Image Source: PixaBay

You get my reaction to the Fed hike, why China has bottomed out but not out of the woods. 
I explain where I'm overweight, and where I want to be at the end of the year. 
Let's put it this way, the Nasdaq is like the Fed - it's got a lot of work to do. 
I also got to muse a little on my gold positions, and my thoughts on oil. Just remember the OPEC can't meet their targets, so don't think that part of the inflation story will go away. 
Overall I had a great time, love the new hosts, and got the space to really light it up.

Video Length: 00:07:19