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(2045)

#1019 - How Global Conflict Impacts Markets | With Jacob Shapiro

#1019 - How Global Conflict Impacts Markets | With Jacob Shapiro

🔥 Something Special is Coming Soon... Join the Waitlist https://rvtv.io/4b1IXWd 🔥 Kraken Pro: Experience it today at realvision.com/krakenpro Jacob Shapiro, director of geopolitical analysis at Cognitive Investments, joins Ash Bennington, to discuss the evolving conflict in the Middle East following Israel's retaliatory attack on Iran. They explore potential longer-term market implications if the situation escalates further and discuss opportunities in alternative regions amid ongoing uncertainty. The Festival of Learning is sponsored by Kraken. Kraken Pro delivers industry-leading security, 24/7 support, and unparalleled liquidity for advanced crypto traders. Experience it today at realvision.com/krakenpro. Not investment advice, crypto trading involves risk of loss. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Facebook: https://rvtv.io/facebook Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Huhti 202436min

#1018 - Real Vision Festival of Learning Review | With Ash Bennington & Maggie Lake

#1018 - Real Vision Festival of Learning Review | With Ash Bennington & Maggie Lake

🔥 Festival of Learning: Get your FREE TICKET https://rvtv.io/4ayljku Join Ash Bennington and Maggie Lake from Real Vision as they dive into the highlights and key takeaways from the first day of Real Vision's Festival of Learning. They share insights gathered from conversations with industry professionals and experts, providing viewers with a comprehensive review of the day's discussions and themes. The Festival of Learning is sponsored by Kraken. Kraken Pro delivers industry-leading security, 24/7 support, and unparalleled liquidity for advanced crypto traders. Experience it today at realvision.com/krakenpro. Not investment advice, crypto trading involves risk of loss. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Facebook: https://rvtv.io/facebook Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Huhti 202436min

#1017 - Is the U.S. Dollar Still a Safe Haven? | With Greg Weldon

#1017 - Is the U.S. Dollar Still a Safe Haven? | With Greg Weldon

🔥 Festival of Learning: Get your FREE TICKET https://rvtv.io/4ayljku Greg Weldon, CEO of Weldon Financial, joins Maggie Lake to explore the U.S. dollar's impact on equities, the potential for a continued rally in gold, the significance of Asian currencies in the current market landscape, and more. Real Vision Members can now get a discount on Greg's incredible research service, New Age Investing, right here: http://realvision.com/greg Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Facebook: https://rvtv.io/facebook Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Huhti 202437min

#1016 - Can Stocks Withstand Higher Rates? | With Tony Greer

#1016 - Can Stocks Withstand Higher Rates? | With Tony Greer

🔥 Festival of Learning: Get your FREE TICKET https://rvtv.io/4ayljku Tony Greer, editor of The Morning Navigator, joins Maggie Lake to analyze the market action following Fed Chair Jerome Powell's comments that "rates need to stay higher for longer," Tony's outlook for oil is amid rising tensions in the Middle East, and where he sees a safe haven during this pullback. Real Vision members can save $200 on an annual subscription to The Morning Navigator using the code nav25 here: http://realvision.com/tony Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Facebook: https://rvtv.io/facebook Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Huhti 202431min

#1015 - What Geopolitic Risks Are Not Priced In? | with Jacob Shapiro & Marko Papic

#1015 - What Geopolitic Risks Are Not Priced In? | with Jacob Shapiro & Marko Papic

🔥 Festival of Learning: Get your FREE TICKET https://rvtv.io/4ayljku Maggie Lake is joined by Jacob Shapiro, director of geopolitical analysis at Cognitive Investments, and Marko Papic, partner and chief strategist at Clocktower Group, to discuss Iran's on Israel, the market's reaction, why the upcoming U.S. election is a global focal point, and the impact these geopolitical events could have on your portfolio. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed on your financial journey. Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Facebook: https://rvtv.io/facebook Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Huhti 202454min

Raoul vs. Peter Schiff: An Impact Theory Debate

Raoul vs. Peter Schiff: An Impact Theory Debate

🔥 Get FREE access to digital asset insights to equip you with tools and know-how to supercharge your investment framework https://rvtv.io/3U1GFAD In this special episode, we bring you Impact Theory’s debate between Raoul Pal and longtime bitcoin critic Peter Schiff. Raoul and Peter get into whether bitcoin is here to stay and what role it can play in helping investors unf*ck their futures.For more of Impact Theory’s video, visit: http://youtube.com/@TomBilyeu Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. 🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Huhti 20243h 4min

Where Macro and Behavioral Technical Analysis Meet ft. Ron William & Robin Griffiths

Where Macro and Behavioral Technical Analysis Meet ft. Ron William & Robin Griffiths

🔥 Get FREE access to future-forward insights on trends, technology, and society in our digital age with Raoul Pal and David Mattin https://rvtv.io/3xviaTB With increased inflation volatility and several assets reaching record highs, it’s increasingly complicated for investors to navigate the markets. RW Advisory CIO & macro-tactical strategist Ron William, CFTe, welcomes market veteran Robin Griffiths, FSTA, investment strategist at RW Advisory, to share how he approaches global markets by studying behavioral patterns and cycles. Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. 🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Huhti 202458min

#1014 - Ding Dong… Is the Fed’s Inflation Target Dead? | with Vincent Deluard

#1014 - Ding Dong… Is the Fed’s Inflation Target Dead? | with Vincent Deluard

🔥 Festival of Learning: Get your FREE TICKET https://rvtv.io/4ayljku Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss why he believes recessions may be a thing of the past, how the Fed has seemingly abandoned its 2% inflation target, and strategies for your portfolio in an inflationary environment. Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Huhti 202442min

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