Real Vision: Finance & Investing

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Will Surging Energy Force the Fed's Hand? Sep 18, 2023

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Equities and bonds make modest moves as crude oil hits its highest levels since last November.

With the September FOMC meeting coming up on Wednesday, Jim Bianco, president of Bianco Research, joins Ash Bennington to discuss how energy prices surging to yearly highs impacts decision-making from central banks around the globe.

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Will the Fed Continue to Embrace a Longer-Term Hawkish Stance? Sep 17, 2023

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Now that the Jackson Hole Economic Symposium has concluded, Real Vision’s Andreas Steno Larsen brings together Danielle DiMartino Booth, CEO and chief strategist of QI Research, and Dennis Lockhart, former president of the Federal Reserve Bank of Atlanta. They discuss the expected path of central bank policy and offer their macroeconomic perspectives for the upcoming months.

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AI Fire Hose #4: Crash, Boom, and Chatbots Sep 16, 2023

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AI in cars, VTubers, virtual dating, and more.

In Real Vision’s ongoing Crash or Boom series, Ash Bennington and Mikhail Voloshin investigate the recent revival of AI after a lengthy phase referred to as “AI winter.” They gauge the power of contemporary chatbots with a look at AI implementations in Mercedes-Benz automobiles, elder care, and VTubers (virtual YouTubers). Finally, they wrap up the discussion by exploring AI’s impact on the world of virtual dating.

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Crash or Boom: Week 1 Wrap-Up Sep 15, 2023

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Raoul Pal, co-founder and CEO of Real Vision, joins Maggie Lake for this extended show to break down the interviews from the first week of our Crash or Boom series. Then he addresses questions from the viewers.

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Arm Shares Soar on Market Debut Sep 14, 2023

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Resilient economic data and IPO enthusiasm send stocks higher for the day.

Peter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, joins Maggie Lake for a look at the market response to this week’s economic data. They’ll discuss everything from CPI and PPI to retail sales and explore whether there are subtle nuances being missed by these initial moves.

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An Upside Surprise for August CPI with Tom Thornton Sep 13, 2023

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Tom Thornton, founder of Hedge Fund Telemetry, sits down with Maggie Lake to dissect today’s slightly hotter-than-expected CPI report. Plus, Tom will share why he's bullish on energy, worried about U.S. Treasury bond issuance, and what he thinks about Tesla’s recent upgrade and rebound.You can find more of Tom's work here: http://hedgefundtelemetry.com

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Are the China Bears Wrong? With Shehzad Qazi Sep 12, 2023

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Real Vision’s Maggie Lake welcomes Shehzad Qazi, managing director and COO at China Beige Book International, to look at the state of the Chinese economy, the health of its property sector, U.S-China relations, and the global ripple effects that China exerts.

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Beneath the Surface: Risk Premium Expansion with Andy Constan Sep 11, 2023

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Maggie Lake is joined by Andy Constan, CEO of Damped Spring Advisors, to discuss his perspective on the global macro landscape. They delve into where he believes rates, bond issuance, and asset prices are headed next — and what it means for broader markets.

You can find more of Andy’s work here: https://dampedspring.com

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Round 2: Chen Zhao And Marko Papic on China Sep 10, 2023

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Last year, Alpine Macro's chief global strategist Chen Zhao shared his global macro views with us, highlighting his optimism for the US economy and questioning Xi's policies for China. Reuniting with Clocktower Group’s chief strategist, Marko Papic, the pair will delve into China's possible implosion, the unexpected strength of the US economy, their outlook for markets, and the Ukrainian situation.

To watch Marko and Chen’s conversation last year, please follow this link: https://www.realvision.com/shows/the-essential-conversation/videos/heres-what-you-wont-read-in-the-ft-xL8X

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AI Fire Hose #3: AI is Literally Doing God’s Work Sep 09, 2023

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JOIN the New Real Vision http://www.realvision.com/pricingNavigate the ever-evolving landscape of artificial intelligence as we examine its role in journalism, the art of sermon writing, financial advisories, and more. From Gannett newspapers leveraging AI for sports news to the controversial use of AI in religious sermons, this episode sheds light on the cutting-edge implications and challenges of AI integration in today’s world.

We also touch on the intriguing interplay between technology and traditional job roles, offering a fresh perspective on the AI-driven future. Join us for a stimulating discourse and stay ahead in the AI conversation.

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