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Goldman Sachs' Economic Forecast, Market Pullback Risk, and Chinese Tech Stocks

Goldman Sachs' Economic Forecast, Market Pullback Risk, and Chinese Tech Stocks

FromReal Vision Daily Briefing: Finance & Investing


Goldman Sachs' Economic Forecast, Market Pullback Risk, and Chinese Tech Stocks

FromReal Vision Daily Briefing: Finance & Investing

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.
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Released:
Apr 28, 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.