Daily Briefing - June 29, 2020

Daily Briefing - June 29, 2020

Editor Max Wiethe joins managing editor Ed Harrison to discuss the latest developments in markets, macro, and coronavirus. Max and Ed examine how the US is currently dealing with the virus and whether that means the nation is par for the course or has “gone off the reservation” as compared to other countries. They also talk about the risk factors that could put a highly volatile market over the edge, consider the longevity of US outperformance, and explore the current market rotation. They wrap up their discussion by sharing their thoughts on the latest video on Real Vision Essential and announce a special edition of the Daily Briefing on Friday as the U.S. observes Independence Day. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(1958)

Adventures in Finance 62 - Powering Down: Beginning of the End for Tesla?

Adventures in Finance 62 - Powering Down: Beginning of the End for Tesla?

Can Tesla still take over the world – or is the end nigh for the ambitious electric car company? Charley Grant of the Wall Street Journal and Mark Spiegel of Stanphyl Capital join to discuss. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade the political circus, Twitter debates and scheming seniors. Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Apr 201855min

Adventures in Finance 61 - Crude Awakening:  The Yuan, the Dollar, and the Battle for Global Supremacy

Adventures in Finance 61 - Crude Awakening: The Yuan, the Dollar, and the Battle for Global Supremacy

China appears to be taking a major step to combat the dominance of the U.S. dollar. How significant could that move be, and what political, economic, and market changes might result? Luke Gromen, founder of research firm Forest for the Trees, joins for a deeply insightful discussion. Plus, Grant Williams and Alex Rosenberg trade Saudi leadership, California regulations, and flat-falling April Fools’ Day jokes. Learn more about your ad choices. Visit podcastchoices.com/adchoices

6 Apr 20181h 24min

Adventures in Finance 60 - Look Out Below? David Rosenberg’s Stormy Outlook

Adventures in Finance 60 - Look Out Below? David Rosenberg’s Stormy Outlook

After a tumultuous first quarter for stocks, what will the rest of the year bring? Nothing good, according to famed economist David Rosenberg of Gluskin Sheff. He outlines what could be ahead for the economy and markets – and outlines some areas where investors might turn to safety. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade weight-losing poker players, sexy magazine covers and replying all. Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Mar 201850min

Adventures in Finance 59 - Anti-Social: Facebook, Privacy and Societal Shifts

Adventures in Finance 59 - Anti-Social: Facebook, Privacy and Societal Shifts

Will the Facebook-Cambridge Analytica fracas actually turn the tide of public opinion against the social media giant? Jesse Felder of The Felder Report and Peter Atwater of Financial Insyghts join to discuss. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade Jerome Powell, scientific research and predictive coffee-based drinks. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Mar 20181h 10min

Adventures in Finance 58 - Commercial Break: What the Ad industry’s struggles say about the economy

Adventures in Finance 58 - Commercial Break: What the Ad industry’s struggles say about the economy

Advertising behemoth WPP has run into massive troubles. Does this just reflect the flow of ad dollars into Google and Facebook, or does it suggest bigger problems with the global economy? Grant describes his findings, while Daniel Ives of GBH Insights takes the other side. Meanwhile in the long/short segment, Grant and Alex trade “King Dollar,” Russian airplane engineers and ETF-related class-action lawsuits. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Mar 201854min

Adventures in Finance 57 - Blue Steel: Tariffs, Trade and Trump

Adventures in Finance 57 - Blue Steel: Tariffs, Trade and Trump

What’s driving the modern movement toward protectionist tariffs and trade wars? Where will it all lead, and what lessons can we draw from history? Geopolitics consultant Peter Zeihan and historian Marc Palen discuss. Plus, in the long/short segment, Grant and Alex trade airline seats, trend followers and Wu Tang Clan fans. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Mar 201859min

Adventures in Finance 56 - Digging Gold: The Case for Precious Metals

Adventures in Finance 56 - Digging Gold: The Case for Precious Metals

Will it soon be gold’s time to shine once again? Rick Rule of Sprott Global Resources, Simon Mikhailovich Tocqueville Bullion Reserve and Ronald-Peter Stoeferle of Incrementum AG weigh in. Plus, in the long/short segment, Grant and Alex trade tennis, pant-ripping lasers and flighty models. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Mar 20181h 16min

Adventures in Finance 55 - The Storm After the Calm: Is Market Volatility Back?

Adventures in Finance 55 - The Storm After the Calm: Is Market Volatility Back?

Stock market volatility has surged to levels unseen in years. So is the era of unusual market calm now over and done with? Or was this latest episode just a temporary bit of turmoil? Steve Diggle of Volpes Investment Management and Dennis Davitt of Harvest Volatility Management weigh in. Plus, in the long/short segment, Grant and Alex trade Apple, mediocre Olympic athletes and Jennifer Lawrence. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Feb 20181h 6min

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