Markets Have Their Own March Madness

Markets Have Their Own March Madness

The Federal Reserve was already staring down an inflation problem well before Russian President Vladimir Putin ordered his troops into Ukraine. One month into the war, there’s no clear end in sight. And constraints on key commodities will continue to drive prices and spur the creation of new supply chains. The Fed launched its tightening cycle with a 25 basis point increase to the fed funds target rate. The futures market is now pricing in a 50-basis-point move in May. Equity markets remain volatile. But the most interesting action may be in the bond market, where prices are falling faster than they have in decades as investors account for the Fed’s absolute focus on showing its commitment to fighting inflation. President Joe Biden is in Brussels to meet with NATO counterparts about Russia and Ukraine. But there are no easy answers for that conflict. However, Thomas Thornton, founder of Hedge Fund Telemetry, is here with Real Vision’s Ash Bennington to talk about the Fed, the bond market, Bitcoin, and finding opportunity in disorder in today’s Daily Briefing. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3JTKf8N Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Adventures in Finance 52 - New Kids on the Blockchain: Inside the Minds of Cryptocurrency Investors

Adventures in Finance 52 - New Kids on the Blockchain: Inside the Minds of Cryptocurrency Investors

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Adventures in Finance 51 - Xi’s China: What Next For The Middle Kingdom?

With China’s plenum out of the way, what’s ahead for the Chinese economy? How much influence does the government have, and how successful has the transition to a consumer-based economy been? Finally, ...

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A year after Donald Trump’s inauguration, we take a close look at the president’s performance. How well has President Trump done? Should market bulls thank him for the recent rally? And how great is t...

19 Jan 20181h 7min

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At long last, a Tesla bull steps up to retort Mark Spiegel’s bear case on the electric car company. Rob Maurer, host of the Tesla Daily podcast, makes an impassioned case for both the company and the ...

12 Jan 20181h 15min

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Adventures in Finance 47 - What Lies Beyond? Big Themes for 2018 Part II: Inflation

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22 Dec 20171h 10min

Adventures in Finance 46 - What Lies Beyond? Big Themes for 2018 Part I: Volatility

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Grant and James are joined by two of the most seasoned volatility traders in the world, David Dredge of City Financial and Chris Cole of Artemis Capital Management, to discuss the curious absence of v...

15 Dec 20171h 10min

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Mark Mahaney of RBC Capital Markets offers his positive assessment of the outlook for the big tech giants who have led the market rally while Jesse Felder, author of The Felder Report and host of the ...

8 Dec 20171h 10min

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