Daily Briefing – November 2, 2020

Published on
November 2nd, 2020
30 minutes

Daily Briefing – November 2, 2020

Daily Briefing ·
Featuring Jack Farley, Ash Bennington, and Thomas Thornton

Published on: November 2nd, 2020 • Duration: 30 minutes

Real Vision senior editor, Ash Bennington, welcomes Tommy Thornton, president of Hedge Fund Telemetry, to break down his framework for trading markets as the U.S. Presidential election rapidly approaches. Thornton looks at market sentiment and trader positioning, concluding that investors are net long this market, which limits upside potential, with extremely low short interest. Bennington and Thornton explore price action in European markets and look forward to vaccine news. Thornton then describes several trades he sees in cannabis and coffee, advising viewers on the value of holding dry powder as well as not getting sucked into narratives. In the intro, editor Jack Farley takes a look at Europe’s lockdowns, election odds, and price action in the credit markets.