Real Vision: Finance & Investing

Latest Episodes:

Bearishness Emerging on Wall Street Within the Goldilocks Regime Sep 09, 2021

Show notes

DB-Sep08,2021: Darius Dale, founder and CEO of 42 Macro, anticipates that the Goldilocks regime will be persisting in the U.S. for awhile longer yet, offering fertile ground for asset prices to continue to perform. Drawing upon his macro indicators and analysis, he addresses the increasing bearish consensus being priced into risk assets and how tapering later in the year may have an impact on this dynamic. Interviewed by Jack Farley. Drop your questions for Darius here on the Exchange: https://rvtv.io/3trKr7O

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jared Dillian: How Much Higher Can Inflation Get? Sep 08, 2021

Show notes

DB-Sep07,2021: Jared Dillian, editor of The Daily Dirtnap, joins the Daily Briefing to discuss his thoughts on why he sees the potential for inflation to fly even higher in the coming months. He also shares his perspective on what this means for commodities, particularly for uranium, as well as crypto’s flash crash. Interviewed by Maggie Lake.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

August Nonfarm Payrolls Disappoint As Smart Contract Protocols Skyrocket Sep 04, 2021

Show notes

DB-Sep03,2021: With a major miss today in the August nonfarm payrolls report, Jim Bianco, president of Bianco Research LLC, updates his perspective on the economic recovery and inflation as well as what it means for price action going forward. Bianco also discusses the major rallies for various layer 1 smart contract protocols as Solana, Polkadot, and Ethereum are soaring higher. Interviewed by Ash Bennington.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

A Bounce Back in Cyclicals? What the Options Market Is Signaling Sep 03, 2021

Show notes

DB-Sep02,2021: Imran Lakha, founder of Options Insight, shares his latest insights into current market dynamics, sectors set up for outperformance, and the state of the U.S. economy. With jobless claims reaching a new low since the early days of COVID-19, Lakha discusses what the August nonfarm payrolls data may also reveal about the labor market and what that means for Fed tapering. He also dives into what the options market is signaling about investor sentiment and volatility, and he updates his perspective on Bitcoin and Ethereum. Interviewed by Jack Farley.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Real Vision Turns 7! Raoul Pal Celebrates Real Vision's History and Future Sep 02, 2021

Show notes

DB-Sep01,2021: On today's special edition of the Daily Briefing, Real Vision CEO & co-founder Raoul Pal celebrates the history and future of Real Vision. Raoul describes the company's founding in September 2014 and its journey as a financial media company dedicated to truth in finance. He also shares his own personal journey that's been adjacent to Real Vision's evolution, discussing how his framework has been shaped, challenged, and expanded for the past seven years.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Can The S&P 500 Hit 5K? Sep 01, 2021

Show notes

DB-Aug31,2021:As the S&P 500 posts a monthly gain for the seventh time in a row, Tony Greer of TG Macro returns to the Daily Briefing to share how the renewed dovishness of the Federal Reserve is shaping his outlook for commodities, stocks, and the dollar. In conversation with Real Vision’s Jack Farley, Greer contemplates the possibility of S&P 500 hitting the 5000 mark and explains why he remains bullish on copper, oil, aluminum, and other commodities. To post questions for tomorrow’s Daily Briefing with Real Vision CEO Raoul Pal, click this link on the Real Vision Exchange: https://rvtv.io/3mQmZzE

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is There Deflationary Risk Ahead with Possible Fed Tapering? Aug 30, 2021

Show notes

DB-Aug30,2021: Darius Dale, founder and CEO of 42 Macro, updates his macro framework for markets after Jay Powell announced at Jackson Hole that the Fed may begin to reduce stimulus this year and before the August nonfarm payrolls report drops later in the week. With monetary stimulus expected to taper off, Dale also examines if the same should be expected for fiscal policy, and he provides his perspective on Bitcoin and Ethereum as billionaire John Paulson calls crypto a “worthless” bubble.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Stocks Rise on Powell's Dovish Taper Talk Aug 28, 2021

Show notes

DB-Aug27,2021: Tommy Thornton, founder of Hedge Fund Telemetry, weighs in on Federal Reserve Chair Jerome Powell’s speech at the virtual Jackson Hole Symposium, indicating tapering could start in 2021, but signaling there’s no rush to hike interest rates. He also revisits the inflation debate with a rise in personal income and spending.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Will Jay Powell Embrace The Hawks? Aug 27, 2021

Show notes

DB-Aug26,2021: Weston Nakamura and Petr Pinkhasov of Real Vision’s “The Exchange” join the Daily Briefing as markets anticipate the Jackson Hole Economic Symposium, which begins tomorrow. Plus, the team looks at how blockchain platform Tezos is growing inside big banks and baseball fields.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Meme Stocks Make a Comeback and the SEC's Tough Stance on Chinese Tech Aug 26, 2021

Show notes

DB-Aug25,2021: Max Wiethe joins the Daily Briefing to break down the day’s price action, including Gamestop ($GME) soaring upwards of 27% with the return of the meme stocks, as well as the SEC reinforcing its tough stance on Chinese tech with the threat of delisting in the U.S. Max also provides an update on the FX markets and his tips for successful momentum investing.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Our TOPPODCAST Picks

Follow Us

Stay Connected

Real Vision: Finance & Investing

Related Podcasts

Links

Stay Connected