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Real Vision: Finance & Investing

Will Big Tech Be a Big Disappointment?

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.11.1K Ratings

🗓️ 24 April 2023

⏱️ 36 minutes

🧾️ Download transcript

Summary

All eyes are on Tech earnings as investors look for the next stock rotation. Tony Greer, the founder of TG Macro and editor of The Morning Navigator, joins Maggie Lake to discuss what might be priced into Big Tech earnings, how he's trading energy and industrial metals, and where the U.S. dollar is headed next. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

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become a better investor. I'm now to the top analysis of today's markets.

0:46.7

Will Big Tech be a big disappointment this earning season? Hi everyone, welcome

0:51.2

to the Real Vision Daily Briefing with me today is Tony Greer, editor of the

0:54.9

Morning Navigator Newsletter. Hi Tony. Sorry about that. Hey. That's okay. I was like I

1:03.5

know I we always know that Tony's glued to his his terminal and all of his all

1:08.3

this price action. This is always a tough time of day. That's right when things

1:11.6

are closing. But as usual, we'll be taking questions so you know to do drop them

1:15.7

in the chat. We'll get to as many as we can. So Tony, let's start with equities

1:22.2

because we didn't see a whole lot of action today. But we do have we are really

1:27.6

going to get into the thick of earnings this week and we've got some really

1:31.1

big tech ones on you know on the schedule that I know a lot of people are going

1:37.1

to be watching. You know the NASDAQ down at 30% today, but year to date, it's

1:43.0

really been it's been outperforming. I mean, it's it's up almost double what

1:48.1

S&P is. How are you feeling about tech right now? Well, this is like the pullback

1:53.3

and technology since tech, you know, broke out off the lows and reversed with

...

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