Nasdaq Woes In A Re-Opening "Explosion"

Nasdaq Woes In A Re-Opening "Explosion"

DB-Mar24,2021: In the main segment, Jared Dillian, editor of the Daily Dirtnap, returns to the Daily Briefing to update Real Vision’s Jack Farley on how he’s navigating the mercurial swings in stocks. Dillian argues that both the rotation from growth into value as well as the sell-off in U.S. Treasurys will likely continue as the U.S. economy re-opens and trillions of dollars worth of stimulus are on the table. Dillian shares with Farley his thoughts on reflationary sectors such as energy, airlines, and life insurance, and he also shares his evaluation of psychology within the Bitcoin market. In the final segment, Farley is joined by Huw Roberts, director of analytics at Quant Insight, who conducts data-driven analysis on how the gyrations in the Nasdaq 100 Index are driven by macro variables like interest rates, commodity prices, currency fluctuations, and expectations for growth and inflation. For Listeners: Checkout skillshare.com and learn a new skill. You can use a unique promo link skillshare.com/realvision Protect your portfolio and join 130,000 members by signing up at masterworks.io with promo code REAL VISION today to skip the waitlist. See important information at masterworks.io/disclaimer Checkout Jordan Harbinger Show @ https://www.jordanharbinger.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2053)

The Next Big Trade - The Godfather of MMT Explains It All

The Next Big Trade - The Godfather of MMT Explains It All

Warren Mosler, an American economist and entrepreneur, is perhaps the leading proponent of Modern Monetary Theory (MMT). But what is MMT? And how can it help us understand what’s happening at a macro ...

16 Loka 202252min

My Life in 4 Trades - How Bill Browder Took on Putin’s Oligarchs

My Life in 4 Trades - How Bill Browder Took on Putin’s Oligarchs

There’s nothing ordinary about Bill Browder’s life. After earning an MBA from the Stanford Graduate School of Business in 1989, he moved to Russia with the intention of becoming the “biggest capitalis...

15 Loka 202252min

A Break From the Whipsaw

A Break From the Whipsaw

The situation in the U.K. is going from bad to worse, with Prime Minister Liz Truss now in danger of losing her own job after firing her finance minister Kwasi Kwarteng and short-circuiting her own ec...

14 Loka 202233min

Ask Me Anything w/ Raoul Pal

Ask Me Anything w/ Raoul Pal

Real Vision Co-Founder & CEO, Raoul Pal, answers the internets questions and covers everything from macro & crypto to wine, scuba diving, food and art! Learn more about your ad choices. Visit podcastc...

14 Loka 20221h 6min

When There’s No One Left To Sell

When There’s No One Left To Sell

Within three hours today, S&P 500 futures swung from a 3.9% decline to a 3.9% rally. “It's pretty incredible,” tweeted Jared Dillian shortly after noon, “to watch people get fooled by the market over ...

13 Loka 202237min

The Fed Will Stick To Its Waste-Laying

The Fed Will Stick To Its Waste-Laying

The Producer Price Index for September came in hotter than expected, as investors brace for the Thursday morning release of Consumer Price Index data. Minutes to the most recent meeting of the Federal...

12 Loka 202239min

What Is the Bond Market Telling Us?

What Is the Bond Market Telling Us?

The Bank of England intervened in the U.K gilt market for the second time in two days Tuesday, with the following warning: "Dysfunction in this market, and the prospect of self-reinforcing 'fire sale'...

11 Loka 202236min

Why the Stock Selloff May Have Reached Its Limits

Why the Stock Selloff May Have Reached Its Limits

Stocks opened to the downside but trended higher throughout the day, the Dow Jones Industrial Average peaking into positive territory in the early afternoon, as investors prepare for Thursday morning’...

10 Loka 202239min

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