Daily Briefing - July 6, 2020 - Sentiment Is All That Matters

Daily Briefing - July 6, 2020 - Sentiment Is All That Matters

Max Wiethe joins managing editor Ed Harrison to discuss sentiment, the 2020 election, and forward earnings and what sort of impact that will have on markets in the coming months. Max and Ed first break down Peter Atwater’s interview from last week on Real Vision, examining his thoughts on current market sentiment and US politics, which then leads them to consider what a Democratic sweep would mean for fiscal policy and how MMT policy would affect equities. They also talk about the growing consensus around the Fed’s indirect influence on equities, what variables would challenge the narrative of the Fed’s omnipotence, and how the growing number of companies suspending EPS estimates makes the future that much more unclear. In the intro, Peter Cooper shines a light on Warren Buffett's recent purchase of major natural gas pipelines from energy giant Dominion Energy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2091)

Trading the Markets (with AI): February 25, 2026

Trading the Markets (with AI): February 25, 2026

🔥 Get FREE ACCESS to Real Vision: https://rvtv.io/4lRykex Real Vision's Kris Bullock and Nico Brugge are back to break down the charts and highlight their favorite RV trade ideas before taking que...

25 Feb 26min

Do Markets care about Trump’s Tariffs?

Do Markets care about Trump’s Tariffs?

Andreas Steno Larsen, founder and CEO of Steno Research, is back with co-host Mikkel Rosenvold to break down the biggest forces driving markets right now, from escalating tensions between Iran and the...

24 Feb 31min

Crypto Price Action After Trump Tariff Ruling

Crypto Price Action After Trump Tariff Ruling

This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Spencer Gordon-Sand, founder of Orange Cap Capital and head of Moonbirds. Together, they break...

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Trading the Markets: February 18, 2026

Trading the Markets: February 18, 2026

Bijan Maleki hosts Real Vision contributor Kris Bullock to break down the charts and highlight their favorite RV trade ideas before taking questions from the audience. Tune in every Wednesday at 1pm E...

24 Feb 25min

Dalio: "The World Order Has Broken Down"

Dalio: "The World Order Has Broken Down"

Andreas Steno, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics, on the latest Macro Mondays. They break down what happened at the Munich S...

24 Feb 33min

 Is It Finally Crypto's Time to Shine? | Rekt Vision w/ Blocmates

Is It Finally Crypto's Time to Shine? | Rekt Vision w/ Blocmates

This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Alex and Grant from Blocmates. They dissect the week's price action, key levels to look out fo...

13 Feb 58min

Inflation Cools as AI Fears Shake Markets

Inflation Cools as AI Fears Shake Markets

Markets closed out the week balancing cooler inflation against renewed volatility in tech and AI. U.S. CPI rose 2.4% year-over-year in January, with core inflation falling to 2.5% — the lowest leve...

13 Feb 5min

Global Stocks Near Records as BlackRock Enters DeFi

Global Stocks Near Records as BlackRock Enters DeFi

Global markets are leaning into growth. Following the upside surprise in U.S. non-farm payrolls — with 130,000 jobs added and unemployment falling to 4.3% — investors are focusing on economic resil...

12 Feb 5min

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