01:04:09

EssentialDaily Briefing

The Soft Landing Narrative Is a Trap (!)

Featuring George Goncalves and Andreas Steno Larsen

Feb 10, 2023 • 64 minutes

Essential

Daily Briefing

The Soft Landing Narrative Is a Trap (!)

The S&P 500 is on track for its first losing week since December, so are investors starting to change their tune?

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Featuring George Goncalves and Andreas Steno Larsen

Feb 10, 2023 • 64 minutes

All three major U.S. equity indices are poised to clock in losses this week as investors brace for the latest CPI print due next Tuesday. So, are investors starting to think talk of a soft landing is overdone? George Goncalves, head of U.S. macro strategy at MUFG Securities, thinks it is. In this special extended Daily Briefing he joins Andreas Steno Larsen to unpack the week’s market action and the road ahead for central bank tightening across the globe. Join to understand Goncalves’s investing framework, and be sure to subscribe to learn how he executes it in the second half of the show. We’ll also give you a peek into Real Vision's “The Knitting Show” with Roger Hirst, discussing the changing consensus view on a recession for this year. Plus and Pro members can watch that entire interview here: https://rvtv.io/3YJ06h4 We want to hear from you, so make sure to drop your questions, concerns, and predictions in the comments section.

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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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