Let’s Take a Tactical Look at Stocks

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 5 October 2022

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The U.S. dollar bounced back on Wednesday, its showing of strength once again a bane to equity markets, as interest rates also ticked higher for the first time in a few days. OPEC+’s decision to cut daily production by 2 million barrels is today’s main story, driving up crude oil prices by more than 1% and making energy the only sector moving higher in the S&P 500 today. Riding an impressive trading streak, Thomas Thornton, the founder of Hedge Fund Telemetry, joins Maggie Lake to talk about markets from a tactical perspective. We also hear from Michael Nicoletos about his sense that something is going to break and where it’s likely to happen. Watch the full interview featuring Michael Kao and Michael Nicoletos here: https://rvtv.io/3SIfzvA. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	This isn't just midweek football.
0:02.2	It's wide-eyed, shirtless jordies on a European tour.
0:05.8	It's noisy neighbours turn trebles winners doing the post-NAM.
0:09.6	It's the red devils burning with scores to settle.
0:12.5	It's the young gunners all fired up with their site set on glory.
0:16.4	It's the chance to compete with Europe's elite.
0:19.2	This isn't just football, this is everything.
0:21.5	Not change the medal!
0:23.1	Watch the UEFA Champions League and Europa League live an exclusive on TNT Sports.
0:30.0	Are we too complacent, too freaked out?
0:39.6	Hi everyone, welcome to the Real Vision Daily Briefing.
0:42.4	In the co-pilot seat today, Thomas Thornton, founder of hedge fund telemetry.
0:46.6	Hi Tommy, how are you?
0:48.0	Hey, I'm great.
0:49.0	Nice to see you Maggie.
0:50.0	Yeah, it's been a while since we've done the daily briefing.
0:52.7	So I'm anxious to catch up on your thoughts and what you're doing.
0:57.2	Another thing I know is that this is the kind of environment that you thrive in and you've
1:01.1	been on it terribly because we've been watching.
1:03.2	So I'm just curious about what you're thinking about the market action we're seeing now because
1:07.9	we had those two big days of rallies, two big rallies.
1:11.9	We saw stocks up, we saw oil up, a little bit of a pause today and it looks like stocks
	...

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.