Daily Briefing - May 8, 2020

Mark Mahaney of RBC Capital Markets offers his positive assessment of the outlook for the big tech giants who have led the market rally while Jesse Felder, author of The Felder Report and host of the podcast Superinvestors and the Art of Worldly Wisdom returns to Adventures in Finance with some words of caution as he sees signs that both public opinion and the companies’ own performance are beginning to turn Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Joulu 20171h 10min

Peter Atwater (Financial Insyghts) and Ben Hunt (Salient) are masters of how to measure confidence in both the economy and in markets. In conversation with Grant Williams, they break down their methods, and share some surprising insights about where we stand right now. Peter Atwater explains how “hubris” led him astray in the aftermath of the financial crisis. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Joulu 20171h 7min

On the eve of the Holiday shopping season, Stephanie Pomboy (MacroMavens) and Dana Telsey (Telsey Advisory Group) stake very different positions about the health of the retail space and the consumer. Then Jim Sullivan (Green Street Advisors) explains what it all means for the real estate sector. Plus, Mark Spiegel (Stanphyl Capital) discusses a key mistake he made early in his investing career and the valuable lesson he learned as a corporate insider.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

24 Marras 201755min

Three contributors to the Real Vision Think Tank discuss their views on the most important areas upon which investors should currently be focusing. Maleeha Bengali of MB Commodity Corner, Tony Greer of TG Macro and Larry McDonald of The Bear Traps Report discuss base metals markets, crude oil, Chinese debt and data and the tug-of-war that is the Trump Tax Plan Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Marras 20171h 3min

Is this a fork in the Fed’s road? President Trump has nominated Jerome Powell to be the next chair of the Federal Reserve. Whether Powell will continue down the same path of Janet Yellen, and Ben Bernanke before her, remains an open question. Danielle DiMartino Booth, a former advisor to Dallas Fed President Richard Fisher and author of Fed Up, says that Powell, in combination with other new faces at the central bank, could be poised to effect some serious change. Miles Kimball, professor of economics at the University of Colorado Boulder, isn’t so sure. The real debate, however, is how Fed ought to operate, particularly once the next crisis crops its head. Booth and Kimball emerge as polar opposites here, with Booth advising a retreat from unconventional policies designed to stimulate the economy, and Kimball recommending that the Fed take interest rates sharply negative in the next downturn. More broadly, Kimball is a fan of rigorous action from the Fed, while Booth would like to see more humility in the Eccles Building. Once the sides have been staked in the Fed debate, Booth takes her leave of this planet, and tells us what she would bring on a trip to Mars. And speaking of humility, Kimball closes out the episode by offering up something he got wrong. Interestingly, it concerns not finance, but fat. Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Marras 20171h 6min

Amidst a shift in the narrative surrounding Tesla after a series of production issues and mounting losses, Mark B. Spiegel of Stanphyl Capital Partners makes the bear case for the electric car manufacturer and explains why increasing competition from a series of luxury carmakers, advances in battery technology and the increasing scepticism surrounding Elon Musk’s outlandish promises are combining to set the company up for an uncomfortable ride… in the wrong direction. Mark then bravely climbs aboard one of Musk’s Space X rockets to Mars and lets us know what he takes with him. And in Things I Got Wrong, Dr. Pippa Malmgren offers two valuable lessons she learned about having the courage of your convictions (and what to do when you are proven wrong) and how making certain compromises in a man’s world are perhaps not the right path for a young, ambitious woman to take. Learn more about your ad choices. Visit podcastchoices.com/adchoices

3 Marras 20171h 8min

The origins of bitcoin predate most people’s understanding and this week, with the aid of Trace Meyer, of The Bitcoin Knowledge Podcast, and Bruce Kleinman, author of The Bitcoin Tutorial, we trace the rise of bitcoin and the blockchain from their unceremonious unveiling to the world in a simple, pseudonymous 8-page White Paper in October 2008 to the recent hard and soft forks. We look at the architecture and the technology underpinning this revolutionary protocol, decode some of the more complex ideas and, amidst a tsunami of ICO offerings, try to assess the future for cryptocurrencies in general and bitcoin in particular. Learn more about your ad choices. Visit podcastchoices.com/adchoices

27 Loka 20171h 16min

On the 30th anniversary of Black Monday, we recreate the events of that tumultuous time through the eyes of people who found themselves trying to navigate the biggest drop in Dow Jones history. The legendary Art Cashin takes us behind the scenes at the NYSE, while Bill Fleckenstein, David Hay, Michael Lewitt and Greg Weldon share their personal stories alongside Michael Oliver and Trader Vic – Victor Sperandeo who famously predicted the crash a few weeks before the event. Lastly, we hear the incredible story of hedge fund manager Richard Pomboy whose foresight saved his investors millions Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Loka 20171h 10min