Is This Rally Just a Blip?

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 9 February 2023

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

U.S. equities gave up early gains and yields pushed higher as investors assess mixed earning results and economic data ahead of next week’s January CPI print. Despite the late selloff in stocks, a weekly survey from the American Association of Individual Investors showed that investors are net bullish for the first time in nearly a year. Jared Dillian, the editor of the Daily Dirtnap, joins Maggie Lake to discuss sentiment, commodities, and more. We’ll also hear a clip from Andreas Steno Larsen on why energy is underperforming despite China’s reopening. Watch that entire interview here: https://rvtv.io/3HQOcuL Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hey everyone, if you like this podcast, go behind the paywall to get privileged access
0:06.7	to the smartest minds in finance.
0:08.8	Visit ReelVision.com slash RVPod and use the promo code podcast10 at podcast10 to get
0:16.1	10% off our essential membership for the first year.
0:19.0	Join the ReelVision community and learn how to become a better investor by now to the top
0:22.9	analysis of today's markets.
0:32.1	Do the bulls get ahead of themselves?
0:33.7	Hi everyone, welcome to the ReelVision daily briefing with me today is Jared Dillion
0:38.1	editor of the daily dirt nap newsletter.
0:40.4	Hi Jared.
0:41.4	Hey, how you doing?
0:42.4	I'm doing pretty good.
0:43.5	I'm everyone knows I've been struggling with this stupid illness all week, but I feel like
0:47.9	I'm on the upswing.
0:48.9	At least my voice is coming back a little bit, which is good.
0:51.9	I don't know, I don't think we can say the same thing as I get better, the market seems
0:55.3	to get worse.
0:56.3	I'm curious to get your thoughts today because we saw a retreat, stocks gave up a three
1:02.3	and a half point rally and we saw yields moving higher.
1:06.0	I feel like you saw something this coming because in one of your notes last week, you said
1:10.1	you were getting nervous about a couple of things.
1:13.0	One of them was the rally in ARC and one of them was just that people seemed like they
	...

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