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cover of episode Daily Briefing – July 24, 2020 – Inter-Asset Correlations Can Be Telling: Max Wiethe

Daily Briefing – July 24, 2020 – Inter-Asset Correlations Can Be Telling: Max Wiethe

2020/7/24
logo of podcast Real Vision: Finance & Investing

Real Vision: Finance & Investing

Shownotes Transcript

Senior editor Ash Bennington is joined by editor Max Wiethe to reflect on a week of divergent price action. Ash and Max analyze the extreme rallies in precious metals, with Max describing his macro framework through the lens of his Real Vision Live interview with Greg Weldon. Ash then explores the rapidly approaching fiscal cliff, which leads into a philosophical discussion on financial journalists’ penchant for making uncertain connections between news headlines and moves in asset prices. Max describes his view on the dollar, and Ash and Max close by examining the dislocations between and within different equity indices. In the intro, Jack Farley goes over the latest economic data and explores the recent bid to rescue Brooks Brothers from bankruptcy.

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