Skip to content
What Else Can Be Priced In? episode artwork

Sep 16, 2022 36 min

What Else Can Be Priced In?

from Real Vision: Finance & Investing Hosted by 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.

Episode details come from the podcast's RSS feed.

Embed this episode

Ready to play

What Else Can Be Priced In?

0:00 36:29

No transcript yet.

Requests help us decide what to transcribe next.

Share this episode

Similar podcasts

The Course Mentors Podcast The Course Mentors Hey there, future course creator! Ever feel like turning your know-how into an online course is like trying to solve a Rubik's cube blindfolded? Well, grab your headphones because "The Course Mentors Podcast" is here to be your secret weapon! Meet Aimee and Odette (that's us!), your new best friends in the course creation world. We've been in the trenches for over a decade, and for the last five years, we've been rocking the online course space. Now we're here to spill all our secrets in bite-sized, 15-20 minute episodes that'll fit perfectly in your coffee breaks. No fluff, no filler - just real, actionable advice that'll take you from "um, what's a landing page?" to "holy moly, I just hit six figures!". We're talking everything from crafting your course to marketing it like a pro and building a business that'll have you pinching yourself. Whether you're dreaming of ditching the 9-to-5 grind, adding a sweet extra income str

Frequently asked questions

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

This episode is 36 minutes long.

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

This episode was published on September 16, 2022.

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

Yes. Use the download control on the episode player to save the publisher-provided media file.