Stocks feel some gravity as investors try to decide when to trust a rally.
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Featuring Maggie Lake and Thomas Thornton
Jan 19, 2023 • 35 minutes
Stocks extended yesterday’s slide after lower-than-expected U.S. weekly jobless claims this morning suggested a still-resilient labor market. Meanwhile, December housing starts slowed less than forecasted, tech layoffs continue, and earnings reports suggest that the Fed’s rate hikes are beginning to manifest a recession. Tom Thornton, the founder of Hedge Fund Telemetry, joins Maggie Lake to make sense of the market action and share how he’s positioning his portfolio as earnings season picks up. Plus, we’ll hear from Andreas Steno Larsen on why the U.S. breaching its $31.4 trillion debt ceiling could impact equity investors. You can watch Andreas’ new series, Steno’s Signals, right here: https://rvtv.io/3QUIoof We want to hear from you, so be sure to get your questions in.
Show MoreReal Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.
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Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.
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This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?
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