40:30

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The Macro Factors Driving the Market - Live with Mahmood Noorani

Featuring Mahmood Noorani

Sep 07, 2020 • 40 minutes

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Live

The Macro Factors Driving the Market - Live with Mahmood Noorani

Mahmood Noorani explores the quantitative methods behind modeling macro.

Featuring Mahmood Noorani

Sep 07, 2020 • 40 minutes

In this labor day live to tape edition of Real Vision Live, Mahmood Noorani of Quant Insights returns to help viewers make sense of what macro factors are driving asset prices right now. Noorani tells Real Vision’s Roger Hirst that the S&P 500 has become one trade and uses this to explain why the Robin Hood and narrative driven investments that seem so disconnected from the underlying macro fundamentals have been working so well. They also discuss how factors like inflation differentials are the key to understanding what is happening in the currency markets and break down Warren Buffett’s recent bet on Japan. Filmed on September 3, 2020. 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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