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(2080)

The Knock-On Effect Summer Series #2 - Raoul Pal on Turkey

The Knock-On Effect Summer Series #2 - Raoul Pal on Turkey

Will turmoil in Turkey send global markets skidding? And why might such an economically small country have an incredibly outsized effect? Raoul Pal, co-founder CEO of Real Vision and founder of The Gl...

17 Elo 201827min

The Knock-On Effect Summer Series #1 - Mark Dow on Liquidity

The Knock-On Effect Summer Series #1 - Mark Dow on Liquidity

Are market participants misunderstanding the current state of liquidity - and if so, what are the potential knock-on effects? Mark Dow, founder of Dow Global Advisors and author of the Behavioral Macr...

10 Elo 201836min

The Knock-On Effect #11 - Almond milk and stamp storage

The Knock-On Effect #11 - Almond milk and stamp storage

Why will rising popularity of almond milk make it more expensive to store postage stamps? Justine and Alex discuss — also touching on bovine productivity, disused limestone mines, and the “Illuminati ...

3 Elo 201837min

The Knock-On Effect #10 - Yield Surge to Trash Cheap Vodka?

The Knock-On Effect #10 - Yield Surge to Trash Cheap Vodka?

Will rising yields on Treasury notes sink the cheapest vodkas? Alex and Justine discuss – also touching on the causes of recession, Scottish drinkers, and the impact of Fed policy. Plus, a controversi...

27 Heinä 201846min

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

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
herrasmieshakkerit
rss-rahamania
ostan-asuntoja-podcast
taloudellinen-mielenrauha
rss-sami-miettinen-neuvottelija
rahapuhetta
lakicast
rss-startup-ministerio
rss-draivi
sijoitusovi-podcast
rss-h-asselmoilanen
rss-uppoava-vn-laiva
rss-rikasta-elamaa
rss-sisalto-kuntoon
rss-seuraava-potilas
rss-myynnilla-on-asiaa-kert-kenner