35:02
Essential
•Daily Briefing
Is the Record Stock Rally Overextended?
Stocks surge to new 52-week highs. All clear?
Featuring Thomas Thornton and Maggie Lake
Jan 19, 2024 • 35 minutes
Tom Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake to discuss the market action and take a sentiment check as equities hit new highs. Tom shares how he's preparing his portfolio moving forward, and what risks investors need to watch for. You can find more of Tom's research and trade ideas here: https://www.hedgefundtelemetry.com
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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