Daily Briefing - Nov 5, 2020

Daily Briefing - Nov 5, 2020

Managing editor, Ed Harrison, is joined by Jay Pelosky, co-founder and CIO of TPW Investment Management, to provide an update on his current outlook amid a turbulent election and uncertain future with stimulus and COVID-19. Pelosky argues that markets are getting closer to end of this period of peak uncertainty around these variables and that deep cyclicals like airlines and oil will rally sharply higher. Pelosky also explains that as the election race comes to a close, markets have been oversold in the past week and are becoming more comfortable with the idea of a split government as investors gain clarity. He digs further into the question of stimulus - a matter of “when,” not “if” - and contends that a vaccine may roll out sooner than stimulus, which would cause the markets to react aggressively, raise rates, and could set up a rotation trade out of tech and into cyclicals. Finally, he also discusses asset allocation and his thesis of a tripolar world. In the intro, Real Vision's Haley Draznin looks at markets rallying as the U.S. presidential election outcome is still uncertain and analyzes the K-shaped recovery that continues to form as the job market remains high. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2086)

Adventures in Finance 54 - Trump Whisperer: The Life and Times of Ken Kurson

Adventures in Finance 54 - Trump Whisperer: The Life and Times of Ken Kurson

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Adventures in Finance 53 - Unfixed Income: The Bond Market Meltdown

Adventures in Finance 53 - Unfixed Income: The Bond Market Meltdown

Bond prices appear to be in the midst of a striking dive. So can we blame bonds for the stock market drop? Is the decades-long bond bull market finally over? And where will the 10-year Treasury yield ...

9 Feb 20181h

Adventures in Finance 52 - New Kids on the Blockchain: Inside the Minds of Cryptocurrency Investors

Adventures in Finance 52 - New Kids on the Blockchain: Inside the Minds of Cryptocurrency Investors

The crypto craze has made dedicated investors and traders out of many people who’ve never before given much thought to finance. What’s driven those people into bitcoin and other tokens, where do they ...

2 Feb 20181h 9min

Adventures in Finance 51 - Xi’s China: What Next For The Middle Kingdom?

Adventures in Finance 51 - Xi’s China: What Next For The Middle Kingdom?

With China’s plenum out of the way, what’s ahead for the Chinese economy? How much influence does the government have, and how successful has the transition to a consumer-based economy been? Finally, ...

26 Jan 20181h 7min

Adventures in Finance 50 - 363 Days: Donald Trump’s First Year

Adventures in Finance 50 - 363 Days: Donald Trump’s First Year

A year after Donald Trump’s inauguration, we take a close look at the president’s performance. How well has President Trump done? Should market bulls thank him for the recent rally? And how great is t...

19 Jan 20181h 7min

Adventures in Finance 49 - Charge!: The Bull Case for Tesla

Adventures in Finance 49 - Charge!: The Bull Case for Tesla

At long last, a Tesla bull steps up to retort Mark Spiegel’s bear case on the electric car company. Rob Maurer, host of the Tesla Daily podcast, makes an impassioned case for both the company and the ...

12 Jan 20181h 15min

Adventures in Finance 48 -  Taking Stock: The Best of “Adventures in Finance”

Adventures in Finance 48 - Taking Stock: The Best of “Adventures in Finance”

Grant looks back at some of his favorite moments from the podcast, reflecting on some of the boldest calls, sharpest insights and most meaningful stories he’s heard. Learn more about your ad choices. ...

29 Des 20171h 42min

Adventures in Finance 47 - What Lies Beyond? Big Themes for 2018 Part II: Inflation

Adventures in Finance 47 - What Lies Beyond? Big Themes for 2018 Part II: Inflation

Is an inflation spike around the corner – and if so, what effects could that have? To find out, Grant speaks to Jawad Mian of Stray Reflections, Jonathan Pain of the Pain Report, and Peter Boockvar of...

22 Des 20171h 10min

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