Spotlight on Issues We Believe Are Important, SmarterMarkets™

SmarterMarkets™

Spotlight on Issues We Believe Are Important

We created SmarterMarkets™ to put a spotlight on issues surrounding trust, identity, market infrastructure and technology that we believe are important, and to see if there were others out there who felt the same way. And there were a lot of people who felt the same way. 

The podcast, currently ranked in the top 1% of podcasts by listenership, is presented by Abaxx Technologies and brings together the entrepreneurs, icons, and executives of commodities, capital markets and technology to rant on the inadequacies of our systems and riff on ideas for how to improve them.

Commodities

<ul><li>Smarter Markets podcast discusses outlook for silver in energy transition and investor portfolios with Michael Duranzo, President and CEO at the Silver Institute</li><li>Recent conversation at India Silver Conference focused on silver's underperformance compared to gold, supply deficit, and opportunities for investment in silver market</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Smarter Markets podcast discusses outlook for silver in energy transition and investor portfolios with Michael Duranzo, President and CEO at the Silver InstituteRecent conversation at India Silver Conference focused on silver's underperformance compared to gold, supply deficit, and opportunities for investment in silver marketThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Gold for the 21st Century Episode 7 | Michael DiRienzo, President & CEO, The Silver Institute

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Macroeconomics

<ul><li>Greetings from Copenhagen.</li><li>There’s plenty of geopolitical tension to unpack this week, with three major developments over just the past few days: 1) an Indian attack on Pakistan, 2) new events in the Middle East, and 3) the launch of U.S.–China trade talks.</li><li>India attacked Pakistan in the Kashmir region overnight, and Pakistan swiftly retaliated.</li></ul>

Greetings from Copenhagen.There’s plenty of geopolitical tension to unpack this week, with three major developments over just the past few days: 1) an Indian attack on Pakistan, 2) new events in the Middle East, and 3) the launch of U.S.–China trade talks.India attacked Pakistan in the Kashmir region overnight, and Pakistan swiftly retaliated.

The Drill – The Gold(en) Era Continues!

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Event-Driven

<ul>
<li>Full circulation implementation at the beginning of April derailed <a href="https://www.smartkarma.com/entities/laopu-gold-co-ltd" target="_blank" data-smartkarma-citation="entities:44036:1" rel="noopener">Laopu Gold (6181 HK)</a>'s chances of global index inclusion in May. </li>
<li>The company has now launched a US$300m primary placement that will significantly improve chances of inclusion in the same global index in August.</li>
<li>
<a href="https://www.smartkarma.com/entities/laopu-gold-co-ltd" target="_blank" data-smartkarma-citation="entities:44036:1" rel="noopener">Laopu Gold (6181 HK)</a> will also be added to another global index in September, so there are a few index inclusions likely for the stock this year. </li>
</ul>


Full circulation implementation at the beginning of April derailed Laopu Gold (6181 HK)'s chances of global index inclusion in May. 
The company has now launched a US$300m primary placement that will significantly improve chances of inclusion in the same global index in August.

Laopu Gold (6181 HK) will also be added to another global index in September, so there are a few index inclusions likely for the stock this year. 


Laopu Gold (6181 HK): US$300m Primary Placement & Index Inclusion Green Light

HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Cross Asset Strategy

<ul><li>The podcast is called New Barbarians and focuses on digital assets and opportunities in the market</li><li>The special guest, Connor Farley, is the CEO and co-founder of Truvias, an SEC registered investment advisor specializing in digital asset portfolio management</li><li>The current market trends include rising inflation concerns, increasing interest in gold, and the potential for Bitcoin to act as digital gold, according to the hosts and guest.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The podcast is called New Barbarians and focuses on digital assets and opportunities in the marketThe special guest, Connor Farley, is the CEO and co-founder of Truvias, an SEC registered investment advisor specializing in digital asset portfolio managementThe current market trends include rising inflation concerns, increasing interest in gold, and the potential for Bitcoin to act as digital gold, according to the hosts and guest.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Rise of Quant Investing in Crypto w/ Truvius CEO Connor Farley | The New Barbarians #007

<ul><li>Morning from a sunny Copenhagen! Many pundits have (rightfully) struggled to find a coherent logic behind the Trump administration’s trade policy.</li><li>However, quietly—but increasingly noticeably—the administration is beginning to make progress on a few of the core objectives outlined in the so-called “Mar-a-Lago Accord.” This accord seeks to leverage the U.S. defense umbrella to compel major trade partners to accept:a weaker USD, and increased purchases of U.S. Treasuries (USTs) in exchange for continued security guarantees—  with tariffs serving as the primary tool in this negotiation strategy.</li><li>While this approach has clearly sparked outrage globally—and while one can certainly question the strategic coherence and execution—the first signs are emerging that suggest it might be achieving some of its intended effects.</li></ul>

Morning from a sunny Copenhagen! Many pundits have (rightfully) struggled to find a coherent logic behind the Trump administration’s trade policy.However, quietly—but increasingly noticeably—the administration is beginning to make progress on a few of the core objectives outlined in the so-called “Mar-a-Lago Accord.” This accord seeks to leverage the U.S. defense umbrella to compel major trade partners to accept:a weaker USD, and increased purchases of U.S. Treasuries (USTs) in exchange for continued security guarantees—  with tariffs serving as the primary tool in this negotiation strategy.While this approach has clearly sparked outrage globally—and while one can certainly question the strategic coherence and execution—the first signs are emerging that suggest it might be achieving some of its intended effects.

Steno Signals #195 – Wait, what? Did China just start buying Treasuries again?

United States

Gold is a chemical element with the symbol Au (from Latin: aurum) and the atomic number 79. In its purest form, it is a bright, slightly reddish yellow, dense, soft, malleable and ductile metal. Chemically, gold is a transition metal and a group 11 element. It is one of the least reactive chemical elements, and is solid under standard conditions. The metal therefore occurs often in free elemental (native) form, as nuggets or grains, in rocks, in veins and in alluvial deposits. It occurs in a solid solution series with the native element silver (as electrum) and also naturally alloyed with copper and palladium. Less commonly, it occurs in minerals as gold compounds, often with tellurium (gold tellurides).

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Gold (GOLD COMDTY)

Gold for the 21st Century Episode 7 | Michael DiRienzo, President & CEO, The Silver Institute

The Smarter Markets podcast episode featured Michael Duranzo from the Silver Institute discussing the outlook for silver in the energy transition...

SmarterMarkets™

The Drill – The Gold(en) Era Continues!

Greetings from Copenhagen. There’s plenty of geopolitical tension to unpack this week, with three major developments over just the past few days:...

Steno Research

Laopu Gold (6181 HK): US$300m Primary Placement & Index Inclusion Green Light

A US$300m primary placement significantly improves Laopu Gold's chances of global index inclusion in Aug/Sep. Worth buying on dips while keeping an...

Brian Freitas

The Rise of Quant Investing in Crypto w/ Truvius CEO Connor Farley | The New Barbarians #007

Please join Mark Connors and I joined by the same guest - Connor Farley, CEO of Truvius joins a LIVE youtube webcast to discuss #QuantCrypto...

William Mann

Steno Signals #195 – Wait, what? Did China just start buying Treasuries again?

Morning from a sunny Copenhagen! Many pundits have (rightfully) struggled to find a coherent logic behind the Trump administration’s trade...

Steno Research

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