26 min listen
Euphoria, Equity Valuations, Gold and Bitcoin
FromMRKT Call
ratings:
Length:
38 minutes
Released:
Jan 12, 2021
Format:
Podcast episode
Description
This week we discuss what would appear to be investor euphoria playing out across many different risk assets, increasingly stretched equity market valuations, the stretched technical setups in the major U.S. equity indices (SPX, NDX & RTY), rising rates, the USD bounce, and gold’s malaise.
Released:
Jan 12, 2021
Format:
Podcast episode
Titles in the series (100)
“Bidenomics”, US Debt and the Effect of Infrastructure Spending on US Risk Assets: This week we discuss “Bidenomics”, the U.S.’ increasing debt load, structurally low rates, and what possible infrastructure spending means for risk assets like stocks. by MRKT Call