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EssentialDaily Briefing

Daily Briefing - July 31, 2020

Featuring Jack Farley, Ash Bennington, and Michael Green

Jul 31, 2020 • 36 minutes

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Essential

Daily Briefing

Daily Briefing - July 31, 2020

Mike Green gives an update on the passive indexation, ETF and mutual fund outflows, and why he thinks there could be some market turmoil coming.

Featuring Jack Farley, Ash Bennington, and Michael Green

Jul 31, 2020 • 36 minutes

Senior editor Ash Bennington hosts Real Vision favorite Mike Green of Logica Capital Advisors. Mike Green gives a strategic update on the markets, and, through the lens of his renowned critique of passive investing, analyzes flow data on ETFs and mutual funds to conclude that the markets could be due for some turmoil in the coming months. Green and Bennington also discuss today’s interview with Green and Rob Arnott, one of the world's leading quantitative investors. Green also shares his views on "volmaggedon" and the similarities between short-vol and bonds. In the intro, Jack reviews recent FAANG earnings and gives a preview of Jason Buck's three-part "Ahead of the Curve," a deep-dive into volatility featuring interviews with Chris Cole, Jerry Haworth, and Bastian Bolesta. 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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