Daily Briefing - July 6, 2020 - Sentiment Is All That Matters

Daily Briefing - July 6, 2020 - Sentiment Is All That Matters

Max Wiethe joins managing editor Ed Harrison to discuss sentiment, the 2020 election, and forward earnings and what sort of impact that will have on markets in the coming months. Max and Ed first break down Peter Atwater’s interview from last week on Real Vision, examining his thoughts on current market sentiment and US politics, which then leads them to consider what a Democratic sweep would mean for fiscal policy and how MMT policy would affect equities. They also talk about the growing consensus around the Fed’s indirect influence on equities, what variables would challenge the narrative of the Fed’s omnipotence, and how the growing number of companies suspending EPS estimates makes the future that much more unclear. In the intro, Peter Cooper shines a light on Warren Buffett's recent purchase of major natural gas pipelines from energy giant Dominion Energy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Iran War Weighs on Crypto

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Is Risk Appetite Returning to Crypto?

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Mando, Rekt co-founder, sits down with Gmoney, crypto-native entrepreneur and investor, to break down the crypto market's reaction since the Iran US conflict, with bitcoin hovering around key levels a...

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The Real Risk Goes Beyond War | Macro Mondays: March 23, 2026 w/ Andreas Steno & Mikkel Rosenvold

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Steno Research founder and CEO Andreas Steno is back with his co-host, Steno Research’s head of geopolitics, Mikkel Rosenvold, to break down the latest global drivers in macro. In this episode, with b...

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Is Risk Appetite Returning to Crypto? | REKT Vision with Mando & Gmoney

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