Daily Briefing – August 18, 2020

Published on
August 18th, 2020
Duration
26 minutes


Daily Briefing – August 18, 2020

Daily Briefing ·
Featuring Peter Cooper, Ash Bennington, and Tony Greer

Published on: August 18th, 2020 • Duration: 26 minutes

Senior editor, Ash Bennington, hosts Tony Greer, editor of The Morning Navigator Newsletter, to discuss the S&P 500 breaking record highs and the wild inflation trade. Tony considers where inflation is cropping up and how dollar weakness is connected to a dovish Fed. He also talks about the biggest market movers—bitcoin, FANG stocks, precious metals, and miners—and where the market may be headed should low interest rates persist. Ash and Tony explore what is happening in the housing market and what is influencing its activity. They top off their conversation by looking at the risks of momentum strategies to novice investors, ESG strategies catching fire, and Tony's approach to position sizing. In the intro, Peter Cooper discusses the kick-off of the Democratic National Convention and the latest on CalPERS.