Daily Briefing – August 18, 2020 – The Inflation Trade Just Caught Fire Again: Tony Greer

Daily Briefing – August 18, 2020 – The Inflation Trade Just Caught Fire Again: Tony Greer

Senior editor, Ash Bennington, hosts Tony Greer, editor of The Morning Navigator Newsletter, to discuss the S&P 500 breaking record highs and the wild inflation trade. Tony considers where inflation is cropping up and how dollar weakness is connected to a dovish Fed. He also talks about the biggest market movers—bitcoin, FANG stocks, precious metals, and miners—and where the market may be headed should low interest rates persist. Ash and Tony explore what is happening in the housing market and what is influencing its activity. They top off their conversation by looking at the risks of momentum strategies to novice investors, ESG strategies catching fire, and Tony’s approach to position sizing. In the intro, Peter Cooper discusses the kick-off of the Democratic National Convention and the latest on CalPERS. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(1979)

Adventures in Finance 11 - Broken Promises: The Impending Global Pension Crisis

Adventures in Finance 11 - Broken Promises: The Impending Global Pension Crisis

The financial system will soon witness a collision between an unstoppable force and an immovable object. Pensions around the world are being crushed under the weight of trillions in unfunded liabilities while hundreds of millions of Baby Boomers are advancing to retirement in ever greater numbers, creating a perfect storm for the next crisis that is all but mathematically certain to happen. In 'Things I Got Wrong', Preston Pysh (@PrestonPysh), co-host of The Investors Podcast, shares crucial lessons about applying value investing principles in times of crisis. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Adventures in Finance 10 - Carson Block: Short-selling Legend and Market Vigilante

Adventures in Finance 10 - Carson Block: Short-selling Legend and Market Vigilante

Carson Block, Founder of Muddy Waters Research, single-handedly dismantles fraudulent companies and his research can cause stocks to plummet 90% in market cap. As one of the world's preeminent short-sellers, Carson shares his incredible story and process for identifying fraudulent targets. In 'Things I Got Wrong', Dr. Steve Keen, professor of economics at Kingston University London, fesses up to misjudging the Australian real estate bubble. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Apr 201750min

Adventures in Finance 9 - Reflation: American Dream or Political Nightmare?

Adventures in Finance 9 - Reflation: American Dream or Political Nightmare?

Deconstruct the Trump Reflation Trade as unsightly political realities emerge from the shadows. In 'Things I Got Wrong', David Hay, CIO of Evergreen Gavekal, confesses to underestimating central bank firepower and the usefulness of extreme market sentiment readings. Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Mar 20171h 2min

Adventures in Finance 8 - Over the Barrel: A Journey From Boom to Bust

Adventures in Finance 8 - Over the Barrel: A Journey From Boom to Bust

The repercussions of a boom-bust energy cycle and massive infrastructure investment means a supply glut and potentially lower oil prices for much longer than anyone expects. In 'Things I Got Wrong', Michael Lewitt sets aside his ego and trusts in the machines and artificial intelligence. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Mar 20171h 2min

Adventures in Finance 7 - The Triggering: Article 50 and Brexit

Adventures in Finance 7 - The Triggering: Article 50 and Brexit

Uncertainty reigns, as political and economic forces build before the historic negotiations which could alter the shape of Great Britain and the EU forever. In 'Things I Got Wrong', Bill Fleckenstein, CEO of Fleckenstein Capital discusses the mistakes he made in underestimating the folly and largesse of Central Bankers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Mar 201758min

Adventures in Finance 6 - Satellites, Big Data and Finance

Adventures in Finance 6 - Satellites, Big Data and Finance

Explore how satellite imagery data is being utilized to drive financial insights, with advice from James Crawford, CEO of Oribital Insights. In ‘The Things I Got Wrong’, Jawad Mian, Founder of Stray Reflections, sits down to share his slip-ups about silver and managing your ego. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Mar 201755min

Adventures in Finance 5 - China’s One Belt One Road

Adventures in Finance 5 - China’s One Belt One Road

Unearth unprecedented investment opportunities in China’s One Belt One Road strategy – something we haven’t seen since the BRICS. Plus, Ben Hunt, Chief Investment Strategist at Salient Partners shares what he got wrong about Europe. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Mar 201753min

Adventures in Finance 4 - Analyzing Cyclical Market Behavior

Adventures in Finance 4 - Analyzing Cyclical Market Behavior

Understand how to leverage financial cycles & forecast future markets with veteran investor Robin Griffiths. Also on this week, Brent Johnson, CEO of Santiago Capital, tells us his misjudgments’ on gold and being a true contrarian. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Feb 201752min

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