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EssentialDaily Briefing

Daily Briefing - August 27, 2020

Featuring Nick Correa, Ash Bennington, and Thomas Thornton

Aug 27, 2020 • 39 minutes

Essential

Daily Briefing

Daily Briefing - August 27, 2020

Senior editor, Ash Bennington, hosts Tommy Thornton, founder of Hedge Fund Telemetry, to take a pulse check on recent market activity.

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Featuring Nick Correa, Ash Bennington, and Thomas Thornton

Aug 27, 2020 • 39 minutes

Senior editor, Ash Bennington, hosts Tommy Thornton, founder of Hedge Fund Telemetry, to check the pulse of the market. Tommy discusses how frothy markets have seen price action heavily skewed by sentiment, and how, with companies withholding guidance for the year, investors are flying blind. He and Ash go over some of the tools Tommy utilizes to examine market trends and momentum, explore how short sellers are currently getting smoked, and consider whether the Fed can continue its QE binge. Tommy then provides his view on the Fed's move toward average inflation targeting and his forward outlook for the next few months. In the intro, Nick Correa provides an overview of Fed Chair Jay Powell's speech at the Jackson Hole Symposium and how the Fed is shifting course regarding inflation targeting.

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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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