemind has placed on Putin and Xi.
The episode ends with a discussion on US markets, and how to determine when there is a trend reversal and the index level. Joe argues that the breadth of impact of the Russia Ukraine crisis and associated supply chain disruptions has not been fully priced in by algorithms that drive much of the prices in markets. This may lead to further downside in the coming weeks.
18 Mar 2022
StoneCo and Emerging Markets
Recorded live on Clubhouse on February 14, 2022. We analyze the risks and opportunities with StoneCo $STNE, a stock that has been held by Warren Buffet, Stanley Druckenmiller and Cathie Wood. We also provide an outlook into the accelerating growth of emerging markets and how they are positioned to succeed in the new global, digital, personalized economy.
16 Mar 2022
Market Update - Death Cross (March 15, 2022)
Recorded Live on WEquil Capital's Clubhouse on March 15, 2022. Joe McPhail is joined by Brain Trust members, Rishi, Vishal and Junaid to discuss the Death Cross technical indicator and the ongoing correction in equities. They discuss the explanatory power of the Death Cross indicator and its usefulness in predicting previous bear markets. We then discuss the weakness in credit markets and analyze the tools and strategies available to the Fed.
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