31:28

EssentialDaily Briefing

Uncertainty Has a Grip on Markets

Featuring Maggie Lake and Mike Alfred

Feb 06, 2023 • 31 minutes

Essential

Daily Briefing

Uncertainty Has a Grip on Markets

With a strong labor market, financial conditions could get tighter for longer. Is the message finally sinking in?

103

17

Featuring Maggie Lake and Mike Alfred

Feb 06, 2023 • 31 minutes

U.S. equities are flat-to-down and yields are pushing higher as many investors reconsider how the Fed may be forced to act following Friday’s strong jobs data. With uncertainty abound, Mike Alfred, managing partner of Alpine Fox LP, joins Maggie Lake to share his macro outlook and the value opportunities he’s spotting in this volatile market. Plus, we’ll hear a clip from Real Vision's new series, Buy-side Meets Sell-side, with Bob Elliott of Unlimited Funds discussing why a recession is a reasonable bet. You can watch that entire interview here: https://rvtv.io/3Y8mS2e We want to hear from you, so make sure to drop your questions, concerns, and predictions in the comments section.

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

COMMENTS

Sort By
  • Newest First
  • Oldest First
  • Top Rated
  • Most Discussed
  • Most Controversial

Access Essential Content

This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?

See Our Plans

Already have an account? Log In