EPISODE · Sep 16, 2022 · 36 MIN
What Else Can Be Priced In?
from Real Vision: Finance & Investing · host Real Vision Podcast Network
FedEx withdrew forward earnings guidance and CEO Raj Subramaniam warned of a “worldwide recession” on Friday, sounding another “risk off” signal and sending all three major U.S. indexes to declines of at least 1% two hours ahead of Friday’s close. Warren Pies, the founder of 3Fourteen Research, joins Maggie Lake for today’s Daily Briefing to talk about how a “worldwide recession” would impact particular asset classes, with an emphasis on energy. Warren explains the structural factors that make high-quality names related to crude oil and natural gas potential outperformers – even in an environment of “dramatic disinflation.” We also have a preview of an upcoming My Life in 4 Trades podcast featuring Bill Browder, who talks about Vladimir Putin, what comes next in the Russia-Ukraine conflict, and why it’s going to go on for some time longer. Learn more about your ad choices. Visit podcastchoices.com/adchoices
What this episode covers
FedEx withdrew forward earnings guidance and CEO Raj Subramaniam warned of a “worldwide recession” on Friday, sounding another “risk off” signal and sending all three major U.S. indexes to declines of at least 1% two hours ahead of Friday’s close. Warren Pies, the founder of 3Fourteen Research, joins Maggie Lake for today’s Daily Briefing to talk about how a “worldwide recession” would impact particular asset classes, with an emphasis on energy. Warren explains the structural factors that make high-quality names related to crude oil and natural gas potential outperformers – even in an environment of “dramatic disinflation.” We also have a preview of an upcoming My Life in 4 Trades podcast featuring Bill Browder, who talks about Vladimir Putin, what comes next in the Russia-Ukraine conflict, and why it’s going to go on for some time longer. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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What Else Can Be Priced In?
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