32:15
Essential
•Daily Briefing
Is the Most Hated Sector Finally Getting Some Love?
Despite disappointing retail sales, the market shows resilience as it regains momentum.
Featuring Jesse Felder and Maggie Lake
Feb 15, 2024 • 32 minutes
Jesse Felder, founder of Felder Investment Research, joins Maggie Lake to discuss the recent market moves, the potential trouble facing commercial real estate, and why Nvidia’s earnings next week will have major impacts on the broader market.
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.
More EpisodesReal 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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