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)

China Is Cracking Down on More Than Just Crypto

China Is Cracking Down on More Than Just Crypto

DB- May24,2021: Real Vision managing editor Ed Harrison and editor Jack Farley break down today’s most important market-moving stories—from China’s clampdown on commodity speculation and Bitcoin minin...

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The Asset Overvaluation Debate and the Future of Risk-Parity( w/ with Alex Gurevich )

The Asset Overvaluation Debate and the Future of Risk-Parity( w/ with Alex Gurevich )

Real Vision Live Replay: Here at Real Vision, we are exploring the question, "Is Everything a Bubble?" To many investors though, that question doesn't even begin to scratch the surface of what needs t...

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Rocky Roads: Geopolitics, Crypto & the Future of Electric Vehicles

Rocky Roads: Geopolitics, Crypto & the Future of Electric Vehicles

DB-May21,2021: Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison and editor Jack Farley to make sense of an action-packed week. They interpret the bullish PMIs coming from Eur...

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U.S. Treasury Department Focuses In on Crypto: Implications for Speculative Fervor and Reflation

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DB-May20,2021: Real Vision senior editor Ash Bennington is joined by managing editor Ed Harrison to tackle the Treasury’s call for crypto transfers equaling $10,000 and above to be begin being reporte...

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Making Sense of Crypto Turmoil (featuring Raoul Pal)

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DB-May19, 2021: Real Vision’s Jack Farley and Weston Nakamura host the Daily Briefing on this action-packed day where almost every asset class seemed to plummet: stocks, commodities, and, most dramati...

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Tony Greer: Commodities Going Full Steam Ahead.

Tony Greer: Commodities Going Full Steam Ahead.

DB-May18,2021: Real Vision senior editor Ash Bennington welcomes Tony Greer of TG Macro for a live Daily Briefing to analyze the tape and provide an update on his thoughts concerning the direction of ...

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Revenge of the Miners: Green Energy Meets Natural Resources ( w/  Warren Irwin )

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Real Vision Live Replay: Warren Irwin, president and CIO of Rosseau Asset Management and one of the most successful natural resources investors of the past few decades, joins Real Vision’s Max Wiethe ...

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Fourth Turning Update: The Pandemic's Impact on Demographics, the Economy, and Society

Fourth Turning Update: The Pandemic's Impact on Demographics, the Economy, and Society

The Interview: Even with birthrates slowing and rapid aging in the developed world, years like 2021 where deaths outpace new births are a huge demographic outlier. In this interview with Ed Harrison, ...

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