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(2099)

3 Ideas to Energize Your Portfolio ft. Josh Young and Damian Horner

3 Ideas to Energize Your Portfolio ft. Josh Young and Damian Horner

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Real Vision co-founder Damian Horner welcomes Josh Young, founder and CIO of energy hedge fund Bison Interests, for an exploration of his 3 f...

11 Mai 20241h 1min

#1034 - Buy in May and Go Away? Ft. Peter Boockvar

#1034 - Buy in May and Go Away? Ft. Peter Boockvar

🔥 ENDS TODAY: Get 30% OFF RV Crypto https://rvtv.io/3WaWTsV Peter Boockvar, CIO of Bleakley Financial Group and author of The Boock Report, joins Maggie Lake to analyze this week’s economic data, loo...

10 Mai 202436min

#1033 - Are Investors Too Bearish on China? ft. Shehzad Qazi | China's Economic Data & Property Problems

#1033 - Are Investors Too Bearish on China? ft. Shehzad Qazi | China's Economic Data & Property Problems

🔥 30% OFF RV Crypto until May 10 https://rvtv.io/3WaWTsV Shehzad Qazi, managing director and COO at China Beige Book International, joins Maggie Lake to discuss the nuances of China's improving econo...

9 Mai 202436min

#1032 - Are Crypto Markets at Risk? ft. Jeff Dorman | Ethereum, Bitcoin, and the SEC

#1032 - Are Crypto Markets at Risk? ft. Jeff Dorman | Ethereum, Bitcoin, and the SEC

🔥 30% OFF RV Crypto until May 10 https://rvtv.io/3WaWTsV Jeff Dorman, co-founder and CIO of Arca, joins Ash Bennington to explore how recent macroeconomic data impacts cryptocurrencies, what the SEC ...

8 Mai 202441min

#1031 - Will Inflation Send Commodities Higher? with Doomberg | Energy, Semiconductors & China

#1031 - Will Inflation Send Commodities Higher? with Doomberg | Energy, Semiconductors & China

🔥 Start your "The Exponentialist" trial for $1 https://rvtv.io/4b6OY4n Doomberg, pseudonymous author of the Doomberg Substack newsletter, joins Ash Bennington to discuss what recent inflation data me...

7 Mai 202438min

#1030 - Are Dollar Bears About to Roar? with Brent Donnelly | The Fed, U.S. Dollar, & Japanese Yen

#1030 - Are Dollar Bears About to Roar? with Brent Donnelly | The Fed, U.S. Dollar, & Japanese Yen

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Brent Donnelly, president of Spectra Markets, joins Maggie Lake to discuss how the latest jobs data impacts Fed rate cut expectations, what a...

6 Mai 202437min

Dee Smith: Will Iran's Missile Strike Redefine Global Dynamics? | Geopolitics

Dee Smith: Will Iran's Missile Strike Redefine Global Dynamics? | Geopolitics

🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Real Vision editor-in-chief Samuel Burke welcomes Dee Smith, CEO of Strategic Insight Group, to dis...

5 Mai 20241h 10min

Marko Papic: Global Stakes High as Iran Strikes Israel | Geopolitics

Marko Papic: Global Stakes High as Iran Strikes Israel | Geopolitics

🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Maggie Lake welcomes Clocktower Group’s partner and chief strategist, Marko Papic, for an in-depth ...

4 Mai 202452min

Populært innen Business og økonomi

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