🔥 JOIN THE NEW REAL VISION for just $20.14 rvtv.io/463wkrF CHAPTERS 1 A Look At The Fed & Global Central Bank Policy 01:38 2 A Recession In 2024? 0:11:15 3 Has Fixed Income Priced In A Recession? 0:13:20 4 Thoughts On The Equity Markets 0:21:37 5 What Do You Buy In This Macro Environment? 0:27:48 6 US Markets Are Expensive Vs. The Rest Of The World 0:37:45 7 Viewer Questions 0:44:33 8 Takeaways And Final Thoughts 0:57:53
00:03 The bond market is going to be important in the next few months 02:13 Central banks prioritize growth over inflation and are comfortable with elevated inflationary dynamics. 06:42 England hiked interest rates by 50 basis points in June 08:57 Gold and bonds are common assets held by investors. 13:15 The US economy is slowing down and there is a gap between expectations and likely outcomes. 15:36 The yield curve suggests that the US economy is not as sensitive to interest rates as it was during the financial crisis. 19:38 Real interest rates are rising due to inflationary pressures. 21:25 Real rates of return on government securities in the two and a half range are offering attractive long-term returns. 25:23 Improving price action in oil and industrial Commodities 27:33 Supply squeeze on oil price creates a deficit, affecting commodities trading. 31:43 Bond managers still have a lot of duration in their portfolios, which may be more of a value play than a recession play. 33:41 Remaining agile is crucial in navigating the unpredictable stock market. 37:41 Consider targeting long positions in the summer of next year 39:45 Asset markets are pricing in a worse scenario for Europe and China than for the US 43:53 The current economic scenario suggests a soft landing. 45:37 Long-end rates may move up, impacting stock prices 49:12 The US dollar is relatively strong despite claims of its death 51:06 The US dollar remains relatively strong and advantageous. 54:50 Mainly trades macro assets and asset classes, with positive convexity in oil. 56:46 Trading gold vs. Bitcoin 1:00:16 Real Vision provides in-depth analysis on the complex world of Finance and global economy Crafted by Merlin AI.
🔥 JOIN THE NEW REAL VISION for just $20.14 rvtv.io/463wkrF
CHAPTERS
1 A Look At The Fed & Global Central Bank Policy 01:38
2 A Recession In 2024? 0:11:15
3 Has Fixed Income Priced In A Recession? 0:13:20
4 Thoughts On The Equity Markets 0:21:37
5 What Do You Buy In This Macro Environment? 0:27:48
6 US Markets Are Expensive Vs. The Rest Of The World 0:37:45
7 Viewer Questions 0:44:33
8 Takeaways And Final Thoughts 0:57:53
00:03 The bond market is going to be important in the next few months
02:13 Central banks prioritize growth over inflation and are comfortable with elevated inflationary dynamics.
06:42 England hiked interest rates by 50 basis points in June
08:57 Gold and bonds are common assets held by investors.
13:15 The US economy is slowing down and there is a gap between expectations and likely outcomes.
15:36 The yield curve suggests that the US economy is not as sensitive to interest rates as it was during the financial crisis.
19:38 Real interest rates are rising due to inflationary pressures.
21:25 Real rates of return on government securities in the two and a half range are offering attractive long-term returns.
25:23 Improving price action in oil and industrial Commodities
27:33 Supply squeeze on oil price creates a deficit, affecting commodities trading.
31:43 Bond managers still have a lot of duration in their portfolios, which may be more of a value play than a recession play.
33:41 Remaining agile is crucial in navigating the unpredictable stock market.
37:41 Consider targeting long positions in the summer of next year
39:45 Asset markets are pricing in a worse scenario for Europe and China than for the US
43:53 The current economic scenario suggests a soft landing.
45:37 Long-end rates may move up, impacting stock prices
49:12 The US dollar is relatively strong despite claims of its death
51:06 The US dollar remains relatively strong and advantageous.
54:50 Mainly trades macro assets and asset classes, with positive convexity in oil.
56:46 Trading gold vs. Bitcoin
1:00:16 Real Vision provides in-depth analysis on the complex world of Finance and global economy
Crafted by Merlin AI.
When was this taped?
Gosh, you lost me when Andreas start talking. Unbearable.
Where is the crypto video with geoff