Real Vision: Finance & Investing

Latest Episodes:

What Can Stop This Market Rally? With Jared Dillian Jun 30, 2023

Show notes

Maggie Lake is joined by Jared Dillian, editor of the Daily Dirtnap newsletter, to discuss the current equity rally, how sentiment has shifted, the state of commercial real estate and regional banks, and where he spots a value opportunity.You can find more of Jared's work here: https://www.dailydirtnap.com

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

How High Will U.S. Rates Fly? w/ Joseph Wang aka 'The Fed Guy" Jun 30, 2023

Show notes

Maggie Lake is joined by former senior Fed trader and principal of FedGuy.com, Joseph Wang, to discuss whether the top is in for equities this year, the likelihood of a recession, and where 10-year Treasury yields could go next. You can find more of Joseph's work here: https://fedguy.com

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

Central Bankers Spoke... Are Investors Listening? w/ Brent Donnelly Jun 28, 2023

Show notes

Maggie Lake is joined by Spectra Markets president Brent Donnelly to discuss the market’s reaction to some strong economic data, hawkish (or not…?) comments from global central bankers, and why yields will impact the trajectory of the U.S. dollar. In the second half of today’s show, Brent will explore risk management and highlight key factors to watch in various asset classes. You can find more of Brent's work here: https://t.co/uhDIKridTE

Join Rick Rule in person at The Rule Symposium on Natural Resource Investing in Florida, July 23-27. Access to industry insiders: elite bullion dealers, gold council members, and uranium pros. Special early bird pricing on in-person and virtual seats until June 30 at http://realvision.com/rick

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

Where Are We in the Commodity Cycle? w/ Rick Rule Jun 27, 2023

Show notes

Maggie Lake is joined by Rick Rule, president and CEO of Rule Investment Media, to explore where we are in the commodity super cycle and help explain how to strategically position yourself in the back half of 2023.Join Rick Rule in person at the Rick Rule Symposium on Natural Resource Investing in Florida, July 23-27. Access to industry insiders: elite bullion dealers, gold council members, and uranium pros. Special early bird pricing on in-person and virtual seats until June 30 at http://realvision.com/rick

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

What Happens Next in Russia? w/ Marko Papic Jun 26, 2023

Show notes

Maggie Lake is joined by Marko Papic, chief strategist at Clocktower Group, to help us understand the news out of Russia, the implications could be for Vladimir Putin's regime, and how this impacts China and the rest of the world. You can find more of Marko's work here: https://www.clocktowergroup.com

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

Robert Kiyosaki & Raoul Pal: They Replaced Horses, Didn't They? Jun 25, 2023

Show notes

On the fifth day of the Festival of Learning: AI Edition, Robert Kiyosaki, author of Rich Dad, Poor Dad, and Raoul Pal come together, focusing on how AI is about to majorly upend everything we know. Learn from them why you should consider “investing in your own demise," how entrepreneurship could be the key in the age of AI, and so much more.

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

When Opportunities and Timing Perfectly Align w/ Osman Ozsan Jun 24, 2023

Show notes

Harry Melandri of MI2 Partners welcomes Osman Ozsan, CEO and CIO of Deuterium Capital Management, to explore the assets and sectors he's targeting, such as energy commodities, the yuan, the Hong Kong dollar, and AI tech.

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

Is This Stock Rally Rolling Over? w/ Sam Rines Jun 23, 2023

Show notes

Sam Rines, managing director at Corbu LLC, joins Maggie Lake to explore the driving forces behind this week’s equity market action and discuss whether we’ve reached a turning point. Plus, Sam will share his thoughts on the metals space, food commodities, and why stagflation looks to be taking hold in the services economy.

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

Is the UK the Sick Man of Europe? With Jon Mawby Jun 22, 2023

Show notes

Jon Mawby, co-head of absolute and total return credit at Pictet Asset Management, joins Maggie Lake to examine what made the Bank of England up the ante, the driving forces behind stubborn UK inflation, and why central banks' interest rate decisions are starting to diverge from their battle versus prices.

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

Is The Global Food Supply At Risk? With Shawn Hackett Jun 21, 2023

Show notes

Shawn Hackett, president of Hackett Financial Advisors, joins Maggie Lake to explain how the rare weather pattern known as El Niño has the potential to spark food shortages, power blackouts, and dangerous weather that will impact commodities from agriculture to energy. In the second half, we’ll explore strategies to prepare your portfolio in anticipation of this shift.You can find more of Shawn's work here: https://t.co/0DotA5OXYq

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