Global Equity Markets Recoil as Delta Variant Concerns Rise

Real Vision: Finance & Investing

Real Vision

News, Business News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 20 July 2021

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

DB-Jul19,2021: Darius Dale, founder of 42 Macro, joins Real Vision’s Jack Farley and Ash Bennington to share his updated framework on equity markets, bond yields, and oil prices as delta variant concerns force a market correction. Dale dives into macro data points indicating whether the stock market correction is driven by the delta variant or overbought assets. The trio also examines OPEC’s decision to boost output and its long-term implications for oil’s bull run this year. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Heard about Magpie, the vegan pie truck that needed a bit of help from Gold Daddy.
0:03.4	One day the owner's a light.
0:04.8	This business hasn't reached this potential.
0:07.2	And the other one goes, we need a bigger piece of the pie.
0:09.9	And then it hits her.
0:11.1	We need Gold Daddy.
0:12.1	Look, we can get a domain name and create an online store,
0:14.8	so we can sell to more customers.
0:16.8	Now they've gone from serving a couple of pies,
0:19.2	the vlogging nationwide.
0:20.9	And now everyone's like,
0:22.3	vegan pies are the new thing around here.
0:25.0	Wait, no me!
0:26.4	Take the next step on your business journey with Gold Daddy.
0:39.4	Welcome to the Real Vision Daily Briefing.
0:41.0	It's Monday, July 19, 2021.
0:44.2	I'm Ash Bennington, joined today by Jack Farley and our guest, Darius Dale.
0:49.6	Obviously today is a difficult day in global equity markets.
0:53.6	In U.S. equity markets, especially Dow Jones industrial average,
0:57.6	the big loser on the day, off over 2%, 2.09% settling down at 33,963.
1:07.7	The Dow, excuse me, the S&P 500, off more than one and a half,
1:11.3	down 1.58% off settling at 4,258.
	...

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