38:05

EssentialDaily Briefing

Investor Sentiment Peaking, Coinbase Taking Off, and Archegos Imploding

Featuring Thomas Thornton and Ash Bennington

Apr 06, 2021 • 38 minutes

308

23

Essential

Daily Briefing

Investor Sentiment Peaking, Coinbase Taking Off, and Archegos Imploding

Tommy Thornton discusses Coinbase, Archegos s implosion, and the overall state of U.S. equities.

Featuring Thomas Thornton and Ash Bennington

Apr 06, 2021 • 38 minutes

Tommy Thornton, founder of Hedge Fund Telemetry, joins Real Vision senior editor Ash Bennington to discuss Coinbase, Archegos’s implosion, and the overall state of U.S. equities. After reviewing Coinbase’s earnings, Thornton discusses his bullishness on their upcoming direct listing, a gesture that he considers validating for the crypto space and will become the biggest deal of the year, and he shares his plans to buy in and how he’ll build the trade. Thornton also explores what he’s seeing in U.S. equities such as the FAANGs experiencing a rally and the S&P 500 displaying exhaustion signals as well as daily sentiment reaching 90%. In light of Archegos’s leveraged blow-out last week and its ripple effect on the market, he provides his perspective on what happened and why this is significant. Finally, Bennington and Thornton tackle the rise in Treasury yields and other various catalysts that currently lie dormant such as the vaccine rollout, the reopening of the economy, and the potential problems going forward for the labor market. For the special offer for Thornton’s research service, Hedge Fund Telemetry, use coupon code “stonks” here: https://www.hedgefundtelemetry.com/checkout/. 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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