Real Vision: Finance & Investing

Where in the World to Put Your Dry Powder (with Sam Burns)

9 snips
Jul 24, 2023
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
The Rise of the European Stock Market
01:53 • 2min
3
The European Economy and the Macro Outlook
03:44 • 3min
4
The US Equity Market: A Better Than Expected Story
06:21 • 3min
5
The Bar Is Higher for Second Quarter Earnings
09:17 • 2min
6
The Real Vision Daily Briefing
11:13 • 2min
7
The Fed's Overestimation of Fiscal Policy
12:43 • 3min
8
The Effects of Fiscal Policy on the Economy
15:27 • 2min
9
The Long-Term Impact of the Infrastructure Crisis
17:49 • 2min
10
The Problems Faced by the Chinese Economy
20:19 • 2min
11
The Global Economy and the Paul Bure Meeting
22:04 • 2min
12
The Better Outlook for Emerging Markets Outside of China
24:32 • 2min
13
How to Buy Emerging Markets
26:08 • 2min
14
How to Estimate 23 and 24 S&P Earnings
28:13 • 4min