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Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 16 September 2022

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

FedEx withdrew forward earnings guidance and CEO Raj Subramaniam warned of a “worldwide recession” on Friday, sounding another “risk off” signal and sending all three major U.S. indexes to declines of at least 1% two hours ahead of Friday’s close. Warren Pies, the founder of 3Fourteen Research, joins Maggie Lake for today’s Daily Briefing to talk about how a “worldwide recession” would impact particular asset classes, with an emphasis on energy. Warren explains the structural factors that make high-quality names related to crude oil and natural gas potential outperformers – even in an environment of “dramatic disinflation.” We also have a preview of an upcoming My Life in 4 Trades podcast featuring Bill Browder, who talks about Vladimir Putin, what comes next in the Russia-Ukraine conflict, and why it’s going to go on for some time longer. 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, you should check out the full finance journey at
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0:21.4	and experienced investors alike, and live events online.
0:25.2	You'll join the most thoughtful community in finance.
0:28.0	Within 300,000 people who trust real vision to be the anchor to truth in the financial
0:32.4	world.
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0:36.6	Use the promo code podcast 10 to get 10% off our essential membership for your first
0:41.4	year.
0:42.4	Enjoy the show.
0:53.2	Our hopes for a soft landing fading.
0:55.5	Hi everyone.
0:56.5	Welcome to the real vision daily briefing.
0:57.8	Warren Pies founder of 314 research joins us today to break down the market action and
1:03.5	look ahead to next week's bed meeting.
1:05.9	Hi Warren.
1:06.9	How you doing?
1:07.9	It's kind of feels like we're all like limping into the clothes here.
1:12.3	It's been like busy, stressful week, and we're ending on a negative note.
1:17.0	FedEx really blew a hole in the equity market after the company withdrews full year guidance
	...

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