Is a Bear Market Coming? Expert Insights from Tom Thornton 📉

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

00:00 Introduction
23:30 Oil
30:58 Short $AAPL and $AMZN
33:50 Investing in Cannabis
37:30 Impact of the Rise of the Retail Investor
38:12 Is ARKK Oversold?
44:46 Challenges for 60/40 Portfolio (and Risk Parity Strategies)
53:18 Ethereum Chart Pattern
55:55 Other Longs: Airlines and Restaurants
56:36 Highest Conviction Short
1:02:03 Outlook on Europe and China
1:10:40 The Founding Of Hedge Fund Telemetry