Uncertainty Has a Grip on Markets

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 6 February 2023

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

U.S. equities are flat-to-down and yields are pushing higher as many investors reconsider how the Fed may be forced to act following Friday’s strong jobs data. With uncertainty abound, Mike Alfred, managing partner of Alpine Fox LP, joins Maggie Lake to share his macro outlook and the value opportunities he’s spotting in this volatile market. Plus, we’ll hear a clip from Real Vision's new series, Buy-side Meets Sell-side, with Bob Elliott of Unlimited Funds discussing why a recession is a reasonable bet. You can watch that entire interview here: https://rvtv.io/3Y8mS2e Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hey everyone, if you like this podcast, go behind the paywall to get privileged access
0:06.7	to the smartest minds in finance.
0:08.8	Visit ReelVision.com slash RVPod and use the promo code podcast10 at podcast10 to get
0:16.1	10% off our essential membership for the first year.
0:19.0	Join the ReelVision community and learn how to become a better investor by now to the top
0:22.9	analysis of today's markets.
0:31.6	Is the Goldilocks camp getting too crowded?
0:33.9	Hi everyone, welcome to the ReelVision daily briefing with me today is Mike Alfred, managing
0:38.2	partner at Alpine Fox.
0:40.2	Hi Mike, how are you?
0:41.7	Great, Maggie, how are you?
0:43.0	I'm doing well thanks, struggling with a little bit of the beginnings of a cold, but
0:46.9	we're going to power through.
0:49.0	So this is the first time we've done a show together.
0:50.7	I think it's your first time on the daily briefing, our end of day daily briefing.
0:55.7	So why don't you give us a little overview of your approach at Alpine Fox?
1:00.0	Sure, and Alpine Fox just started trading literally two weeks ago.
1:03.9	Oh, congrats.
1:04.9	It's a culmination of a 20 year process of learning and visioning basically, but I'm
1:10.6	finally operational.
1:11.6	But I started trading stocks in my Stanford dorm room in the late 90s.
1:15.2	So I was just trading penny stocks, tech stocks, basically anything that I could find
	...

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