Bearishness Emerging on Wall Street Within the Goldilocks Regime
DB-Sep08,2021: Darius Dale, founder and CEO of 42 Macro, anticipates that the Goldilocks regime will be persisting in the U.S. for awhile longer yet, offering fertile ground for asset prices to contin...
9 Sep 202141min
Jared Dillian: How Much Higher Can Inflation Get?
DB-Sep07,2021: Jared Dillian, editor of The Daily Dirtnap, joins the Daily Briefing to discuss his thoughts on why he sees the potential for inflation to fly even higher in the coming months. He also ...
8 Sep 202135min
August Nonfarm Payrolls Disappoint As Smart Contract Protocols Skyrocket
DB-Sep03,2021: With a major miss today in the August nonfarm payrolls report, Jim Bianco, president of Bianco Research LLC, updates his perspective on the economic recovery and inflation as well as wh...
4 Sep 202141min
A Bounce Back in Cyclicals? What the Options Market Is Signaling
DB-Sep02,2021: Imran Lakha, founder of Options Insight, shares his latest insights into current market dynamics, sectors set up for outperformance, and the state of the U.S. economy. With jobless clai...
3 Sep 202138min
Real Vision Turns 7! Raoul Pal Celebrates Real Vision's History and Future
DB-Sep01,2021: On today's special edition of the Daily Briefing, Real Vision CEO & co-founder Raoul Pal celebrates the history and future of Real Vision. Raoul describes the company's founding in Sept...
2 Sep 202149min
Can The S&P 500 Hit 5K?
DB-Aug31,2021:As the S&P 500 posts a monthly gain for the seventh time in a row, Tony Greer of TG Macro returns to the Daily Briefing to share how the renewed dovishness of the Federal Reserve is shap...
1 Sep 202139min
Is There Deflationary Risk Ahead with Possible Fed Tapering?
DB-Aug30,2021: Darius Dale, founder and CEO of 42 Macro, updates his macro framework for markets after Jay Powell announced at Jackson Hole that the Fed may begin to reduce stimulus this year and befo...
30 Aug 202136min
Stocks Rise on Powell's Dovish Taper Talk
DB-Aug27,2021: Tommy Thornton, founder of Hedge Fund Telemetry, weighs in on Federal Reserve Chair Jerome Powell’s speech at the virtual Jackson Hole Symposium, indicating tapering could start in 20...
28 Aug 202142min
