Real Vision: Finance & Investing

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Tony Greer's Market Update: Stock Rally, Crypto Heist and China Tech Aug 25, 2021

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DB-Aug24,2021:Real Vision senior editor Ash Bennington welcomes Tony Greer of TG Macro to address a broad-base rally in stocks, the hacker behind $600 million Poly Network heist returning the stolen funds, and his thoughts on Chinese tech regulation and price action. Greer also provides an update to his framework, the assets he's been watching, and his perspective on the macroeconomy. Drop your questions here on the Exchange: https://rvtv.io/38cvfBE

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US Equities Erase Last Week's Losses and PMIs Show Mixed Data Aug 24, 2021

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DB-Aug23,2021: Maggie Lake welcomes markets reporter Dion Rabouin and Darius Dale, founder and CEO of 42 Macro, to discuss the rebound in the major US equity indices on Monday and Japan’s PMI getting hit as well as the Eurozone demonstrating strengthening PMI numbers. Providing an update on his outlook, Dale examines whether the mixed PMI data is a foreshadowing for the future of global growth. Dale also shares his thoughts on whether there is more persistent inflation building up under the hood of the economy as well as Bitcoin’s jump to the $50k level. Drop your questions for Michael here on the Exchange: https://rvtv.io/3B2oyOM

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Chinese Tech Continues to Get Battered and Eviction Moratorium Remains Aug 21, 2021

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DB-Aug20,2021: Real Vision senior editor Ash Bennington welcomes Michael Green, chief strategist and portfolio manager at Simplify Asset Management, to discuss the day’s price action as well as Green’s thoughts on Chinese tech and the eviction moratorium in the U.S. With Chinese tech companies listed in the U.S. set to have their worst declines in more than a decade, Green explains his perspective on what China’s clampdown means for the sector. He also tackles the Biden administration’s intention to continue the latest eviction moratorium while rental assistance makes its way to tenants and landlords as well as what this may indicate about the health of the economy. Drop your questions for Michael here on the Exchange: https://rvtv.io/2WaEfol

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Oil Declines After Taper Talks and Amazon and Facebook in the Spotlight Aug 20, 2021

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BD-Aug19,2021: Real Vision senior editor Ash Bennington welcomes Tommy Thornton, founder of Hedge Fund Telemetry, to update his framework for the U.S. economy and inflation as well as his outlook for equities, bonds, and commodities. After talks of tapering coming out of the FOMC minutes released yesterday, Thornton analyzes the market’s response with relatively little action in the major U.S. indices as well as the dollar's continued rise and commodities like oil and copper taking a hit. He offers his perspective on the state of antitrust concerns with the FAANGs with tech giants like Amazon’s plans to open department stores and Facebook’s move into the metaverse while a new antitrust suit is submitted against them by the FTC. Drop your questions for Tommy here on the Exchange: https://rvtv.io/2Xxhew2

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The FOMC's Developing Thoughts on the Taper Timeline Aug 19, 2021

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DB-Aug18,2021:Real Vision senior editor Ash Bennington welcomes back Darius Dale, founder and CEO of 42 Macro, to dig deep into the Fed minutes released today and discuss whether there’s signs of tapering on the horizon and what that means for the economy. Dale shares his perspective on the ways in which the Fed’s decision to taper, and when, will shape his outlook for future inflation and growth as well as his thoughts on how it will impact various asset classes such as bonds, equities, and commodities.

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Are Weakening Retail Sales a Sign of Increasing Inflationary Pressure? Aug 18, 2021

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DB-Aug17,2021: Real Vision senior editor Ash Bennington welcomes back to Tony Greer of TG Macro to provide an update on his framework, the sectors he’s watching, and his thoughts on inflation. Greer analyzes whether the 1.1% fall in U.S. retail sales in July points toward more of a shift in consumer preferences or whether it’s more indicative of price inflation pressures, and he and Bennington also discuss what sort of knock-on effects China’s crackdown on tech will have on markets, particularly on the tech sector, as the NASDAQ Golden Dragon Index continues to suffer from declines. Finally, Bennington provides a brief update on the Poly Network hack.

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Will China's Slowdown and Taper Talks Derail The Reflation Trade? Aug 17, 2021

Show notes

DB-Aug16,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Jared Dillian, editor of The Daily Dirtnap, to examine China’s economic slowdown in July and what risks that might pose to global economic growth as well as the Fed’s consideration of ending asset purchases by mid-2022. Dillian provides an update on his investment framework amidst concerning signals about the risks of an economic slowdown that would undermine the recovery in addition to the timeline of the Fed tapering and what the impact would be on markets.

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Consumer Sentiment Is Dipping - Is the Economy Slowing? Aug 14, 2021

Show notes

DB-Aug13,2021: Real Vision editor Jack Farley and Maggie Lake welcomes Harry Melandri of MI2 Partners to discuss the day’s price action as well as address dipping consumer sentiment and the possibility of the U.S. economy slowing. Lake analyzes the contributing factors to explain why consumer sentiment may be falling, and Farley examines whether that is reflective of a slowing economy. The trio also dive into eurodollar futures, debt monetization, the trajectory of inflation, and the Fed’s response function to provide a clearer picture of future growth and the overall macro environment.

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Initial Jobless Claims Continue to Decline as Core CPI Misses Expectations Aug 13, 2021

Show notes

DB-Aug12,2021: Real Vision senior editor Ash Bennington and Petr Pinkhasov welcome Weston Nakamura to examine the weekly jobs data, how yesterday’s core CPI actually hit below expectations, and updates on the Poly Network hack as well as a new attack on DAO Maker. Even as the jobless claims data show a third consecutive decline in new unemployment claims, demonstrating a more sustained recovery in the labor market thus far, Nakamura draws attention to the fact that core CPI actually came in below economist expectations, which might be signaling a deceleration in inflation. He unpacks why this was the case and what it means for the economy and markets in the coming months. Bennington also provides an update on the Poly Network hack and discusses a new one on DAO Maker that occurred today.

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Bonds Rally and Cyclicals Thrive as CPI Rises 0.5% Aug 12, 2021

Show notes

DB-Aug11,2021: Real Vision editor Jack Farley and markets reporter Dion Rabouin welcome Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, to unpack the U.S. CPI released today, showing a rise of 0.5% in July. Boockvar examines the July’s CPI data and discusses how it is driving today’s price action in equities and bonds and what it means for inflation, monetary and fiscal stimulus, and various asset classes such as stocks, bonds, and commodities going forward.

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