Mike Green – This Car Has No Brakes (But We’re Driving Uphill)

Published on
December 17th, 2020
Duration
40 minutes

Looking Beyond the U.S. and a Few Crumbs from the Fed Meeting


Mike Green – This Car Has No Brakes (But We’re Driving Uphill)

Daily Briefing ·
Featuring Michael Green, Ash Bennington, Jack Farley

Published on: December 17th, 2020 • Duration: 40 minutes

Mike Green of Logica Capital Advisors joins Real Vision senior editor, Ash Bennington, to share his market outlook as U.S. equities yet again reach all-time highs. Green breaks down the current market structure, looking at how changes to order book depth and inter-asset correlations present investment risks. Green and Bennington discuss commodities, passive investing, and the Fed’s latest FOMC meeting, with Green sharing his outlook on inflation and interest rates. Lastly, Bennington asks Green his views on crypto-assets and particularly Bitcoin, which continues to surge immensely. In the intro, editor Jack Farley jobless reports on today’s jobless claims, the status of U.S. fiscal stimulus, and Tesla’s looming entry into the S&P 500. The paper by Rob Arnott on Tesla, which Jack mentions, can be found here: https://www.researchaffiliates.com/en_us/publications/articles/819-tesla-the-largest-cap-stock-ever.html?evar36=eml_tesla-hero-title&_cldee=amFja0ByZWFsdmlzaW9uLmNvbQ%3d%3d&recipientid=contact-a2eae8d2e63beb1180f1b4c5161772f1-63905c439f0c42899407aad7822ace65&esid=0498153a-6840-eb11-80f1-b4c5161772f1.

Comments

Transcript