37:57

EssentialDaily Briefing

Tempering Exuberance: Market Signals Over Market Noise

Featuring Haley Draznin, Ed Harrison, and Thomas Thornton

Dec 10, 2020 • 37 minutes

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Essential

Daily Briefing

Tempering Exuberance: Market Signals Over Market Noise

Ed Harrison joins Tommy Thornton to discuss the market exuberance around this week's IPOs, DeMarc indicators, and his forward outlook.

Featuring Haley Draznin, Ed Harrison, and Thomas Thornton

Dec 10, 2020 • 37 minutes

Real Vision managing editor Ed Harrison joins Tommy Thornton, founder of Hedge Fund Telemetry, to discuss the market exuberance around this week’s IPOs, DeMark indicators, and his forward outlook. Thornton elaborates on why the speculative bubble surrounding the IPOs for DoorDash and Airbnb is worrisome and too volatile to either long or short at this point. He also dives into DeMark indicators, sharing what they are and how he analyzes markets and crafts investing strategies around their use. Thornton then talks about what his outlook in light of a true reopening is for oil, financials, cyclicals, and tech. Harrison and Thornton end on discussing the DXY and currency markets. In the intro, Real Vision’s Haley Draznin explores the jobless claims spike after the Thanksgiving week and the higher than expected valuations of Airbnb and Doordash going public. Show More

Real 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

Real 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

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