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(2061)

Volatility: The Tail That Wags the Dog

Volatility: The Tail That Wags the Dog

Volatility matters — especially to Jason Buck, who runs his own volatility fund with the primary objective of building diverse portfolios that are capable of thriving in any financial forecast. Join B...

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The Crisis of Inflation, the Cataclysm of War, and Where We Go From Here

The Crisis of Inflation, the Cataclysm of War, and Where We Go From Here

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Volatility Defines Markets Right Now

Volatility Defines Markets Right Now

The U.S. Department of Labor reported this morning that the Consumer Price Index increased 7.9% during the 12 months through February, another fresh 40-year high. And that measure doesn’t account for ...

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Will the U.S. Get a Digital Dollar?

Will the U.S. Get a Digital Dollar?

Global equity markets surged Wednesday on reports Ukraine is open to negotiating a compromise with Russia. Kyiv made clear it would discuss neutrality with Moscow but that it would not give up territo...

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Will Choking Off Russian Energy Sales Change the Course of the War?

Will Choking Off Russian Energy Sales Change the Course of the War?

U.S. equity indexes rallied early Tuesday, even as spiraling commodity prices promise even more upward pressure on inflation. Highlighting the day’s events was nickel soaring past the $100,000-per-met...

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Bill Browder on What's Next for Russia

Bill Browder on What's Next for Russia

Re-pricing in the aftermath of Russia’s invasion of Ukraine remains the dominant theme across global financial markets, with energy and food supplies top-of-mind for investors and policymakers alike. ...

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Trading Geopolitical Risk Part 2

Trading Geopolitical Risk Part 2

Host- Weston Nakamura Learn more about your ad choices. Visit podcastchoices.com/adchoices

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My First Million With Our Very Own Raoul Pal

My First Million With Our Very Own Raoul Pal

Ever wanted to know more about Raoul’s story? Interested in how he approaches not only his investments but life generally? Curious about what made it possible for him to retire for the first time at 3...

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