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Waiting for Inflation, SPACmania, and Dislocations in the Cannabis Bull Market

Waiting for Inflation, SPACmania, and Dislocations in the Cannabis Bull Market

FromReal Vision Daily Briefing: Finance & Investing


Waiting for Inflation, SPACmania, and Dislocations in the Cannabis Bull Market

FromReal Vision Daily Briefing: Finance & Investing

ratings:
Length:
28 minutes
Released:
Feb 10, 2021
Format:
Podcast episode

Description

DB:Feb 10,2021: Real Vision editors Max Wiethe and Jack Farley delve into what Fed Chair Powell’s remarks indicate about the future of monetary policy and the economy. Max catalogs the rally in cannabis equities and notes that the bulk of the euphoria seems to be located in Canadian pot stocks, which may not be as favorable as their U.S. counterparts. After noting the tremendous volatility in MicroStrategy Incorporated ($MSTR), Jack and Max interpret what today’s reading for the Consumer Price Index, which fell slightly below expectations, means for reflation trades such as banks and energy. They close by giving a sneak peek of upcoming interviews with Julian Brigden, Howard Marks, Joel Greenblatt, and Lyn Alden as part of the “Is Everything a Bubble?” series.
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Released:
Feb 10, 2021
Format:
Podcast episode

Titles in the series (100)

This is where finance matters. Featuring “The Knock-On Effect,” the show that starts with the financial or economic event you’ve heard about and takes you to a weird place. The financial world is more complex and more fun than you might think, and in this weekly show, Justine Underhill, Alex Rosenberg and Roger Hirst prove it.