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Real Vision: Finance & Investing

What's Actually Priced In?

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.11.1K Ratings

🗓️ 27 January 2023

⏱️ 33 minutes

🧾️ Download transcript

Summary

According to the latest PCE price index data out this morning, U.S. households reduced their spending in December, bolstering the argument that an economic slowdown is near. Stock markets rallied on the news, as investors assume that the Fed will begin to slow its interest rate hikes. Mish Schneider of MarketGauge.com and Harry Melandri of MI2 Partners are here to explore whether this market is paying attention to all the necessary factors. We’ll also hear from Andreas Steno Larsen on the ripple effects that China’s reopening is having on commodities.You can watch the entire episode of Steno’s Signals here: https://rvtv.io/3JlzFd0 In the second part of the show, we’ll dive deep into the setup that Mish thinks is the next big trade. That part will be available only to Real Vision members. If you’re not a member yet, you can start a 7-day trial for $1 and see what you think. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

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0:09.5

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0:23.0

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0:25.0

Profits may be subject to capsule gains tax and the value of cryptocurrencies can go down or up.

0:32.0

Hey everyone. If you like this podcast, go behind the paywall to get privileged access to the smartest minds and finance.

0:38.0

Visit realvision.com slash RVPod and use the promo code podcast10 at podcast10 to get 10% off our essential membership for the first year.

0:49.0

Join the real vision community and learn how to become a better investor.

0:52.0

I'm now to the top analysis of today's markets.

1:02.0

Question of the day is what is actually priced in welcome to a special edition of real vision daily briefing.

1:09.0

It's Friday January 27th of 2023. I'm Harry Mulandry and I'm joined today by Michelle Mishnider director of research and education at market gauge.

1:20.0

In the second high mish, how you doing?

1:22.0

Great. How are you?

1:24.0

No worse than usual.

1:26.0

I really only can't complain. So in the second half of the show, you're going to tell us what you think is the next big trade.

1:35.0

And that's just for real vision members. If you don't want to miss it, you can sign up to us by clicking the link in the description or scanning the QR code on screen.

1:43.0

So first of all, let's jump into some market analysis. And normally, I think I talk about some of the data, but really the data was all when I looked at it was all much of a much less core core PC was pretty much in line.

1:56.0

Inflation expectations nudging down.

1:58.0

So, you know, what is actually price and why is risk trading so well?

2:04.0

Well, there's a few things.

2:06.0

Number one is we have an interesting amount of interest from retail investing now.

...

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