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Cody Willard

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Jan. 20, 2015, 1:17 p.m. EST

New risks lead to a new hedge

Opinion: Currency wars and energy prices new headaches for banking sector

By Cody Willard, MarketWatch

The fallout from crashed energy prices and the dislocating currency prices from currency wars are likely now the driver for the markets, the financial sector and perhaps all of our major geopolitical headlines for 2015.

I’m growing increasingly bearish on the financials again. I believe there are going to be some big too-big-to-fail banks like JPM, Wells Fargo, Citigroup that are on the wrong side of the currency dislocations that we’re seeing this week. And with Russia too for the last few months.

Here’s the latest Cody Underground Podcast that I recorded as part of my research on the currency wars and dislocations. My old editor and mentor, John Authers, writes the Long View and other columns for the Financial Times, offers some explanations and analysis of the global currency wars, central banks and how it affects you at home.

Cody Willard writes the Revolution Investing investment newsletter for MarketWatch and posts the trades from his personal account at TradingWithCody.com.

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