Bubblicious Markets and Big Tech's Monopolistic Behavior: DB-Dec11, 2020
Real Vision: Finance & Investing
Real Vision
4.1 • 1.1K Ratings
🗓️ 12 December 2020
⏱️ 43 minutes
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| 0:00.0 | Welcome to Real Vision. |
| 0:07.0 | It's Friday, December 11th, 2020, just after market close in New York. |
| 0:13.0 | This is the Real Vision Daily Briefing. |
| 0:16.0 | I'm Ash Bennington, joined shortly by our managing editor, Ed Harrison. |
| 0:21.0 | But first, with the day's stories, Jack Farley and Weston Nakamura. |
| 0:25.0 | Thanks, Ash. I'm joined by a very special guest. |
| 0:28.0 | Weston Nakamura, he's a veteran trader from Goldman Sachs and Jeffries, but now he has joined Real Vision in our community |
| 0:34.9 | platform, The Exchange. Weston, so great to have you on the Daily Briefing. |
| 0:39.8 | Oh, it's my pleasure. Thanks for having me. |
| 0:42.1 | So Weston, I know that you've prepared a few charts |
| 0:45.7 | as well. |
| 0:46.0 | You also gave you some instructions. |
| 0:47.0 | So I, my bloomer terminal fired it up |
| 0:49.3 | and made a few charts of my own for you. |
| 0:51.6 | So let's get right into it because this is the intro. What are you seeing with regards to Japanese |
| 0:58.3 | equities relative to China and as well as perhaps a proxy to the value and growth trade. |
| 1:02.8 | I'm just gonna keep this really quick |
| 1:04.3 | because everything's gonna be on the exchange. |
| 1:07.0 | But basically, value versus growth, |
| 1:08.7 | if you believe in that sort of momentum shift |
| 1:12.0 | that's happening right now from value to growth. |
| 1:14.0 | You can actually play it instead of doing the QQ versus the IWM, the Russell 2000 |
... |
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