Mike Green - This Car Has No Brakes (But We re Driving Uphill): DB- Dec17, 2020

Mike Green - This Car Has No Brakes (But We re Driving Uphill): DB- Dec17, 2020

Mike Green of Logica Capital Advisors joins Real Vision senior editor, Ash Bennington, to share his market outlook as U.S. equities yet again reach all-time highs. Green breaks down the current market structure, looking at how changes to order book depth and inter-asset correlations present investment risks. Green and Bennington discuss commodities, passive investing, and the Fed’s latest FOMC meeting, with Green sharing his outlook on inflation and interest rates. Lastly, Bennington asks Green his views on crypto-assets and particularly Bitcoin, which continues to surge immensely. In the intro, editor Jack Farley jobless reports on today’s jobless claims, the status of U.S. fiscal stimulus, and Tesla’s looming entry into the S&P 500. The paper by Rob Arnott on Tesla, which Jack mentions, can be found here: https://www.researchaffiliates.com/en_us/publications/articles/819-tesla-the-largest-cap-stock-ever.html?evar36=eml_tesla-hero-title&_cldee=amFja0ByZWFsdmlzaW9uLmNvbQ%3d%3d&recipientid=contact-a2eae8d2e63beb1180f1b4c5161772f1-63905c439f0c42899407aad7822ace65&esid=0498153a-6840-eb11-80f1-b4c5161772f1. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Avsnitt(2070)

Adventures in Finance 14 - Feeding the Future: Debt, Demographics, & Dinner Plates

Adventures in Finance 14 - Feeding the Future: Debt, Demographics, & Dinner Plates

The agricultural industry sustains human life but is taken for granted and is subject to volatile cycles. Alan Boyce, former Soros Fund Management Director and Agtech investor, talks us through the bi...

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Adventures in Finance 13 - What Lies Beneath: Volatility in a Peaceful World

Adventures in Finance 13 - What Lies Beneath: Volatility in a Peaceful World

Volatility permeates markets, nature, and life. Yet, it is monumentally misunderstood, and often to ruinous consequences. Stephen Diggle, Founder of Vulpes Investment Management, and Chris Cole, Manag...

28 Apr 20171h 13min

Adventures in Finance 12 - Bass and Burbank, A Masterclass

Adventures in Finance 12 - Bass and Burbank, A Masterclass

Learn from hedge fund legends as Kyle Bass interviews John Burbank III to reveal insights and ideas that differentiate truly independent market thinkers from amateur speculators. In 'Things I Got Wron...

21 Apr 20171h 7min

Adventures in Finance 11 - Broken Promises: The Impending Global Pension Crisis

Adventures in Finance 11 - Broken Promises: The Impending Global Pension Crisis

The financial system will soon witness a collision between an unstoppable force and an immovable object. Pensions around the world are being crushed under the weight of trillions in unfunded liabiliti...

14 Apr 20171h 10min

Adventures in Finance 10 - Carson Block: Short-selling Legend and Market Vigilante

Adventures in Finance 10 - Carson Block: Short-selling Legend and Market Vigilante

Carson Block, Founder of Muddy Waters Research, single-handedly dismantles fraudulent companies and his research can cause stocks to plummet 90% in market cap. As one of the world's preeminent short-s...

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Adventures in Finance 9 - Reflation: American Dream or Political Nightmare?

Adventures in Finance 9 - Reflation: American Dream or Political Nightmare?

Deconstruct the Trump Reflation Trade as unsightly political realities emerge from the shadows. In 'Things I Got Wrong', David Hay, CIO of Evergreen Gavekal, confesses to underestimating central bank ...

30 Mars 20171h 2min

Adventures in Finance 8 - Over the Barrel: A Journey From Boom to Bust

Adventures in Finance 8 - Over the Barrel: A Journey From Boom to Bust

The repercussions of a boom-bust energy cycle and massive infrastructure investment means a supply glut and potentially lower oil prices for much longer than anyone expects. In 'Things I Got Wrong', M...

23 Mars 20171h 2min

Adventures in Finance 7 - The Triggering: Article 50 and Brexit

Adventures in Finance 7 - The Triggering: Article 50 and Brexit

Uncertainty reigns, as political and economic forces build before the historic negotiations which could alter the shape of Great Britain and the EU forever. In 'Things I Got Wrong', Bill Fleckenstein,...

17 Mars 201758min

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