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EssentialDaily Briefing

Tony Greer - "When the Bond Market Speaks, I Like to Listen"

Featuring Haley Draznin, Ash Bennington, and Tony Greer

Jan 19, 2021 • 32 minutes

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Essential

Daily Briefing

Tony Greer - "When the Bond Market Speaks, I Like to Listen"

Tony Greer tells Ash Bennington why he has derisked as market sentiment spikes and the bond market continues to sell-off.

Featuring Haley Draznin, Ash Bennington, and Tony Greer

Jan 19, 2021 • 32 minutes

Tony Greer of TG Macro tells senior editor Ash Bennington why he has derisked as market sentiment spikes and the bond market continues to sell-off. Looking at indicators such as the put-to-call ratio and open call positions, Tony explains why he has sold off a series of his risk positions, most notably because of the inauguration tomorrow of President Elect Biden. Tony shares with Ash his plan of attack for various assets including grains, fertilizer stocks, and railways, which he sees as an apt way to trade rising inflation expectations. Ash and Tony discuss the continuing ascent of cryptocurrencies, and Tony describes the signals he is looking for in order to go full risk-on. In the intro, Real Vision’s Haley Draznin recaps the market sentiment the day before President-elect Biden’s inauguration. 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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