Real Vision Daily Briefing: Finance & Investing
1,494 episodes - English - Latest episode: about 2 months ago - ★★★★ - 580 ratingsWe arm you with the knowledge, the tools, and the network to succeed on your financial journey. The Daily Briefing includes market analysis every weekday after US markets close and before Asian markets open. Subscribe today and get the best expert analysis for free. Brought to you from Real Vision.
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Episodes
Is the Goldilocks Forecast Too Good to be True?
November 16, 2023 23:41 - 40 minutes🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Cem Karsan, founder of Kai Volatility Advisors, joins Maggie Lake to discuss the importance of the options market, its impact on broader markets, and how it will impact market structure in light of this recent rally. You can find more of Cem's incredible research here: https://www.kaivolatility.com Don;t forget to check out The Ex...
Is Inflation Finally Tamed?
November 16, 2023 00:01 - 37 minutes🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj The market continues its gains as Investors weigh the possibility that the Fed is done. Steve Miley, Co-founder and Chief Analyst at TradeDay, sits down with Maggie Lake, to discuss the market action we have seen after the recent Inflation data, how treasuries have responded and What is the next step for the Fed. Check out The Expo...
Year-end rally, here we go!
November 15, 2023 22:18 - 35 minutes🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj The markets catch fire as October's inflation data defies Wall Street's expectations Tony Greer, Founder of TG Macro and Editor of the Morning Navigator, to discuss the impact of today's Inflation Data, the response we saw from the market, and what this means for the Federal Reserve's strategy in the coming months. Get more of Tony...
Are We Still Headed for a Recession?
November 13, 2023 22:23 - 36 minutes🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Stocks stall as Moody's downgrades the U.S. credit rating and investors wait for tomorrow's October CPI data. Jared Dillian, editor of the Daily Dirtnap newsletter, joins Ash Bennington to discuss what he expects from tomorrow's monthly inflation print, why the price action in oil makes him think we're still due for a recession, wh...
Currencies From Digital to Physical
November 13, 2023 14:03 - 27 minutes🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj From the fate of Dollar Yen to the impact of a Bitcoin ETF, get ready for a deep exploration. Jim Bianco, president of Bianco Research, and Ram Ahluwalia, co-founder, CEO, and Co-CIO of Lumida, discuss their perspectives on the potential ramifications of an approved Bitcoin ETF. Continuing the conversation Julian Brigden, co-founde...
The Exponential Age Series: Part 4
November 12, 2023 09:00 - 1 hour🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj The intersection of macro and exponential technologies like AI has never been more important to understand. Much like Real Vision co-founder and CEO Raoul Pal, Jordi Visser began his career immersed in macro markets. In recent years, the CIO and president of Weiss Multi-Strategy Advisers has gravitated toward the exponential techno...
The Exponential Age Series Part 2: Why Apple May Have Finally Nailed Mixed Reality
November 11, 2023 09:00 - 1 hour🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj With the Vision Pro, Apple refines mixed reality, paving ways forward in the metaverse and AI. David Mattin, founder of New World Same Humans, joins Evan Helda, principal of spatial engineering at Amazon Web Services and writer at MediumEnergy.io, to explore why the Apple Vision Pro may have perfected mixed reality and what opportu...
What is the Treasury Market Telling Us?
November 09, 2023 22:44 - 35 minutes🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj U.S. equities take a slide as bond yields bounce back. Warren Pies, co-founder of 3Fourteen Research, joins Ash Bennington to discuss the market action since the last FOMC meeting and explain the potential lag effects the economy will experience from higher interest rates.You can find more of Warren's research here: https://www.3fo...
The Impacts of Higher For Longer
November 08, 2023 22:41 - 34 minutes🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Stocks slipped a bit and bond yields continued lower, as investors mull over some key statements from the Federal Reserve. George Goncalves, head of U.S. macro strategy at MUFG, joins Ash Bennington to explain his Higher for Longer Paradox thesis, why he expects a prolonged period of higher interest rates, and the potential economi...
Will the Downtrend in Oil Continue?
November 07, 2023 23:06 - 37 minutes🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Crude oil drops below 80 in intraday trading — but do the technicals show further declines on the horizon? Ash Bennington is joined by technical trading expert Dave Floyd, founder of Aspen Trading Group, to discuss all the latest moves in markets, from oil's steady decline to U.S. equities taking off and yields pulling back. Dave s...
The Realities of a Recession
November 06, 2023 22:44 - 39 minutes🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj After the best weekly rally of 2023 for stocks, investors wait for more clues on rates and the economy. Daniel Lacalle, chief economist at Tressis, joins Ash Bennington to discuss the pressing questions surrounding the possibility of a recession and share why the intricacies of economic data have him feeling bearish on the Eurozone...
The Energy-Recession Link
November 05, 2023 09:00 - 26 minutes🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj With energy prices still elevated at this time, Andreas Steno Larsen explores whether that will lead us to a grinding halt in growth and what he sees as the recession playbook from here. Recorded October 17, 2023. For more access to Andreas’ independent research, there’s a 40% discount exclusively for the Real Vision community usin...
The Exponential Age Series: Part I
November 04, 2023 08:00 - 59 minutes🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Raoul Pal and David Mattin on the dawn of the world’s most radical transformation. Kicking off this new series, Real Vision co-founder and CEO Raoul Pal is joined by David Mattin, founder of New World Same Humans, for a thrilling conversation about the profound technological shift that has begun and what it represents not just for ...
Is The Fed Done?
November 03, 2023 23:04 - 36 minutes🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Stocks continue their rally as the jobs report disappoints. The Fed Guy, Joseph Wang, joins Maggie Lake to discuss today's jobs report and why he thinks yields will trend higher next year, and he will explain why he says, "The Fed is done with its hiking cycle". Get more of Joseph's incredible research here: https://fedguy.com Chec...
Can the Market Party Last?
November 02, 2023 22:13 - 35 minutes🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj U.S. stocks rally and yields pull back as traders bet on a a top in interest rates. But will the good times last? Mark Ritchie II, managing partner at RTM Capital Advisors, joins Maggie Lake to discuss why he's not trusting the recent market rally. According to Mark, “the market is trying to find a bottom.” He’ll examine the latest...
Is A Credit Event Coming?
November 01, 2023 22:07 - 38 minutes🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Dr. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, joins Maggie Lake to discuss the impact of Fed Chairman Powell's statements during today's meeting and explore the dynamics surrounding the supply and demand of US Treasuries. Get more of Sri's incredible research here: https://srikonomics.substack.com And don’t forget ...
Is the Fed About to Spook the Markets?
November 01, 2023 00:41 - 34 minutes🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj The Japanese yen falls to a 33-year low as markets close a third consecutive choppy month. Tony Greer, editor of the Morning Navigator, joins Maggie Lake to discuss the recent moves in U.S. Treasuries, what he expects from tomorrow’s Federal Reserve interest rate decision, and how the BOJ’s latest yield curve control measure could ...
What's Driving Down Oil Prices?
October 30, 2023 22:08 - 36 minutes🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj The market rallies as investors look ahead to Wednesday's Fed meeting. Doomberg, the energy expert and editor of the Domberg Substack, joins Maggie Lake to discuss the geopolitical tension in the Middle East, its impact on oil, and how artificial intelligence will impact commodity markets. You can find more of Doomberg's excellent ...
Peter Zeihan on the Israel-Hamas War
October 29, 2023 08:00 - 1 hour🚀 The Exponentialist - Become a charter member https://rvtv.io/3FAb8hj Geopolitical strategist and author Peter Zeihan joins Maggie Lake to unpack the complex geopolitical landscape. They look at the most recent developments in Israel and how this could impact the Russia-Ukraine war, discuss where China stands amid Middle East tensions, and explore how technology is changing the face of global warfare. Unlock the potential to showcase your brand to our global audience. Contact us at partnersh...
American Exceptionalism: Is the U.S. Rebounding?
October 28, 2023 08:00 - 34 minutes🚀Get access to David and Raoul's full catalog of research here: https://rvtv.io/3FAb8hj After a strong U.S. jobs report last Friday and 12 straight weeks of a strengthening U.S. dollar, is America entering a surprise economic rebound? And how does this compare with the rest of the world’s economic performance? Andreas Steno Larsen is back to analyze the data and share what he sees coming next. Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realv...
The Technology Boom and Its Impact on Mankind With David Mattin & Raoul Pal
October 27, 2023 21:57 - 1 hour🚀Get access to David and Raoul's full catalog of research here: https://rvtv.io/3FAb8hj Raoul Pal, co-founder and CEO of Real Vision, and David Mattin, author of New World Same Humans, join Maggie Lake to discuss how accelerating advancements in technology are reshaping the world as we know it, why humans will have to adapt to this new reality, and what we learned about the future this week on Real Vision. Plus, Raoul and David have a special announcement you won't want to miss. Get access to...
How Low Can U.S. Stocks Go? With Greg Weldon
October 27, 2023 13:03 - 36 minutes🔥 Crypto Academy: GET LIFETIME ACCESS here https://rvtv.io/45L06jM Greg Weldon, CEO of Weldon Financials, joins Maggie Lake to discuss the market's response to this morning's surprisingly strong quarterly GDP data. Plus, Greg and Maggie explore what the rest of the year will look like for U.S. equities, the U.S. budget's impact on risk assets, and why commodities are fast becoming a vital asset class. You can get access to more of Greg's work by emailing: [email protected] And if you wa...
Higher Forever? With Andy Constan
October 25, 2023 19:00 - 38 minutes🔥 Crypto Academy: GET LIFETIME ACCESS here https://rvtv.io/45L06jM Andy Constan, CEO of Damped Spring Advisors, joins Maggie Lake to discuss the market’s reaction to a big earnings miss, whether the Fed will raise interest rates again next week, and what the future looks like for AI stocks and investors. You can find more of Andy's work here: https://dampedspring.com And if you want to become one of the first members to access the new Real Vision Crypto Academy, now’s your chance. Learn more...
Are Crypto Bulls Ready to Charge? With Imran Lakha
October 24, 2023 21:24 - 36 minutes🔥 Crypto Academy: GET LIFETIME ACCESS here https://rvtv.io/45L06jM Imran Lakha, founder of Options Insight, joins Maggie Lake to discuss the current state of markets as bond yields begin to stabilize and volatility retreats. Imran will share where he sees opportunities in tech, and what trader positioning in the options market tells him about sentiment and risk appetite. Plus, Ash Bennington will join the show to discuss what's driving the recent spike in bitcoin.You can find more of Imran's...
What's Driving the Bond Market Bloodbath?
October 23, 2023 22:31 - 34 minutes🔥 The new Real Vision is a platform built around the universal truth that Knowledge x Tools x Network = Success. Explore it FREE at https://rvtv.io/tryrv On this episode, let's take a closer look at exactly what's driving the turbulence in U.S. Treasuries: Christophe Ollari, founder of Ollari Consulting, joins Ash Bennington to explore what a volatile bond market means for broader markets, the historical relevance of one of the worst drawdowns in bond market history, and what could change th...
Is a New Golden Era Upon Us? ft. Frank Giustra & Ronald-Peter Stoeferle
October 22, 2023 08:00 - 1 hour🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Andreas Steno Larsen brings together expert investors, Frank Giustra, founder and CEO of the Fiore Group of Companies, and Ronnie Stöeferle, managing partner at Incrementum AG, to explore gold's future as an asset. They'll explain the current weak sentiment in gold, its comparison to Bitcoin, and how should one think about investing in the precious metal moving forward. Today's episode is sponsored by KraneShares KCCA ETF, th...
AI and the Rule of Law ft. David Mattin & Mikhail Voloshin
October 21, 2023 14:47 - 55 minutes🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Ash Bennington and Mikhail Voloshin, CEO of Mighty Data, Inc., are joined by David Mattin, founder of New World Same Humans, for a wide-ranging conversation on the current state of AI. The group discusses the implications of the latest technical developments in AI for law enforcement, security, and civil society, unpacking the risks and opportunities ahead. Today's episode is sponsored by KraneShares KCCA ETF, the largest, mo...
Time to Get Ahead of the Downturn? With Ben Miller
October 20, 2023 21:18 - 37 minutes🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Ben Miller, co-founder, and CEO of Fundrise, joins Maggie Lake to discuss the market reaction to surging interest rates and their economic consequences, the odds of recession and how one might play out, and why his Great Lag thesis suggests a more drawn-out period of uncertainty than many investors expect. You can find more of Ben's work here: www.fundrise.com Today's episode is sponsored by KraneShares KCCA ETF, the largest,...
How Long Can the Fed Hold? With Darius Dale
October 19, 2023 20:56 - 35 minutes🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Darius Dale, founder of 42 Macro, sits down with Maggie Lake to discuss the market reaction to Fed Chair Jerome Powell's remarks today and share his perspective on what else is driving price action in the U.S. 10-year Treasury yield. Plus, Darius and Maggie will discuss how the geopolitical landscape is influencing the energy outlook. You can find more of Darius' work here: www.42macro.com Today's episode is sponsored by Kran...
Are We Trapped in a Silent Depression? With Jeffrey Snider
October 18, 2023 18:39 - 41 minutes🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Jeffrey Snider, host of EuroDollar University, joins Maggie Lake to discuss the market reaction to today's Fed Beige Book release, the significance of some selling in U.S. 20-Year Treasury bonds, what he expects from the Fed in November, and why the global economy may be stuck in a "silent depression."You can join Jeff's free webinar on Friday, October 20 @ 6:30 p.m. ET here: https://event.webinarjam.com/register/18/qqx25to T...
Is it Time to Throw in the (Recession) Towel? With Tony Greer
October 17, 2023 21:12 - 35 minutes🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Tony Greer, founder of TG Macro and editor of the Morning Navigator, joins with Maggie Lake to discuss the market's response to today's surprisingly strong U.S. retail sales data, what it means for the potential of a U.S. recession, the outlook for the energy market, and more.You can find more of Tony's work here: https://tgmacro.com Unlock the potential to showcase your brand to our global audience. Contact us at partnership...
Will Earnings Bolster the Bulls? With Dale Pinkert
October 16, 2023 21:33 - 36 minutes🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to discuss the latest earnings numbers and update us on his outlook for tech, gold, the U.S. dollar, and more. You can find more of Dale's work here: https://www.forexanalytix.com Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing ...
The Business Credit Market Unwrapped with Lon M Singer
October 15, 2023 08:00 - 1 hour🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Ash Bennington welcomes Lon M. Singer, senior partner at Riemer & Braunstein, a boutique U.S. law firm dedicated to structuring and negotiating business loans with some of the biggest financial institutions in the United States. In this conversation, Ash and Lon discuss how Lon gauges the unique credit market and business conditions today. More crucially, Lon shares how these insights ripple across the broader macro landscape...
Is a Recession Priced In? with Bob Elliot
October 14, 2023 08:00 - 1 hour🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t In the eleventh installment of our Crash or Boom series, Andreas Steno Larsen welcomes Bob Elliott, CEO and co-founder of Unlimited Funds, to explore whether financial markets are correctly pricing in a recession. If so, is a recession tradable? And what is the base case for next year? Plus, Bob shares how he manages the dual tail risks of a boom or a crash. Today's episode is sponsored by KraneShares KCCA ETF, the largest, m...
A Crypto Update & a Gold vs. Bitcoin Showdown with Raoul Pal, Kevin Kelly & Andreas Steno Larsen
October 13, 2023 20:00 - 31 minutes🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz It’s a best-of-Real Vision kind of Friday here at the Daily Briefing. You’ll hear from Andreas Steno Larsen discussing the classic rivalry between gold and bitcoin with Frank Giustra, CEO of the Fiore Group of Companies, and Ronald-Peter Stoeferle, managing partner at Incrementum AG. Then, Raoul Pal and Kevin Kelly, co-founder of Delphi Digital, share their latest updates, insights, and predictions for c...
Understanding the Macro Landscape and Market Narratives with Raoul Pal, Julian Brigden, and Roger Hirst
October 12, 2023 20:00 - 20 minutes🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz Julian Bridgen, co-founder of MI2 Partners, and Raoul Pal, co-founder and CEO of Real Vision, share the latest updates to their macro frameworks. This discussion was originally part of September's monthly Insider Talks for Pro Macro members. Then, in a snippet from a recent RVIP event in London, we’ll hear Roger Hirst discuss how investors can better understand the many competing narratives at play in ma...
Is a Second Wave of Inflation Coming? With Vincent Deluard and Raoul Pal
October 11, 2023 21:37 - 45 minutes🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz While an economic slowdown looms, elevated inflation remains a risk for investors. Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss why he thinks the U.S. economy will be hit with a three-punch combo this month, why the steepening of the yield curve may not be over yet, and what it means for risk assets across the board. You can find more of Vincent's work ...
Will the Safe Haven Bid Last? with Thomas Thornton
October 10, 2023 21:15 - 35 minutes🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz Tom Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake to discuss the pullback in bond yields, the global economic implications of the Israel-Hamas War, and where he's spotting potential opportunities in this market environment. You can find more of Tom's work here: https://t.co/op6Mf4pLsD Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market Cal...
Navigating Markets Amid Middle East Conflict ft. Jared Dillian
October 09, 2023 21:23 - 32 minutes🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz Jared Dillian, editor of the Daily Dirtnap newsletter, joins Ash Bennington to discuss how the ongoing conflict in the Middle East has increased risk in the energy sector — and the wide-ranging broader market implications. Plus, Jared and Ash will examine the potential market outcomes of the recent spike in bond yields, and what this week's inflation data could mean for rates. You can pre-order Jared's n...
Rick Rule: The Energy and Commodities Angle ft. Tracy Shuchart
October 08, 2023 09:00 - 1 hour🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz For part nine of our Crash or Boom series, Rick Rule, president and CEO of Rule Investment Media, sits down with Tracy Shuchart, CEO and founder of Hilltower Resource Advisors. Join these two commodities heavyweights as they unpack the macro implications and outlook for energy and commodities in this hazy global economic environment. Learn more about your ad choices. Visit podcastchoices.com/adchoices
How to Profit in a Crash or a Boom ft. Louis-Vincent Gave & Harris Kupperman
October 07, 2023 09:00 - 1 hour🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz In part 8 of our Crash or Boom series, Ash Bennington welcomes Harris “Kuppy” Kupperman, founder and CIO of Praetorian Capital, and Louis-Vincent Gave, CEO of Gavekal Research to learn their global economic outlook and why they think a boom is coming for emerging markets and uranium. Learn more about your ad choices. Visit podcastchoices.com/adchoices
What Does the Fed Do Now? With Peter Boockvar
October 06, 2023 21:39 - 37 minutes🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz Peter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, joins Maggie Lake to help us understand the market's reaction to this morning's jobs report, the key factors driving investor sentiment, and the action in bond markets. Peter will explain what caused a spike in the U.S. 10-year Treasury yield and why yields are so pivotal in forecasting future economic growth. You can find mo...
What’s Driving Global Liquidity? With Darius Dale
October 05, 2023 19:01 - 34 minutes🔥 JOIN THE NEW REAL VISION for just $20.14 https://rvtv.io/3ZyY70t Darius Dale, founder of 42 Macro, joins Maggie Lake to discuss the latest market action, the impact of some critical economic data releases, and how volatility in FX markets is impacting global liquidity.You can find more of Darius' work here: https://t.co/HbJL5Tpvyq This episode is sponsored by KraneShares’s KRBN ETF — the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing a...
Is Cash Still King? with Mish Schneider
October 04, 2023 21:26 - 36 minutes🔥 JOIN THE NEW REAL VISION for just $20.14 https://rvtv.io/3ZyY70t Mish Schneider, chief strategist at MarketGauge, joins Maggie Lake to share what her framework suggests about junk bonds and investment-grade bonds, what she's watching in commodity markets, and how to structure a portfolio to navigate both bull and bear markets.For MarketGauge Trading Strategies with Mish, there’s a 20% discount exclusively for the Real Vision community right here: https://www.realvision.com/mish This episod...
Return of the Bond Vigilantes? With Tony Greer
October 03, 2023 21:22 - 35 minutes🔥 JOIN THE NEW REAL VISION for just $20.14 https://rvtv.io/3ZyY70t Tony Greer, editor of the Morning Navigator and Founder of TG Macro, joins Maggie Lake to discuss what's causing bond yields to surge, how that impacts the entire risk asset complex, and why he's approaching the oil trade with much more caution this week.You can find more of Tony's work here: https://t.co/IuOqbaQY1a This episode is sponsored by KraneShares’s KRBN ETF — the first, largest, and most liquid carbon ETF on the ma...
Crypto Trends in Focus: From Bitcoin's Rally to Ether-Futures ETFs
October 02, 2023 22:10 - 37 minutes🔥 JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t Noelle Acheson, editor of the Crypto is Macro Now newsletter, joins Maggie Lake to delve into the launch of ether-futures ETFs and Bitcoin's notable rally, reaching its highest levels since August. Additionally, they explore today’s higher-than-expected ISM reading and preview the impending jobs and inflation data expected in the subsequent days. You can find more of Noelle's work here: https://noelleacheson.substack.com This...
The Dollar in an Increasingly Multipolar World ft. Luke Gromen & Larry McDonald
October 01, 2023 09:00 - 1 hour🔥 JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t In the fourth installment of our Crash or Boom series, New York Times bestselling author Larry McDonald, founder of The Bear Traps Report, is joined by Luke Gromen, founder and president of Forest for the Trees, to discuss how to think about the U.S. dollar in today’s environment. They analyze how the dollar drives monetary policy, the commodity cycle, and financial repression in this era of fiscal dominance and multipolarity...
A Rolling Recession or a Hard Landing? ft. David Rosenberg & Liz Ann Sonders
September 30, 2023 10:00 - 1 hour🔥 JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t In the fourth installment of our Crash or Boom series, Maggie Lake welcomes two star financial analysts — Liz Ann Sonders, chief investment strategist at Charles Schwab, and David Rosenberg, chief economist of Rosenberg Research & Associates — for a peer-to-peer review of just what lies ahead for global markets. According to Liz Ann, “an ongoing rolling recession” may be the best scenario. David, meanwhile, believes we’re in ...
Will the Dollar Continue to Dominate? With Dale Pinkert
September 29, 2023 21:29 - 37 minutes🔥 JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t Dale Pinkert, trading coach at TradeGateHub, joins Maggie Lake to discuss the recent surge in the U.S. dollar and what the bond market is signaling about looming risks ahead. Plus, Dale will share how he deciphers between valuations, technological advancements, and market performance of mega-cap tech. You can find more of Dale's work here: https://www.forexanalytix.com Join fellow visionaries at Blockchain Jungle in Costa Ric...
What’s Driving Both Stocks and Yields Higher? With Cem Karsan
September 28, 2023 19:51 - 40 minutes🔥 JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t Cem Karsen, founder of Kia Volatility Advisors, sits down with Maggie Lake to discuss the seasonality of market trends, how a government shutdown and an increase in structured product issuance would impact markets, and what investors need to know about Wall Street’s new favorite dispersion and index.You can find more of Cem's work here: https://www.kaivolatility.com Learn more about your ad choices. Visit podcastchoices.com/a...