Real Vision: Finance & Investing cover image

The Fed Stays Strong: Higher Rates for Longer

Real Vision: Finance & Investing

00:00

The Pain Trade Day Today, Brent Donnelies

Brent Donnelies wanted, he tweeted something called my eye today saying pain trade day today. Gs most short fund backed up cross G. P. Y ripping oil down all the favorite trades are getting smoked today. It sounds like it's still a really tricky market to navigate. Asset markets is still relatively valued on not only richly value relative to their longer term time series but also in terms of cost of capital.

Play episode from 24:08
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app