Market Euphoria: This Year's Trading Patterns Coming Undone

Market Euphoria: This Year's Trading Patterns Coming Undone

Senior editor, Ash Bennington, joins Tony Greer, editor of the Morning Navigator, to examine the latest euphoric episode in markets. Greer discusses how the rotation in the markets demonstrates their renewed focus on a post-pandemic world as the pattern from the last several months of trading is coming undone. He shares his thoughts on the appropriate balance of a political perspective to a market outlook, where inflation will begin to crop up under a Biden administration, and trades he’s paying attention to in energy, tech, commodities, and more. In the intro, Real Vision's Haley Draznin looks at how the markets have reacted to potential vaccine news and how big tech companies across the globe, like Amazon and Alibaba, have become a major focus for regulators. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2075)

Adventures in Finance 19 - Over Stocked & Under Sold: A Tale of the US Shopper and the Global Economy

Adventures in Finance 19 - Over Stocked & Under Sold: A Tale of the US Shopper and the Global Economy

If you want to predict the path of the global economy, you best have a pulse on the US consumer. At 70% of the US economy, consumer spending is in the economic driver seat. We speak to Stephanie Pombo...

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Adventures in Finance 18 - Bitcoin: Journey Beyond the Hype to a Universe of Applications

Adventures in Finance 18 - Bitcoin: Journey Beyond the Hype to a Universe of Applications

Bitcoin is all everyone can talk about and the public is downright hysterical about the price, but the price is not what you need to be focusing on. This week, we explore how Bitcoin and the underlyin...

2 Kesä 20171h 8min

Adventures in Finance 17 - Demographics Are Destiny

Adventures in Finance 17 - Demographics Are Destiny

Neil Howe isn't only a household name for finance-types, he coined the term "Millennials" and literally wrote the book on generational analysis. This week, he shares his insights on where we stand in ...

26 Touko 20171h 9min

Adventures in Finance 16 - Having Reservations: US Restaurant Revenues Signal Recession Risk

Adventures in Finance 16 - Having Reservations: US Restaurant Revenues Signal Recession Risk

What if restaurant sales could predict the next recession? According to Paul Westra, Senior Research Analyst at Stifel, decades of restaurant sales data accurately predicted the last two US recessions...

19 Touko 20171h 2min

Adventures in Finance 15 - Crises, Bubbles, Scandals: Financial History Uncensored (Part 1)

Adventures in Finance 15 - Crises, Bubbles, Scandals: Financial History Uncensored (Part 1)

"The farther back you can look, the farther forward you are likely to see", Sir Winston Churchill. Men and women of historical significance understood the importance of history. Tim Price, partner and...

12 Touko 20171h 15min

Adventures in Finance 14 - Feeding the Future: Debt, Demographics, & Dinner Plates

Adventures in Finance 14 - Feeding the Future: Debt, Demographics, & Dinner Plates

The agricultural industry sustains human life but is taken for granted and is subject to volatile cycles. Alan Boyce, former Soros Fund Management Director and Agtech investor, talks us through the bi...

5 Touko 20171h 8min

Adventures in Finance 13 - What Lies Beneath: Volatility in a Peaceful World

Adventures in Finance 13 - What Lies Beneath: Volatility in a Peaceful World

Volatility permeates markets, nature, and life. Yet, it is monumentally misunderstood, and often to ruinous consequences. Stephen Diggle, Founder of Vulpes Investment Management, and Chris Cole, Manag...

28 Huhti 20171h 13min

Adventures in Finance 12 - Bass and Burbank, A Masterclass

Adventures in Finance 12 - Bass and Burbank, A Masterclass

Learn from hedge fund legends as Kyle Bass interviews John Burbank III to reveal insights and ideas that differentiate truly independent market thinkers from amateur speculators. In 'Things I Got Wron...

21 Huhti 20171h 7min

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