58:10

PlusLive

Shifting Sands: Managing the Rotation Trade

Featuring Tony Greer

November 20 at 7:00PM • 58 minutes

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Live

Shifting Sands: Managing the Rotation Trade

Ash Bennington welcomes back Tony Greer to dive deeper into his macro framework.

Featuring Tony Greer

November 20 at 7:00PM • 58 minutes

Real Vision senior editor Ash Bennington welcomes back Morning Navigator editor Tony Greer to dive deeper into his macro framework. A beloved contributor for the Daily Briefing, Greer fleshes out more of what he’s seeing in markets from the rotation out of "pandemic performers" to imminent dollar weakness. He explains the drivers behind the breakout in U.S. yields, why commodities will continue to rally on structural deficits into the new year, and why FAANG stocks have moved beyond their best days. He also breaks down his long positions in homebuilders, transports, metals and mining as well as why he's bearish on bonds. Key Learnings: With this opportunity to go more in-depth into Tony’s investment framework and follow-up with questions, viewers will be able to glean more insight into how he blends his longer term macro perspective into his shorter term trading style. Understanding how to change course in the midst of rotation keeps investors agile so as to keep ahead of where markets are headed. To view Tony' charts, click here: https://rvtv.io/35Llk5w Show More

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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