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EssentialDaily Briefing

Time to Get Ahead of the Downturn?

Featuring Ben Miller and Maggie Lake

Oct 20, 2023 • 33 minutes

Essential

Daily Briefing

Time to Get Ahead of the Downturn?

U.S. 10-Year Treasury yields touched 5% for the first time since 2007, causing investors to take cover.

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Featuring Ben Miller and Maggie Lake

Oct 20, 2023 • 33 minutes

Ben Miller, co-founder and CEO of Fundrise, joins Maggie Lake to discuss the market reaction to surging interest rates and their economic consequences, the odds of recession and how one might play out, and why his Great Lag thesis suggests a more drawn out period of uncertainty than many investors expect. You can find more of Ben's work here: www.fundrise.com

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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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