Real Vision Daily Briefing: Finance & Investing artwork

Real Vision Daily Briefing: Finance & Investing

1,494 episodes - English - Latest episode: 22 days ago - ★★★★ - 580 ratings

We 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

Steno's Signals: Could Falling Inflation Lead to Layoffs?

June 18, 2023 09:00 - 30 minutes

The tightness in the labor market has, in part, been due to the inflation-adjusted price of labor in the last couple of years. With U.S. inflation decelerating, Andreas analyzes if there is now a risk of rising unemployment. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Something, Somewhere, Is Going to Break w/ Jeffrey Snider

June 17, 2023 09:00 - 1 hour

Jeffrey Snider, host of Eurodollar University, joins Raoul to examine the current state of the Eurodollar market, weaving together a cohesive narrative of why it matters to the most pressing issues investors face right now. Recorded on May 22, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The U.S. Consumer Won't Quit

June 16, 2023 20:42 - 36 minutes

The U.S. economy continues to show its resilience as more economic data rolls in. Darius Dale, founder of 42 Macro, joins Maggie Lake to examine this week's most important economic data, explore what's propping up the U.S. consumer, and analyze the dynamics of stubborn inflation. Is all of this pointing us towards another Fed rate hike in July? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Did the Fed's Message Fall Short?

June 15, 2023 23:29 - 36 minutes

Stocks rally and rates drop as investors wonder what the Fed can do from here. Jeremy Schwartz, global CIO at WisdomTree Asset Management, joins Maggie Lake to discuss the implications of yesterday's Federal Reserve interest rate pause, the resiliency of the U.S. economy, whether we're seeing softening in the labor market, and where investors can find opportunities in these tricky markets. You can find more of Jeremy's work here: https://www.wisdomtree.com Learn more about your ad choices. ...

What's Driving Fed Policy? w/ Jim Bianco

June 15, 2023 03:49 - 36 minutes

Jim Bianco, president of Bianco Research, joins Maggie Lake to break down the market's response to the Fed pausing rate hikes, decipher bearish sentiment in the bond market, and discuss the role of yesterday's CPI print. In the second half of today's show, Jim Bianco will explain to us the key drivers behind the current Fed policy — and what it means for investors. You can find more of Jim's work here: https://www.biancoresearch.com/visitor-home/ Learn more about your ad choices. Visit podcas...

Is Powell Ready to Pause? w/ Mish Schneider

June 13, 2023 22:00 - 35 minutes

Mish Schneider, chief strategist at MarketGauge, joins Ash Bennington to discuss the market's response to today's inflation data, the AI-powered tech rally, whether we're seeing signs of exhaustion in equities ahead of tomorrow's Federal Reserve interest rate decision. You can find more of Mish's work here: https://www.youtube.com/@marketgauge Learn more about your ad choices. Visit podcastchoices.com/adchoices

Will Inflation Derail This Stock Rally? with Dale Pinkert

June 12, 2023 21:38 - 35 minutes

Maggie Lake is joined by Dale Pinkert, trading coach at TradeGateHub, to discuss whether the ongoing bull run in stocks can sustain momentum. Is it time for investors to secure profits ahead of tomorrow’s May CPI report and the Fed's interest rate decision? You can find more of Dale's work here:  https://www.youtube.com/@TradeGateHub Learn more about your ad choices. Visit podcastchoices.com/adchoices

Unf*ck Your Personal Finances w/ Jared Dillian

June 11, 2023 09:00 - 46 minutes

This episode of the Real Vision Daily Briefing was 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. How can we think about money and finances in a smart, responsible way? Join Jared Dillian, editor of The Daily Dirtnap, and Real Vision’s Maggie Lake as they delve into this subject and answer viewer questions from this Festival Of Le...

A Macro and Markets Deep Dive With Jim Rogers

June 10, 2023 09:00 - 53 minutes

This episode of the Real Vision Daily Briefing was 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. We're thrilled to welcome legendary investor Jim Rogers back to Real Vision for the first time since 2021. He joins Maggie Lake for a deep-dive conversation on what's on his radar now, and what could unfold next. Learn more about your...

Will This Stock Winning Streak Continue? with Noelle Acheson

June 09, 2023 19:33 - 37 minutes

Maggie Lake is joined by Noelle Acheson, editor of the Crypto is Macro Now newsletter, to discuss what investors need to watch ahead of next week's Fed interest rate decision and how that will move markets. Plus, Noelle explores the rise of AI as a venture capital darling, and AI's impact on the next wave of Web3 funding.You can find more of Noelle's work here:  https://noelleacheson.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

A Tale of 2 Economies with Jared Dillian

June 08, 2023 21:11 - 35 minutes

Jared Dillian, editor of The Daily Dirtnap newsletter, joins Maggie Lake to discuss the resilient U.S. economy, the recession in Europe, what's causing stocks to push higher, and how these developments will influence Fed decision-making on interest rates next week. You can find more of Jared's work here: https://wggtb.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Pause, Skip, or Hike? w/ Dr. Komal Sri-Kumar

June 07, 2023 21:53 - 28 minutes

Dr. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, sits down with Maggie Lake to discuss the Bank of Canada's historic rate hike, what it could mean for the next Fed decision, and why the bond market is sending a very different message from equities. In the second half of today's extended show, we'll dive into the current market risks and how investors can protect themselves. You can find more of Dr. Sri-Kumar's work here: https://t.co/ozsbAS3qSB Learn more about your ad choices. ...

AI: Friend or Foe? w/ Raoul Pal & David Mattin

June 06, 2023 21:50 - 46 minutes

This episode of the Real Vision Daily Briefing was 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. Maggie Lake is joined by Raoul Pal, co-founder and CEO of Real Vision, and David Mattin, founder of the New World Same Humans newsletter, to explore AI's potential benefits and drawbacks as it reshapes countless industries. Learn more...

What's Weighing on Oil? w/ Tony Greer

June 05, 2023 21:29 - 34 minutes

Tony Greer, founder of TG Macro and editor of The Morning Navigator, joins Maggie Lake to discuss what's driving the latest cross-asset price action and dive into the setups developing in gold and energy. You can find more of Tony's work here: http://tgmacro.Substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Raoul Pal & Sandy Kaul: A Technological Cambrian Explosion is Upon Us

June 04, 2023 08:00 - 1 hour

Sandy Kaul, senior vice president at Franklin Templeton, joins Raoul to discuss how the biggest tech megatrends have already begun to overhaul the way we live and connect with one another—and how decentralization and the metaverse will tie it all together. Recorded on April 18, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nancy Davis: When a Little Luck and a Lot of Hard Work Pay Off

June 03, 2023 11:00 - 51 minutes

From a prop trading desk to the NYSE on IVOL's launch day, wiz portfolio manager Nancy Davis shares her journey. Nancy Davis, the founder, and CIO of Quadratic Capital Management, has enjoyed a storied career, from a post-grad career at Goldman Sachs to being on the opposite side of the famous London Whale Trade and launching her own ETF. She joins Maggie Lake to share how the highs and lows have shaped her winding road. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Unraveling the Liquidity Cycle with Raoul Pal & Darius Dale

June 02, 2023 22:30 - 26 minutes

Darius Dale, founder of 42Macro, and Raoul Pal, Real Vision co-founder and CEO, join Maggie Lake to wrap up the week. They'll be discussing inflation, the debt ceiling, what's driving these markets, and their divergent views on the liquidity cycle. In the second half, Darius and Raoul will be answering audience questions, so please drop 'em in the live chat. You can find more of Darius' work here: https://t.co/qGAzjLMmrT Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is This the Top of the Economic Cycle? w/ Eric Johnston

June 01, 2023 22:11 - 33 minutes

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 ...

Has the Equity Market Rally Run Its Course? w/ Cem Karsan

May 31, 2023 21:45 - 37 minutes

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...

Is There a Risk of Another Flare-up in Banking? w/ Geo Chen

May 30, 2023 22:06 - 31 minutes

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 possibilit...

UK Commercial Real Estate Is Undervalued w/ Tom Caddick

May 28, 2023 09:00 - 47 minutes

Harry Melandri of MI2 Partners welcomes Tom Caddick, managing director at Nedgroup Investments, to explore why UK commercial real estate is an overlooked and particularly unique investment opportunity given the current macro backdrop. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Roy Behren: How a Risk Specialist Unlocks Market-Neutral Returns

May 27, 2023 08:00 - 49 minutes

Roy Behren, co-president and co-CIO of Westchester Capital Management joins Samuel Burke to explain his strategy of generating low-risk, market-neutral returns. Then, he reveals his 3 favorite merger arb trades for this uncertain environment. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is The Fed Back in Play?

May 27, 2023 00:06 - 43 minutes

Hot inflation data didn't impact the market, as it races higher on the back of an AI frenzy and talks of a debt ceiling agreement being reached. Maggie Lake is joined by Dale Pinkert, trading coach at Tradegate Hub, to discuss the current state of the debt ceiling talks and their impact on bond volatility and the US dollar. Dale will share a few of his favorite trade ideas as we head into the long weekend. Learn more about your ad choices. Visit podcastchoices.com/adchoices

What Are The Safe Haven Plays In This Messy Market? w/ Amelia Bordeau

May 25, 2023 23:59 - 34 minutes

Maggie Lake is joined by Amelia Bourdeau, managing director at Diamond Standard, to give us her take on NVIDIA’s price action and the impact from the debt ceiling talks, along with her views on the US Dollar. You can find more of Amelia’s work here: https://www.diamondstandard.co Learn more about your ad choices. Visit podcastchoices.com/adchoices

Can Nvidia Top Lofty Expectations? w/ Thomas Thornton

May 24, 2023 21:38 - 36 minutes

Maggie Lake is joined by Tom Thornton, founder of Hedge Fund Telemetry, to discuss the debt ceiling deadline, how it will impact bonds, and what it means for inflation moving forward. Tom will also share his thoughts on mega-cap tech and the AI race. You can find more of Tom's work here: https://t.co/mAfhsH0qdL Learn more about your ad choices. Visit podcastchoices.com/adchoices

Time To Take Profits in Tech? w/ Greg Weldon

May 23, 2023 22:24 - 31 minutes

Greg Weldon, CEO of Weldon Financial, joins Maggie Lake to give us his take on the debt ceiling, the US Dollar, impacts on bonds, and how he’s thinking about commodities. You can find more of Greg’s work here: https://t.co/z73MeGwuwA and you can follow him on Youtube: https://www.youtube.com/@GregoryWeldon Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Debt Ceiling, Are You Ready For It? w/ Peter Boockvar

May 22, 2023 22:12 - 34 minutes

Peter Boockvar, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report, joins Maggie Lake to break down recent remarks from the Federal Reserve, provide valuable insight into retail earnings, and identify potential areas of strength in the economy. More of Peter’s work at https://t.co/x9RdjtPQus Learn more about your ad choices. Visit podcastchoices.com/adchoices

Steno's Signals: Liquidity Will Soon Be Drier than a Martini

May 21, 2023 11:00 - 33 minutes

Andreas Steno Larsen examines how liquidity trends are turning negative and macro fundamentals are weakening alongside an equity rally that may be exhausting. Find out what comes next on Steno’s Signals. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Unpacking Modern Monetary Theory w/ Warren Mosler

May 20, 2023 11:00 - 1 hour

Warren Mosler, president of Valance Company and the economist considered the father of Modern Monetary Theory (MMT), joins Maggie Lake to discuss what MMT is, how it relates to inflation and the ramifications of current Fed policy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Strategies for Navigating the Market Chop with Mish Schneider

May 19, 2023 22:47 - 34 minutes

As the market experiences turbulence, join Maggie Lake in welcoming Mish Schneider, Chief Strategist at http://www.marketgauge.com/realvision. Mish will provide valuable guidance and share her thoughts on various sectors, including energy, currencies, metals, agricultural commodities, and China. You can find more of Mish’s work here: http://www.marketgauge.com/realvision. Learn more about your ad choices. Visit podcastchoices.com/adchoices

What's Driving Global Markets? Live AMA with Raoul Pal

May 19, 2023 00:43 - 30 minutes

Maggie Lake is joined by Raoul Pal, co-founder and CEO of Real Vision. Raoul will be updating us on his big-picture outlook, his thoughts on AI, and what's happening behind the scenes at Real Vision. Plus, he'll be answering your questions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Are Bulls and Bears Both in for a Beating? w/ Darius Dale

May 17, 2023 20:56 - 36 minutes

Darius Dale, founder, and CEO of 42 Macro, joins Maggie Lake to discuss the implications of the looming debt ceiling, where the economy is headed next, and why he thinks both bulls and bears are about to be battered over the next few quarters. You can find more of Darius’ work here:  https://42macro.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Can You Trust the Recession Signals? w/ Tavi Costa

May 16, 2023 21:22 - 36 minutes

Maggie Lake is joined by Tavi Costa, portfolio manager at Crescat Capital, to discuss why he believes the U.S. is headed towards a recession, what the Fed will do next to combat inflation, how AI will impact growth, and why certain commodities are setup for a long-term cycle of demand. You can find more of Tavi’s work here:  https://www.crescat.net Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is Oil Forming a Bottom? w/ Tony Greer

May 15, 2023 21:41 - 33 minutes

Stocks start the week muted as commodities tick up on the back of a weaker dollar. Maggie Lake is joined by Tony Greer, editor of The Morning Navigator and founder of TG Macro, to discuss the recent action in energy markets, and precious metals, and how the debt ceiling stress and inflationary pressures are impacting the U.S. dollar. You can find more of Tony’s work here: https://tgmacro.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

How to Profit as the Dollar Fades w/ Larry McDonald

May 14, 2023 12:00 - 37 minutes

Larry McDonald shares his best plays for the next market cycle. Larry McDonald, founder of The Bear Traps Report, joins Samuel Burke to share why a weakening dollar and looming U.S. credit crunch has him leaning on energy and emerging markets. Plus, one sector he's targeting for a short opportunity. You can track the performance of all our guests’ 3 Ideas here: https://bit.ly/RV3Ideas Learn more about your ad choices. Visit podcastchoices.com/adchoices

Flipping The Bird: Elon vs. Twitter

May 13, 2023 09:00 - 4 minutes

#ad As one of the richest men on Earth and a self-described business maverick, Elon epitomizes the Silicon Valley ethos of “move fast and break things.” And once Elon became Twitter’s new CEO, you were either with him or against him. Those still employed at Twitter soon saw the company and its culture morph into something they didn’t recognize. He laid off 75% of the Twitter workforce, reinstated exceedingly problematic and dangerous users, and even encouraged his staff to sleep in the office...

Does the Fed's Framework Still Work? w/ Dennis Lockhart

May 13, 2023 00:04 - 32 minutes

Stocks ended the week down on renewed concerns about the economy. Has the Fed reached its breaking point? Dennis Lockhart, former president and CEO of the Federal Reserve of Atlanta joins Maggie Lake to discuss the current state of the economy, inflation, the looming debt ceiling, and whether the Fed’s current framework is still effective. In the second half, we dive into the developing credit crisis and how it changes the Fed’s positioning. Learn more about your ad choices. Visit podcastchoi...

The "Boringest Exciting Market" Ever? w/ Jared Dillian

May 11, 2023 21:05 - 34 minutes

Banking stress continues as markets look to end the week with little movement. “Banks crashing, crazy economic data, and the Fed is still hiking rates, but the markets are sleeping," Jared Dillian, Editor of the Daily Dirtnap, wrote in his latest newsletter. He joins Ash Bennington to break down what he calls the "boringest exciting market ever." You can find Jared’s work here:  https://www.dailydirtnap.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is the U.S. Economy Starting to Roll Over?

May 10, 2023 21:36 - 35 minutes

Jesse Felder, the founder of Felder Investment Research, joins Maggie Lake to discuss the market's uncertain reaction to today's inflation data, why he’s taking a closer look at gold, and what he makes of the recent U.S. credit crunch. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is the Worst Case Priced into Tech?

May 09, 2023 21:53 - 35 minutes

Debt ceiling talks proceed as eager investors wait for tomorrow's inflation data. Jeremy Schwartz, global CIO of WisdomTree Asset Management, joins Maggie Lake to share his key takeaways from Warren Buffet’s shareholder event this weekend, what to expect from April CPI data, and why we need to pay attention to the debt ceiling. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Will Inflation Give the Fed Room to Pause?

May 08, 2023 21:40 - 35 minutes

Markets traded sideways as investors digested economic data, a regional bank rebound, and Warren Buffet's comments. Mish Schneider, the chief strategist at MarketGauge, joins Maggie Lake to discuss what to make of today’s rebound in regional banks, the price action in oil, and where the Fed stands as we wait for Wednesday’s CPI release. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Raoul Pal on The Exponential Age and the Everything Code: AI, Crypto, QE and Beyond

May 07, 2023 12:00 - 1 hour

Tune into The Breakdown with Nathaniel Whittemore as we discuss with Raoul Pal the Exponential Age and the Everything Code. Discover how AI, crypto, and QE are reshaping our world. Don't miss this riveting episode packed with expert insights! Please find out more about Nathaniel's podcast here: The Breakdown podcast: https://pod.link/1438693620 The Breakdown YouTube: https://www.youtube.com/nathanielwhittemorecrypto Learn more about your ad choices. Visit podcastchoices.com/adchoices

Raoul Pal & Michael Howell: Why Liquidity Matters More Than Anything Else

May 06, 2023 08:00 - 49 minutes

A bull market in liquidity started in October of 2022, and we know liquidity leads asset markets. Raoul speaks with Michael Howell, CEO of CrossBorder Capital, about why the biggest force in global macro is pointing towards a new bull market in equities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

What AI Means for Jobs Growth and Your Portfolio

May 05, 2023 22:04 - 35 minutes

Yields and stocks surged after the April jobs report showed a labor market that still won't quit. Joe Zhao, founder and partner of the venture fund Millennia Capital, joins Maggie Lake to discuss whether resilient labor will put more pressure on failing banks, what ripple effects he expects the Fed to cause, and why AI and tech will drive the next cycle of growth. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dominos Keep Falling in the Banking Sector

May 04, 2023 21:57 - 34 minutes

Contagion fears are mounting as shares of more regional banks sold off sharply on Thursday. George Goncalves, head of U.S. macro strategy at MUFG, joins Maggie Lake to discuss the unwinding of U.S. regional banks, the ramifications of the ECB's 25bps rate hike following yesterday's Fed decision, and how to navigate markets in what could be a tumultuous next few months. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Hike and Pause: What the Fed Decision Means for You

May 03, 2023 21:50 - 59 minutes

As expected, the Fed raised interest rates another 25 basis points while signaling that a pause could come next. On this hour-long Fed Day special Daily Briefing, Andreas Steno Larsen, Mike Coolbaugh, and Darius Dale join Maggie Lake to react to Fed Chair Jerome Powell’s press conference and break down exactly what this decision means for the economy — and for investors — in the coming months. Learn more about your ad choices. Visit podcastchoices.com/adchoices

One More Rate Hike on Deck?

May 02, 2023 22:12 - 40 minutes

All eyes are on tomorrow's Federal Reserve interest rate decision as U.S. investors wonder whether markets can handle more pressure. Jeff Snider, host of Eurodollar University, joins Maggie Lake to discuss today's market selloff and the stress in banking, whether the Fed will hike interest rates tomorrow, and why deflationary fallout is spreading across the globe. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Will the Dollar Decline Continue?

May 02, 2023 01:22 - 36 minutes

What comes next after JP Morgan absorbs First Republic Bank? Maggie Lake sits down with Dale Pinkert, head of trader development at TradeGateHub, to discuss the direction of the U.S. dollar, gold, and rates amid broader economic uncertainty. Plus, Dale makes some predictions for the next Fed decision. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Russell Clark: Investing Ideas for a New Macro World

April 30, 2023 08:00 - 49 minutes

Find out how Russell Clark views the global economy and how he's investing in it. Samuel Burke speaks with Russell Clark, former hedge fund manager and author of the Capital Flows and Asset Markets newsletter, in this special Festival of Learning edition of 3 Ideas. You can track the performance of all our guests’ 3 Ideas here: https://bit.ly/RV3Ideas Learn more about your ad choices. Visit podcastchoices.com/adchoices

An Upcoming Contraction in the Broader Energy Complex?

April 29, 2023 08:00 - 42 minutes

With natural gas has had a major correction and uranium experiencing some weakness, is oil next to drop? Francis Hunt of The Market Sniper joins Ash Bennington to discuss why he believes oil is due for a harsh selloff, with potential knock-on effects for inflation, yields, currencies, and more. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Guests

Bill Barhydt
1 Episode
Dominic Frisby
1 Episode
Michael Krieger
1 Episode
Tony Greer
1 Episode

Books

The White House
1 Episode

Twitter Mentions

@pboockvar 1 Episode
@tgmacro 1 Episode