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

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The Next Wave of Regulation, Adoption, and the Intersection of Private Cryptos and CBDCs ( w/ Kyle Bass & Peter Smith )

The Next Wave of Regulation, Adoption, and the Intersection of Private Cryptos and CBDCs ( w/ Kyle Bass & Peter Smith )

The. Interview: It’s no secret that crypto has gone from a retail phenomenon to something increasingly embraced by institutions and professional investors. As well, the size of the market has gotten t...

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Raoul Pal: Insights from "Welcome to the Exponential Age" Week 1

Raoul Pal: Insights from "Welcome to the Exponential Age" Week 1

DB-May15,2021: Real Vision managing editor Ed Harrison welcomes Raoul Pal, co-founder and CEO of Real Vision, to review the first week of the campaign, “Welcome to the Exponential Age.” Ed and Raoul e...

15 Maj 202158min

Making Sense of Yesterday's Sell-Off -- What's Next?

Making Sense of Yesterday's Sell-Off -- What's Next?

DB-May13,2021: Real Vision managing editor Ed Harrison welcomes Tommy Thornton, founder of Hedge Fund Telemetry, to contextualize yesterday’s sell-off and whether it is indicative of longer-term marke...

13 Maj 202141min

Inflation Pains: Will the Fed Stay the Course?

Inflation Pains: Will the Fed Stay the Course?

DB- May13,2021: Real Vision managing editor Ed Harrison and senior editor Ash Bennington discuss the huge inflationary print that is roiling equity markets. For our Listeners : Join Arca's  4th an...

13 Maj 20211h 1min

Dave Floyd: The Sell-Off Continues

Dave Floyd: The Sell-Off Continues

DB-May11,2021: Dave Floyd, founder of Aspen Trading, joins Real Vision senior editor Ash Bennington to provide an update on the markets as U.S. equities continued their decline this morning as inflati...

12 Maj 202144min

Nasdaq's Slump, Beyond Meat's Woes, and DogeCoin's Latest Rival ( w/ Kyla Scanlon )

Nasdaq's Slump, Beyond Meat's Woes, and DogeCoin's Latest Rival ( w/ Kyla Scanlon )

DB- May10,2025 - On today’s live edition of the Daily Briefing, Real Vision’s Jack Farley welcomes Kyla Scanlon, investment partner at On Deck and financial content creator, for a conversation on the ...

11 Maj 202141min

Opposing Views on the Role of Government and the Essence of Money ( w/ Peter Schiff & Michael Green )

Opposing Views on the Role of Government and the Essence of Money ( w/ Peter Schiff & Michael Green )

The Interview: Mike Green, portfolio manager and chief strategist at Simplify Asset Management, and Peter Schiff, chief economist and global strategist of Euro Pacific Capital, sit down with Real Visi...

10 Maj 20211h 44min

Get Ready for the Return of Secular Stagnation ( w/ Daniel Lacalle & Ed Harrison )

Get Ready for the Return of Secular Stagnation ( w/ Daniel Lacalle & Ed Harrison )

The Interview: Narratives around the reflation trade and asset prices are currently pointing towards a full recovery and a period of extended growth as the world exits lockdowns. In this interview wit...

9 Maj 20211h 9min

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