Eric Johnston

This episode of the Real Vision Daily Briefing is sponsored by Kalshi. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates.Sign up at kalshi.com/realvision now to claim $15 towards your first event contract, today.Debt ceiling deal progress propels the US market. Eric Johnston, head of equity derivatives & cross-asset for Cantor Fitzgerald, sits down with Maggie Lake to discuss his perspective on the current state of equities and the possibility of reaching the top of the economic cycle. You can find more of Eric's work here: https://www.cantor.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Eric Johnston discusses the booming market action with Nvidia's surge, analyzing tech trends and investment opportunities. They explore AI's impact on finance, market dynamics, concerns about future risks, and strategies for managing high momentum stocks. The conversation touches on market analysis, QE and QT speculation, global financial uncertainties, and potential impacts of a Bitcoin ETF approval on the market.

Eric Johnston, Chief Equity and Macro Strategist at Cantor Fitzgerald, shares insights on the macro outlook and discusses how market de-risking could signal a year-end rally. Tech analyst Brent Thill from Jefferies highlights Google's competitive edge with AI and why it can outperform its peers. Matt Hogan, CIO at Bitwise, analyzes Bitcoin's recent sell-off and argues for institutional demand supporting a potential bottom. Also, Bill Nygren from Harris Oakmark reveals value stock picks that could provide significant returns as the market evolves.