Priced for Perfection: Has the Reflation Trade Gone Too Far?

Priced for Perfection: Has the Reflation Trade Gone Too Far?

DB-Mar25,2020. Real Vision managing editor Ed Harrison welcomes to the Daily Briefing Amanda Agati, chief investment strategist of PNC Financial Services Group, and Marc Chandler, chief market strategist at Bannockburn Global Forex. Agati shares her view on U.S. equity valuations, noting that stocks might have run too far, too fast amid reflation optimism, and Chandler argues that market performance will ultimately hinge on liquidity conditions, making the long-term case for why the dollar could be approaching the end of its bull cycle as twin deficits weigh it down. Agati also highlights that there is much opportunity in both the debt and equity of emerging markets, noting serious composition changes with the various indices. Lastly, Agati and Chandler share their views on bonds and credit. For our 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(2057)

India: A Nation of Opportunity - Real Vision Twitter Spaces

India: A Nation of Opportunity - Real Vision Twitter Spaces

With a population of nearly 1.5 billion, an average age of 28, and a rapidly growing economy, India is a country we all should be following. Capitalmind CEO Deepak Shenoy joins Ash Bennington to talk ...

5 Sep 20221h 6min

The Next Big Trade - Alex Gurevich Talks About His Meta Rules for Trading

The Next Big Trade - Alex Gurevich Talks About His Meta Rules for Trading

We had so much great content from our episode with Alex Gurevich we had to release it into two parts. In this installment, Alex establishes his meta rules for trading and explains his current views on...

4 Sep 202218min

My Life in 4 Trades - Michael Venuto Can See Crypto’s Bright Future From Here

My Life in 4 Trades - Michael Venuto Can See Crypto’s Bright Future From Here

Michael Venuto, a co-founder and the chief investment officer of Toroso Investments, joins Maggie Lake to talk about what he learned during his chaotic stretch on the New York Stock Exchange, how he g...

3 Sep 202248min

What Kind of September Will It Be?

What Kind of September Will It Be?

The Dow Jones Industrial Average erased a 370-point gain and turned red this afternoon, as investors appeared to abandon equities ahead of the long Labor Day weekend. This morning’s “Goldilocks” U.S. ...

3 Sep 202238min

Will the Fed Keep Interest Rates Higher for Longer?

Will the Fed Keep Interest Rates Higher for Longer?

Initial claims for unemployment benefits dropped to a two-month low last week, a sign of sustained labor-market strength ahead of Friday’s release of a nonfarm payroll report for August. U.S Treasury ...

2 Sep 202242min

How To Make Use of Volatility

How To Make Use of Volatility

Federal Reserve Chair Jerome Powell kept it short and sour last Friday, and stocks have fallen in all four trading sessions since he re-announced his hawkishness with authority at the Jackson Hole Eco...

1 Sep 202238min

Raoul Pal: Ask Me Anything

Raoul Pal: Ask Me Anything

Did you miss Raoul Pal's Live AMA on YouTube? Well, you're in luck, because today we're releasing the whole thing. Sit back and enjoy a community coming together for a deep conversation. Learn more ab...

31 Aug 20221h 7min

Europe Just Doesn't Have the Power

Europe Just Doesn't Have the Power

Europe’s energy crisis is getting worse, stoking inflation as well as fear of “conflict and strife” on the continent. Euro-area economic confidence dropped to a 19-month low in August, as France accus...

31 Aug 202238min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
avanzapodden
uppgang-och-fall
bathina-en-podcast
borsmorgon
lastbilspodden
fill-or-kill
svd-tech-brief
rikatillsammans-om-privatekonomi-rikedom-i-livet
affarsvarlden
dynastin
rss-kort-lang-analyspodden-fran-di
kvalitetsaktiepodden
rss-inga-dumma-fragor-om-pengar
rss-den-nya-ekonomin
rss-veckans-trade