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Capital imbalances and why David Daglio is a reformed value investor
Manage episode 417507849 series 3473653
Contenuto fornito da Seeking Alpha. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Seeking Alpha o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
David Daglio shares why value investing has everything to do with looking for capital imbalances (2:00). Go short to get long bonds, miners and how investors should protect their portfolios (5:40). Gold vs gold miners (9:25). Why Jerome Powell has the most impossible job (13:00). Thoughts on the 10-year yield (19:40). AI, copper, nat gas and a huge capital spending experiment (21:10). US vs the rest of the world (28:20).
Show Notes:
T-Bills, gold and macro volatility
Copper retakes $10K/ton as bullish Goldman sees potential 'stockout' risk
Asia-Pacific markets higher tracking gains on Wall Street; Hong Kong stocks hit 8-month high
Is the US exceptional vs the rest of the world?
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
…
continue reading
Show Notes:
T-Bills, gold and macro volatility
Copper retakes $10K/ton as bullish Goldman sees potential 'stockout' risk
Asia-Pacific markets higher tracking gains on Wall Street; Hong Kong stocks hit 8-month high
Is the US exceptional vs the rest of the world?
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
168 episodi
Manage episode 417507849 series 3473653
Contenuto fornito da Seeking Alpha. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Seeking Alpha o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
David Daglio shares why value investing has everything to do with looking for capital imbalances (2:00). Go short to get long bonds, miners and how investors should protect their portfolios (5:40). Gold vs gold miners (9:25). Why Jerome Powell has the most impossible job (13:00). Thoughts on the 10-year yield (19:40). AI, copper, nat gas and a huge capital spending experiment (21:10). US vs the rest of the world (28:20).
Show Notes:
T-Bills, gold and macro volatility
Copper retakes $10K/ton as bullish Goldman sees potential 'stockout' risk
Asia-Pacific markets higher tracking gains on Wall Street; Hong Kong stocks hit 8-month high
Is the US exceptional vs the rest of the world?
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
…
continue reading
Show Notes:
T-Bills, gold and macro volatility
Copper retakes $10K/ton as bullish Goldman sees potential 'stockout' risk
Asia-Pacific markets higher tracking gains on Wall Street; Hong Kong stocks hit 8-month high
Is the US exceptional vs the rest of the world?
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
168 episodi
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