Real Vision: Finance & Investing

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Will the Fed Have To Do More for Longer? Oct 06, 2022

Show notes

Stocks drifted mostly lower Thursday, as investors look to Friday’s nonfarm payroll data for signs the U.S. labor market is finally beginning to break. New applications for unemployment benefits did tick up to 219,000 from a revised 190,000 the prior week. That’s not going to move a Federal Reserve that only gets more hawkish with each stock-market rally – and that seems hell-bent on driving up unemployment as a means of bringing down inflation. “We believe central banks have finally realized that negative nominal yields have been a very big mistake,” notes Diego Parilla. Parrilla, portfolio manager at Quadriga Asset Managers and the author of "The Anti-Bubbles,” joins Maggie Lake to talk about central banks and the policy divergences among them that could make for historic volatility. We also hear from James Davolos about how to pick stocks in a new, higher-for-longer inflationary regime. Watch the full interview featuring James Davolos and Samuel Burke here: https://rvtv.io/3CAD97E.

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Let’s Take a Tactical Look at Stocks Oct 05, 2022

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The U.S. dollar bounced back on Wednesday, its showing of strength once again a bane to equity markets, as interest rates also ticked higher for the first time in a few days. OPEC+’s decision to cut daily production by 2 million barrels is today’s main story, driving up crude oil prices by more than 1% and making energy the only sector moving higher in the S&P 500 today. Riding an impressive trading streak, Thomas Thornton, the founder of Hedge Fund Telemetry, joins Maggie Lake to talk about markets from a tactical perspective. We also hear from Michael Nicoletos about his sense that something is going to break and where it’s likely to happen. Watch the full interview featuring Michael Kao and Michael Nicoletos here: https://rvtv.io/3SIfzvA.

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Does This Crude Rally Have Legs? Oct 05, 2022

Show notes

Stocks surged for a second straight day, with all three major U.S. equity indexes rising more than 2% on what seems to be rising hope the Federal Reserve will indeed pivot from its aggressively hawkish inflation-fighting stance. Meanwhile, OPEC+ is considering an output cut of more than a million barrels per day, a historic move that could push crude oil back toward the $100-per-barrel mark. With the world’s most important cartel meeting in Vienna on Wednesday to decide the next phase of production policy, Maggie Lake welcomes Tony Greer of TG Macro to talk about what’s happening with energy and the broader commodities space and what it means for markets and the global economy. We also hear from George Magnus about the impact of “zero Covid” on China’s economy. Watch the full interview featuring George Magnus and Maggie Lake here: https://rvtv.io/3yeafro.

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Stocks Soar To Start October Oct 03, 2022

Show notes

The Dow Jones Industrial Average led the three major U.S. equity indexes higher on the first Monday of October, rising more than 700 points and 2.5% by midday. That’s despite the fact the Institute of Supply Management’s gauge of factory activity slipped to 50.9 in September, its lowest print since May 2020. The U.S. housing market is also slowing rapidly, with median home prices now falling as fast as they did in January 2009. Meanwhile, Credit Suisse is evoking Lehman Brothers, and U.K. Prime Minister Liz Truss has abandoned her new government’s tax-cut plan. Maggie Lake welcomes Darius Dale, the founder of 42 Macro, to talk about the significance of today’s price action, and Weston Nakamura joins the conversation to discuss the ongoing policy confusion among global fiscal and monetary authorities. We want to hear from you too – please share your questions in the comments!

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Raoul Pal on The Portal Asset Management Webinar Oct 02, 2022

Show notes

Raoul Pal recently participated in a Portal Asset Management webinar to talk about the current macro environment, growing global recession fears, developments in the crypto market, and much more.

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The Next Big Trade - Maciej Wojtal on Why To Invest in Iran’s Bright Future Oct 02, 2022

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Cheap valuations, realistic catalysts for earnings growth, and a relatively young, educated population have Maciej Wojtal feeling very bullish on Iran and its economy. Wojtal, the founder and chief investment officer of Amtelon Capital, joins Harry Melandri to explain his optimism about a nuclear deal and to make the investment case for Iranian stocks and the Iranian rial. Never miss an episode of Next Big Trade - subscribe here.

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My Life in 4 Trades - Brent Donnelly Explains How To Be a Winning Trader Oct 01, 2022

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Brent Donnelly has spent most of his life in markets. He got into forex while working for top-tier banks in the U.S. He traded the dot-com bubble with his own money. And he was at Lehman Brothers when it collapsed. In this special episode of My Life in 4 Trades, Brent shares with guest host Andreas Steno Larsen his perspective on trading, including the big regrets that became some of his best lessons. Never miss an episode of My Life in 4 Trades - subscribe here.

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Is Jerome Powell Going To Nuke Everything? Sep 30, 2022

Show notes

The major equity indexes were mixed as of midday, a fair-to-middling session welcome relief from recent wild whipsaws. We also saw mixed inflation data: the personal consumption expenditure accelerated more than expected in August in the U.S., and eurozone prices surged a record 10% in September, though American consumers’ inflation expectations eased this month. Much of the broad market conversation is about when rather than whether something big is about to break. Brent Donnelly, the president of Spectra Markets and the author of “Alpha Trader: The Mindset, Methodology and Mathematics of Professional Trading,” joins Maggie Lake to discuss that issue and to identify ways investors and traders can navigate the price action. We also hear from Michael Kao and Michael Nicoletos about the Federal Reserve’s global power. Watch the full conversation featuring Michael Kao and Michael Nicoletos here: https://www.realvision.com/shows/make-or-break-geopolitics/videos/when-will-the-dollar[…]uff-QpZW?source_collection=852d5cce52bd4c829fc3d84de72c55b8

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Sharing Intelligence Is More Important Than Ever Sep 30, 2022

Show notes

These are complicated times. Inflation is riding a 40-year high, and nobody knows when this cycle is going to end. That’s why Real Vision is slashing Essential memberships by 59% – to give you access to the brightest minds in finance. Co-Founders Raoul Pal and Damian Horner and Senior Editor Ash Bennington break down everything we’re doing at Real Vision to bring clarity for investors and traders on this week’s RV Twitter Spaces.

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How Can We Trade Forex Chaos? Sep 29, 2022

Show notes

The British pound’s wild ride took another turn after the Bank of England intervened in the bond market on Thursday, reportedly due to potential pension-fund implosions. The pound is now down more than 20% against the U.S. dollar in 2022, last among global currencies and just ahead of the Japanese yen. “The market may bounce if it doesn't break,” tweeted Dale Pinkert, “and the bounce can continue unless there is resistance that fails to hold leading to a gap that may or may not be filled.” Pinkert, the Head of Trader Development Tradeview Markets, joins Maggie Lake to share ideas on trading currencies, precious metals, and Bitcoin amid unprecedented forex and bond market volatility. We also hear from Lawrence Lepard about why gold stocks will be the top-performing asset class over the next 10 years. Watch the full conversation between Lawrence Lepard and Samuel Burke here: https://rvtv.io/3rjc02K.

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