Episode Summary
Buy the Reflation Rumor and Sell the Recovery News?
DB - Jan20, 2021: Real Vision managing editor Ed Harrison joins editor Max Wiethe to update his views on how yield curve steepening is affecting equity markets and his three potential outcomes for the reflation trade. Harrison and Wiethe also debate whether the reflation trade is a "buy the rumor, sell the news" scenario and tee up Real Vision’s big content campaign for February where we attempt to answer the question, “Is Everything a Bubble?” In the intro, editor Jack Farley reviews price action and analyzes Morgan Stanley's latest earnings report.
Subscribe
Hosts
Ash Bennington
@AshBennington
Maggie Lake
@maggielake
Raoul Pal
@RaoulGMI
Follow Us
We'll be tweeting new episodes, polls, questions, and show updates. Follow us and say hi!
@RealvisionReal Vision Essential
Essential insights for all investors
Our core membership, Real Vision ESSENTIAL, unlocks our most popular shows, introducing the key market themes we focus on and featuring hard-to-access guests like Kyle Bass, Jim Chanos, Jim Grant, Stan Druckenmiller and many more.
Become a member now and get analysis you won’t find anywhere else.
- Daily interviews, investment ideas and presentations
- The Real Vision Daily Briefing – after market close
- Quarterly two-week long investment themes
- Full, ad-free access to the archive
- Binge anytime, anywhere on mobile and OTT apps, and offline with downloadable video, audio and transcripts