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)

How to Navigate a Jittery Market Ahead of the Fed Meeting

How to Navigate a Jittery Market Ahead of the Fed Meeting

DB-Dec13,2021:U.S. stocks have kicked off the week in the red amid concerns over the Omicron variant and ahead of the Fed decision on Wednesday. Meme stocks like GameStop and AMC are suffering the mos...

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U.S. CPI Print Comes in Hot: Is Bitcoin Still an Inflation Hedge?

U.S. CPI Print Comes in Hot: Is Bitcoin Still an Inflation Hedge?

DB-Dec10,2021:Raoul Pal shares his key takeaways from Real Vison’s ‘The Takeover’ in Las Vegas. Where are the leading names in the cryptosphere placing their bets? Plus, U.S. inflation surges to its h...

11 Joulu 202142min

What Should A Cryptocurrency Portfolio Look Like?

What Should A Cryptocurrency Portfolio Look Like?

DB-Dec09,2021:Ahead of Friday’s CPI print, analysts expect a reading of 6.8%, showing that inflation is still running hot through the economy. After a week-long rebound, Brent Crude fell 0.8% as fuel ...

10 Joulu 202134min

Pfizer & BioNTech Share Results on Boosters as Job Openings Near All-Time High

Pfizer & BioNTech Share Results on Boosters as Job Openings Near All-Time High

DB-Dec08,2021:With markets easing on Omicron fears this week and assets across the board beginning to recover from last week’s drawdowns, Pfizer and BioNTech both announced today the initial findings ...

9 Joulu 202138min

Navigating Omicron: Will the Market Comeback Last?

Navigating Omicron: Will the Market Comeback Last?

DB-Dec07,2021:Tech stocks are making a comeback today and oil is up over 4%, easing Omicron fears, but can it last? Pfizer CEO Albert Bourla said that while the Omicron variant appears mild, its light...

8 Joulu 202135min

The Secret Formula: A Four Quadrant Approach to Investment

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DB-Dec06,2021: The Macro Compass is a four-quadrant tool that helps see the macro forest first and then the trees. Alfonso Peccatiello uses this model to determine how to distribute his investment por...

7 Joulu 202136min

Fear Is Back: Omicron's Grip Threatens Global Disruption

Fear Is Back: Omicron's Grip Threatens Global Disruption

DB-Dec 03,2021:The NASDAQ is down today over 300 points, and the VIX continues to edge up to its 52-week high. Jim Bianco discusses the latest tech fallout and where the equities sell-off is concentra...

4 Joulu 202138min

Navigating Volatility: Should We Buy the Dip?

Navigating Volatility: Should We Buy the Dip?

DB-DEC 02,2021:Steven Van Metre joins the Daily Briefing to share his outlook of the volatility ahead as we close out the year and begin to look forward to an equally unstable 2022. With markets still...

3 Joulu 202135min

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