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EssentialThe Expert View

Charting the Correlation: The Business Cycle & Equities

Featuring Nick Reece

Dec 02, 2019 • 29 minutes

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Essential

The Expert View

Charting the Correlation: The Business Cycle & Equities

Nick Reece joins Real Vision to discuss the intersection of the business cycle and equity markets.

Featuring Nick Reece

Dec 02, 2019 • 29 minutes

Nick Reece, senior financial analyst and portfolio manager at Merk Investments, joins Real Vision to discuss the intersection of the business cycle and equity markets. Reece reveals his indicators and explains where data for the business cycle and equities diverge. Then he details his thesis that, despite heightened odds of recession, equity markets might still soar higher from here. Follow Nick on Twitter, @nicholastreece. Filmed on November 21, 2019 in New York. Show More

Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

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Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

More Episodes

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