Real Vision: Finance & Investing

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Did Markets Shrug Off the BoJ Decision? Dec 21, 2022

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The yen slipped slightly today after surging almost 4% on Tuesday, after the Bank of Japan surprisingly tweaked its yield curve control policy. U.S. equities are up for the second straight day, providing a glimmer of hope for a better-than-expected earnings season. On today’s show, Andreas Steno Larsen is joined by the founder of 42 Macro, Darius Dale, to discuss where we are in the global liquidity cycle and what that means for his 2023 outlook. Andreas and Darius are fielding audience questions, so be sure to get yours in. Plus, we’ll hear from Weston Nakamura on what everyone is missing in the BoJ’s hawkish turn. You can watch the entire breakdown here: https://rvtv.io/3YzHGAp

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Bank of Japan Leaves Capital Markets Shook Dec 20, 2022

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The Bank of Japan’s surprise move to change its policy and allow the 10-year JGB yield to move 50 basis points on either side of its 0% target, caught global markets off guard. In this deep dive, Weston Nakamura tells us what we’re all missing in the central bank’s slightly more hawkish tone.

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Is the Santa Rally Off? Dec 19, 2022

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U.S. stocks fell to start the week, with the Nasdaq leading to the downside. As of Friday’s close, the S&P 500 had fallen 5.6% so far this month. So, how much more room is there below? Let’s see what the charts have to say. On today’s show, Katie Stockton, the founder and managing partner of Fairlead Strategies, joins Maggie Lake to share her short- and long-term outlook for the markets and review the technical risks facing investors as we head into the new year. Plus, we’ll hear from Felix Zulauf about why he sees a more brutal wave of inflation coming in 2023 and beyond, and Peter Brandt on why he’s bullish on gold in the new year.

Watch the Felix Zulauf interview here: https://rvtv.io/3BFy1hI.

Watch Peter Brants’ interview here: https://rvtv.io/3uNHSyb.

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The Next Big Trade - Don't Take Your Eyes Off Gold Dec 18, 2022

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Peter Brandt is the CEO of Factor LLC, a global trading firm he founded in 1980 that trades proprietary capital, forex, futures, fixed income, and equity markets. Brandt is widely recognized as one of the finest classical chartists in the world, and now he joins MI2 Partners’ Harry Melandri to break down why all signs are pointing to a major move in gold in 2023. Brandt also shares why he’s interested in Bitcoin and breaks down several eye-popping charts throughout the episode.

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My Life in 4 Trades - My Raoul Pal: My Life in 4 Trades (Part 1) Dec 17, 2022

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You’ve never gone as deep with Real Vision co-founder and CEO Raoul Pal as you will in this special two-part episode of My Life in 4 Trades. Raoul talks to Maggie Lake about everything from his childhood in the U.K. to his early days in finance – and, of course, the most impressive trades of his career and what he learned from them.

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Do Central Bankers Need Their Eyes Checked? Dec 16, 2022

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Markets sold off again today to close the week, down drastically from Tuesday morning’s post-CPI highs. The reversal comes as central bankers in the U.S. and abroad continued to hike interest rates despite mounting evidence of a looming recession. On today’s show, Warren Pies, the co-founder and strategist at 3Fourteen Research, joins Andreas Steno Larsen to discuss what 2023 will bring, what’s driving the action in energy markets, and why he believes it’s obvious that we’ve moved past peak inflation. According to Warren, we could be de due for a sharp disinflation trend that will bring opportunities. “The future belongs to the optimists, but, for now, the pessimists are in control,” Warren wrote in his 2023 outlook report. We’ll also hear from Felix Zulauf, the CEO of Zulauf Consulting, on the major geopolitical and economic volatility that lies ahead. Watch that entire Interview here: https://rvtv.io/3BFy1hI.

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Will Central Banks Ruin Christmas? Dec 15, 2022

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The European Central Bank and Bank of England followed the Federal Reserve in raising interest rates another 50 basis points this morning. Meanwhile, U.S. retail sales fell 0.6% and two regional measures of U.S. manufacturing activity slipped, as consumers and producers alike feel the brunt of a contracting economy. Stocks are considerably lower on the day, with the NASDAQ down 3.75% as of this writing. On today’s show, Andreas Steno Larsen is joined by Tom Thornton, the founder of Hedge Fund Telemetry, to discuss what’s driving the latest selloff and how he’s positioning for 2023. Plus, we’ll hear from Dr. Anas Alhajji, a partner at Energy Outlook Advisors, on the difference between buying energy and buying stock of energy companies. Watch the entire Interview here: https://rvtv.io/3huD0ec.

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The Fed is Sticking to Higher for Longer Dec 14, 2022

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The Federal Reserve raised interest rates by 50 basis points today. It was a seventh consecutive rate hike from the Fed, four straight three-quarter point hikes. Markets moved lower in response to the expected lower increase, as forecasts now show a higher terminal interest rate later in 2023. Meanwhile, the U.K. inflation rate eased from a 41-year high in November. On today’s Daily Briefing, Darius Dale of 42 Macro joins Andreas Steno Larsen to break down what the Fed’s hike --- and the potential of deflation setting in --- means for asset classes in 2023. We’ll also be joined by Real Vision macro expert James Helliwell to discuss today’s U.K. Inflation data and what it means for the Bank of England’s rate hike decision tomorrow.

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All Clear? Let's Hear from the Fed Dec 14, 2022

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Stocks surged this morning after cooler-than-expected inflation data showed that consumer prices in November rose at the slowest 12-month pace since December 2021. The Consumer Price Index (CPI) rose just 0.1% from the prior month and 7.1% year-over-year, down sharply from 7.7% YoY in October. But by noon ET, stocks erased all gains and now appear to be in a holding pattern ahead of tomorrow’s Fed rate decision. Is deflation starting to do some work for the Federal Reserve? Or will Fed Chair Jerome Powell & Co. keep hiking interest rates into a recession? On today’s Daily Briefing, Ash Bennington is joined by Real Vision senior markets editor Andreas Steno Larsen and Tony Greer of the Morning Navigator to discuss what various asset classes are signaling about inflation.

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What Card Can the Fed Play Next? Dec 13, 2022

Show notes

On today’s Real Vision Daily Briefing, Bilal Hafeez, the CEO of MacroHive, joins Andreas Steno Larsen for a discussion on the upcoming Fed decision and what ripple effects it could have on the global economy. The market is pricing in a drop in inflation ahead of tomorrow’s CPI print, but will that signal a green light for investors? Plus, we’ll also hear from expert Fed watcher Joseph Wang on why a recession won’t be as bad as many people think, and why inflation should be our main concern. Watch the full interview here: https://rvtv.io/3FmKPL9

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