Real Vision: Finance & Investing Is Inflation Finally Tamed?
Nov 16, 2023
Speakers discuss market action after recent inflation data, correlation between bonds and equities, potential for further upside. They explore early days of crypto, recession's impact on Federal Reserve, Bitcoin ETF possibility. Analyze effects of recession on stock market, correlation between oil prices and inflation. Discuss potential of small and mid cap exposure in investment portfolios, dominance of mega caps, trend of artificial intelligence.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Market Action, Inflation, and Stocks
01:40 • 11min
Exploring the Early Days of Crypto and the Interplay Between the Recession and the Federal Reserve's Role
12:22 • 2min
Bitcoin ETF, Crypto Academy, and Treasury Yields
14:36 • 8min
Analyzing the Impact of a Recession and the Trend in Oil Prices
22:37 • 3min
Exploring the Potential of Small and Mid Cap Exposure in Investment Portfolios
25:25 • 10min