Mega Cap Tech Leads the Way--But Is a Market Rotation Around the Corner?

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 2 November 2021

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

DB-Nov 01,2021: Seasonal effects on the markets are in play with heightened volatility and earnings causing aggressive price movement across asset classes. Katie Stockton, CMT, founder of Fairlead Strategies, dives into the charts to examine tech, commodities, precious metals, and cryptocurrencies. With mega cap tech stocks such as Tesla, Apple, and Microsoft leading equity markets higher and oil’s rally cooling slightly today, she evaluates both the technical and fundamental drivers underlying price action, lays out what investors should be watching for, and provides her forward outlook for the coming months into the new year. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3bwZCUY Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:30.0	Hello and welcome to the Real Vision Daily Briefing.
0:37.0	It's Monday, November 1st, 2021, a Maggie Lake.
0:40.0	And with me today is Katie Stockton, founder of Fair Lead Strategies.
0:44.0	A quick snapshot before we jump in.
0:46.0	The market's relatively quiet on this first trading day of the new month,
0:50.0	ahead of what is potentially so market moving events this week,
0:54.0	including central bank policy meetings and OPEC meetings and US non-farm payrolls
0:59.0	to mention just a few.
1:00.0	The big political headline coming out today, not from Scotland,
1:03.0	where COP26 is taking place, but instead from DC,
1:06.0	where the Treasury Department fed and other regulators urged lawmakers
1:10.0	to let them regulate stablecoin issuers and West Virginia Senator Joe Manchin,
1:15.0	rejecting calls for a speedy passage of the proposed infrastructure bill.
1:20.0	So let's get into it. Hey, Katie, great to have you back with us.
1:23.0	Hi Maggie, good to be back.
1:25.0	So before we jump in and unpack some of these different issues
	...

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