
Real Vision: Finance & Investing Is the Fed About to Spook the Markets?
Nov 1, 2023
The podcast discusses the recent moves in U.S. Treasuries and the potential impact of the Federal Reserve's interest rate decision. It also explores the breakout in the uranium sector and the birth of a new technological age. The concept of a barbell equity portfolio and the interplay between treasuries, financials, and gold are also discussed.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Analysis of Market Conditions and Speculation on Fed's Actions
02:19 • 5min
Market Conditions and Uranium Sector Breakout
06:50 • 3min
The Birth of a New Technological Age
09:29 • 13min
Balancing Tech and Energy in a Portfolio
22:59 • 4min
Interplay Between Treasuries, Financials, and Gold
27:16 • 6min
