Real Vision: Finance & Investing An Upside Surprise for August CPI with Tom Thornton
Sep 13, 2023
Tom Thornton, founder of Hedge Fund Telemetry, shares his bullishness on energy, concerns about U.S. Treasury bond issuance, and thoughts on Tesla's recent upgrade and rebound. The podcast also discusses the recent performance of the stock market, rise of mega-cap tech stocks, oil price surge, investment strategies, and risks in Bitcoin.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
Tightening, Rate Cuts, and a Fed Pivot
04:10 • 6min
An Ad for the Planet Money Podcast
09:42 • 2min
Tech Sector: Rise of Mega-Cap Tech Stocks and Growth Prospects
11:16 • 10min
Oil Price Surge, Bond Capitulation, and Regional Bank Risk
21:33 • 4min
Investment Strategies and Stock Picks
25:42 • 8min
Risks and Price Targets in Bitcoin and Promotion of 'Crash or Boom'
33:19 • 3min