Nasdaq Woes In A Re-Opening "Explosion"

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 25 March 2021

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

DB-Mar24,2021: In the main segment, Jared Dillian, editor of the Daily Dirtnap, returns to the Daily Briefing to update Real Vision’s Jack Farley on how he’s navigating the mercurial swings in stocks. Dillian argues that both the rotation from growth into value as well as the sell-off in U.S. Treasurys will likely continue as the U.S. economy re-opens and trillions of dollars worth of stimulus are on the table. Dillian shares with Farley his thoughts on reflationary sectors such as energy, airlines, and life insurance, and he also shares his evaluation of psychology within the Bitcoin market. In the final segment, Farley is joined by Huw Roberts, director of analytics at Quant Insight, who conducts data-driven analysis on how the gyrations in the Nasdaq 100 Index are driven by macro variables like interest rates, commodity prices, currency fluctuations, and expectations for growth and inflation. For Listeners: Checkout skillshare.com and learn a new skill. You can use a unique promo link skillshare.com/realvision Protect your portfolio and join 130,000 members by signing up at masterworks.io with promo code REAL VISION today to skip the waitlist. See important information at masterworks.io/disclaimer Checkout Jordan Harbinger Show @ https://www.jordanharbinger.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:41.0	Asian stock sold off this morning with the Nikkei and Hang Seng indexed down over 2%.
0:46.0	While in the US the Dow posted modest gains with the Nasdaq encountering heavy selling pressure
0:51.0	that exacerbated till the closing bell.
0:53.0	Ending down just over 2%.
0:55.0	Growthing names like Tesla, Zoom, Peloton and DocuSign led the way down.
0:59.0	Meanwhile crude oil surged 6%.
1:01.0	Bringing energy stocks along for the ride.
1:04.0	How much of this rally and crude hinges on the fact that the Suez Canal is currently blockaded by a megabarge
1:10.0	five times more massive than that Titanic remains to be seen.
1:13.0	Later I'll be speaking to quantitative macro investor Hugh Roberts of Quant Insight.
1:18.0	Who's going to analyze how the durations in the stock market hinge on key macro variables
1:22.0	like rates, growth, forex and liquidity.
1:25.0	But first, Jared Dillion returns the daily briefing to give a much needed appraisal
1:30.0	of investor sentiment in this topsy-turvy market as well as his updated views on growth
1:35.0	versus value, Tesla and Bitcoin.
1:38.0	Jared, welcome back to Real Vision. How are you doing?
	...

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