Is the Sell-Off Over? Making Sense of a Market in Flux

Real Vision: Finance & Investing

Real Vision

News, Business News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 22 July 2021

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

DB-Jul21,2021: Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision’s Ash Bennington and Jack Farley on the Daily Briefing to share his insights into market expectations of economic growth as stocks continue to move higher and inflation fears wane. The trio takes a look at Bitcoin’s price actions as it struggles to meaningfully move higher. Boockvar also dives into the recent bond rally to determine investor expectations of inflation and examines the future of oil prices as supply increases are imminent. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	This episode is brought to you by Kraken.
0:03.0	Crypto is like finance, but different.
0:06.0	It doesn't care when you invest, trade or save.
0:09.0	Do it on weekends or at 5 a.m.
0:12.0	Or on Christmas Day at 5 a.m.
0:14.0	Crypto is finance for everyone, everywhere, all the time.
0:19.0	Visit Kraken.com slash see what crypto can be to learn more.
0:23.0	Don't invest unless you're prepared to lose all the money you invest.
0:26.0	This is a high risk investment and you should not expect to be protected if something goes wrong.
0:30.0	Welcome to the Real Vision Daily Briefing.
0:42.0	It's Wednesday, July 21, 2021.
0:45.0	I'm Ash Bennington, joined today by Jack Farley and our guest, Peter Bookfar.
0:51.0	Welcome, gentlemen.
0:52.0	Here's what we're looking at.
0:53.0	The story of the day that I've got my eye on is the rebound continuing.
0:58.0	It looks like equity indexes up across the board, big winner on the day.
1:03.0	Once again, second day in a row, Russell 2000, settling at 2,233, up 40 points, 39.63, or up 1.81% on the day.
1:17.0	Jack, what are you looking at?
1:19.0	Well, earning season is here, Ash, with Chipotle surging a whopping 11% today
1:26.0	on strong digital sales and Netflix down 4% because it failed to meet expectations on net income.
1:35.0	Overall, Ash earnings have continued to beat expectations at quite a fierce clip.
1:42.0	Arguably challenging the narrative that the reflation argument is under attack, but we'll get into that.
	...

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.