Priced for Perfection: Has the Reflation Trade Gone Too Far?

Priced for Perfection: Has the Reflation Trade Gone Too Far?

DB-Mar25,2020. Real Vision managing editor Ed Harrison welcomes to the Daily Briefing Amanda Agati, chief investment strategist of PNC Financial Services Group, and Marc Chandler, chief market strategist at Bannockburn Global Forex. Agati shares her view on U.S. equity valuations, noting that stocks might have run too far, too fast amid reflation optimism, and Chandler argues that market performance will ultimately hinge on liquidity conditions, making the long-term case for why the dollar could be approaching the end of its bull cycle as twin deficits weigh it down. Agati also highlights that there is much opportunity in both the debt and equity of emerging markets, noting serious composition changes with the various indices. Lastly, Agati and Chandler share their views on bonds and credit. For our 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(2062)

Here's How to Surf a Volatile 2022

Here's How to Surf a Volatile 2022

DB-Dec23,2021:What’s going on in Turkey, and why should we keep an eye on it? Daily Dirtnap editor Jared Dillian fills you in on what you need to know about the Turkish Lira. Nikola delivers its first...

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To What Degree Is Omicron a Threat to the Economic Recovery?

To What Degree Is Omicron a Threat to the Economic Recovery?

DB-Dec22,2021:The number of new cases in South Africa has slowed in recent weeks and is down more than 20% in the past week, pointing to the probability that the Omicron variant has reached its peak. ...

23 Joulu 202142min

Markets Bounce Back, Ringing In Holiday Cheer Once Again

Markets Bounce Back, Ringing In Holiday Cheer Once Again

DB-Dec21,2021:After markets were down yesterday, oil, stocks, and crypto rebounded. Goldman Sachs also recently released their new projection for oil, explaining that oil could potentially reach $100 ...

22 Joulu 202138min

Stocks, Oil, & Bitcoin Fall on Omicron Fears: A Not-So-Happy Holiday

Stocks, Oil, & Bitcoin Fall on Omicron Fears: A Not-So-Happy Holiday

DB-Dec20,2021:The Omicron fear factor has sent the entire market tumbling downhill – what does this mean for 2022? Jeffrey Schulze of ClearBridge discusses how you should protect your investments and ...

21 Joulu 202134min

No Santa Rally? What's Behind the Big Tech Sell-Off

No Santa Rally? What's Behind the Big Tech Sell-Off

DB-Dec017,2021:At the year's end, people are normally buying the winning tech stocks. This year, however, people are selling. What is going on? Jim Bianco, president of Bianco Research, talks about th...

18 Joulu 202136min

Did the Fed Topple Your Assets? Advice for Your Wallet

Did the Fed Topple Your Assets? Advice for Your Wallet

DB-Dec16,2021:As the Fed wages its battle against inflation by signaling raising interest rates in 2022 at a faster pace than expected, Liz Young, Head of Investment Strategy at SoFi, explains who the...

17 Joulu 202138min

This Is What the Fed's Decision Means for You

This Is What the Fed's Decision Means for You

DB-Dec15,2021:In the most highly anticipated decision of the year, the Fed said it would ramp up its pace of tapering and hike rates three times in 2022. So what does that mean for your investments? D...

16 Joulu 202135min

Fed Meeting Begins: What s Next for Stocks, Bitcoin, & Your Portfolio?

Fed Meeting Begins: What s Next for Stocks, Bitcoin, & Your Portfolio?

DB-Dec14,2021:The Fed meeting begins today, and Thomas Thornton joins the Daily Briefing to discuss what that means for stocks and Bitcoin. One thing’s for sure: we can probably expect a hike in inter...

15 Joulu 202137min

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