In this epsiode, Mark beams in from sunny Boca Raton, Florida, where he was enjoying the FIA Conference. There, he was joined by Blu Putnam, Chief Economist at CME Group, and Mitchell Skinner, co-founder of Akuna Capital.
They discuss:
- How it's been interesting to watch crude oil and gold
- What is driving volatility in both?
- Inventories are high, so people are doing a cash-and-carry
- What happens when there is high volatility?
- Last year's "Gold Storm on the Horizon" paper
- Revisiting the view on gold, espeically gold skew
- Looking for the trading range
- Ag trading and el nino / la nina
- The shift from pit to electronic trading in the ags
- What's happening in FX?
- What is going to hapen with the British vote to join the EU?