Daily Briefing – August 18, 2020 – The Inflation Trade Just Caught Fire Again: Tony Greer

Real Vision: Finance & Investing

Real Vision

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🗓️ 18 August 2020

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

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Summary

Senior editor, Ash Bennington, hosts Tony Greer, editor of The Morning Navigator Newsletter, to discuss the S&P 500 breaking record highs and the wild inflation trade. Tony considers where inflation is cropping up and how dollar weakness is connected to a dovish Fed. He also talks about the biggest market movers—bitcoin, FANG stocks, precious metals, and miners—and where the market may be headed should low interest rates persist. Ash and Tony explore what is happening in the housing market and what is influencing its activity. They top off their conversation by looking at the risks of momentum strategies to novice investors, ESG strategies catching fire, and Tony’s approach to position sizing. In the intro, Peter Cooper discusses the kick-off of the Democratic National Convention and the latest on CalPERS. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	It's Tuesday, August 18, 2020, just after market close in New York. This is the Real Vision Daily Briefing. I'm Ash Bennington in New York
0:14.9	joined shortly by Tony Greer. But first with today's stories, Peter Cooper.
0:19.9	Thanks, Ash. Yesterday the Democratic National Convention kicked off and will run through this
0:24.6	Thursday, where the Democratic Party will formally nominate Joe Biden and Kamala Harris as President
0:30.0	and Vice President for this election. What's unique about this year's convention is that it's mostly virtual,
0:35.3	with a mix of live and pre-recorded speeches.
0:38.0	Additionally, it will not be featuring a single keynote speaker,
0:41.2	but rather 17 in total.
0:43.5	The Democratic Convention will officially end primary season as the US moves full steam
0:47.8	ahead into the general election.
0:49.8	The general pitch for the Democratic bid last night revolved around unifying in support
0:53.8	of Joe Biden regardless of where these leaders are within the political
0:57.1	spectrum progressives, moderates, and even some Republicans have come together at the
1:01.2	Convention to make the case that as president
1:03.2	Joe Biden would be the most capable to address the pandemic, the recession, and the
1:07.7	civil unrest. Part of the hope is to rally younger voters, those who
1:11.0	enthusiastically supported progressives such as Senator Sanders and
1:14.3	Senator Warren during the primaries, to cast their vote for Biden a more moderate
1:18.0	center-left politician in what is evolving to be a higher stakes election.
1:22.4	The 17 keynote speakers
1:23.7	Biden is elevating are diverse yet almost mostly share a center left
1:27.5	philosophy. A preview of Biden's vision for the Democratic party as he considers
	...

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