32:26

EssentialDaily Briefing

Who Is Buying Tech? (And Why?)

Featuring Thomas Thornton and Andreas Steno Larsen

August 18 at 8:00PM • 32 minutes

Essential

Daily Briefing

Who Is Buying Tech? (And Why?)

"It's summer trading, and if you can go to the beach, you should," notes Thomas Thornton.

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Featuring Thomas Thornton and Andreas Steno Larsen

August 18 at 8:00PM • 32 minutes

The Nasdaq Composite is leading the major U.S. equity indexes higher today, as investors step into a tech-stock dip amid the traditional late summer volume lull. At the top of today’s Daily Briefing, Real Vision’s Andreas Steno Larsen gets right to the point with Hedge Fund Telemetry founder Thomas Thornton: Who’s buying this tech dip? Scaling out from recent price action and a broader discussion of positioning, Andreas and Tommy talk about current economic data, including a decline in initial claims for unemployment benefits and an upside surprise from the Federal Reserve Bank of Philadelphia’s monthly manufacturing index for August. Andreas also asks Tommy about what looks like a pump-and-dump of Bed Bath & Beyond shares. And we hear from Rob Arnott about the risks of betting against bubbles. Watch the full video featuring Rob Arnott and Ash Bennington here: https://rvtv.io/3QG02LO.

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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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