DB-Oct 16, 2020 - The Debt Civil War and "The Organic Recession"

DB-Oct21,2021: Tesla stock jumped midday after reporting better-than-expected Q3 earnings, a particularly commendable feat given the major supply chain issues plaguing several industries, while the Russell 2000 fell today in intraday trading. Notably, PayPal is shaking up the equities market with talks to acquire popular social media platform Pinterest. Tommy Thornton, founder of Hedge Fund Telemetry, joins us on the Daily Briefing to discuss the gamut of asset classes as well as what he's seeing in options trading for Tesla and why he thinks it might be a good time to buy the Russell 2000 ($IWM). Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3b03VI8 Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Okt 202134min

DB-Oct20,2021: Bitcoin hits its all-time high at nearly $67,000 in intraday trading following the launch of the ProShares Bitcoin Futures ETF yesterday. VanEck may soon follow step with the launch of their own Bitcoin ETF as early as next week. Darius Dale, CEO and founder of 42 Macro, joins the Daily Briefing to break down Bitcoin's exuberant price action and the changes in his models that are leading him to believe that “reflation has emerged as the dominant market regime”. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3CeKuYd Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Okt 202138min

DB-Oct19,2021: After languishing for a decade, uranium prices are finally rising, which is now, in part, being driven up by enthusiastic, individual traders. Tony Greer of TG Macro joins to discuss how this resurgence of interest for the commodity will play out for the energy sector in light of also rising oil and natural gas prices. Greer also examines the price action of the newly launched ProShares Bitcoin ETF, which saw a 3% jump in its trading debut. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3C23QiY Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Okt 202138min

DB-Oct 18,2021: Bitcoin continued to climb to all-time highs with ProShares planning to launch the first ever Bitcoin-linked ETF, which will track the Bitcoin futures market, tomorrow on the NYSE. Dave Floyd, founder of Aspen Trading, joins the Daily Briefing to examine the trading around Bitcoin since the ETF was announced and will share his perspective on how it will continue to influence its trading going forward. Floyd also shares his thoughts on other assets and sectors he's looking at now, such as the ARK Innovation ETF, which he says “will be key for bulls and bears this week”. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3BXDDC7 Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Okt 202133min

DB-Oct 15,2021: Amid supply chain issues and inflation fears, the crypto wave continues strong with Bitcoin topping $60,000, nearing a record high. Real Vision CEO and co-founder Raoul Pal discusses the massive arbitrage opportunity that the Bitcoin Futures ETF provides and what this means for the retail investor and the crypto industry as a whole. This week’s strong bank earnings triggered the markets' latest rally, signaling a continued strong recovery and easing slowdown concerns. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3vg6rmQ Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Okt 202139min

DB-Oct 14,2021: With markets rallying across the board, Bank of America and Citigroup both reported stronger-than-expected results as the economy continues to improve. However, labor shortages persist. Thousands of workers at Deere & Co. went on strike Thursday for the first time in more than three decades to demand better pay. Even Domino’s is hurt by a worker shortage. Jack Farley and Ash Bennington together examine the market environment. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3veeEIn Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Okt 202140min

DB-Oct 13,2021: September’s CPI report revealed that, as energy and food prices climbed, consumer prices rose 0.4%, pushing the year-over-year inflation to an uncomfortably hot 5.4%. Yield curves flattened after the CPI released with shorter-dated yields rising and longer-dated yields falling. Tech stocks are advancing while banks and energy stocks are faltering, including JP Morgan ($JPM) despite their Q3 earnings topping analyst estimates. Darius Dale, founder and CEO of 42 Macro, joins to discuss the rapidly rising probability of realizing stagflation in Q4. Interviewed by Jack Farley. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3ADpJna Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Okt 202139min

DB-Oct12,2021: Energy prices continue to jump higher, and global supply shortages continue to worsen just as the IMF now cuts their growth forecast to 5.9%, which is 0.1% lower than their July forecast and is rooted in growing inflationary concerns and the potential of tightening monetary policy. Tony Greer of TG Macro joins the Daily Briefing, diving into the energy sector and providing his outlook on oil and natural gas as well as increasing pressures on the economy from inflation to a fledgling recovery in labor markets. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3lzM54U Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Okt 202139min