26:07

EssentialDaily Briefing

Waiting for Inflation, SPACmania, and Dislocations in the Cannabis Bull Market

Featuring Jack Farley and Max Wiethe

Feb 10, 2021 • 26 minutes

144

13

Essential

Daily Briefing

Waiting for Inflation, SPACmania, and Dislocations in the Cannabis Bull Market

Max Wiethe and Jack Farley delve into what Fed Chair Powell's remarks indicate about the future of monetary policy and the economy.

Featuring Jack Farley and Max Wiethe

Feb 10, 2021 • 26 minutes

Real Vision editors Max Wiethe and Jack Farley delve into what Fed Chair Powell’s remarks indicate about the future of monetary policy and the economy. Max catalogs the rally in cannabis equities and notes that the bulk of the euphoria seems to be located in Canadian pot stocks, which may not be as favorable as their U.S. counterparts. After noting the tremendous volatility in MicroStrategy Incorporated ($MSTR), Jack and Max interpret what today’s reading for the Consumer Price Index, which fell slightly below expectations, means for reflation trades such as banks and energy. They close by giving a sneak peek of upcoming interviews with Julian Brigden, Howard Marks, Joel Greenblatt, and Lyn Alden as part of the “Is Everything a Bubble?” series. 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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