Real Vision: Finance & Investing

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Here's the Good News About a Recession May 24, 2022

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The Dow Jones Industrial Average has logged eight consecutive losing weeks, but it’s leading the U.S. equity indexes to the upside today with a gain of more than 2%. Perhaps investors are looking at stocks with Jared Dillian’s style of optimism. “If we get a recession, and it looks like we will,” notes Dillian, “it will be a much easier trading environment than what we’ve been dealing with. Fed easing policy is always easier than Fed tightening policy.” Dillian, author of The Daily Dirtnap, joins Real Vision’s Ash Bennington to make his case for a developing risk-on environment. We also hear from Francis “The Market Sniper” Hunt about Bitcoin and its correlation to old-school financial asset prices. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/38DtmSo. Watch the full conversation between Francis Hunt and Ash Bennington here: https://rvtv.io/3LG8cAq.

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My Life in 4 Trades - A Special Bonus Trade From Serial Entrepreneur, Howard Lindzon May 22, 2022

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Here's a special bonus trade from Real Vision's new original series, My Life in 4 Trades - be sure to subscribe. Handling stress is one of the most difficult things investors are faced with daily. Howard Lindzon shares his insights on how to manage stress and why finding a good mentor can be a game changer in life and work.

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The Next Big Trade - Legendary Investor, David Rosenberg, Believes We're Going Into A Bear Market May 22, 2022

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Here's a full-length episode from Real Vision's new original series, The Next Big Trade - be sure to subscribe. One of the biggest names in global macro, David Rosenberg, joins Harry Melandri to talk about the possible return of deflation, global supply chain issues, and what the next 12 months could look like.

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My Life in 4 Trades - Serial Entrepreneur, Howard Lindzon, on The Value of Investing for Both Profit and Joy May 21, 2022

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Here's a full-length episode from Real Vision's new original series, My Life in 4 Trades - be sure to subscribe. Howard Lindzon joins Maggie Lake to discuss how a lifelong passion for comedy led to his success in the early days of the internet. He also touches on de-globalization and why finding a unicorn isn’t as important as it may seem.

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The Fed Will Sacrifice Investors To Beat Inflation May 21, 2022

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A surprise rate cut by the People’s Bank of China boosted equity futures early Friday, and stocks did open higher. But any optimism the Federal Reserve would follow the PBoC’s dovish example and not “hike until it hurts” faded before noon. "They are going to break inflation,” says Jim Bianco, “and if they break you along the way, so be it." The S&P 500 slipped into official “bear market” territory, and the Dow Jones Industrial Average is on track for its eighth consecutive down week, the longest such streak since 1923. Bianco, President of Bianco Research, joins Real Vision’s Ash Bennington to talk about the implications of a hawkish Fed and the possibility of a global recession. And we hear from Dario Perkins about the “tangible” opportunity that may follow this period of slowing growth. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3wvTE24. Watch the full conversation between Dario Perkins and Raoul Pal here: https://rvtv.io/3wyGYYf.

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"A Perfect Storm" Promises More Pain May 20, 2022

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Do U.S. investors pay enough attention to what’s happening in overseas markets? Real Vision’s expert on the ground in Asia, Weston Nakamura, shares some data at the top of today’s Daily Briefing that may open your eyes to underlying systemic cracks growing in China and Japan. Then, Maggie Lake is joined by Peter Boockvar, who’s concerned about how a slowing world economy will impact companies. “I think the main story now is margin contraction and the direction of earnings,” says the CIO of Bleakley Advisory Group. “We now have P/E multiples compressing, profit margins rolling over, and the growing prospect that sales will slow in response to both supply issues and the growing prospect of an economic slowdown. It’s a perfect storm.” Is there more pain to come? Peter thinks so. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3wvTE24.

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Retail Gloom Spells Stock Market Doom May 19, 2022

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“This is risk-off behavior returning,” tweeted Michael Gayed less than an hour into today’s trading session, which, two hours ahead of the close, has seen the Dow Jones Industrial Average decline 2.9%, the S&P 500 shed 3.4%, and the Nasdaq Composite nosedive 4.0%. Investors are digesting a second disappointing earnings report from a major U.S. retailer, as Target followed Walmart with more data indicating inflation is, finally, having an impact on U.S. consumer behavior. Gayed, CIO and portfolio manager at Toroso Investments, joins Real Vision’s Ash Bennington for today’s Daily Briefing to talk about how inflation will turn into deflation and why equity indexes are looking at another major leg down. With risk assets highly correlated at present, this is an ominous sign for the cryptocurrency market as well. That’s a major topic of discussion in the debut episode of Real Vision’s Crypto Unwrapped series. We also hear from Jeff Moore about the Federal Reserve being late and bond market volatility. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/381fvoA. Watch the full interview featuring Jeff Moore and Raoul Pal here: https://rvtv.io/3McSPAj. Watch the first Crypto Unwrapped episode featuring Weston Nakamura, Nicolas Brugge, and Leslie Lamb here: https://rvtv.io/3lkyrS6.

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Will It Be Good News When Inflation Peaks? May 18, 2022

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Neither pandemic nor war can keep down the American consumer, even as persistent inflation and supply-chain breakdowns continue to vex economists, policymakers, and financial media talking-heads. U.S. retail sales rose a seasonally adjusted 0.9% in April, and the figure for March was revised upward to 1.4% from 0.5%, data that reflect resilient demand. At the same time, industrial production was up a seasonally adjusted 1.1% in April, beating a consensus forecast of 0.5% and accelerating from 0.9% in March. U.S. equity indexes rallied on the solid economic data. But Vincent Deluard, Global Macro Strategist at StoneX, has concerns. Though he thinks we’ve reached peak inflation, he warns we could be stuck at a higher plateau for longer. “The CPI is caught in a tug-of-war between the cyclical basket, which is driven by energy, re-opening sectors, and supply chains, and the structural basket, which is driven by shelter, services, and wages. Due to base effects, cyclical dis-inflation should outweigh structural reflation until the end of the year.” Deluard joins Real Vision’s Maggie Lake for today’s Daily Briefing to talk about the “transitory narrative” and how investors can and should position for the persistence of secular inflation. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3Mrt13y.

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Can Stocks Overcome Historic Headwinds? May 17, 2022

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U.S. equity indexes ground generally higher through the trading session Monday, with the Dow Jones Industrial Average and the S&P 500 breaking into the green but the Nasdaq Composite struggling in negative territory. The yield on the 10-year U.S. Treasury note slipped by six basis points to 2.88%, as bonds caught a bid on economic growth concerns. Recent data from China indicate President Xi’s “COVID Zero” policy is exerting a tremendous drag on the domestic economy, with down-the-line impacts on the global economy sure to follow, including supply-chain snarls. Meanwhile, Goldman Sachs Senior Chairman Lloyd Blankfein warned of a "very, very high risk" of a US recession. Eric Johnston, head of Equity Derivatives and Cross Asset for Cantor Fitzgerald, joins Real Vision’s Maggie Lake for today’s Daily Briefing to talk about short-, medium-, and long-term direction for stocks, recent macro data, and earnings. We also hear from Danielle DiMartino Booth, CEO of Quill Intelligence, about whether the Fed has not just the policy tools but the general resolve to do what has to be done to end inflation. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3wsV3Ff. Watch the full interview featuring Danielle DiMartino Booth and Jim Bianco here: https://rvtv.io/3MmeBlg.

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The Next Big Trade - Tavi Costa Envisions a Bright Future for Precious Metal Exploration May 15, 2022

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Here's a full-length episode from Real Vision's new original series, The Next Big Trade - be sure to subscribe. Tavi Costa of Crescat Capital LLC, joins Harry Melandri to discuss his bullish case for precious metal mining, particularly in the exploration part of the industry.

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