Tesla, Banks, Bonds, and Bitcoin: DB - Nov18, 2020

What this episode covers

Real Vision Managing editor Ed Harrison hosts Tommy Thornton, founder of Hedge Fund Telemetry, to discuss the opportunities and risks on the investment horizon. Tommy explores whether the ongoing rotation into value will continue, sharing his views on sectors such as energy, financials, and retail. He and Ed then investigate whether bonds’ rally is a harbinger of trouble for stocks, and how various asset classes such as gold and bitcoin perform should there be a major selloff in the equity market. Lastly, Tommy discusses why he remains bearish on Tesla despite its significant rally, and shares his fundamental analysis of the electric vehicle maker as well as his framework for managing risk. In the intro, editor Jack Farley looks at oil futures, vaccine progress, and MTA’s woes. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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How long is this episode of Real Vision: Finance & Investing?

This episode is 37 minutes long.

When was this Real Vision: Finance & Investing episode published?

This episode was published on November 19, 2020.

What is this episode about?

Real Vision Managing editor Ed Harrison hosts Tommy Thornton, founder of Hedge Fund Telemetry, to discuss the opportunities and risks on the investment horizon. Tommy explores whether the ongoing rotation into value will continue, sharing his views...

Can I download this Real Vision: Finance & Investing episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.