Nasdaq Woes In A Re-Opening "Explosion"

Nasdaq Woes In A Re-Opening "Explosion"

DB-Mar24,2021: In the main segment, Jared Dillian, editor of the Daily Dirtnap, returns to the Daily Briefing to update Real Vision’s Jack Farley on how he’s navigating the mercurial swings in stocks. Dillian argues that both the rotation from growth into value as well as the sell-off in U.S. Treasurys will likely continue as the U.S. economy re-opens and trillions of dollars worth of stimulus are on the table. Dillian shares with Farley his thoughts on reflationary sectors such as energy, airlines, and life insurance, and he also shares his evaluation of psychology within the Bitcoin market. In the final segment, Farley is joined by Huw Roberts, director of analytics at Quant Insight, who conducts data-driven analysis on how the gyrations in the Nasdaq 100 Index are driven by macro variables like interest rates, commodity prices, currency fluctuations, and expectations for growth and inflation. For 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

Avsnitt(2083)

Does Evergrande Pose Broader Market Threats Outside China?

Does Evergrande Pose Broader Market Threats Outside China?

DB-Sep17,2021: Markets are down again today, bracing for potential impact by Evergrande and the FOMC’s upcoming meeting—Jim Bianco, president of Bianco Research, cuts through the market noise and prov...

18 Sep 202135min

Stocks and Bonds Decline as Markets Weigh the Odds of a Taper Announcement

Stocks and Bonds Decline as Markets Weigh the Odds of a Taper Announcement

DB-Sep16,2021: In light of down day for U.S. markets and mixed economic data, Jack Farley, Ash Bennington, and Dion Rabouin come together to discuss the likelihood of a Fed taper announcement coming s...

17 Sep 202135min

$300 Billion Default Pushes Chinese Real Estate Market to the Brink

$300 Billion Default Pushes Chinese Real Estate Market to the Brink

DB-Sep15,2021: Darius Dale, founder and CEO of 42 Macro, returns to the Daily Briefing to update viewers on the triple threat that Chinese risk assets face: the alarming slowdown in economic growth, t...

16 Sep 202139min

Inflation Cools Slightly As Oil Continues Its Rebound

Inflation Cools Slightly As Oil Continues Its Rebound

DB-Sep14,2021: With oil demand projected to continue strengthening for the rest of the year and OPEC upping their 2022 demand forecast, Tony Greer of TG Macro joins financial journalist Maggie Lake to...

15 Sep 202138min

Is It Now Japan's Moment to Shine? Plus Chinese Tech, Crypto, and Oil

Is It Now Japan's Moment to Shine? Plus Chinese Tech, Crypto, and Oil

DB-Sep13,2021:Weston Nakamura says now’s the time to go long Japan—he unpacks his bull case here. He also examines further Chinese regulation and crackdowns as China tech stocks tumble with the govern...

14 Sep 202138min

Producer Prices Soar as Apple Loses 80 Billion Dollars In Market Cap

Producer Prices Soar as Apple Loses 80 Billion Dollars In Market Cap

DB-Sep10,2021: On today’s Daily Briefing, Real Vision CEO and co-founder Raoul Pal talks with senior editor Ash Bennington about how his macro framework is evolving when it comes to the dollar, bonds,...

11 Sep 202136min

Tony Greer: Going Long Bitcoin

Tony Greer: Going Long Bitcoin

DB-Sep09,2021: TG Macro’s Tony Greer is now going long on Bitcoin—where does he see the future of crypto going? He explains here why he’s changed his tune, and he updates his thoughts on commodities—p...

10 Sep 202138min

Bearishness Emerging on Wall Street Within the Goldilocks Regime

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

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-svart-marknad
rss-borsens-finest
avanzapodden
uppgang-och-fall
rss-dagen-med-di
fill-or-kill
lastbilspodden
rss-inga-dumma-fragor-om-pengar
rss-den-nya-ekonomin
bathina-en-podcast
dynastin
rss-kort-lang-analyspodden-fran-di
svd-tech-brief
bilar-med-sladd
24fragor
market-makers