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Which podcasts are discussing EWY?
3 ATTRIBUTED IDEAS · 2 EPISODES · 2 SHOWS
The shows
Monetary Matters with Jack Farley
MacroVoices
Where the discussion went deepest
6 NOV6 NOV 2025MACROVOICES · 10:00
KOSPI vs Nasdaq relative value trade
“The trade of the week argued for a relative value setup: long the Nasdaq 100 (QQQ) and short South Korea (EWY), on the thesis that the KOSPI's AI-fueled rally is narrow and stretched compared to the broader, more diversified Nasdaq.”
MacroVoices #505 Michael Every: Does Anyone Remember PMIs?
Core thesis · 5/5Verify in source →
12 AUG5D AGOMONETARY MATTERS WITH JACK FARLEY · 15:00
Crash lows in SOX, KOSPI likely to be retested
“The bearish case argued for the Philadelphia Semiconductor Index and the KOSPI is that their sharp crash declines are typically followed by a test of the lows, not a straight V-shaped recovery.”
Milton Berg: I Have Evidence Market Has Likely Bottomed
In depth · 4/5Verify in source →
12 AUG5D AGOMONETARY MATTERS WITH JACK FARLEY · 20:00
Exhaustive gaps signal panic buying, not impulse
“The technical case made was that upside gaps following long moves or into recovery highs are often exhaustive, signaling panic buying and a potential near-term top.”
Milton Berg: I Have Evidence Market Has Likely Bottomed
Substantive discussion · 3/5Verify in source →
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