59 min listen
Goldman Sachs' Economic Forecast, Market Pullback Risk, and Chinese Tech Stocks
Goldman Sachs' Economic Forecast, Market Pullback Risk, and Chinese Tech Stocks
ratings:
Length:
37 minutes
Released:
Apr 28, 2021
Format:
Podcast episode
Description
DB-Apr27,2021: Real Vision senior editor Ash Bennington joins Tommy Thornton, founder of Hedge Fund Telemetry, to discuss his current take on markets. Thornton explains the thin trading volume for this past month as sentiment remains high, and he explores Goldman Sachs’ newly published economic forecast, which cautions that there will be quarter-over-quarter GDP declines going forward even while the U.S. economic backdrop grows stronger. Bennington and Thornton also debrief Coinbase’s direct listing and his perspective on the growth of the crypto space, and they tackle Thornton’s thoughts on the Chinese tech sector and where he sees investible opportunities. Finally, he talks about energy as one of the best reopening bets out there and shares how he’s positioning his trades.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
Released:
Apr 28, 2021
Format:
Podcast episode
Titles in the series (100)
Adventures in Finance 16 - Having Reservations: US Restaurant Revenues Signal Recession Risk: What if restaurant sales could predict the next recession? According to Paul Westra, Senior Research Analyst at Stifel, decades of restaurant sales data accurately predicted the last two US recessions, and the next one might be the biggest one yet. In... by Real Vision Daily Briefing: Finance & Investing