26 min listen
To Taper or Not to Taper?
FromMRKT Call
ratings:
Length:
38 minutes
Released:
May 5, 2021
Format:
Podcast episode
Description
In this week’s episode of The Macro Setup, Guy and Dan discuss the need for tapering from the Fed, whether inflation will be transitory or sustained and geopolitical risks to the markets. They look at mega-cap tech (AAPL, AMZN, TSLA, NVDA), ZM, PTON and other sentiment indicators - SPAC/IPO indices, commodities, crypto (BTC and ETH), gold, the 10yr and DXY. Brought to you by presenting sponsor Nadex.
Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MacroSetup.
Follow the co-hosts:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MacroSetup.
Follow the co-hosts:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Released:
May 5, 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