Real Vision: Finance & Investing

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Doomberg: Is This the Start of a New Commodity Bull Market? Aug 19, 2023

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Oil and copper have seen significant upward movement in the last couple of months. This recent price action — coupled with widening energy crack spreads, a weakening U.S. dollar, and renewed optimism for the Chinese economy — could be a signal of new bull market cycle in commodities. Andreas Steno is joined by the internet’s favorite green chicken, Doomberg, to explore whether the current macro and geopolitical picture favors more upside in commodities — and what that means for the rest of the global economy.

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Who's Winning the AI Race? With David Mattin Aug 18, 2023

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David Mattin, founder of the New World Same Humans newsletter, joins Maggie Lake to discuss the AI and super-computing power race between the U.S. and China, its impact on chip manufacturing, and what happens when two AI leaders come together.

You can find more of David's work here: https://t.co/XXK68Vk9L9

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How High Will U.S. Yields Fly? With Mish Schneider Aug 17, 2023

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Bond yields are surging and U.S. equities dipped again as more uncertainty sets into markets. Michele "Mish" Schneider, chief strategist at MarketGauge, joins Maggie Lake to discuss what rising bond yields mean for investors across the market landscape, what comes next for stocks and commodities, and why she is taking profits here in the growth and AI stocks.

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Is China the Biggest Market Risk? With Jeff Snider Aug 16, 2023

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Jeff Snider, host of Eurodollar University, joins Maggie Lake to discuss the volatility in interest rates, why he sees a nasty global trade recession coming, and the potential repercussions of the ongoing economic turmoil in China.

You can find more of Jeff's work here: https://www.youtube.com/@eurodollaruniversity

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Is Cash the Only Safe Bet? with Thomas Thornton Aug 15, 2023

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Tom Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake to discuss why the Fed does not have enough data to decide on a September rate hike, what he sees going on in the energy market, and the challenges and opportunities facing the Technology sector. You can find more of Tom's work here: hedgefundtelemetry.com

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Is Risk-Off Nearing an End? with Steve Miley Aug 14, 2023

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U.S. stock averages remain in correction while bonds markets indicate lower prices and higher yields. Steve Miley, chief analyst, COO, and co-founder at TradeDay, joins Maggie Lake for a wide-ranging discussion on equities, bonds, the dollar, commodities, and more.

Also, we've just launched Season 2 of the Real Vision Collective! Check it out here: https://www.realvision.com/collective

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The Fed: In a Monetary and Macro Bind? Aug 13, 2023

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"The Fed is in a monetary conundrum; it has 3 policy options going forward and none of them are good," says EJ Antoni. Ash Bennington welcomes EJ to dive deep into the trap the central bank finds itself in, how it got there, and why history suggests that the U.S. economy may replay the nightmares of the late 1970s and early 1980s.

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Charting the Course of the Global Economy Aug 12, 2023

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Richard Koo, chief economist at Nomura Research Institute, is renowned for his expertise on balance sheet recessions. He joins Discipline Funds CIO Cullen Roche in this can’t-miss, peer-to-peer review of Koo's economic framework, the impact and efficacy of QE in balance sheet recessions, the potential GDP dominance of emerging economies like China and India, and the possibility of U.S. real estate stagnation.

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Is the Tech Rally Showing Cracks? With Peter Boockvar Aug 11, 2023

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Peter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, joins Maggie Lake to discuss this week's economic data, potential challenges facing the tech sector, and the implications of bond market volatility.

You can find more of Peter's work here: https://peterboockvar.substack.com

Also, we've just launched Season 2 of the Real Vision Collective! Check it out here: https://www.realvision.com/collective

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Is a September Hike off the Table? With Dale Pinkert Aug 10, 2023

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Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to discuss the impact of today's U.S. inflation data, explore the U.S. dollar's recent movements, and to help us understand the reasons behind bond market volatility.

You can find more of Dale's work here: https://tradegatehub.com

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