IBKR Podcasts – Details, episodes & analysis

In this episode of the Interactive Brokers podcast, Andrew Wilkinson sits down with Chief Strategist Steve Sosnick to analyze the market's reaction to the recent Trump-Harris debate, discuss the implications of the latest economic data on Fed policy, and explore the dynamics of small caps, tech stocks, and financial sectors. Listen in for insights on how these factors are shaping investor sentiment and market trends.

Crop conditions have never been better. But that’s not necessarily good news for farmers. Dan Basse, CEO of AgResource, joins IBKR’s Andrew Wilkinson to discuss.

Interactive Brokers recently launched its event contracts platform in conjunction with ForecastEx LLC, a Chicago exchange specializing in making markets on economic data points. ForecastEx CEO David Downey explains the conception of the project and why he built it.

Concerns about droughts and the water supply have generally spurred higher prices of live cattle futures – sending the stocks of some top global meat producers into a downturn. So, then, why have shares of several fast-food companies been on a climb - especially amid higher consumer meat costs and more expensive menu items? Is a Big Mac Slider in order? Find out what’s steering the live cattle markets, and what to watch out for, as Sean McGovern, vice president of research at McAlinden Research Partners, and IBKR’s Jeff Praissman, join host Steven Levine in our ongoing agricultural commodities series….    

Note: Any performance figures mentioned in this podcast are as of the date of recording (June 21, 2023).

Options involve risk and are not suitable for all investors. Multiple leg strategies, including spreads, will incur multiple commission charges. For more information read the “Characteristics and Risks of Standardized Options” also known as the options disclosure document (ODD) or visit ibkr.com/occ

Our chat with KraneShares CIO revealed an investor bias towards US technology and growth names at the vast expense of Chinese and Emerging Market equities. But how will investors respond to a series of interest rate cuts in the wake of COVID reopening on the mainland?

Note: Any performance figures mentioned in this podcast are as of the date of recording (June 14, 2023).

Ahead of the USDA June Acreage Report, I sat down with AgResource President Dan Basse over in Chicago. In my hunt for the elephant in the room surrounding this year’s grains crop, Dan shone the light on several impediments ranging from $34 per gallon diesel prices in Ukraine, to ultra-strong Chinese demand for Brazilian exports. It’s the sort of concoction that has the potential to make the June 30  release quite explosive. Note: Any performance figures mentioned in this podcast are as of the date of recording (June 21, 2023). Learn more about the IBKR Campus: https://ibkrcampus.com/

Options involve risk and are not suitable for all investors. Multiple leg strategies, including spreads, will incur multiple commission charges. For more information read the “Characteristics and Risks of Standardized Options” also known as the options disclosure document (ODD) or visit ibkr.com/occ

Join Guillaume Roux-Chabert, from IBKR Singapore and Stefano Grasso, Portfolio Manager for the Enhanced Value Fund in Singapore to discuss three famous Warren Buffett’s letters to shareholders – 1977, 1999 and 2018.

Contact Information:

https://www.linkedin.com/in/stefanograsso/

EVF@8vantedge.com 

Berkshire Hathaway Letters:

https://www.berkshirehathaway.com/letters/letters.html

If night follows day, and the US economy falls into a post-monetary tightening recession, gold may prove to be a big winner points out CME Groups economist Erik Norland.

Contact Information:

Email: erik.norland@cmegroup.com;

Web: www.cmegroup.com

Mat Cashman, Principal of Investor Education at the OCC joins IBKRs Senior Trading Education Specialist Jeff Praissman to discuss the option lifecycle, exercises, assignments, open interest, and how it is calculated.

Contact Information:

For more free options education from The Options Industry Council (OIC), an industry resource provided by OCC, visit OptionsEducation.org.

Have an options-related question? Contact the OCC Investor Education team at options@theocc.com or via live chat on OptionsEducation.org.

Connect with OIC Instructor, Mat Cashman.

Note: Any performance figures mentioned in this podcast are as of the date of recording (May 15, 2023).

Options involve risk and are not suitable for all investors. Multiple leg strategies, including spreads, will incur multiple commission charges. For more information read the “Characteristics and Risks of Standardized Options” also known as the options disclosure document (ODD) or visit ibkr.com/occ

With all eyes on the Fed’s Wednesday announcement, Neil Azous is looking at the prospect of one particular recession indicator to start the race to interest rate cuts before the end of 2023. The Sahm recession indicator considers the 12-month low for the national unemployment rate relative to a rise in the three-month average rate. The Sahm recession indicator is already flashing red in California, home to 50-million Americans and 15% of national GDP. Will the same ring true for the national economy following the July employment report? Neil hints that it will.

Sponsor Information:

Email:  nazous@rareviewcapital.com   

Web:   www.rareviewcapital.com

Note: Any performance figures mentioned in this podcast are as of the date of recording (June 9, 2023).