Real Vision: Finance & Investing

Latest Episodes:

Navigating Markets Amid Middle East Conflict ft. Jared Dillian Oct 09, 2023

Show notes

🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz

Jared Dillian, editor of the Daily Dirtnap newsletter, joins Ash Bennington to discuss how the ongoing conflict in the Middle East has increased risk in the energy sector — and the wide-ranging broader market implications. Plus, Jared and Ash will examine the potential market outcomes of the recent spike in bond yields, and what this week's inflation data could mean for rates. You can pre-order Jared's new book, Now Worries: How to Live a Stress-Free Financial Life, right here: https://t.co/TYFi4jwsdC

Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO).

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Rick Rule: The Energy and Commodities Angle ft. Tracy Shuchart Oct 08, 2023

Show notes

🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz

For part nine of our Crash or Boom series, Rick Rule, president and CEO of Rule Investment Media, sits down with Tracy Shuchart, CEO and founder of Hilltower Resource Advisors. Join these two commodities heavyweights as they unpack the macro implications and outlook for energy and commodities in this hazy global economic environment.

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How to Profit in a Crash or a Boom ft. Louis-Vincent Gave & Harris Kupperman Oct 07, 2023

Show notes

🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz

In part 8 of our Crash or Boom series, Ash Bennington welcomes Harris “Kuppy” Kupperman, founder and CIO of Praetorian Capital, and Louis-Vincent Gave, CEO of Gavekal Research to learn their global economic outlook and why they think a boom is coming for emerging markets and uranium.

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What Does the Fed Do Now? With Peter Boockvar Oct 06, 2023

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🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz

Peter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, joins Maggie Lake to help us understand the market's reaction to this morning's jobs report, the key factors driving investor sentiment, and the action in bond markets. Peter will explain what caused a spike in the U.S. 10-year Treasury yield and why yields are so pivotal in forecasting future economic growth. You can find more of Peter's work here: https://t.co/F4bYnWoq3x

This episode is sponsored by KraneShares’s KRBN ETF — the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at kraneshares.com/krbn/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).

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What’s Driving Global Liquidity? With Darius Dale Oct 05, 2023

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🔥 JOIN THE NEW REAL VISION for just $20.14 https://rvtv.io/3ZyY70t

Darius Dale, founder of 42 Macro, joins Maggie Lake to discuss the latest market action, the impact of some critical economic data releases, and how volatility in FX markets is impacting global liquidity.You can find more of Darius' work here: https://t.co/HbJL5Tpvyq

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Is Cash Still King? with Mish Schneider Oct 04, 2023

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🔥 JOIN THE NEW REAL VISION for just $20.14 https://rvtv.io/3ZyY70t

Mish Schneider, chief strategist at MarketGauge, joins Maggie Lake to share what her framework suggests about junk bonds and investment-grade bonds, what she's watching in commodity markets, and how to structure a portfolio to navigate both bull and bear markets.For MarketGauge Trading Strategies with Mish, there’s a 20% discount exclusively for the Real Vision community right here: https://www.realvision.com/mish

This episode is sponsored by KraneShares’s KRBN ETF is the 1st, largest, and most liquid carbon ETF. Please read the prospectus before investing at kraneshares.com/krbn/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).

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Return of the Bond Vigilantes? With Tony Greer Oct 03, 2023

Show notes

🔥 JOIN THE NEW REAL VISION for just $20.14 https://rvtv.io/3ZyY70t

Tony Greer, editor of the Morning Navigator and Founder of TG Macro, joins Maggie Lake to discuss what's causing bond yields to surge, how that impacts the entire risk asset complex, and why he's approaching the oil trade with much more caution this week.You can find more of Tony's work here: https://t.co/IuOqbaQY1a

This episode is sponsored by KraneShares’s KRBN ETF — the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at kraneshares.com/krbn/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).

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Crypto Trends in Focus: From Bitcoin's Rally to Ether-Futures ETFs Oct 02, 2023

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Noelle Acheson, editor of the Crypto is Macro Now newsletter, joins Maggie Lake to delve into the launch of ether-futures ETFs and Bitcoin's notable rally, reaching its highest levels since August. Additionally, they explore today’s higher-than-expected ISM reading and preview the impending jobs and inflation data expected in the subsequent days. You can find more of Noelle's work here: https://noelleacheson.substack.com

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The Dollar in an Increasingly Multipolar World ft. Luke Gromen & Larry McDonald Oct 01, 2023

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In the fourth installment of our Crash or Boom series, New York Times bestselling author Larry McDonald, founder of The Bear Traps Report, is joined by Luke Gromen, founder and president of Forest for the Trees, to discuss how to think about the U.S. dollar in today’s environment. They analyze how the dollar drives monetary policy, the commodity cycle, and financial repression in this era of fiscal dominance and multipolarity. Recorded on September 11, 2023. To find more of Larry’s work, visit: https://www.thebeartrapsreport.com Larry has also provided some supplementary charts, which you can view here: https://rvtv.io/3LiElQX

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A Rolling Recession or a Hard Landing? ft. David Rosenberg & Liz Ann Sonders Sep 30, 2023

Show notes

🔥 JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t

In the fourth installment of our Crash or Boom series, Maggie Lake welcomes two star financial analysts — Liz Ann Sonders, chief investment strategist at Charles Schwab, and David Rosenberg, chief economist of Rosenberg Research & Associates — for a peer-to-peer review of just what lies ahead for global markets. According to Liz Ann, “an ongoing rolling recession” may be the best scenario. David, meanwhile, believes we’re in economic purgatory with only one way out. Together they share their insights on inflation, business cycles, and more.

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