Have We Seen the Bottom?

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 25 August 2022

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Record-high temperatures and a severe drought in west-central China has crippled hydropower generation and prompted the shutdown of many factories in the latest blow to a Chinese economy already weighed down by stagnant consumer spending and a deeply troubled real estate market. Meanwhile, Prime Minister Fumio Kishida said Japan will re-start more idled nuclear plants and look at developing next-generation reactors to stabilize the island nation’s energy supply. Real Vision’s man on the ground in Asia, Weston Nakamura, joins Maggie Lake at the top of today’s Daily Briefing to talk about what trouble in the East means for the West and how it’s playing out in forex markets. Then, Katie Stockton, the founder and managing partner of Fairlead Strategies, joins Maggie to share a technical view of the market, including key levels for the S&P 500, energy commodities, and the U.S. dollar. We also hear from Michael Howell, the founder of CrossBorder Capital, on the dollar and what its movement tells us about global liquidity. Watch the full video featuring Michael Howell and Ash Bennington here: https://rvtv.io/3POP7Oh. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	caution. The ultimate spicy meatball from Domino's is hot. Just not stupid hot. It won't earn you
0:05.4	mythical status or get you a nickname like Mad Dog or Dragon's Breath. It's hot. Good hot.
0:10.8	The kind of hot that boosts taste nothing else. The ultimate spicy meatball with Siracha
0:15.2	Drizzle from Domino's, it will get you fired up. Subject to availability.
0:23.4	Hey everyone. If you like this podcast, you should check out the full finance journey
0:27.6	at ReoVision.com slash RVPod to get the full view of what ReoVision is all about. A video on
0:33.6	demand platform you can watch anywhere. Our members get daily videos and analysis,
0:38.4	plus access to more than 3,000 videos for beginners and experienced investors alike
0:43.2	and live events online. You'll join the most thoughtful community in finance. More than 300,000
0:49.2	people who trust ReoVision to be the anchor to truth in the financial world. To get started,
0:53.9	visit ReoVision.com slash RVPod. Use the promo code podcast 10 to get 10% off our essential
1:00.4	membership for your first year. Enjoy the show.
1:13.3	Is the bottom in for U.S. equities or will sky high energy prices be a spoiler? Hi everyone.
1:18.4	Welcome to the Delhi briefing. I'm Maggie Lake and here with me today is Katie Stockton of Fairlead
1:22.7	Strategies and ReoVision's Global Editor, Weston Nakamura. Great to see you both.
1:29.0	We're going to get Katie's thoughts on the direction for the S&P in just a bit.
1:32.9	But Weston, I want to come to you first because we've been seeing this all over Twitter and there's
1:38.3	been a lot of traction and concern about this. What is going on with these rolling blackouts that
1:43.1	we're seeing in China? Yeah, so I'm glad you got right to the chase there. So first let me just kind
1:50.8	of give a background. This is not just China that is happening globally. Wherever you are from
1:58.0	where you're watching this, I'm sure that you have currently heat waves and extremely extended
2:05.6	periods of very hot and dry weather and all that. And that is pushing up energy prices, gas prices,
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Real Vision, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Real Vision and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.