50 min listen
Tempering Exuberance: Market Signals Over Market Noise: DB- Dec 10, 2020
Tempering Exuberance: Market Signals Over Market Noise: DB- Dec 10, 2020
ratings:
Length:
41 minutes
Released:
Dec 10, 2020
Format:
Podcast episode
Description
Real Vision managing editor Ed Harrison joins Tommy Thornton, founder of Hedge Fund Telemetry, to discuss the market exuberance around this week’s IPOs, DeMarc indicators, and his forward outlook. Thornton elaborates on why the speculative bubble surrounding the IPOs for DoorDash and Airbnb is worrisome and too volatile to either long or short at this point. He also dives into DeMarc indicators, sharing what they are and how he analyzes markets and crafts investing strategies around their use. Thornton then talks about what his outlook in light of a true reopening is for oil, financials, cyclicals, and tech. Harrison and Thornton end on discussing the DXY and currency markets. In the intro, Real Vision’s Haley Draznin explores the jobless claims spike after the Thanksgiving week and the higher than expected valuations of Airbnb and Doordash going public.
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Released:
Dec 10, 2020
Format:
Podcast episode
Titles in the series (100)
Adventures in Finance 4 - Analyzing Cyclical Market Behavior: Understand how to leverage financial cycles & forecast future markets with veteran investor Robin Griffiths. Also on this week, Brent Johnson, CEO of Santiago Capital, tells us his misjudgments’ on gold and being a true contrarian. by Real Vision: Finance & Investing