Podcasts about hedge fund telemetry

Tommy Thornton, founder and president of Hedge Fund Telemetry, returns to The Julia La Roche Show to discuss the volatile market conditions of 2025 . He examines bond market risks, highlighting concerns about rising treasury yields and potential systemic impacts if rates break key levels. Thornton analyzes tariffs, the Fed, tax cuts, the national debt, and the probability of a recession. Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/julia Links: https://www.hedgefundtelemetry.com/https://www.x.com/tommythornton Timestamps: 0:00 - Introduction and welcome1:44 - Market volatility conditions in 20253:51 - Comparing Trump 1.0 vs 2.0 economic challenges6:16 - Bond market risks and treasury yields8:40 - Tariffs impact on retailers and consumers10:46 - Federal Reserve's stance and labor market focus14:54 - Potential spillover effects from bond to equity markets18:22 - Technical analysis deep dive with charts24:53 - Overbought market conditions indicators27:40 - Wave analysis and market pattern predictions35:26 - Gold market analysis and trading approach43:34 - Recession outlook and economic projections46:31 - Stagflation risks and Fed response49:07 - Tax cut challenges in current deficit environment54:55 - Closing thoughts and investment advice

Joining me for the latest episode of The Grant Williams Podcast is my old mate Tommy Thornton of Hedge Fund Telemetry and, in a market increasingly driven by speculation and the allure of quick riches, we discuss whether investors are playing a dangerous game as a “gambler's mentality” grips Wall Street – making excessive risk and leverage the norm. Tommy also challenges the prevailing narrative of ever-rising stock prices and questions the disconnect between market valuations and the underlying fundamentals of many companies. From Nvidia's AI-fueled ascent to the precarious perch of Tesla's insane valuation, Tommy delves into the potential for market volatility to return with a vengeance, and the complex challenges facing the Federal Reserve and the economic policies of the incoming Trump administration. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Tom Thornton of Hedge Fund Telemetry discuss the current state of the markets, focusing on the volatility in tech stocks, particularly following the DeepSeek announcement and its implications for AI technology. They analyze the performance of major indices, the impact of Nvidia's stock drop, and the potential for software to lead the market moving forward. The discussion also touches on the upcoming Federal Reserve meeting and the importance of monitoring major tech earnings. Finally, they delve into the gold market, with predictions for its potential rise in value amidst current economic conditions.

Mining Stock Daily hosts Tommy Thornton from Hedge Fund Telemetry to discuss the current state of the market, focusing on the bond market, inflation, the U.S. dollar, and gold. They analyze the recent pullback in major indices, the implications of rising bond yields, and the potential impact of inflation on equity prices. The discussion also touches on the strength of the U.S. dollar and its relationship with gold, concluding with insights on market sentiment and investment strategies.

Good noews! CPI - not so hot. Bitcoin and Gold blasting off Meme Stocks – fly then die Thomas Thornton, Hedge Fund Telemetry Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals. Hedge Fund Telemetry was first conceived with inspiration from Tom's lifelong passion following Formula 1 racing. In the early 90's, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm's portfolio. It's now our goal to relay that same type of information so that one can also gain that edge. Follow @TommyThornton Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (TSLA), (BIDU), (BABA), (XLU), (NVDA)

Episode 123:   Will the markets crash? What is Volmageddon 2.0? There are always investing opportunities! Let's chat with Thomas Thornton, Founder of Hedge Fund Telemetry and PM of his own hedge fund, about his market analysis and what he foresees for the market next. We discuss macro, market sentiment, and market internals & technicals with indexes, sectors and stocks. There are always opportunities and we break down where Tom sees bullish and bearish flow and sentiment into 2024. An episode not to be missed if you want to prepare for the market's next move. ➡️Visit Hedge Fund Telemetry's site for an Investing Edge: https://www.hedgefundtelemetry.com/ ➡️Follow Tom Thornton on Twitter: https://twitter.com/TommyThornton ------------------------------------------------------------------------------------------------------------ For Investment Inquiries and/or to speak to an Investment Advisor at HYDRA WEALTH ADVISORS, please visit: https://www.hydrawealthadvisors.com ✨SUBSCRIBE to The RO Show YT Channel✨ https://youtube.com/@theroshowpodcast https://rumble.com/c/c-5300605 ➡️CONNECT with ROSANNA PRESTIA⬅️ ✨ONE SITE ♾️ https://sociatap.com/RosannaPrestia/ ✨X ♾️ https://twitter.com/RosannaInvests ✨X ♾️ https://twitter.com/TheROShowPod ✨LinkedIn ♾️ https://www.linkedin.com/in/rosannaprestia/ ✨WEBSITE ♾️ https://www.rosannaprestia.com/ THINK Different with Rosanna ©️ 2022-2024

Markets moving – pros thinking about hedging - March is here and thinking about consolidation potential AI hype continues and continues… This week's guest is Thomas Thornton - Hedge Fund Telemetry. Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals. Hedge Fund Telemetry was first conceived with inspiration from Tom's lifelong passion following Formula 1 racing. In the early 90's, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm's portfolio. It's now our goal to relay that same type of information so that one can also gain that edge. Follow @TommyThornton Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz   Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (NVDA), (AAPL), (GOOGL), (BA), (META), (CSCO)

Join Thomas Thornton, founder of Hedge Fund Telemetry, in a riveting webinar featuring Jim Bianco, President and Macro Strategist at Bianco Research, L.L.C. With over three decades of experience, Jim is renowned for his objective and insightful analysis that frequently challenges the mainstream narrative. In this webinar, you'll discover: -Jim's unique perspective on the global economy and financial markets. -In-depth discussions on monetary policy and market-politics dynamics. -Strategies for navigating government's role in the economy. -Insights into fund flows and financial market positioning. About Jim Bianco: Jim Bianco has carved a niche as a preeminent macro strategist. His expertise stems from years of unbiased research and his ability to provide clear, incisive commentary. For nearly two decades at Bianco Research, Jim has been delivering wide-ranging analyses that span from monetary policy and economic fundamentals to the subtleties of market sentiment. Regular Media Presence: -CNBC -Bloomberg -Fox Business Featured In: -The Wall Street Journal -Bloomberg News -Grants Interest Rate Observer -MarketWatch Professional Background: -Market Strategist at UBS Securities -Equity Technical Analyst at First Boston and Shearson Lehman Brothers -Chartered Market Technician (CMT) -Member of the Market Technicians Association (MTA) Education: -B.S. in Finance from Marquette University (1984) -MBA from Fordham University (1989) Don't miss the wealth of knowledge shared in this webinar. Whether you're a seasoned investor or just starting, the insights offered by Jim Bianco are invaluable. Stay Connected: -Follow Jim Bianco on X: https://twitter.com/intent/follow?scr... -Follow Jim Bianco on LinkedIn: https://www.linkedin.com/in/james-bia... Subscribe to Bianco Research for the latest economic insights: https://www.biancoresearch.com/ Connect with Hedge Fund Telemetry for more expert financial commentary: https://www.hedgefundtelemetry.com/

The conversation with Hedge Fund Telemetry's Thomas Thornton covers market commentary for today following the CPI news this morning. Markets are reacting to inflation concerns, the impact of rising rates, volatility in the stock market, concerns about overvalued stocks, risks in corporate real estate, the downtrend in gold and miners, and potential buying opportunities.

Bloomberg Intelligence Senior US Retail Analyst Poonam Goyal talks the latest Amazon earnings. Bloomberg Law Host and Legal Analyst June Grasso, Bloomberg US Legal Reporter David Voreacos, and Robert Mintz, Former Federal Prosecutor and Partner at McCarter & English, discuss the indictment of former President Donald Trump. Thomas Thornton, President & Founder of Hedge Fund Telemetry gives us the latest Apple earnings. And we Drive to the Close with Beata Kirr, Chief Impact Officer at The Copia Group.  Hosts: Tim Stenovec and Madison Mills  Producer: Sara LivezeySee omnystudio.com/listener for privacy information.

Bloomberg Intelligence Senior US Retail Analyst Poonam Goyal talks the latest Amazon earnings. Bloomberg Law Host and Legal Analyst June Grasso, Bloomberg US Legal Reporter David Voreacos, and Robert Mintz, Former Federal Prosecutor and Partner at McCarter & English, discuss the indictment of former President Donald Trump. Thomas Thornton, President & Founder of Hedge Fund Telemetry gives us the latest Apple earnings. And we Drive to the Close with Beata Kirr, Chief Impact Officer at The Copia Group.  Hosts: Tim Stenovec and Madison Mills  Producer: Sara LivezeySee omnystudio.com/listener for privacy information.

Tom Thornton, the founder of Hedge Fund Telemetry, joins Ash Bennington to discuss the current market action and why his indicators suggest a widening divergence between fundamentals and reality is underway. Plus, Tom will discuss his bearish case on Tesla, and other trades monitoring in this market. Join Rick Rule in person at The Rule Symposium on Natural Resource Investing in Florida, July 23-27. Access to industry insiders: elite bullion dealers, gold council members, and uranium pros. Special pricing on in-person and virtual seats available at http://realvision.com/rick Also, make sure to check out Raoul's "Past, Present, and Future of Real Vision" video to learn about some big changes coming to the platform: https://rvtv.io/3NZ98To If you want to level up or lock in your membership, right this way: https://realvision.com/levelup Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episode 54: On today's show I speak about insider 'hedge fund' secrets with Tom Thornton, Founder & CEO of Hedge Fund Telemetry. Tom is an expert in market sentiment and synthesizing complex market information to simplify his decision making in trading. Tom is a market veteran and before founding Hedge Fund Telemetry he was a portfolio manager, senior trader & technical analyst with Level Global Investors and Galileo Capital. • Background • Entrepreneur & Catalyst for Hedge Fund Telemetry • Market Sentiment - How to Analyze Sentiment? • Fundamentals • Sector Rotation • MACRO • Long and Short Ideas • Preferred Indicators • Into the Mind of Tom on a Short & Long Set-Up • Tom's Methodology for Market Information Synthesis • Cars, Cars, Cars!   ➡️Visit Hedge Fund Telemetry's site for an Investing Edge: https://www.hedgefundtelemetry.com/ ➡️Follow Tom Thornton on Twitter: https://twitter.com/TommyThornton   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE SITE FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com   THINK Different with Rosanna ©️ 2022-2023

Interview recorded - 30th of June, 2023On this episode of the WTFinance podcast I have the pleasure of speaking with Thomas Thornton, President at Hedge Fund Telemetry. During our conversation we spoke about why the FED will continue to hike, the potential for a hard landing, Thomas' trading strategy and what sectors we could see a rotation into. I hope you enjoy!0:00 - Introduction1:32 - Can the FED created a soft landing?4:20 - Indicators that Thomas is currently watching for a reversal?12:20 - Could markets be at the peak?18:23 - Any other macro drivers they watching?19:35 - Rotation between different sectors21:50 - What other sectors?24:20 - How else does Thomas get trade opinions?26:20 - One message to takeaway from our conversationFormer portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals.Thomas Thornton - Website - https://www.hedgefundtelemetry.com/Twitter - https://twitter.com/TommyThorntonLinkedIn - https://www.linkedin.com/in/thomas-thornton-16130310/WTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://www.wealthprofessional.ca/investments/mutual-funds/money-managers-caught-off-guard-as-stock-market-shifts/373687

Pro Trader Tommy Thornton Shares His Market Wisdom | Professional Trader Interview Trader Chats | June 30, 2023   Act fast to save your seat to Option Insight's Free, Live Webinar coming up on July 11, 2023, at 11am ET. Imran will be breaking down some of his recent trades and answering your burning questions* *Register now before seats run out ↴ https://www.options-insight.com/monthly-webinar/   Want to learn everything about options that Imran has picked up over his 20+ year career trading options? Sign up now for the last options course you'll ever need!↴ https://www.options-insight.com/bootcamp-q2-2023/   Want to take your learning even further and get direct time with Imran, all to yourself? *Book your One-On-One With Imran Right Now!↴ https://www.options-insight.com/one-on-one/   Subscribe below to get access to our full daily Trade Ideas↴ Free Month of Options Insight when you use the code: RV2023 at checkout: https://options-insight.com/products/   Want to start with the basics? Sign up to get Imran's regular insights emailed directly to your inbox↴ https://options-insight.com/blog/   ↓↓↓ Recorded on Tuesday, June 27, 2023 Trader Chats returns with another special guest that we are extremely excited to speak with - Tommy Thornton. Tommy is a highly respected trader that was a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tommy has written a daily market note for a select group of hedge fund managers for years and now has offered it to all investors with Hedge Fund Telemetry. His long-term focus on sentiment indicators borders on the obsessive. Join Tommy and Imran Lakha, founder of Options Insight, In this episode of Trader Chats, for a fantastic conversation looking into Tommy Thornton's fantastic approach to being a professional trader. We hope you benefit from and enjoy the conversation. Please give us your feedback and comments!   Tommy's Links: Twitter | https://twitter.com/TommyThornton Hedge Fund Telemetry | https://www.hedgefundtelemetry.com/   Get daily actionable macro trade ideas with Options Insight's Macro Options Daily and weekly portfolio construction with Options Insight's Macro Options Overlay. Subscribe to the Options Insight channel for cross-asset summaries and tips about using options overlay strategies to mitigate risk and maximize returns!   Keep up with options and volatility dynamics on Options Insight socials! https://twitter.com/options_insight https://www.youtube.com/c/OptionsInsight https://www.options-insight.com/   DISCLAIMER OPTIONS INSIGHT CONTENT is presented for educational purposes only. The information presented by OPTIONS INSIGHT should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed by OPTIONS INSIGHT are those of its founder Imran Lakha who shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented by Options Insight.   Hedge Fund Telemetry with Tommy Thornton | Professional Trader Interview Trader Chats | June 30, 2023 https://youtu.be/3BkwO2TDuMg

Maggie Lake is joined by Tom Thornton, founder of Hedge Fund Telemetry, to discuss the debt ceiling deadline, how it will impact bonds, and what it means for inflation moving forward. Tom will also share his thoughts on mega-cap tech and the AI race. You can find more of Tom's work here: https://t.co/mAfhsH0qdL Learn more about your ad choices. Visit podcastchoices.com/adchoices

Inflation CPI report as expected – markets – don't know what to make of it. Banks still not getting any love - more shoes to drop. Debt ceiling talks going nowhere... This week's guest is Thoma Thornton - Hedge Fund Telemetry. Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals. Hedge Fund Telemetry was first conceived with inspiration from Tom's lifelong passion following Formula 1 racing. In the early 90's, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm's portfolio. It's now our goal to relay that same type of information so that one can also gain that edge. Follow @TommyThornton Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Charts Discussed Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (GLD), (SLV), (PARA), (IEP), (SPY)

Stocks extended yesterday's slide after lower-than-expected U.S. weekly jobless claims this morning suggested a still-resilient labor market. Meanwhile, December housing starts slowed less than forecasted, tech layoffs continue, and earnings reports suggest that the Fed's rate hikes are beginning to manifest a recession. Tom Thornton, the founder of Hedge Fund Telemetry, joins Maggie Lake to make sense of the market action and share how he's positioning his portfolio as earnings season picks up. Plus, we'll hear from Andreas Steno Larsen on why the U.S. breaching its $31.4 trillion debt ceiling could impact equity investors. You can watch Andreas' new series, Steno's Signals, right here: https://rvtv.io/3QUIoof Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tom Thornton (@TommyThornton), founder and president of Hedge Fund Telemetry, has had an incredible year amid market turbulence. The former portfolio manager, senior trader, and technical analyst has delivered returns of 52% so far in 2022. In this episode, Tom, who focuses on sentiment indicators, explains why markets are nervous and that we haven't seen a true market capitulation yet. He predicts that in 2023 we might see capitulation as the retail investor starts to give up. Elsewhere, Tom weighs in on his investment process and approach. He also shares his thoughts on the Fed's rate hikes and why he doesn't expect any rate cuts next year. He also details his short on Tesla. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry, which features market sentiment, macro daily insights utilizing DeMark Indicators, sector rotations, and long and short trade ideas with professional commentary and more. 0:00 Approach to markets 4:47 Sizing positions 11:13 Time horizons 13:12 The market is nervous 16:50 Capitulation 18:26 No safe place to hide 22:50 The Fed 27:27 Market's Fed dependency 38:48 Elon Musk and Tesla 48:08 Hedge Fund Telemetry

Description The European Central Bank and Bank of England followed the Federal Reserve in raising interest rates another 50 basis points this morning. Meanwhile, U.S. retail sales fell 0.6% and two regional measures of U.S. manufacturing activity slipped, as consumers and producers alike feel the brunt of a contracting economy. Stocks are considerably lower on the day, with the NASDAQ down 3.75% as of this writing. On today's show, Andreas Steno Larsen is joined by Tom Thornton, the founder of Hedge Fund Telemetry, to discuss what's driving the latest selloff and how he's positioning for 2023. Plus, we'll hear from Dr. Anas Alhajji, a partner at Energy Outlook Advisors, on the difference between buying energy and buying stock of energy companies. Watch the entire Interview here: https://rvtv.io/3huD0ec. Learn more about your ad choices. Visit podcastchoices.com/adchoices

On today's episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Thomas Thornton of Hedge Fund Telemetry joins the show to discuss the equity bear market in 2022. Tommy walks through what has happened in 2022, and what to expect in 2023 as investors face uncertainty if the recent rally is a bear market rally, or a bottom. Tommy goes on to discuss the energy trade and where the best risk/reward is in markets right now. Finally, Tommy shares his actionable trade idea, but to hear that, you'll have to tune in! -- Follow Tommy: https://twitter.com/TommyThornton Follow Andreas: https://twitter.com/AndreasSteno Follow Alf: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Stenos Signals: https://andreassteno.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_macro_trading, you'll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Timestamps: (00:00) Introduction (00:38) Recent Moves In FX (07:24) The Yield Curve Doesn't Stop Inverting (12:10) Feature Interview: Thomas Thornton (15:57) How Tommy Manoeuvred Markets in 2022 (17:46) The Recent Rally In Markets: Market Bottom, or Bear Market Rally? (22:12) “Curve Ad” (23:27) Tommy's Market Outlook Into 2023 (34:45) The Energy Trade (37:07) Tommy's Actionable Trade Idea (41:14) Post Interview: Final Thoughts -- Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

The yield on the 10-year U.S. Treasury note surged to a fresh cycle high of 4.18% on Thursday, as stocks struggled to hold gains amid more hawkish talk from Federal Reserve officials about inflation. Across the pond, the British pound has returned to pre-mini-budget level, the gilt market has calmed, and Liz Truss has resigned as the shortest-serving Prime Minister of the United Kingdom in history. And Elon Musk might someday own Twitter, but his electric car business posted weak earnings. Tom Thornton, the founder of Hedge Fund Telemetry, joins Ash Bennington for today's Daily Briefing to talk about how he's approaching the markets these days, the bullish pattern developing in crude oil, and Tesla's disappointing quarter. We also hear from Christopher Dembik about the U.K.'s devolution into an emerging market. Watch Ash Bennington's full interview with Christopher Dembik here: https://rvtv.io/3CINMEc. Learn more about your ad choices. Visit megaphone.fm/adchoices

The U.S. dollar bounced back on Wednesday, its showing of strength once again a bane to equity markets, as interest rates also ticked higher for the first time in a few days. OPEC+'s decision to cut daily production by 2 million barrels is today's main story, driving up crude oil prices by more than 1% and making energy the only sector moving higher in the S&P 500 today. Riding an impressive trading streak, Thomas Thornton, the founder of Hedge Fund Telemetry, joins Maggie Lake to talk about markets from a tactical perspective. We also hear from Michael Nicoletos about his sense that something is going to break and where it's likely to happen. Watch the full interview featuring Michael Kao and Michael Nicoletos here: https://rvtv.io/3SIfzvA.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Thomas Thornton, Hedge Fund Telemetry is our guest. The Two-headed llama – Pushing and pulling policies are leading us down a dark hole. Markets – well, if you are fully long – the pain is real as rates are high, and stocks are low We are going to get into it with our guest… Thomas Thornton – Hedge Fund Telemetry. Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals. Hedge Fund Telemetry was first conceived with inspiration from Tom's lifelong passion following Formula 1 racing. In the early 90's, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm's portfolio. It's now our goal to relay that same type of information so that one can also gain that edge. Follow @TommyThornton Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (OIL), (UNG)

The Nasdaq Composite is leading the major U.S. equity indexes higher today, as investors step into a tech-stock dip amid the traditional late summer volume lull. At the top of today's Daily Briefing, Real Vision's Andreas Steno Larsen gets right to the point with Hedge Fund Telemetry founder Thomas Thornton: Who's buying this tech dip? Scaling out from recent price action and a broader discussion of positioning, Andreas and Tommy talk about current economic data, including a decline in initial claims for unemployment benefits and an upside surprise from the Federal Reserve Bank of Philadelphia's monthly manufacturing index for August. Andreas also asks Tommy about what looks like a pump-and-dump of Bed Bath & Beyond shares. And we hear from Rob Arnott about the risks of betting against bubbles. Watch the full video featuring Rob Arnott and Ash Bennington here: https://rvtv.io/3QG02LO. Learn more about your ad choices. Visit megaphone.fm/adchoices

The three major U.S. equity indexes traded lower for a second consecutive day, as investors look forward to Friday's release of consumer price index data for May. The European Central Bank is accelerating its own tightening scheme, as inflation's grip on policymakers remains tight. Initial claims for unemployment insurance showed the biggest increase since July 21, a sign the labor market may be cooling. Thomas Thornton, founder of Hedge Fund Telemetry, joins Real Vision's Andreas Steno Larsen to talk about choppy price action, how he's positioning himself ahead of Friday's CPI release, what he sees the Federal Reserve doing about it, and why he's trimming his long exposure. We also hear from Simon Mikhailovich about getting back to fundamentals and looking at things like balance sheets when it comes to making investment decisions. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3xi5lIK. Watch the full video featuring Simon Mikhailovich here: https://rvtv.io/3QbSHnm. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stocks sagged early, with social media stocks dragging the Nasdaq down more than 3% on bearish earnings guidance from Snap Inc., but rallied off the lows in a move presaged by Thomas Thornton right before noon ET. “Seeing most ETFs down on the day but lifting over today's volume-weighted average prices, which, if those levels can hold, is a positive,” tweeted Thornton, the founder of Hedge Fund Telemetry. Thornton joins Real Vision's Ash Bennington to talk about today's price action in the broader (bullish or bearish?) context. And we hear from Dario Perkins, managing director at Global Macro, about the bursting of the “everything bubble” and the impact of rising interest rates on equity valuations. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3lEctcV. Watch the full conversation between Dario Perkins and Raoul Pal here: https://rvtv.io/3sU59hz. Learn more about your ad choices. Visit megaphone.fm/adchoices

U.S. equity indexes jumped at the open, faded into lunchtime, and rallied into the last couple of hours of regular trading Tuesday in a session that reflected the general volatility defining financial markets right now. Thomas Thornton, founder of Hedge Fund Telemetry, saw underlying weakness early today. “Everything was up but breaking volume-weighted average price levels, which was a good read on underlying selling,” Thornton tweeted this morning. “And it's now evident to everyone.” At the same time, Thornton is “really getting excited with this opportunity-rich market.” It's “not yet” time for long ideas, “but soon” it will be, notes Thornton, as investors continue to weigh the Federal Reserve's effort to control inflation and sustain growth at the same time. Thornton, founder of Hedge Fund Telemetry, joins Real Vision's Maggie Lake for today's Daily Briefing to talk about the major factors driving markets and what he's looking for before he starts going long again. And Real Vision Crypto Editor Ash Bennington joins at the top of the show to talk about Bitcoin's recent price action and whether we need to fear a “crypto contagion” causing a wider market crash. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/38gJ9WM Watch the full video with Dwight Anderson and Raoul Pal here: https://rvtv.io/3LYBPOe Learn more about your ad choices. Visit megaphone.fm/adchoices

The major U.S. equity indexes were all up more than 1% late in Monday's regular trading session, with the tech-heavy Nasdaq Composite leading the way with a 1.85% gain. Stocks today seem to reflect a strong start to earnings reporting season. According to Bloomberg, 38 of the 48 S&P 500 components that have reported so far have posted positive surprises. Earlier in the day, the yield on the 10-year U.S. Treasury note touched 2.93%, a level the benchmark rate hasn't seen since 2018, as bond investors continue to price in the impact of Federal Reserve efforts to fight inflation. U.S. natural gas prices eased off after hitting 13-year highs ahead of an unusual April snowstorm in the Northeast. Crude oil slid nearly 5% on Tuesday, as the International Monetary Fund cut its 2022 and 2023 global growth forecasts. And broader concerns about global resource constraints amid the war in Eastern Europe linger. Thomas Thornton, founder of Hedge Fund Telemetry, joins Warren Pies, founder of 3Fourteen Research, for today's Real Vision Daily Briefing to talk about the stock market rally, commodities, energy, and inflation, and the problem the Federal Reserve faces in trying to stabilize prices without triggering a recession. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3vsVH5c. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today marks 40 days since Russia invaded Ukraine. U.S. equity indexes hold solid gains as we near Monday's close in New York, with Asian and European stocks having already ended normal trading sessions well in the green. Energy commodity prices continue to react to developments in Eastern Europe, with crude oil rising today on reports the European Union is planning to impose more sanctions on Moscow. A key section of the U.S. Treasury yield curve remains inverted after the two-year exceeded the 10-year last week. The issue of inflation and the question of recession loom ahead of Wednesday's release of the minutes from the March meeting of the Federal Open Market Committee. Meanwhile, shares of Twitter soared 30% after Tesla CEO Elon Musk revealed in a regulatory filing that he's taken a 9.2% stake in the social media company. Real Vision is in San Diego for this week's Macro Experience event, where we'll have a chance to meet face to face with some of our favorite guests. Thomas Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake to talk markets and stocks on today's Daily Briefing. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3j6CBvI Learn more about your ad choices. Visit megaphone.fm/adchoices

The Federal Reserve was already staring down an inflation problem well before Russian President Vladimir Putin ordered his troops into Ukraine. One month into the war, there's no clear end in sight. And constraints on key commodities will continue to drive prices and spur the creation of new supply chains. The Fed launched its tightening cycle with a 25 basis point increase to the fed funds target rate. The futures market is now pricing in a 50-basis-point move in May. Equity markets remain volatile. But the most interesting action may be in the bond market, where prices are falling faster than they have in decades as investors account for the Fed's absolute focus on showing its commitment to fighting inflation. President Joe Biden is in Brussels to meet with NATO counterparts about Russia and Ukraine. But there are no easy answers for that conflict. However, Thomas Thornton, founder of Hedge Fund Telemetry, is here with Real Vision's Ash Bennington to talk about the Fed, the bond market, Bitcoin, and finding opportunity in disorder in today's Daily Briefing. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3JTKf8N Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach speaks with Tracy Shuchart, Global Energy & Materials Strategist at Hedge Fund Telemetry.  See omnystudio.com/listener for privacy information.

Russia's invasion of Ukraine has shocked global financial markets, highlighted by a 31% spike in the spot price for European natural gas. Brent crude oil crossed the psychologically significant $100-per-barrel mark, and the May 2022 Euronext wheat contract surged by nearly 8%. U.S. equity markets were mixed two hours ahead of the close of regular trading, with the Dow Jones Industrial Average and the S&P 500 Index down 1.63% and 0.69%, respectively, but the Nasdaq up 0.61%. Bond yields are falling, as investors seek safe havens. Meanwhile, Russian tanks are rolling across Ukraine, President Vladimir Putin's troops now control the Chernobyl nuclear site, and Western allies expect Kyiv to fall within hours. Jacob Shapiro, founder and chief strategist of Perch Perspectives, and Thomas Thornton, founder of Hedge Fund Telemetry, join Real Vision's Maggie Lake to discuss the geopolitical situation and markets' reaction to the specter of the most significant conflict since World War II. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3t3TPhR Learn more about your ad choices. Visit megaphone.fm/adchoices

Tommy Thornton, founder of Hedge Fund Telemetry, brings his expertise in trading, timing, and technicals to Forward Guidance. Thornton shares with Jack Farley the serious risks he sees to the stock market, such as the end of quantitative easing (QE), coordinated central bank rate hikes, widening spreads, inverted yield curves, and, perhaps most importantly, the highest inflation in 40 years. Tommy Thornton's Twitter: @TommyThornton Jack Farley's Twitter: @JackFarley96 Blockworks Twitter: @Blockworks_ _ If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

Another Fed trial balloon pops markets. Inflation coming in hot – although off of a low base. Wacky action in yields, but markets are still holding tough - sort of. Our guest today – Thomas Thornton from Hedge Fund Telemetry SeedInvest - The curated equity crowdfunding platform, helping entrepreneurs raise the capital they need from Seed stage to Series D by harnessing the awesome power of the crowd. Learn More At https://info.seedinvest.com/investor Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals. Hedge Fund Telemetry was first conceived with inspiration from Tom's lifelong passion following Formula 1 racing. In the early 90's, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm's portfolio. It's now our goal to relay that same type of information so that one can also gain that edge. Follow @TommyThornton DECEMBER 2021 Outlook - WEBINAR REPLAY Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode:

The Bureau of Labor Statistics reported this morning that the Consumer Price Index for January 2022 was up 0.6% and 7.5% year over year. St. Louis Federal Reserve Bank President James Bullard said he's become "dramatically" more hawkish in light of the hottest inflation in nearly 40 years. Bullard, a voting member of the Federal Open Market Committee, would now like to see a total of 100 basis points of rate hikes by July. In the aftermath of Bullard's comments, federal funds futures are pricing in a 60% chance of a 50-basis-point hike in March. Rent has gone up nearly 30% in some cities, but the grass isn't greener for would-be homeowners. U.S. mortgage rates have surged to a two-year high, with the average 30-year fixed rate up to 3.69% from 3.55% last week. Meanwhile, the European Commission has raised its inflation forecast for 2022 to 3.5% from 2.2% due to high energy prices stemming from geopolitical tensions in Eastern Europe. Thomas Thornton, founder of Hedge Fund Telemetry, joins Real Vision's Ash Bennington to discuss today's CPI report and what it means for the Federal Reserve, markets, and your portfolio. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3swruR5 Learn more about your ad choices. Visit megaphone.fm/adchoices

The Commerce Department reported the fastest annualized rate of U.S. gross domestic product growth since 1984 for the fourth quarter of 2021. But it's hard to call this “Morning in America.” Investors and central bankers are still fixed on inflation and the coming tightening cycle, as other data suggest continuing supply-chain problems and omicron concerns linger. Earnings have been mixed, with Apple Inc. due to report at 5:00 p.m. ET today. Major equity indexes reflected the mixed picture, rising through midday but slipping into the red ahead of the close. Thomas Thornton, founder of Hedge Fund Telemetry, joins Real Vision's Maggie Lake to discuss strategy and tactics against a murky backdrop. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3ABav3R Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Jan 06,2022:On Wednesday, the S&P 500 fell 1.9%—the worst single-day decline in 11 months and the worst start to a year since 2008. Even crypto is taking a beating. The entire country has turned its attention to the Fed, which yesterday hinted at becoming more aggressive, triggering the steep drop in stocks. The taper, rising rates, and declining balance sheets are on the agenda. Thomas Thornton, founder of Hedge Fund Telemetry, shares how he's positioning his portfolio, given the big picture, and answers the pivotal question: Is a major regime shift on the way? Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3G4jmwD Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Nov 11,2021: Elon Musk sells over 4.5 million Tesla shares this week after posting a poll on Twitter about whether he should unload a tenth of his stake in the company and spurring controversy about taxation of the ultra-wealthy. Meanwhile, Rivian's IPO, one of the US's largest since Facebook, lifts off with an almost $88 billion valuation at market close on Wednesday. The IPO's positive reception by investors spilled over into other EV stocks such as Nio and Fisker. Autonomous vehicle startup Aurora also had made its trading debut last week, the first AV company to go public, after the closure of its merger with a SPAC. With Tesla's rivals cranking up the heat, Tommy Thornton, founder of Hedge Fund Telemetry, discusses his forward outlook for this burgeoning and increasingly competitive industry and for Tesla. Thornton also touches on gold, retail, and Chinese tech. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3C7kJb6 Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Nov 04,2021: The Fed announced their long-awaited taper to begin later this month with room for adjustment based on changes in the economic outlook. While the Fed focuses on keeping the inflation rate at 2%, the Bank of England's market-defying announcement to hold rates steady at the 0.1% benchmark has investors scratching their heads over the Fed's position in this ultra-inflationary environment. Thomas Thornton, founder of Hedge Fund Telemetry, joins to discuss the implications of these policy decisions. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3EOlwQi Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach welcomes his new audience in Phoenix at KTAR. He gives a market update and discusses what to expect when inflation gets worse. He also welcomes to the show Tracy Shuchart with Hedge Fund Telemetry. See omnystudio.com/listener for privacy information.

Zach welcomes a much anticipated guest, Tracy Shuchart of Hedge Fund Telemetry, to discuss energy and commodities.  See omnystudio.com/listener for privacy information.

The world is facing an energy crunch as the supply of natural gas, coal and other energy sources fails to adequately satisfy demand. Natural gas prices have risen multifold in Europe this year while several factories in China have shut down due to power disruptions linked to the short supply of coal. The U.K., meanwhile, has witnessed many of its fuel pumps running dry and the country's military has been called in to prevent any violence. India's power plants are also running on critically low coal stocks. Tracy Shuchart manages an energy and materials portfolio for a family office. She is also the Energy and Materials strategist at Hedge Fund Telemetry. In this livestream, we will handle audience questions about the looming energy crisis and the state of power in the world.

The world is facing an energy crunch as the supply of natural gas, coal and other energy sources fails to adequately satisfy demand. Natural gas prices have risen multifold in Europe this year while several factories in China have shut down due to power disruptions linked to the short supply of coal. The U.K., meanwhile, has witnessed many of its fuel pumps running dry and the country's military has been called in to prevent any violence. India's power plants are also running on critically low coal stocks. Tracy Shuchart manages an energy and materials portfolio for a family office. She is also the Energy and Materials strategist at Hedge Fund Telemetry. In this livestream, we will handle audience questions about the looming energy crisis and the state of power in the world.

DB-Oct21,2021: Tesla stock jumped midday after reporting better-than-expected Q3 earnings, a particularly commendable feat given the major supply chain issues plaguing several industries, while the Russell 2000 fell today in intraday trading. Notably, PayPal is shaking up the equities market with talks to acquire popular social media platform Pinterest. Tommy Thornton, founder of Hedge Fund Telemetry, joins us on the Daily Briefing to discuss the gamut of asset classes as well as what he's seeing in options trading for Tesla and why he thinks it might be a good time to buy the Russell 2000 ($IWM). Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3b03VI8 Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Aug27,2021: Tommy Thornton, founder of Hedge Fund Telemetry, weighs in on Federal Reserve Chair Jerome Powell's speech at the​​ virtual Jackson Hole Symposium, indicating tapering could start in 2021, but signaling there's no rush to hike interest rates. He also revisits the inflation debate with a rise in personal income and spending. Learn more about your ad choices. Visit megaphone.fm/adchoices

BD-Aug19,2021: Real Vision senior editor Ash Bennington welcomes Tommy Thornton, founder of Hedge Fund Telemetry, to update his framework for the U.S. economy and inflation as well as his outlook for equities, bonds, and commodities. After talks of tapering coming out of the FOMC minutes released yesterday, Thornton analyzes the market's response with relatively little action in the major U.S. indices as well as the dollar's continued rise and commodities like oil and copper taking a hit. He offers his perspective on the state of antitrust concerns with the FAANGs with tech giants like Amazon's plans to open department stores and Facebook's move into the metaverse while a new antitrust suit is submitted against them by the FTC. Drop your questions for Tommy here on the Exchange: https://rvtv.io/2Xxhew2 Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Jul27,2021: Tommy Thornton, founder of Hedge Fund Telemetry, sits down with Real Vision's Ash Bennington on the Daily Briefing to discuss price action within the NASDAQ as well as the continued onslaught against Chinese tech companies. Thornton walks through the sectors that he believes are strong and how to navigate the uncertainty surrounding popular tech companies in China. At the conclusion of today's briefing, Ash will preview the second part of an interview with Cathie Wood conducted by Kiril Sokoloff, which you can watch right here: https://rvtv.io/3xaMOMi. Learn more about your ad choices. Visit megaphone.fm/adchoices

I spoke to Hedge Fund Telemetry Founder and President, Thomas Thornton. Tom's career has taken him from early stints at Morgan Stanley and Roxbury Capital, to the now notorious former hedge fund, Level Global. Having subsequently been appointed Head trader at a high-profile family office, Tom then started to run his own money before a ‘eureka' moment in 2017. What if Tom could bring investors inside the hedge fund world, offering them a unique glimpse of the insights available to these enigmatic institutions. Tom and the team take this one step further too, aiming to empower their readers with a true investing edge, through a unique combination of sentiment and technical analysis. Tom describes his storied career to-date and, based on Telemetry's sentiment analysis, identifies the market trends-to-watch right now. Enjoy!Check out Hedge Fund Telemetry and subscribe at: https://www.hedgefundtelemetry.com/ Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

DB-Jul 13,2021: Tommy Thornton, president at Hedge Fund Telemetry, joins the Daily Briefing to discuss the CPI print released today, equity pricing, and earnings season. Thornton, along with Real Vision's Ash Bennington, examines the effect that the CPI print will have on the FED's dovish commitment to the economy. Additionally, the pair looks at how different markets are reacting to the high consumer price index figure and if sentiment is changing towards inflation. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Jun29,2021: Real Vision senior editor Ash Bennington welcomes Real Vision interim managing editor Samuel Burke and Tommy Thornton of Hedge Fund Telemetry to the Daily Briefing to discuss Bitcoin's rebound and market sentiment as delta variant fears grow. Thornton shares his bullish outlook for Bitcoin and potential explanations for its recent bounce from 6-month lows. In addition, Burke provides a unique perspective on European lockdowns and investor opinions as the delta variant of Covid-19 continues to spread. For our Listeners: Head to https://www.rocketlawyer.com/workconfidently to start your free 7-day trial today. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Jun,22,2021: Real Vision senior editor Ash Bennington welcomes Tommy Thornton of Hedge Fund Telemetry and to the Daily Briefing to discuss Bitcoin's crash, FED Chair Powell's testimony, and market sentiment as stocks rebound. The pair will cover potential explanations for Bitcoin's reversal as well as implications for companies in the space such as Coinbase. Additionally, they will dive into both commodity and stock market reactions to FED Chair Powell's testimony on the state of the economy. Special Festival of Learning offer - 10% off with the code DAILYBRIEFING. www.realvision.com/festival Learn more about your ad choices. Visit megaphone.fm/adchoices

00:00:30 Thomas’ experience at Wall Street (including running his own hedge fund and an insider trading investigation while working with Steve Cohen) and why he started his latest firm Hedge Fund Telemetry?00:18:40 How Thomas selects themes and timeframes for his daily newsletter?00:24:25 What Thomas thinks of the crypto bubble?00:35:44 Is deflation or inflation the bigger issue right now? Should low income jobs be made redundant?00:46:32 What it means to be a hedge fund manager? Should we aspire to become a Hedge Fund managers? How hedge funds prop up nascent ‘strategy managers’?01:05:02 Why and how should retail investors be exposed to as many financial instruments as possible?01:08:02 What fund managers does Thomas admire?01:14:02 What character types does the financial industry attract?01:29:38 Why are negative (or extremely low) yielding bonds of interest to investors?01:36:22 Thomas’ secret love for the Grand Tour/ Top Gear shows. You may watch this episode on Youtube – #93 Thomas Thornton (The past, present and future of Hedge Funds). Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Thomas is writing a daily investment newsletter at Hedge Fund Telemetry. Big Thanks to our Sponsors! ExpressVPN – Claim back your Internet privacy for less than $10 a month! Mighty Travels Premium – incredible airfare and hotel deals – so everyone can afford to fly Business Class and book 5 Star Hotels! Sign up for free! Divvy – get business credit without a personal guarantee and 21st century spend management plus earn 7x rewards on restaurants & more. Get started for free! Brex – get a business account, a credit card, spend management & convertible rewards for every dollar you spend. Plus now earn $250 just for signing up (Terms & Conditions apply).

DB-May25,2021: Tommy Thornton, founder of Hedge Fund Telemetry, joins Real Vision senior editor Ash Bennington to sharing his latest insights on market activity as U.S. consumer confidence falls slightly for May and questions about inflation’s permanence still linger. Thornton considers the implications of the repo market displaying surging levels of reverse repurchase agreements (RRPs) and explains what indicators he’s paying attention to and what that means for markets going forward. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-May13,2021: Real Vision managing editor Ed Harrison welcomes Tommy Thornton, founder of Hedge Fund Telemetry, to contextualize yesterday’s sell-off and whether it is indicative of longer-term market troubles. Thornton will update his thinking concerning what sectors he has his eye on and how he’s positioning his trades since a full re-opening in the U.S. is almost here. For our Listeners : Join Arca's  4th annual FO256 conference virtually, Tuesday May 25th by registering at www.ar.ca/21FO256.  Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Apr27,2021: Real Vision senior editor Ash Bennington joins Tommy Thornton, founder of Hedge Fund Telemetry, to discuss his current take on markets. Thornton explains the thin trading volume for this past month as sentiment remains high, and he explores Goldman Sachs’ newly published economic forecast, which cautions that there will be quarter-over-quarter GDP declines going forward even while the U.S. economic backdrop grows stronger. Bennington and Thornton also debrief Coinbase’s direct listing and his perspective on the growth of the crypto space, and they tackle Thornton’s thoughts on the Chinese tech sector and where he sees investible opportunities. Finally, he talks about energy as one of the best reopening bets out there and shares how he’s positioning his trades. Learn more about your ad choices. Visit megaphone.fm/adchoices

AIES Director Velina Tchakarova speaks with Tracy Shuchart, Energy and Material strategist at Hedge Fund Telemetry, about Global Energy Transition and major shifts in Big Oil, Gas, and other relevant trends.

Tommy Thornton, editor of Hedge Fund Telemetry, joins Jared on the show.  Tommy has had a long career on Wall Street, going back to the days of working as an intern at Drexel Burnham Lambert.  Tommy runs Hedge Fund Telemetry, a research product for professional investors.  Jared asks Tommy about his days at Level Global and his work with Demark indicators, while Tommy turns the tables and asks Jared some pointed questions about his views on indexing.