Priced for Perfection: Has the Reflation Trade Gone Too Far?

Priced for Perfection: Has the Reflation Trade Gone Too Far?

DB-Mar25,2020. Real Vision managing editor Ed Harrison welcomes to the Daily Briefing Amanda Agati, chief investment strategist of PNC Financial Services Group, and Marc Chandler, chief market strategist at Bannockburn Global Forex. Agati shares her view on U.S. equity valuations, noting that stocks might have run too far, too fast amid reflation optimism, and Chandler argues that market performance will ultimately hinge on liquidity conditions, making the long-term case for why the dollar could be approaching the end of its bull cycle as twin deficits weigh it down. Agati also highlights that there is much opportunity in both the debt and equity of emerging markets, noting serious composition changes with the various indices. Lastly, Agati and Chandler share their views on bonds and credit. For our 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(2053)

"This Is One of the Biggest Economic Impacts of All Time"

"This Is One of the Biggest Economic Impacts of All Time"

This discussion is a must-watch if you want to understand the pace at which AI is changing our lives and to get ahead for the future. Recorded on March 9, 2023. This episode is sponsored by KraneShare...

25 Mar 20231h 3min

When’s the Next Shoe Going to Drop?

When’s the Next Shoe Going to Drop?

Maggie Lake is joined by Paul Hodges, author of the pH Report and chairman of New Normal Consulting, to talk about where financial stress will break out next. This episode is sponsored by KraneShares’...

24 Mar 202337min

Tick Tock, is it Time to Buy Tech?

Tick Tock, is it Time to Buy Tech?

Maggie Lake is joined by, Nadian Terman, CEO & CIO of Solstein Capital, who breaks down what she thought of yesterday’s Fed decision and what the knock-on effects it may have on broader markets. This ...

23 Mar 202337min

Did the Fed Just Acknowledge the Deposit Crisis?

Did the Fed Just Acknowledge the Deposit Crisis?

The Federal Reserve unanimously hiked interest rates by a quarter point today, continuing its fight against inflation while acknowledging concern for the apparently delicate U.S. banking system. So wh...

22 Mar 20231h 10min

Does the Fed Have a Hand to Play?

Does the Fed Have a Hand to Play?

Ash Bennington is joined by Jeremy Schwartz, global CIO of WisdomTree Asset Management, to examine the Fed’s options — and the implications — ahead of tomorrow’s interest rate decision. This episode i...

21 Mar 202336min

Is First Republic Bank Next to Go?

Is First Republic Bank Next to Go?

Real Vision’s Ash Bennington and Jared Dillian, editor of The Daily Dirtnap, will explore the extent of the banking crisis and why gold is benefitting from the chaos. This episode is sponsored by Kran...

20 Mar 202335min

How Do You Outperform the Robots? Invest in Them

How Do You Outperform the Robots? Invest in Them

This is the first installment of our two-week special How To Unf*ck Your Future series. Amid massive issues with debt, aging demographics, broken political systems and geopolitics, there are reasons t...

19 Mar 20231h 1min

A New Month, a New Macro Regime

A New Month, a New Macro Regime

Real Vision’s Andreas Steno Larsen has his eye on what he considers “the three main fundamental variables for the economy” — liquidity, inflation, and growth. Going into March, he’s observing the macr...

18 Mar 202323min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
utbytte
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
livet-pa-veien-med-jan-erik-larssen
stormkast-med-valebrokk-stordalen
okonomiamatorene
morgenkaffen-med-finansavisen
lederpodden
finansredaksjonen
rss-markedspuls-2
flypodden
rss-finansforum-2
rss-kantsonen