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Real Vision: Finance & Investing

The Ideological Trade: Value, Oil, and InflationDraft Episode for Jun 30, 2021

Real Vision: Finance & Investing

Real Vision

News, Business News, Investing, Business

4.11.1K Ratings

🗓️ 1 July 2021

⏱️ 35 minutes

🧾️ Download transcript

Summary

DB-Jul01,2021 :Real Vision’s Jack Farley welcomes Samuel Burke, managing editor, and Jared Dillian of The Daily Dirtnap to the Daily Briefing to discuss U.S. treasury yields, commodity prices, and delta variant concerns. Dillian explains his investment framework amidst growing fears of the delta variant in the U.S. The trio covers decreasing treasury yields and their effect on the inflation trade. Further, they examine the nuances of the commodity market as lumber prices move lower and oil prices remain resilient. For our Listeners: Head to https://www.rocketlawyer.com/workconfidently to start your free 7-day trial today. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

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0:30.0

Welcome to the Real Vision Daily Briefing. I'm Jack Farley.

0:36.0

It is Wednesday, June 30th. I'm joined by Real Vision Samuel Burke

0:40.0

and Jared Dillion publisher of the Daily Dirt app.

0:44.0

Today was the third day in a row where U.S. Treasury yields fell

0:49.0

with the 10-year below 1.5 million dollars.

0:53.0

Does that mean that the market is getting less worried about inflation?

0:58.0

Samuel. Well, Jack, you know we've been talking about the Delta variant

1:03.0

for the past couple of days here on the Daily Briefing.

1:06.0

Now we're starting to see some of that spillover into the United States,

1:10.0

local governments, in some places, urging people to mask up.

1:14.0

I'm curious to get Jared's take on how or even whether he's fast enough

1:19.0

to mask up. I'm curious to get Jared's take on how or even whether he's factoring

1:24.0

that into his bigger picture view of the markets, Jack.

1:28.0

And new numbers show that private employment in the U.S.

1:31.0

is recovering faster than expected, particularly in the recovering

1:36.0

leisure and hospitality sector. I know we'll be talking about labor inflation

...

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