Real Vision: Finance & Investing

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The FOMC Meeting Begins as the Labor Market Recovery Shows Promise Nov 04, 2021

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DB-Nov 03,2021: The FOMC meeting begins today as Fed officials come together to decide on the tapering of their asset purchase program. The economic recovery seems to be slowly but surely underway with the ADP survey for October demonstrating unexpected strength with a 571,000 gain in jobs and the ISM Services index showing rapid growth at 66.7%. Darius Dale, founder and CEO of 42 Macro, joins the Daily Briefing to provide his overview of these developments and how this will influence economic growth. He also explores where bond yields are headed after the Fed announces the course of policy, what sectors are poised for outperformance, and the drivers behind crypto’s explosive run as Ethereum hits its new all-time high. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3k39MBl

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Countries and Individuals Pledge Billions to Curb Climate Change, But Is It Enough? Nov 03, 2021

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DB-Nov 02,2021: Tony Greer is back on the Daily Briefing, this time discussing the events surrounding energy this week and the price action around oil, natural gas, uranium, and more. With COP26 underway in Scotland this week and next week, world leaders are discussing ways to fight climate change. So far, President Joe Biden has backed a plan to reduce methane emissions, one of the most harmful greenhouse gasses; Japan has pledged up to $10 billion to decarbonize Asia; and Jeff Bezos has pledged $2 billion to restore nature and transform food systems. As the clean energy transition is swiftly underway while the current European energy crisis worsens, Greer shares his perspective on the implications these events will have on energy prices. However, with the FOMC meeting tomorrow, investors are watching the Fed's next moves carefully as the decision to taper their bond purchases is fast approaching, and he discusses how the course of Fed policy will shape markets in the coming months. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3nSMjUE

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Mega Cap Tech Leads the Way--But Is a Market Rotation Around the Corner? Nov 02, 2021

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DB-Nov 01,2021: Seasonal effects on the markets are in play with heightened volatility and earnings causing aggressive price movement across asset classes. Katie Stockton, CMT, founder of Fairlead Strategies, dives into the charts to examine tech, commodities, precious metals, and cryptocurrencies. With mega cap tech stocks such as Tesla, Apple, and Microsoft leading equity markets higher and oil’s rally cooling slightly today, she evaluates both the technical and fundamental drivers underlying price action, lays out what investors should be watching for, and provides her forward outlook for the coming months into the new year. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3bwZCUY

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Stumbling Supply Chains, Stirring Inflation, and a Stagnant Labor Market Oct 30, 2021

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DB-Oct 29,2021: The Core PCE Index's rise of 3.6% is the latest inflation pressure that has the markets beat. Real Vision CEO and co-founder Raoul Pal joins to unpack the latest in the supply chain deterioration saga amid a weak labor market. With Facebook's latest announcement to change the company’s name to Meta, Raoul discusses why the metaverse is an entirely new layer of GDP with endless possibilities for crypto, NFTs, and social tokens. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3w0ExvE

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Inflation Will Continue to Rise and Persist Amidst a Flattening Yield Curve Oct 28, 2021

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DB-Oct 28,2021: The last time Harry Melandri of MI2 Partners was on the Daily Briefing, he urged people to sell their Euro Dollars due to high inflation and a strengthening economy. Those factors continue to prevail, and Melandri says he expects inflation to soar higher and continue to apply pressure. Naked Wines, an online wine retailer in the U.K. that ships monthly wine subscriptions throughout the U.K., U.S., and Australia, bubbled up 30% after hedge fund manager Glen Kacher unveiled it as his fresh pick on CNBC’s “Halftime Report” show. Weekly jobless claims filings dropped to a new pandemic-era low of 281,000, indicating a steadily recovering labor market. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3mlbxvh

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U.S. Trade Deficit Widens Another $8.2 Billion and Durable Goods Orders Decline Oct 28, 2021

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DB-Oct27,2021: Orders for durable goods, big-ticket items that are meant to last over three years, have fallen 0.4% in September, the first decline since April of this year. This comes amid continuing labor shortages and increased material costs. General Motors and Boeing Co. specifically have felt the brunt of the supply chain issues with the releases of their quarterly earnings today, demonstrating less than stellar reports. The U.S. trade deficit also widened another 9.2%, equating to an additional $8.2 billion deficit. Real Vision Daily Briefing viewers are in for a treat as both Darius Dale, founder and CEO of 42 Macro, and Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, come together to discuss the macro variables impacting the economy. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3mjYv0X

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Can't Stop, Won't Stop--Inflation Will Rage On Oct 27, 2021

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DB-Oct26,2021: Earnings season continues with Microsoft, Twitter, Alphabet, Visa, and Robinhood due to release their reports today after market close. With the VIX also rising today, earnings thus far have beaten investor and analysts' expectations, lifting equities to all-time highs. Jared Dillian, editor of the Daily Dirtnap, maintains that it’s far too early to bet on a 180 move in inflation and growth—he claims that, "[The Fed] wouldn’t know how to stop it if they tried." He unpacks his argument here and reflects on investor sentiment as indicated by the raging success of the ProShares Bitcoin ETF launch from last week. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3bf53aN

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Equities and Commodities Rallying With a Big Earnings Week Ahead Oct 26, 2021

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DB-Oct25,2021: Markets are up as stocks rally across the board ahead of weeklong releases of earning reports from tech giants Facebook, Microsoft, Alphabet, Amazon, and Apple. PayPal also jumped 2.6% after it backed away from acquiring Pinterest. In the crypto world, last week’s Bitcoin ETF’s created a record $1.5 billion inflow. Tony Greer joins us on Daily Briefing to discuss the state of the markets. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3vIvSO1

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Digital World Ascends to Greater Heights While Valkyrie Bitcoin ETF Drowns Oct 23, 2021

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DB-Oct22,2021: Former President Donald Trump’s new social media company is skyrocketing on Wall Street, sparking speculation about whether this is the next meme stock. Meanwhile, current U.S. President Joe Biden backs away from hiking corporate taxes to fund his infrastructure and spending bill and is devising how to end the filibuster role in the Senate. Across the ocean in China, Evergrande is pulled back from the brink of default with a bond coupon, earning itself another week to pay its interest. And in the crypto world, Valkyrie launches its own Bitcoin Futures ETF today on the Nasdaq, but it sunk into the shadows of the ProShares ETF launched earlier this week. Jim Bianco, president of Bianco Research, joins to unravel this packed day in price action. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3ngJqN7

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Earnings, Acquisitions, and Supply Chains--Where Are the Buy Signals? Oct 22, 2021

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DB-Oct21,2021: Tesla stock jumped midday after reporting better-than-expected Q3 earnings, a particularly commendable feat given the major supply chain issues plaguing several industries, while the Russell 2000 fell today in intraday trading. Notably, PayPal is shaking up the equities market with talks to acquire popular social media platform Pinterest. Tommy Thornton, founder of Hedge Fund Telemetry, joins us on the Daily Briefing to discuss the gamut of asset classes as well as what he's seeing in options trading for Tesla and why he thinks it might be a good time to buy the Russell 2000 ($IWM). Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3b03VI8

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