This episode of the Real Vision Daily Briefing is sponsored by Kalshi. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates. Sign up at kalshi.com/realvision now to claim $15 towards your first event contract, today. Debt ceiling deal progress propels the US market. Eric Johnston, head of equity derivatives & cross-asset for Cantor Fitzgerald, sits down with Maggie Lake to discuss his perspective on the current state of equities and the possibility of reaching the top of the economic cycle. You can find more of Eric's work here: https://www.cantor.com/Geo Chen, the author of Fidenza Macro research, sits down with Maggie Lake to discuss the intricacies of the US debt ceiling, liquidity challenges, volatility in US treasuries, and promising global macro opportunities he sees over the next 3 months. You can find more of Geo's work here: fidenza.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related