Erik Townsend and Patrick Ceresna welcome John Netto to MacroVoices. Erik and John discuss:
- What’s driving this market?
- Where is gold heading next?
- Key macro factors driving markets
- Outlook on fixed income market
- Risk budget vs. Sharpe ratio
- Limitations of Sharpe ratio
- Outlook on the Mexican Peso
- How to apply sentiment indicators to investing strategy
- Trader psychology
- Macro analysis using Netto numbers
We strongly recommend that you download the chart book that accompanies this episode's postgame segment, as Erik and Patrick will refer to it throughout the segment. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).
Click here to register for access to supporting materials.
| For other embed code options click here. | Download the
audio
MP3 File
(60.18 MB)
. | Download the podcast transcript:
pdf
Here
(172 KB)
Click to Play Now!
John Netto is a cross-asset-class trader and author of The Global Macro Edge: Maximizing Return Per Unit-of-Risk. He is also the creator of the Netto Number, the Risk Factor Compensation System, and the Protean Strategy, for which he was named by Collective2.com as Strategy Developer of the Month. Mr. Netto is an expert in developing, executing, and managing proprietary algorithmic and discretionary trading strategies across a range of time horizons, asset classes, and market regimes. He has conducted numerous live trading webinars where viewers watch his P&L, positions, and orders in real time for total transparency of his methods. Mr. Netto is also the author of One Shot - One Kill Trading.