32:22
Essential
•Daily Briefing
U.S. Economy: Half Full or Half Empty?
The S&P-500 index sets a new all-time high as strong earnings roll on.
Featuring Michael Kao and Maggie Lake
Feb 07, 2024 • 32 minutes
Michael Kao, CEO of Akanthos Capital Management, joins Maggie Lake to discuss what’s driving this relentless market rally, the complexities that new economic data presents for investors, and the global market dynamics that Michael is watching outside the U.S.
Show MoreReal 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 EpisodesReal 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.
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