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00:03 – Welcome by Nicholas Koh

00:24 – Disclaimer & Housekeeping Items

01:06 – Introduction of Nicholas Koh

01:18 – Introduction of Phan Vee Leung

01:51 – Agenda

02:20 – Review of Trades from Previous Trade Ideas Webinars

09:00 – Brief Outlook of 2021

15:40 – Rise of Renminbi

18:00 – Stable Currency with Positive Real-Yields

21:00 – Debt Market is Essential for Hegemony

23:38 – The Trend of USDCNH

24:10 – Semiconductor Chips Are New Age Commodities

30:35 – Rise of Heterogenous Compute (Crypto Example)

35:14 – Semiconductor Chips Are New Age Commodities (Alpha Fold)

37:10 – Tech Monopolies Go Vertical

 

41:29 – Macro Themes for TrackRecord Model Portfolio – Semiconductor Chips Are New Age Commodities

41:50 – TrackRecord Model FX Portfolio

41:58 – Macro Equity Model Portfolio Performance Chart: ROI% +121.13

42:25 – About the TrackRecord Community Membership

Q & A (45:35)

49:15 – Q1. Does TrackRecord distinguish in a sector using value investing?

53:50 – Q2: Why are you investing in Micron and not Apple?

55:50 – Q3: US Yields have been rising recently, what is the likely cause of this?

57:45 – Q4: If Big Tech Companies are going vertical, how will it affect Nvidia and AMD?

58:13 – Q5: What is TrackRecord’s current view on gold and silver?

01:02:30 – Q6: What kind of Technical Analysis does Vee use?

01:04:23 – Q7: What is driving the rally in soft commodities?

01:06:30 – Q8: Since the traditional types of hedge against inflation (gold & silver) has been affected by the rise of crypto, why not just all in crypto?

01:12:55 – Q9: How will the Aussie-China trade war affect soft commodities?

01:13:45 – Q10: Do you think all this money printing is a ticking time bomb or will Modern Monetary Theory save the day?

01:19:17 – Q11: If we subscribe to the membership can I see the stocks in the portfolio that expresses spoken of in the webinar?

01:20:30 – Q12: I am not interested in trading, do you have a managed account plan and fee structure?

01:22:08 – Q13: Do we do webinars mostly in Singapore time?

01:22:54 – Q14: Do we trade options or futures?

01:24:06 – Q15: Is it a monthly or yearly subscription?

01:25:03 – Q16: Are US stocks really crashproof now?

01:25:47 – Closing by Vee