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