Walking on Eggshells: Markets Rattled by the Election & COVID (w/ Ed Harrison & Stephen Kalayjian)

Managing editor, Ed Harrison, welcomes Stephen Kalayjian, chief market strategist of Ticker Tocker, to discuss the elevated levels of volatility and his forward outlook for markets over the coming months. With the U.S. election coming up in less than a week, Kalayjian describes how not only are markets are being worn down by the torrent of uncertainty surrounding policy outcomes with each respective administration, but also by how the sensitivity of this year's election and the events that will unfold in the coming weeks are keeping markets on edge with COVID-19 exacerbating tensions further. He explains where he sees the opportunities and downside risk in U.S. equities in light of these circumstances and why the perception of economic growth in large cap tech stocks will propel their prices up further for the rest of 2020 through the beginning of 2021. Real Vision reporter Haley Draznin analyzes the U.S. economy's record GDP growth, but explains the real obstacles going forward that will slow the recovery, perhaps severely.

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Walking on Eggshells: Markets Rattled by the Election & COVID (w/ Ed Harrison & Stephen Kalayjian)

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[mh]

They cooked the books, second the recovery is from stimulus, nothing to do with real economy

[Michael-ghys]

Best buy: How many monitors do you need sir?
Guy: yes!

[Bubblegan]

I disagree completely with his hypothesis. I would stay away from growth stocks. In the next decade, we will see a return to value and away from growth. The growth stocks are in a massive bubble and value stocks are massively oversold. I would go long energy and short technology. Most will disagree with my hypothesis. I will check in after a few years. We shall see.

[DroppinShorts]

This dude is terrible - talking about Stephen - sounds like he just walked off the set at CNBC

[stevenarxer]

Ed tried to get him to discuss an actual macro framework but he didn’t seem to get it (or doesn’t really have one).

[mh]

This guy sounds like he has $$ in stocks

[nachannachle]

All this data and these figures are so short-sighted they are misleading.
Recovery isn't happening when you look beyond Quarterly charts, otherwise we wouldn't have had the recent stocks sell-offs.