Tyler Neville shares his thoughts on everything from implied vol in the credit markets to the ongoing congressional hearings on GameStop.
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Featuring Tyler Neville and Ed Harrison
Feb 18, 2021 • 29 minutes
Real Vision managing editor Ed Harrison welcomes Tyler Neville of Blockworks back to the Daily Briefing to share his thoughts on everything from implied volatility in the credit markets to the ongoing congressional hearings on GameStop’s remarkable rise and fall. Reporting from Austin, Texas, Neville shares his experience amid the ongoing arctic frost that is depriving so many Texans of electricity, heat, and running water as well as disrupting U.S. oil production by over 40%. Neville then shares with Harrison his analysis on lumber and homebuilding stocks and explores whether this crisis will cause secular inflation. Harrison and Neville then turn their gaze to the rising yields of U.S. Treasurys, which Neville thinks could be a wrecking ball for all risk assets. However, Neville argues that the Federal Reserve will enact yield curve control, and it is this possibility which Bitcoin and crypto investors have already “sniffed out.”
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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