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(2035)

Real Vision Classics #2 - Joe Duran Speaks to Brian Price

Real Vision Classics #2 - Joe Duran Speaks to Brian Price

One of the most beloved videos released this year on Real Vision was our interview with Joe Duran, the founder and CEO of United Capital. Now we are allowing podcast listeners a chance to hear the full audio version of the piece. The man who conducted the October interview, Brian Price, introduces it alongside fellow Real Vision editor Jake Merl. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Dec 201852min

Real Vision Classics #1 - Mark Cuban in Conversation with Kyle Bass

Real Vision Classics #1 - Mark Cuban in Conversation with Kyle Bass

As a holiday treat, we are bringing you Mark Cuban’s full conversation with Kyle Bass. The video version of this interview was released on Real Vision in November 2017. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Dec 201859min

The Knock-On Effect #28 - The Fate of Waste, Nuts, Space & More

The Knock-On Effect #28 - The Fate of Waste, Nuts, Space & More

What do we know about the strange places we’ve been? In this season finale, Justine, Alex and Roger provide updates about the topics previously covered in the “The Knock-on Effect,” touching on the bright-red bugs behind the American aperitivo resurgence, the market potential for spicy hazelnuts, privatization of space and the moon, the glut of cheese, the existence of moon cheese, vaccine-flavored honey and the uniquely British appeal of Mr Kipling cakes. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Dec 201829min

The Knock-On Effect #27 - Why Big Soda’s Political Strategy Matters

The Knock-On Effect #27 - Why Big Soda’s Political Strategy Matters

Why will local efforts to curb obesity mean more states will ban grocery taxes? Justine and Alex discuss – also touching on taxpayer-subsidized soda purchases, Big Soda’s tobacco-like tactics, the trouble with slippery slope arguments, and the relative quality of different states’ tap water. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Dec 201836min

The Knock-On Effect #26 - Inflation, Inequality and Bitcoin

The Knock-On Effect #26 - Inflation, Inequality and Bitcoin

Does inflation increase or decrease wealth inequality? Alex recently got into a Twitter feud on that very subject, but guest co-host Jake Merl sets him straight. They also touch on Fed policy, the quality of government data, and the perils of replying to tweets while walking. Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Nov 201826min

The Knock-On Effect #25 - Urbanization, Obesity, and India’s Exports

The Knock-On Effect #25 - Urbanization, Obesity, and India’s Exports

Why does rapid population growth in urban centers mean we may see more exports from India? Alex and Justine discuss — also touching on the worldwide obesity epidemic, the state of the world in 1800, and the general decline of sexual activity. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Nov 201834min

The Knock-On Effect #24 - Why Fruit Patents Matter

The Knock-On Effect #24 - Why Fruit Patents Matter

What does China’s shifting attitude toward intellectual property mean for the fruit industry? Justine and Alex discuss - also touching on the Bacardi family and the quest for the next celebrity apple. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Nov 201834min

The Knock-On Effect #23 - Are Bear Markets Actually Good?

The Knock-On Effect #23 - Are Bear Markets Actually Good?

Real Vision’s Ash Bennington joins Alex to reflect on a trope frequently heard in the cryptocurrency world these days: “The best projects are built in bear markets.” Plus: The differences between crypto conferences and muni bond conferences, why Bitcoin Cash has become a punchline, and what Alex learned from an Aria bellhop. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Nov 201832min

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