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(2083)

Daily Briefing – July 22, 2020 – Gold Rally Could Be Signaling Inflation Fears: Jim Bianco

Daily Briefing – July 22, 2020 – Gold Rally Could Be Signaling Inflation Fears: Jim Bianco

Managing editor, Ed Harrison, hosts Jim Bianco of Bianco Research to discuss the Fed and Judy Shelton’s recent nomination, the significance of flows, and his forward look on markets and the economy. B...

22 Jul 202034min

Daily Briefing – July 21, 2020 – There Is Only One Story: Europe – Ed Harrison

Daily Briefing – July 21, 2020 – There Is Only One Story: Europe – Ed Harrison

Senior editor Ash Bennington joins managing editor Ed Harrison to talk about how EU leaders have closed in on its landmark recovery deal. Ash and Ed examine how European political dynamics have shifte...

21 Jul 202028min

Daily Briefing – July 20, 2020 – Jobless Claims Will Rise By 500,000 Over Next Month: Ed Harrison

Daily Briefing – July 20, 2020 – Jobless Claims Will Rise By 500,000 Over Next Month: Ed Harrison

Senior editor, Ash Bennington, hosts managing editor, Ed Harrison, to analyze the economic news of the day. Ed and Ash examine the recent jobs figures, and Ed describes why he believes the current job...

20 Jul 202036min

The Interview - Debt Deflation Holy Grail w/ Richard Koo

The Interview - Debt Deflation Holy Grail w/ Richard Koo

Real Vision Managing Editor Ed Harrison talks to Richard Koo, Chief Economist at Nomura Research Institute. Koo is famous for his work on balance sheet recessions, a rare type of recession where drast...

19 Jul 202057min

The Interview - Inside the COVID-19 Vaccine Project w/ Dr. Kayvon Modjarrad

The Interview - Inside the COVID-19 Vaccine Project w/ Dr. Kayvon Modjarrad

Dr. Kayvon Modjarrad, director of the Emerging Infectious Diseases Program at Walter Reed Army Institute of Research, joins Ash Bennington to explain what the Department of Defense's coronavirus vacci...

18 Jul 20201h 2min

Daily Briefing – July 17, 2020 - Gold Miners The Only Action In Town: Raoul Pal

Daily Briefing – July 17, 2020 - Gold Miners The Only Action In Town: Raoul Pal

Real Vision CEO Raoul Pal is joined by senior editor Ash Bennington to reflect on weakness in the banking sector and the odd flatness that has characterized the market for the past month. Raoul gives ...

17 Jul 202037min

Daily Briefing – July 16, 2020 – The Reopening Has Stalled: Ed Harrison

Daily Briefing – July 16, 2020 – The Reopening Has Stalled: Ed Harrison

Senior editor Ash Bennington joins managing editor Ed Harrison to discuss the latest jobless claims numbers and its particular significance this week. They start off by discussing Ed’s latest intervie...

16 Jul 202031min

Bonus Episode - The Interview - Steve Keen -- We Need a Private Debt Jubilee

Bonus Episode - The Interview - Steve Keen -- We Need a Private Debt Jubilee

In these unprecedented times of economic stress, the mainstream playbook has been tossed out the window as fiscal and monetary authorities continue to throw everything but the kitchen sink at the prob...

16 Jul 20201h 4min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
finansredaksjonen
utbytte
pengepodden-2
rss-sunn-okonomi
morgenkaffen-med-finansavisen
lederpodden
stormkast-med-valebrokk-stordalen
liberal-halvtime
rss-markedspuls-2
lederskap-nhhs-podkast-om-ledelse
arcticpodden