33:32
Essential
•Daily Briefing
What Can Stop This Market Rally?
Apple's market cap surpassed $3 trillion as tech leads the market higher into Q3.
Featuring Jared Dillian and Maggie Lake
Jun 30, 2023 • 33 minutes
Maggie Lake is joined by Jared Dillian, editor of the Daily Dirtnap newsletter, to discuss the current equity rally, how sentiment has shifted, the state of commercial real estate and regional banks, and where he spots a value opportunity. You can find more of Jared's work here: https://www.dailydirtnap.com
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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