29:50

EssentialDaily Briefing

Can't Stop, Won't Stop--Inflation Will Rage On

Featuring Jared Dillian & Ash Bennington

October 26 at 8:00PM • 29 minutes

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10

Essential

Daily Briefing

Can't Stop, Won't Stop--Inflation Will Rage On

Earnings season continues, lifting stocks to all-time highs. Jared Dillian argues why inflation will continue to grip markets and the economy.

Featuring Jared Dillian & Ash Bennington

October 26 at 8:00PM • 29 minutes

Earnings season continues with Microsoft, Twitter, Alphabet, Visa, and Robinhood due to release their reports today after market close. With the VIX also rising today, earnings thus far have beaten investor and analysts' expectations, lifting equities to all-time highs. Jared Dillian, editor of the Daily Dirtnap, maintains that it’s far too early to bet on a 180 move in inflation and growth—he claims that, "[The Fed] wouldn’t know how to stop it if they tried." He unpacks his argument here and reflects on investor sentiment as indicated by the raging success of the ProShares Bitcoin ETF launch from last week. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3bf53aN Show More

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

More Episodes

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

More Episodes

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