Are Markets in for a Rough Ride?

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 21 February 2023

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

U.S. equities are tumbling as the 10-Year Treasury yield rose to 3-month highs as investors wory about interest rates ahead of tomorrow’s FOMC minutes reveal. Maggie Lake is joined by Jared Dillian, editor of the Daily Dirtnap to discuss current market sentiment, which direction he sees markets heading in the short-term, the apparent re-rating of risk happening in bond markets, and where he’s looking for value in the chop. Plus, we’ll hear from Nancy Davis, founder of Quadratic Capital Management, about why the $8 trillion U.S. balance sheet is a monster lurking that no one is paying attention to. You can watch that entire interview here: https://rvtv.io/3XLP0ac Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:43.4	And now to the top analysis of today's markets.
0:53.6	Are the markets in for a rough ride?
0:55.3	Hi everyone.
0:56.3	Welcome to the daily briefing with me today is Jared Dillion editor of the daily dirt
1:00.4	nap.
1:01.4	Hi Jared.
1:02.4	Hey, I don't know if I'm going to have any answers for you today, but like not one.
1:11.6	This is hard.
1:12.6	These markets are hard.
1:13.6	And they're really hard.
1:14.6	But I think it's really important to have conversations when they're really hard because
1:17.3	the markets have been pretty easy for the last what like, you know, a long time.
	...

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