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)

Europe, Trump & the Limits of Trade Escalation | Macro Mondays: January 19, 2026

Europe, Trump & the Limits of Trade Escalation | Macro Mondays: January 19, 2026

☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That’s why there’s the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE 🍷 ☀️ Right now i...

19 Jan 33min

Tariff Tensions, China Growth Signals, and Crypto Volatility: PALvatar Market Recap, January 19

Tariff Tensions, China Growth Signals, and Crypto Volatility: PALvatar Market Recap, January 19

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

19 Jan 6min

Is Bitcoin on the Way Back to $100,000? | REKT Vision (January 16, 2025)

Is Bitcoin on the Way Back to $100,000? | REKT Vision (January 16, 2025)

☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That’s why there’s the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE 🍷 ☀️ Right now i...

16 Jan 1h 8min

Mixed Global Equities, Dollar Strength, and Crypto Regulation Uncertainty: PALvatar Market Recap, January 16 2026

Mixed Global Equities, Dollar Strength, and Crypto Regulation Uncertainty: PALvatar Market Recap, January 16 2026

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

16 Jan 5min

Global Equities Rebound, Strong UK & Eurozone Data, and Bitcoin Near $98K: PALvatar Market Recap, January 15 2026

Global Equities Rebound, Strong UK & Eurozone Data, and Bitcoin Near $98K: PALvatar Market Recap, January 15 2026

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

15 Jan 6min

Trading the Markets: January 14, 2026 | Kris Bullock and Bijan Maleki

Trading the Markets: January 14, 2026 | Kris Bullock and Bijan Maleki

☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That’s why there’s the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE 🍷 ☀️ Right now i...

14 Jan 28min

Global Markets Mixed, Metals at Record Highs, and Bitcoin Reclaims $96K: PALvatar Market Recap, January 14 2026

Global Markets Mixed, Metals at Record Highs, and Bitcoin Reclaims $96K: PALvatar Market Recap, January 14 2026

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

14 Jan 6min

US CPI Cools, Fed Drama, Japan Stocks Surge, and Bitcoin Jumps: PALvatar Market Recap, January 13 2025

US CPI Cools, Fed Drama, Japan Stocks Surge, and Bitcoin Jumps: PALvatar Market Recap, January 13 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

13 Jan 6min

Populært innen Business og økonomi

lydartikler-fra-aftenposten
stopp-verden
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengepodden-2
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
pengesnakk
utbytte
okonomiamatorene
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
liberal-halvtime
stormkast-med-valebrokk-stordalen
lederpodden
rss-politisk-preik
rss-markedspuls-2
lederskap-nhhs-podkast-om-ledelse