35:37
Essential
•Daily Briefing
Will Inflation Put the Kibosh on Rate Cuts?
Inflation rises higher than expectations in January. What now?
Featuring Thomas Thornton and Ash Bennington
Feb 13, 2024 • 35 minutes
Tom Thornton, founder of Hedge Fund Telemetry, joins Ash Bennington to discuss the market’s reaction to today's CPI report, his concerns regarding bond markets, and the potential ramifications of Nvidia’s upcoming earnings release on the broader market.
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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