31:47
Essential
•Daily Briefing
Is the Fed's Plan Finally Working?
Stocks stall, yields pull back, and bitcoin soars as traders look for new opportunities.
Featuring Geo Chen and Maggie Lake
Dec 05, 2023 • 31 minutes
Geo Chen, author and research analyst at Fidenza Macro, joins Maggie Lake to discuss the economic implications of a cooling labor market, the bond market’s strong bounce in response to the data, and Geo's strategic playbook for investing through a disinflationary 2024. You can find more of Geo's research here: https://substack.com/@fidenza
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.
More Episodes
COMMENTS
Sort ByAccess Essential Content
This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?
See Our PlansAlready have an account? Log In