Can the voter in Europe become more “right wing”, forcing more of “left wing” politicians into government? What are the consequences of highly skewed electoral maths for the economies in Europe? Is Japan the next big thing not yet in investors & speculators playbook? Sentiment has turned greedy. Time to step back from being long the US markets or just a short term head fake? Nic and I will discuss all these issues and more.

00:00 Entry
00:20 Introduction
02:00 Voters move to the right, governments move to the left
23:40 Nippon Go! Is Japan the next big thing not yet accounted for?
40:00 I am trying to trick Nic to admit a recession is coming.
48:40 Greed shows its ugly face. Market Sentiment
52:00 Volatility & Market Levels for my SPX Straddle have been reached
54:11 Exited at the end, Apple gives us the Iron Man

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