Calm Before the Storm: DB- Nov 2, 2020

Calm Before the Storm: DB- Nov 2, 2020

Real Vision senior editor, Ash Bennington, welcomes Tommy Thornton, president of Hedge Fund Telemetry, to break down his framework for trading markets as the U.S. Presidential election rapidly approaches. Thornton looks at market sentiment and trader positioning, concluding that investors are net long this market, which limits upside potential, with extremely low short interest. Bennington and Thornton explore price action in European markets and look forward to vaccine news. Thornton then describes several trades he sees in cannabis and coffee, advising viewers on the value of holding dry powder as well as not getting sucked into narratives. In the intro, editor Jack Farley takes a look at Europe’s lockdowns, election odds, and price action in the credit markets. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2100)

The Knock-On Effect #9 - Trade Fears to Clarify Diamonds?

The Knock-On Effect #9 - Trade Fears to Clarify Diamonds?

Why will rising concerns about China’s trade-related retaliation lead diamonds to become clearer? Justine and Alex discuss – also touching on Jules Verne novels, iPhone batteries and a new version of ...

20 Heinä 201832min

The Knock-On Effect #8 - Stock Rally to Spur Foot Picking?

The Knock-On Effect #8 - Stock Rally to Spur Foot Picking?

Why will higher stock prices lead more American to pick feet? Alex and Justine discuss, also touching on income inequality, one very fancy Manhattan store, and the marital habits of reptile owners. Pl...

13 Heinä 201838min

Real Vision Rewind #1 – Godfather of Central Banking

Real Vision Rewind #1 – Godfather of Central Banking

How did the modern age of central banking begin? In this story previously heard in a 2017 episode of “Adventures in Finance,” Grant Williams, Aaron Chan and Ben Hunt look at the fascinating history o...

6 Heinä 201843min

The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors?

The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors?

Why will a rising dollar lead to a proliferation of ice cream flavors that go far beyond vanilla? Justine and Alex discuss, touching on thieves in Madagascar, beaver glands, whisky maturation and the ...

29 Kesä 201837min

The Knock-On Effect #6 - Fed Hikes to Quash Lottery Ticket Sales?

The Knock-On Effect #6 - Fed Hikes to Quash Lottery Ticket Sales?

Why will a higher fed funds rates lead to a decline in the number of Americans who play the lottery? Alex and Justine discuss, along the way touching on the future of transportation, moving to L.A., t...

22 Kesä 201829min

The Knock-On Effect #5 - Demographics and Doorways

The Knock-On Effect #5 - Demographics and Doorways

Why will changing Chinese demographics lead to an increase of plastic strips in doorways? Justine and Alex discuss - and in so doing, also touch on Ikea trips, online dating, modern food production, a...

15 Kesä 201848min

The Knock-On Effect #4 - Tariffs and Cork

The Knock-On Effect #4 - Tariffs and Cork

Why will U.S. tariffs lead to a resurgence for the global cork industry? Justine and Alex explain, along the way discussing Australian wine, cork shoes and the Chinese consumer. Learn more about your ...

8 Kesä 201827min

The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom

The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom

Why will higher oil prices result in disappointed craft beer drinkers? Justine and Alex discuss. Plus, Alex delves into the world of academia, and discusses an interesting finding about the way stocks...

1 Kesä 201834min

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