TIMESTAMPS: 1 What Is Your Perspective on Markets Right Now? 01:12 2 How Do You Factor in Risk Premiums and Inflation into Your Analysis? 08:51 3 What's Your Base Case on the Fed? 0:13:13 4 The Makings of a False Dawn 2.0 0:17:27 5 What Indicators Do You Use to Determine Positioning and Releveraging? 0:23:11 6 The Four Pillars That Drive Major Macro Assets 0:26:24 7 What's Your Assessment of the Current Environment Based on These Four Pillars? 0:40:37 8 The Takeaways 0:45:57 🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) rvtv.io/RVfor1dollar
It’s best of year week! 👉 Do you want even more content like this? And to see this video before we release it here? Become a member of Real Vision - get started here: rvtv.io/membership
TIMESTAMPS:
1 What Is Your Perspective on Markets Right Now? 01:12
2 How Do You Factor in Risk Premiums and Inflation into Your Analysis? 08:51
3 What's Your Base Case on the Fed? 0:13:13
4 The Makings of a False Dawn 2.0 0:17:27
5 What Indicators Do You Use to Determine Positioning and Releveraging? 0:23:11
6 The Four Pillars That Drive Major Macro Assets 0:26:24
7 What's Your Assessment of the Current Environment Based on These Four Pillars? 0:40:37
8 The Takeaways 0:45:57
🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) rvtv.io/RVfor1dollar
A very thoughtful, smart man. I'm less of a believer in logic driving the markets, but I always want to hear him..
Thanks for watching!
Great interview.!
Thanks for watching!
Wish I understood why my bond funds are so down when everyone says that us where I should be.
thanks
Didn't understand a word of this.
why do you guys release such old and outdated videos?
It’s best of year week! 👉 Do you want even more content like this? And to see this video before we release it here? Become a member of Real Vision - get started here: rvtv.io/membership
Guy gets short after assets go down 🤦♂️