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Real Vision: Finance & Investing

When Will the Green Shoots Narrative End?

Real Vision: Finance & Investing

Real Vision

Business News, Business, Investing, News

4.11.1K Ratings

🗓️ 24 January 2023

⏱️ 35 minutes

🧾️ Download transcript

Summary

U.S. equities were flat today as investors weigh dual uncertainties: earnings season and a potential recession. Meanwhile, energy and interest rates both closed in the red, and business conditions contracted in January for the fourth month in a row, according to the latest S&P survey. Andreas Steno Larsen sits down with Eric Johnston of Cantor Fitzgerald to discuss the latest price action and hear why he believes there’s “very little upside” for stocks in the near-term. Plus, we’ll hear from veteran economist and strategist David Rosenberg, on why a rapid collapse in inflation could lead to a drawn-out recession. You can watch that entire interview here: https://rvtv.io/3DaMUt6 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

This episode is brought to you by London Business School.

0:03.8

Looking to accelerate your business, or understand the opportunities in AI or ESG,

0:08.8

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0:11.8

Or about what leadership skills will take you to the next level?

0:15.0

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0:18.6

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0:21.4

look for podcasts from London Business School.

0:23.8

Navigate the now and be prepared for what's next with London Business School.

0:31.0

Hey everyone, if you like this podcast,

0:34.0

go behind the paywall to get privileged access to the smartest minds and finance.

0:38.0

Visit ReelVision.com slash RVPod

0:41.0

and use the promo code Podcast10 at Podcast10

0:45.0

to get 10% off our essential membership for the first year.

0:48.0

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

0:51.0

By now to the top analysis of today's markets.

1:01.0

Hi everyone and welcome to the ReelVision daily briefing.

1:05.0

My name is Alessandro from ReelVision

1:07.0

and I look forward to sending live for you the next 30 minutes here on Tuesday,

1:12.0

the 24th of January.

1:14.0

And today we're going to ask the question whether

1:18.0

your narrative will end soon.

1:21.0

And I'm joined by an equity pair today

...

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