Real Vision: Finance & Investing

Latest Episodes:

Did We Dodge a Recession? With Warren Pies Jun 20, 2023

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Warren Pies, co-founder and strategist of 3Fourteen Research, joins Maggie Lake to explore why recent housing data might be pointing to a soft landing, what that means for the Fed's battle against inflation, and when the next recession could arrive. You can find more of Warren's work here: https://t.co/vM9jt9PPQe

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Surfing the AI Tsunami w/ Peter H. Diamandis & Salim Ismail Jun 19, 2023

Show notes

Welcome to the first episode of the Festival of Learning: AI Edition, with Peter Diamandis, founder and executive chairman of XPRIZE Foundation, and Salim Ismail, Exponential Organizations author. From the five stages of grief Fortune 500 companies are going through to why we have to unlearn “50 years of Harvard MBA thinking,” Peter and Salim present an exciting yet terrifying vision of what’s in store for corporate America.

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Steno's Signals: Could Falling Inflation Lead to Layoffs? Jun 18, 2023

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The tightness in the labor market has, in part, been due to the inflation-adjusted price of labor in the last couple of years. With U.S. inflation decelerating, Andreas analyzes if there is now a risk of rising unemployment.

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Something, Somewhere, Is Going to Break w/ Jeffrey Snider Jun 17, 2023

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Jeffrey Snider, host of Eurodollar University, joins Raoul to examine the current state of the Eurodollar market, weaving together a cohesive narrative of why it matters to the most pressing issues investors face right now. Recorded on May 22, 2023.

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The U.S. Consumer Won't Quit Jun 16, 2023

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The U.S. economy continues to show its resilience as more economic data rolls in.

Darius Dale, founder of 42 Macro, joins Maggie Lake to examine this week's most important economic data, explore what's propping up the U.S. consumer, and analyze the dynamics of stubborn inflation. Is all of this pointing us towards another Fed rate hike in July?

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Did the Fed's Message Fall Short? Jun 15, 2023

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Stocks rally and rates drop as investors wonder what the Fed can do from here.

Jeremy Schwartz, global CIO at WisdomTree Asset Management, joins Maggie Lake to discuss the implications of yesterday's Federal Reserve interest rate pause, the resiliency of the U.S. economy, whether we're seeing softening in the labor market, and where investors can find opportunities in these tricky markets.

You can find more of Jeremy's work here: https://www.wisdomtree.com

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What's Driving Fed Policy? w/ Jim Bianco Jun 15, 2023

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Jim Bianco, president of Bianco Research, joins Maggie Lake to break down the market's response to the Fed pausing rate hikes, decipher bearish sentiment in the bond market, and discuss the role of yesterday's CPI print. In the second half of today's show, Jim Bianco will explain to us the key drivers behind the current Fed policy — and what it means for investors. You can find more of Jim's work here: https://www.biancoresearch.com/visitor-home/

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Is Powell Ready to Pause? w/ Mish Schneider Jun 13, 2023

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Mish Schneider, chief strategist at MarketGauge, joins Ash Bennington to discuss the market's response to today's inflation data, the AI-powered tech rally, whether we're seeing signs of exhaustion in equities ahead of tomorrow's Federal Reserve interest rate decision. You can find more of Mish's work here: https://www.youtube.com/@marketgauge

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Will Inflation Derail This Stock Rally? with Dale Pinkert Jun 12, 2023

Show notes

Maggie Lake is joined by Dale Pinkert, trading coach at TradeGateHub, to discuss whether the ongoing bull run in stocks can sustain momentum. Is it time for investors to secure profits ahead of tomorrow’s May CPI report and the Fed's interest rate decision? You can find more of Dale's work here: https://www.youtube.com/@TradeGateHub

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Unf*ck Your Personal Finances w/ Jared Dillian Jun 11, 2023

Show notes

This episode of the Real Vision Daily Briefing was sponsored by Kalshi. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates.

How can we think about money and finances in a smart, responsible way? Join Jared Dillian, editor of The Daily Dirtnap, and Real Vision’s Maggie Lake as they delve into this subject and answer viewer questions from this Festival Of Learning special. Recorded on Thursday, March 30, 2023.

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