Nasdaq Woes In A Re-Opening "Explosion"

Nasdaq Woes In A Re-Opening "Explosion"

DB-Mar24,2021: In the main segment, Jared Dillian, editor of the Daily Dirtnap, returns to the Daily Briefing to update Real Vision’s Jack Farley on how he’s navigating the mercurial swings in stocks. Dillian argues that both the rotation from growth into value as well as the sell-off in U.S. Treasurys will likely continue as the U.S. economy re-opens and trillions of dollars worth of stimulus are on the table. Dillian shares with Farley his thoughts on reflationary sectors such as energy, airlines, and life insurance, and he also shares his evaluation of psychology within the Bitcoin market. In the final segment, Farley is joined by Huw Roberts, director of analytics at Quant Insight, who conducts data-driven analysis on how the gyrations in the Nasdaq 100 Index are driven by macro variables like interest rates, commodity prices, currency fluctuations, and expectations for growth and inflation. For Listeners: Checkout skillshare.com and learn a new skill. You can use a unique promo link skillshare.com/realvision Protect your portfolio and join 130,000 members by signing up at masterworks.io with promo code REAL VISION today to skip the waitlist. See important information at masterworks.io/disclaimer Checkout Jordan Harbinger Show @ https://www.jordanharbinger.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2081)

Will Choking Off Russian Energy Sales Change the Course of the War?

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Bill Browder on What's Next for Russia

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My First Million With Our Very Own Raoul Pal

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Volatility remains the dominant theme for financial markets, as prices for energy and food commodities continue to rise along with hostilities in Eastern Europe. Russia’s war on Ukraine has made centr...

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U.S. equity markets were mixed with just over two hours remaining in the trading day, with the Dow Jones Industrial Average and the S&P 500 Index holding small gains and the Nasdaq Composite and the R...

4 Mar 202233min

When the Promise of a Quarter-Point Rate Hike Is Good News

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The war in Eastern Europe has led to a meaningful shift in the market’s perception of what the Federal Open Market Committee will do when it meets in two weeks. Fed fund futures are still pricing in a...

3 Mar 202234min

"We Cannot Say How the Conflict Will End in the Short Term"

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A Russian military convoy continues to bear down on Kyiv, Ukraine’s capital and its most populous city. Its progress has been slow, much like the broader invasion. But news from Eastern Europe continu...

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