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

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Manage episode 277972916 series 1396084
By Real Vision and Real Vision Podcast Network. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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.

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