The Ideological Trade: Value, Oil, and InflationDraft Episode for Jun 30, 2021
Real Vision: Finance & Investing
Real Vision
4.1 • 1.1K Ratings
🗓️ 1 July 2021
⏱️ 35 minutes
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Summary
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| 0:00.0 | Connect with your customers in a whole new way with Salesforce Customer 360. |
| 0:06.0 | Harness the power of Trusted AI to enhance your customer experience |
| 0:10.0 | and unite your teams around a single shared view of every customer in your business. |
| 0:15.0 | Empower teams with Trusted AI from a secure, scalable platform. |
| 0:20.0 | With Salesforce Customer 360, now everyone's an Einstein. |
| 0:24.0 | Go to Salesforce.com forward slash 360 to learn more. |
| 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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