32:04
Essential
•Daily Briefing
Is it Gold's Time to Shine?
Apple leads the Nasdaq Composite lower over fears of a further crackdown on U.S. technology in China.
Featuring Tavi Costa and Maggie Lake
Sep 07, 2023 • 32 minutes
Tavi Costa, portfolio manager at Crescat Capital, joins Maggie Lake to discuss his views on the U.S. debt deficit, the forces influencing Treasury yields and September's rate decision, why the Fed is backed into a corner, and the setup for precious metals. You can find more of Tavi's work here: www.crescat.net
Show MoreReal 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 EpisodesReal 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.
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