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Real Vision: Finance & Investing

Bumble's IPO, The Yield Curve Migration, and a "Bubble" in Passive Investing?

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.11.1K Ratings

🗓️ 12 February 2021

⏱️ 45 minutes

🧾️ Download transcript

Summary

Real Vision managing editor Ed Harrison is joined by senior editor Ash Bennington and editor Jack Farley to break down recent price action and inspect current market conditions. They analyze the remarkable soaring of Bumble’s stock price after its initial public offering (IPO) with Ash and Ed exploring whether the ongoing market ebullience is evocative of 1999. Ed and Jack then discuss how rising yields for U.S. Treasurys affect banks earnings, the price of earnings, and investor behavior in the credit markets. After the three of them briefly explain how the rise of passive investing is impacting market flows, Ash shares his thoughts on the first publicly traded Bitcoin ETF in North America. Ash, Ed, and Jack relate these topics to recent “Is Everything a Bubble?” interviews with Howard Marks, Joel Greenblatt, Lyn Alden, and Russell Napier, and they look forward to next week’s interviews with Lacy Hunt, Tom Steyer, Felix Zulauf, and Mark Yusko. If you are not a member and you want access to these interviews, click here: https://www.realvision.com/l/is-everything-a-bubble. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:59.1

Thank you very much.

1:02.1

Good to talk to you.

1:04.1

Good to talk to you as well.

1:05.1

Lots going on here.

1:06.1

What's on your mind?

1:07.1

First and foremost is that IPO that you were talking about right at the top.

1:11.1

I think it was it popped a lot.

1:14.1

And I think you're a question about what is it a sign of?

1:18.1

That's the question that's on everyone's mind right now.

1:21.1

Yeah.

1:22.1

Is it starting to feel like we're partying like it's 1999?

...

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