The Macro Factors Driving the Market - Live with Mahmood Noorani
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.