Is the Bear Market Back to Bite Us Again?

Real Vision: Finance & Investing

Real Vision

Business News, Business, Investing, News

4.1 • 1.1K Ratings

🗓️ 19 January 2023

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

Stocks extended yesterday’s slide after lower-than-expected U.S. weekly jobless claims this morning suggested a still-resilient labor market. Meanwhile, December housing starts slowed less than forecasted, tech layoffs continue, and earnings reports suggest that the Fed’s rate hikes are beginning to manifest a recession. Tom Thornton, the founder of Hedge Fund Telemetry, joins Maggie Lake to make sense of the market action and share how he’s positioning his portfolio as earnings season picks up. Plus, we’ll hear from Andreas Steno Larsen on why the U.S. breaching its $31.4 trillion debt ceiling could impact equity investors. You can watch Andreas’ new series, Steno’s Signals, right here: https://rvtv.io/3QUIoof Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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1:01.0	Is the bear market coming back to bite us?
1:05.0	Hi everyone. Welcome to the real vision daily briefing with me today is Tom Thornton,
1:09.0	founder of hedge fund telemetry. Tom, it's so good to see you.
1:13.0	Nice to see you and glad to be back.
1:17.0	Yeah, so far it's been quite a year.
1:20.0	You know, just complete chaos.
1:24.0	I was joking with somebody after grabbing a quick bite saying back to the trenches.
	...

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