31:07

EssentialDaily Briefing

Tesla's Bitcoin Wager, Rising Yields, and Ed's Take on the Banks

Featuring Jack Farley and Ed Harrison

Feb 08, 2021 • 31 minutes

260

24

Essential

Daily Briefing

Tesla's Bitcoin Wager, Rising Yields, and Ed's Take on the Banks

Ed Harrison and Jack Farley discuss Tesla's decision to buy $1.5 billion worth of Bitcoin as a reserve asset on its balance sheet and more.

Featuring Jack Farley and Ed Harrison

Feb 08, 2021 • 31 minutes

Real Vision managing editor Ed Harrison and editor Jack Farley discuss Tesla’s decision to buy $1.5 billion worth of Bitcoin as a reserve asset on its balance sheet. They then analyze how rising yields on the 10-year and 30-year Treasurys will impact growth stocks as well as bank net interest margins. Using bank profitability as a jumping-off point, Jack notes that the S&P 500 Financials Sector SPDR ($XLF) is at all-time highs, and Ed analyzes why this could be the case, sharing his outlook on the future of the U.S. banking industry. Lastly, Jack and Ed give a sneak peek of the interviews coming up for the “Is Everything a Bubble?” campaign with Howard Marks, Joel Greenblatt, Mark Cuban, Felix Zulauf, Lyn Alden, Lacy Hunt, Tom Steyer, Mark Yusko, Danielle DiMartino Booth, Steve Clapham, and many other investors. To share your thoughts about “Is Everything a Bubble?” on the Real Vision exchange, click here: http://rvtv.io/3ju1T6q. 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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