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(2083)

OPEC+ stalls as China's Increases Regulatory Stance

OPEC+ stalls as China's Increases Regulatory Stance

DB-Jul06,2021 :Weston Nakamura returns to the Daily Briefing to discuss his updated outlook on oil prices as OPEC+ struggles to strike a deal. Nakamura, joined by Real Vision’s Ash Bennington, shares ...

7 Juli 202133min

David Rosenberg: Is US Economic Strength Here to Stay?

David Rosenberg: Is US Economic Strength Here to Stay?

The Interview: At a time when the mainstream narrative revolves around the risk of an overheating US economy and consumer price inflation, David Rosenberg, president and chief economist & strategist o...

4 Juli 20211h 9min

Equities Surge as U.S. Jobs Increase Beats Expectations

Equities Surge as U.S. Jobs Increase Beats Expectations

DB-Jul02,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Mark Ritchie II, CIO at RTM Capital Advisors, to discuss the June jobs report and capital markets price action. ...

3 Juli 202132min

OPEC Set to Boost Oil Production as Unemployment Applications Fall

OPEC Set to Boost Oil Production as Unemployment Applications Fall

DB-Jul01,2021 :Real Vision’s Jack Farley welcomes Samuel Burke, managing editor, and Weston Nakamura to discuss the decline in U.S. jobless claims and surging oil prices as OPEC agrees to increase pro...

2 Juli 202139min

The Ideological Trade: Value, Oil, and InflationDraft Episode for Jun 30, 2021

The Ideological Trade: Value, Oil, and InflationDraft Episode for Jun 30, 2021

DB-Jul01,2021 :Real Vision’s Jack Farley welcomes Samuel Burke, managing editor, and Jared Dillian of The Daily Dirtnap to the Daily Briefing to discuss U.S. treasury yields, commodity prices, and del...

1 Juli 202135min

Decentralized Finance (DeFi): The Future of Finance

Decentralized Finance (DeFi): The Future of Finance

Crypto Wednesday: To learn more about Decentral Park and how to participate in their fund visit: http://rvtv.io/DeFiinvestment John Quinn, CIO and general partner of Decentral Park Capital, discusses ...

30 Juni 202119min

Are Investors Correctly Pricing Delta Variant Risk?

Are Investors Correctly Pricing Delta Variant Risk?

DB-Jun29,2021: Real Vision senior editor Ash Bennington welcomes Real Vision interim managing editor Samuel Burke and Tommy Thornton of Hedge Fund Telemetry to the Daily Briefing to discuss Bitcoin’s ...

30 Juni 202137min

Darius Dale: End of Market Goldilocks? Oil, the Dollar, and Bitcoin

Darius Dale: End of Market Goldilocks? Oil, the Dollar, and Bitcoin

DB-Jun28,2021: Real Vision managing editor Samuel Burke welcomes Jack Farley and Darius Dale, founder and CEO of 42 Macro, to the Daily Briefing to discuss Dale’s macro outlook and weigh the possibili...

29 Juni 202136min

Populärt inom Business & ekonomi

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