IBKR Podcasts

Meet NOAA, the Weather-Elephant in the Room and Other Friends in the Corn Field!

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/
DISCLOSURE: OPTIONS TRADING
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

A PM Perspective: What’s So Special About Warren Buffett?

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

In Defense of Gold

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

Everything You Wanted to Know About Options but Were Afraid to Ask

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).
DISCLOSURE: OPTIONS TRADING
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
 

Going to California

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).

Prices Up, Spending Power Down

Michael Normyle – Nasdaq’s US Economist joins IBKR’s Andrew Wilkinson and Jeff Praissman to discuss the Consumer Price Index and how inflation effects people at different income levels.
Contact Info:
Email:  Michael.Normyle@nasdaq.com
Web:   www.nasdaq.com

What? No Recession?

Consumer sentiment may be pointing down, but US economic indicators are not displaying many other signs of an impending recession. The Interactive Brokers team discusses their favorite signposts.

‘Cuckoo’ for Cocoa Futures?

With long positions in London cocoa futures recently reaching record levels, it appears traders are generally hoping for even higher prices of the staple commodity – which have already pushed up confectionery costs for consumers across the globe. Is it a case of mass heartbreak or something more? Find out what’s driving these cocoa highs, as Sean McGovern, vice president of research at McAlinden Research Partners, and IBKR’s Jeff Praissman and Claire Baxter join host Steven Levine for a lively look at chocolate, as our agricultural commodity series continues…. 
Note: Any performance figures mentioned in this podcast are as of the date of recording (May 10, 2023).