DB Sep 30 - 2020 - The Ultimate "Pain Trade"

DB Sep 30 - 2020 - The Ultimate "Pain Trade"

Real Vision managing editor Ed Harrison hosts Peter Boockvar, chief investment officer of Bleakley Advisory Group and editor of The Boock Report. Boockvar shares his macro analysis on what he calls “the pain trade": companies that have been the most hurt by COVID-19 and have the most to gain from re-opening. Boockvar and Harrison review the latest economic data and discuss what is and what is not priced into the markets. Boockvar also discusses banks as the ultimate value trap and why they may be poised for an ultimate turnaround should the long-end of the yield curve tighten. Real Vision reporter Haley Draznin breaks down two major technology companies, Palantir and Asana, and their direct listings on the NYSE today and how this could reshape the IPO market. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(2110)

Is Iran War Deal Imminent? | Macro Mondays: May 25, 2025

Is Iran War Deal Imminent? | Macro Mondays: May 25, 2025

Real Vision’s Mikkel Rosenvold and Andreas Steno Larsen break down the latest market reaction to reports of a possible Strait of Hormuz deal, what it could mean for oil and inflation, and why the next...

25 Mai 32min

HYPE on a Run — Can the Rest of Crypto Catch Up?

HYPE on a Run — Can the Rest of Crypto Catch Up?

This week on REKT Vision, Bijan Maleki welcomes Stats, aka Punk 9059, the chief chart officer at Memeland, to dissect the biggest narratives and themes currently driving cryptocurrencies, macro, and A...

22 Mai 52min

Nvidia in the Spotlight | Trading the Markets With AI

Nvidia in the Spotlight | Trading the Markets With AI

Real Vision contributor Kris Bullock and Bijan Maleki are back with their weekly look at the biggest news stories about AI and how traders can utilize it. Through enhanced research, coding apps, dashb...

20 Mai 37min

Are Markets Ignoring Inflation? | Macro Mondays: May 18, 2026

Are Markets Ignoring Inflation? | Macro Mondays: May 18, 2026

Andreas Steno and Mikkel Rosenvold are back to break down the aftermath of the highly anticipated meeting between Donald Trump and Xi Jinping. They also dive into rising bond yields, whether markets s...

18 Mai 36min

Clarity Act Clears a Milestone: Is This the Catalyst? | REKT Vision May 15, 2026

Clarity Act Clears a Milestone: Is This the Catalyst? | REKT Vision May 15, 2026

Upgrade your execution - Trade on Kraken Pro: https://kraken.pxf.io/c/6873097/3884423/10583 View legal disclosures at kraken.com/legal/disclosures.”___________________________________________________...

15 Mai 59min

The World According to AI

The World According to AI

Kris Bullock is joined by Bijan Maliki to break down the latest AI news.Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indi...

13 Mai 37min

It’s Beginning To Look A Lot Like COVID! | Macro Mondays: May 11, 2026

It’s Beginning To Look A Lot Like COVID! | Macro Mondays: May 11, 2026

Andreas Steno Larsen and Mikkel Rosenvold are back to break down why today’s macro environment is starting to resemble 2021, from renewed concerns around the Hanta virus to rising input costs and supp...

11 Mai 35min

An AI Skeptic Enters the Chat

An AI Skeptic Enters the Chat

This week Kris Bullock is joined by Nico Brugge to break down the latest AI news before Nico puts on his skeptic hat and Kris helps Nico (and his friends and family) from mid-curving this exciting tec...

11 Mai 30min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
finansredaksjonen
rss-skravla-gar
livet-pa-veien-med-jan-erik-larssen
rss-pa-konto
pengepodden-2
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
morgenkaffen-med-finansavisen
rss-sunn-okonomi
utbytte
rss-markedspuls-2
liberal-halvtime
lederpodden
okonomiamatorene