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(2060)

Making Sense of Massive Change

Making Sense of Massive Change

Russell Clark, one of Real Vision’s favorite guest-personalities, returns for another engrossing conversation with Raoul Pal. Russell always brings fresh perspectives, and Raoul is always keen to draw...

26 Mar 202213min

How Fragile Is the Global Funding System?

How Fragile Is the Global Funding System?

Inflation is at four-decade highs in the U.S., and supply constraints caused by the war in Eastern Europe only increase upward pressure on crucial commodities. The Federal Reserve is laser-focused on ...

26 Mar 202243min

Markets Have Their Own March Madness

Markets Have Their Own March Madness

The Federal Reserve was already staring down an inflation problem well before Russian President Vladimir Putin ordered his troops into Ukraine. One month into the war, there’s no clear end in sight. A...

25 Mar 202234min

A Hawkish Fed Eyes Inflation (and Not Much Else)

A Hawkish Fed Eyes Inflation (and Not Much Else)

In another sign energy is now a second front in the Eastern European war, President Vladimir Putin has said he wants “unfriendly countries” to pay for Russian oil and gas in rubles. Putin’s move follo...

24 Mar 202238min

The Fed's Hawkish Tone Hits the Bond Market Hard

The Fed's Hawkish Tone Hits the Bond Market Hard

Federal Reserve Chair Jerome Powell said on Monday, “Inflation is much too high,” noting that the Fed would continue to raise interest rates until inflation is under control. And St. Louis Fed Preside...

23 Mar 202242min

As Gas Spirals, Can Europe Divorce Russia?

As Gas Spirals, Can Europe Divorce Russia?

We’re nearly one month into Russia’s war against Ukraine. Officials from Moscow and Kyiv have met intermittently for peace talks that have so far failed to bring a cessation of hostilities. Geopolitic...

22 Mar 202241min

Adapt and Overcome

Adapt and Overcome

Brian Estes’ unwavering passion for Bitcoin is fueled by a much deeper motive that will change the way you think about the entire crypto space. In this discussion with fellow Bitcoin advocate Mark Yus...

20 Mar 202210min

Meme Commodities, Central Banks & Crypto

Meme Commodities, Central Banks & Crypto

Kyla Scanlon is a US-based independent content creator and curator with an expanding social media profile built on both short- and long-form TikTok, Instagram, and YouTube videos as well as extensive ...

19 Mar 202242min

Populært innen Business og økonomi

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