59:54

PlusLive

Macro Regime Shifts in the Dollar, Tech, and Energy

Featuring Huw Roberts and Jack Farley

March 30 at 3:00PM • 59 minutes

Plus

Live

Macro Regime Shifts in the Dollar, Tech, and Energy

Huw Roberts gives a peek behind the curtain into how asset prices are driven by key macro drivers like interest rates and inflation expectations.

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Featuring Huw Roberts and Jack Farley

March 30 at 3:00PM • 59 minutes

Pronouncements about macro drivers – that inflation is kryptonite to growth stocks, or that economic growth buoys the price of crude oil – are so often heard, but rarely understood. The truth is much more complex, and Huw Roberts, director of analytics at Quant Insight, joins Real Vision's Jack Farley to give Real Vision members some insight into that truth. Huw shares quantitative models on how swings in asset prices are driven by macro variables like interest rates, commodity prices, currency fluctuations, and expectations for growth and inflation

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Real Vision Live offers Plus and above members the opportunity to interact in real time with experts about all things related to financial markets. Features timely, in-depth analysis on what's driving price action across all asset classes. Nothing is off the table.

More Episodes

Real Vision Live offers Plus and above members the opportunity to interact in real time with experts about all things related to financial markets. Features timely, in-depth analysis on what's driving price action across all asset classes. Nothing is off the table.

More Episodes

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