Scott Wapner (Host) 00:00.070
alright let's talk commodities for a minute we have gold and silver new record highs today oil not so much worst sector for energy worst sector last week was energy excuse me that's where your move is right yes apache you
Joe Terranova (Senior Managing Director) 00:11.990
sold it i
Scott Wapner (Host) 00:12.710
did tell
Joe Terranova (Senior Managing Director) 00:13.230
me terrible trade terrible trade natural gas is up around five dollars already own EQT that has been a a strong winning position for me i added apache as natural gas approach five dollars believing natural gas is going to break out above five dollars it absolutely has not done
Scott Wapner (Host) 00:29.550
that long ago knock
Joe Terranova (Senior Managing Director) 00:30.470
over apaches a couple of weeks at most it's terrible trade down maybe eight percent on the trade
Scott Wapner (Host) 00:37.030
oh you are
Joe Terranova (Senior Managing Director) 00:37.670
yeah got right out of it OK i mean the sidelines natural gas right back below four dollars
Scott Wapner (Host) 00:43.270
OK i mean because i have it up three percent in a month four and a half in three months i mean so really you're you're talking about a very small probably
Joe Terranova (Senior Managing Director) 00:50.470
just didn't work i probably bought the high of the entire move i i know that's
Scott Wapner (Host) 00:55.110
natural right behind so high so high do i
Joe Terranova (Senior Managing Director) 00:58.230
mean sometimes
Jim Lebenthal (Chief Equity Strategist) 01:00.310
sometimes that doesn't
Joe Terranova (Senior Managing Director) 01:01.230
work itself in his book yeah yeah and sometimes that absolutely doesn't work his own book yeah natural gas is five dollars a time i'll tell you a trade that is working that i bought at the high GLD bought that one month ago up about ten percent on GLD and i think that continues
Joe Terranova (Senior Managing Director) 01:16.230
to move higher because gold's going higher you still have
Scott Wapner (Host) 01:18.590
optimistic about that for twenty six i am
Joe Terranova (Senior Managing Director) 01:20.830
i'm optimistic about gold i'm optimistic about silver i like that liz is nodding that she agrees with me yeah
Liz Young (Head of Investment Strategy) 01:26.630
i agree with you on gold i agree with you on gold on gold i was optimistic about gold in twenty five still optimistic in twenty six silver is a speculative commodity more than gold is i think there's more of a floor on the gold demand i don't think that you see as much of a
Liz Young (Head of Investment Strategy) 01:40.270
possibility of a drawdown but silver silvers up a little high for me a little fast OK