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This is where finance matters. Featuring “The Knock-On Effect,” the show that starts with the financial or economic event you’ve heard about and takes you to a weird place. The financial world is more complex and more fun than you might think, and in this weekly show, Justine Underhill, Alex Rosenbe…

Real Vision


    • Jan 22, 2022 LATEST EPISODE
    • weekdays NEW EPISODES
    • 46m AVG DURATION
    • 575 EPISODES

    Listeners of Real Vision Presents... that love the show mention: real vision, grant williams, realvision, adventures in finance, well done gents, best finance podcast, daily briefing, interested in finance, new intern, global economy, financial world, finance podcasts, macro, financial markets, best financial podcast, pal, professionally produced, invaluable information, trading, investing.



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    Latest episodes from Real Vision Presents...

    It's the End of the Pandemic Rally As We Knew It

    Play Episode Listen Later Jan 22, 2022 36:13

    Cryptocurrencies are crashing, stocks are tanking, bonds are rallying, and central banks are diverging. That all spells “risk off,” as the pandemic rally has surely come to an end. Is there an “all clear” moment coming? When should we prepare to buy this dip? Raoul Pal joins the conversation for an update on what's happening in the crypto space. And Maggie Lake talks with Jared Dillian, editor of The Daily Dirtnap, about the view from 30,000 feet and what it means for risk assets, including Bitcoin, Netflix, and others that benefited from across-the-board accommodative monetary policy over the past couple years. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3KwXMDB Learn more about your ad choices. Visit megaphone.fm/adchoices

    It's Beginning to Look a Lot Like Another Commodity "Super Cycle"

    Play Episode Listen Later Jan 21, 2022 34:09

    The commodity “super cycle” chorus will only get louder with crude oil touching eight-year highs, nickel reaching levels not seen in a decade, and even gold looking like a compelling trade right now. Mixed U.S. economic data probably won't alter the Federal Reserve's plans to tighten monetary policy. But China's central bank is clearly in easing mode. Combined with constrained supply across the complex, and that's fuel enough for commodities firmly linked to the Middle Kingdom's economy. Tony Greer talks with Maggie Lake about what's happening with commodities amid a murky global outlook, and joins the conversation to discuss the impact of recent moves by the People's Bank of China. Questions for Tony? Drop them right here on the Exchange: https://rvtv.io/33VU4CE Learn more about your ad choices. Visit megaphone.fm/adchoices

    Equity Indexes Reflect Investor Uncertainty Amid Rising Inflation

    Play Episode Listen Later Jan 20, 2022 32:18

    U.S. equity indexes bounced between “green” and “red” today, reflecting investor uncertainty amid a spike in volatility. Portfolio positioning is the critical question, as inflation fears feed expectations of four interest-rate hikes in 2022. Supply-chain issues continue to burden the global economy. And, now, crude oil is threatening to reach $100. Consumers are getting crunched, and investors are confused. Darius Dale, founder & CEO of 42 Macro, sifts the evidence and offers solutions for the current environment in a discussion with Ash Bennington. Care to submit a question? Drop it right here on the Exchange https://rvtv.io/3GJX3wN Learn more about your ad choices. Visit megaphone.fm/adchoices

    Yields Surge to Pre-Pandemic Levels as Investors Anticipate Fed Action

    Play Episode Listen Later Jan 19, 2022 29:08

    Bond yields rose across the curve Tuesday and stocks sank, as investors began to price in the potential impact of as many as four Federal Reserve rate hikes in 2022. The U.S. 10-year yield jumped to 1.865%, the highest it's been since January 2020, and the German 10-year bund moved to within one basis point of turning positive for the first time since 2019. U.S. equity indexes were off nearly 2%, while European stocks fell about 1%. The CBOE Volatility Index (known as the “fear gauge”) surged as much as 20% intraday. Meanwhile, Brent and West Texas Intermediate crude prices continued to rise on strengthening global demand and tightening tensions in the Middle East. Still, all eyes are on the Federal Reserve. Alfonso Peccatiello of The Macro Compass welcomes back Nordea Markets Global Rates Strategist Andreas Steno Larsen for a European perspective on what's driving markets today. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3fD6xhw Learn more about your ad choices. Visit megaphone.fm/adchoices

    Opportunity in Uncertainty: Where Raoul Pal's Looking as Inflation Weighs on Consumers

    Play Episode Listen Later Jan 15, 2022 31:38

    DB-Jan 14,2022: U.S. retail sales fell in December as surging prices hit consumer spending. Raoul Pal discusses what opportunities are available for investors in an environment of rising inflation and why he is looking at the carbon trade. He also provides his view on Bitcoin, Ethereum and how to understand the macro environment. You don't want to miss Raoul's take on how we should be thinking amid the uncertainty. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3I2PBgs Learn more about your ad choices. Visit megaphone.fm/adchoices

    Reading the Charts: Expect a Correction Soon

    Play Episode Listen Later Jan 14, 2022 31:42

    DB-Jan 13,2022: In today's volatile trading environment, charts can be a clear way to make investment decisions. Katie Stockton gives her technical take on the S&P 500 (which she says will enter a corrective phase in 1-2 weeks), FAANGs, 10-year yields, and more. Find out why she suggests sticking with core longs that have the support of rising moving averages and get some actionable ideas. We'll also ask how much—if at all—fundamentals like rising inflation play into her investment decisions. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3FjqrbG Learn more about your ad choices. Visit megaphone.fm/adchoices

    U.S. Inflation Hits 7%, and HSBC Issues Dire Warning--Here's Why

    Play Episode Listen Later Jan 13, 2022 32:02

    DB-Jan 12,2022:December's Consumer Price Index (CPI) rose by 7% year-over-year, the biggest jump since 1982. And even worse supply chain disruptions may be on the horizon if Omicron sweeps through Asia and prompts more lockdowns across China. HSBC warns that disruptions to manufacturing are inevitable, and the world could be headed for the “mother of all” supply chain bottlenecks. 42 Macro founder and CEO Darius Dale discusses what to look out for and how best to prepare. Interviewed by Alfonso Peccatiello. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/33b0EFz Learn more about your ad choices. Visit megaphone.fm/adchoices

    Is the Rebound Real? Tech Leads Market Higher as Powell Says Economy Looks Bright

    Play Episode Listen Later Jan 12, 2022 36:32

    DB-Jan 11,2022: During a hearing for his re-confirmation as Fed Chair, Jerome Powell said the central bank will work to relieve inflationary pressures in the economy. Following Powell's testimony, the Nasdaq rallied for the second day in a row. In the U.K., the London Metal Exchange experienced an over five hour long outage but resumed trading after migrating its systems to backup. Sharing how he's positioning his trades, Tony Greer of TG Macro examines elevated volatility in markets with commodities soaring, yields rising, Bitcoin plunging, and equities rotating out of tech. Interviewed by Alfonso Peccatiello. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3Gj45br. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Big Tech Tumbles & Crypto Dips: How Low Can Prices Go?

    Play Episode Listen Later Jan 11, 2022 38:06

    DB-Jan 10,2022: Goldman Sachs expects a more aggressive Fed this year with four interest rate hikes on the horizon in an effort to to tame inflation. The prediction comes as U.S. stocks extend a volatile start to the year and Bitcoin dips below $40,000 for the first time since September. People who invested in BTC in the run up to the launch of the Bitcoin ETF are about to break even. Will the Fed need to rethink its strategy? Meanwhile, Omicron continues to rampage through the world, and one city in China is taking an aggressive approach: Tianjin, near Beijing, is testing all 14 million of its residents after 20 people tested positive for the coronavirus, two of whom had the omicron variant. Alfonso Peccatiello and Weston Nakamura join from the Netherlands and Japan respectively to answer the timely question: How do you navigate this environment with rising interest rates? Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3K9da9p Learn more about your ad choices. Visit megaphone.fm/adchoices

    What Does the December Jobs Report Tell Us About Growth?

    Play Episode Listen Later Jan 8, 2022 35:06

    DB-Jan 07,2022:Non-farm payrolls in the U.S. rose by 199,000 in December, which pales in comparison to the original estimate of 422,000. Despite the actual numbers landing below expectations, unemployment in the country fell to 3.9%, which was actually better than the estimated 4.1%. Wages increased 4.7% year-over-year according to the Bureau of Labor Statistics. The industries that reaped the benefits the most were leisure and hospitality. Peter Boockvar, CIO of Bleakley Advisory Group and author of The Boock Report, joins to examine the U.S labor force and inflation. Meanwhile, Bitcoin has been slipping all week and is now below $42,000, levels not seen since September last year. This too is the result of the Federal Reserve's December meeting minutes hinting at earlier- and faster-than-expected rate hikes. In Europe, inflation hit a record high of 5% in December, leaving people debating whether the European Central Bank should be more aggressive at combating price hikes. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3f3eIDe Learn more about your ad choices. Visit megaphone.fm/adchoices

    Market Jitters: Is a Regime Change Imminent?

    Play Episode Listen Later Jan 7, 2022 32:07

    DB-Jan 06,2022:On Wednesday, the S&P 500 fell 1.9%—the worst single-day decline in 11 months and the worst start to a year since 2008. Even crypto is taking a beating. The entire country has turned its attention to the Fed, which yesterday hinted at becoming more aggressive, triggering the steep drop in stocks. The taper, rising rates, and declining balance sheets are on the agenda. Thomas Thornton, founder of Hedge Fund Telemetry, shares how he's positioning his portfolio, given the big picture, and answers the pivotal question: Is a major regime shift on the way? Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3G4jmwD Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Fed Amps Up Aggression--Stocks Plunge Immediately

    Play Episode Listen Later Jan 6, 2022 32:28

    DB-Jan 05,2022:The U.S. Fed just released its meeting minutes, hinting that it may get more aggressive with tightening the balance sheet and reducing stimulus. That caused stocks to plunge immediately. China just launched a wallet app for its own digital Yuan currency with the aim to expand its usage to more people in the country and, simultaneously, achieve more control over crypto in the country. The digital Yuan is not a cryptocurrency like Bitcoin, but instead is issued and controlled by the People's Bank of China. In the U.S., private-sector job growth increased by 807,000 payrolls in December, which is the strongest growth since May, according to the ADP National Employment Report released Wednesday. However, absenteeism resulting from the Omicron variant is still an imminent threat to non-farm payroll growth. 42 Macro CEO and founder Darius Dale joins to discuss all this as well as his developing macro outlook for 2022. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/34tOSGN Learn more about your ad choices. Visit megaphone.fm/adchoices

    Tony Greer's Best Bets for 2022

    Play Episode Listen Later Jan 5, 2022 33:53

    DB-Jan 04,2022: OPEC+ has agreed to increase its oil production by 400,000 barrels per day in February as it is believed that Omicron will not have a detrimental impact on demand. The Institute for Supply Management revealed a slowdown in U.S. manufacturing in December, but still in firm expansion territory. It also showed signs that inflation may be starting to cool as supply-chain disruptions ease. Also, your old Blackberry phone has finally died forever and can't even be used to call 911 anymore. Tony Greer discusses all this and more. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3eRNzTW. Learn more about your ad choices. Visit megaphone.fm/adchoices

    2022 Outlook: Bond Market Moves & Your Asset Allocation

    Play Episode Listen Later Jan 4, 2022 35:20

    DB-Jan 01,2022: Alfonso Peccatiello, the author of the Macro Compass, shares his outlook on 2022 on the first trading day of the year, which saw the S&P 500 and Nasdaq Composite inch higher. Peccatiello discusses how he sees the economy moving forward: his view on China's economy, the property market, and the Evergrande's debt crisis. Peccatiello also talks about Fed rates, inflation, the bond market, and some of the good news making headlines and reflected in companies like Apple becoming the first company to hit $3 trillion market value and Tesla stocks jumping 9.0% after the company reported record deliveries for 2021. Interviewed by Maggie Lake. Want to submit questions? Drop them here on the Exchange: https://rvtv.io/3JFjVPE Learn more about your ad choices. Visit megaphone.fm/adchoices

    Bitcoin Hits an Air Pocket--Here's Why There's Turbulence

    Play Episode Listen Later Dec 31, 2021 28:45

    DB-Dec30,2021:December has been a brutal month for Bitcoin — with prices plunging around 30% from their all-time high in November. In this special edition of Crypto Unwrapped, Jim Bianco of Bianco Research and Real Vision's own Weston Nakamura join Ash Bennington to discuss what's driving price action in these highly volatile markets. The group breaks down key concepts, including year-end options expiry, implied volatility put-to-call ratios, max pain point, and the role of ETF and emerging market FX. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Following the Money as End of Holidays Nears

    Play Episode Listen Later Dec 28, 2021 35:44

    DB-Dec27,2021:What put a floor under global markets last week may not be what you think. Weston Nakamura provides an overview of the global and cross-asset markets in the last week of the year. Nakamura explains that regional market holiday schedules matter because they determine the makeup of active market participants. He then talks about the unprecedented volatility in the Turkish Lira having rallied 50% from all time lows after President Erdogan unveiled his controversial new economic policy to protect depositors against FX risk. He also makes the case that the upside in global macro risk assets could have been driven by the breakneck reversal in the Lira, following up on his recently released video, “How Policy Changes Created Turkish Lira Volatility”. Link to Weston's video on the Turkish Dollar from Dec 25th 2021: https://youtu.be/WnDiFCWgBDQ Learn more about your ad choices. Visit megaphone.fm/adchoices

    Here's How to Surf a Volatile 2022

    Play Episode Listen Later Dec 24, 2021 37:11

    DB-Dec23,2021:What's going on in Turkey, and why should we keep an eye on it? Daily Dirtnap editor Jared Dillian fills you in on what you need to know about the Turkish Lira. Nikola delivers its first EV truck, boosting its stocks by 20%, and Elon Musk is now almost done selling his Tesla shares. Dillian also shares his rules of trading for 2022, which might be riddled with choppy waters. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3srmnDv. Learn more about your ad choices. Visit megaphone.fm/adchoices

    To What Degree Is Omicron a Threat to the Economic Recovery?

    Play Episode Listen Later Dec 23, 2021 41:26

    DB-Dec22,2021:The number of new cases in South Africa has slowed in recent weeks and is down more than 20% in the past week, pointing to the probability that the Omicron variant has reached its peak. Perhaps this may not be that bad after all. Alfonso Peccatiello is in Holland under a strict lockdown, and he is joined by Darius Dale of 42 Macro on the Daily Briefing to discuss the lockdown conditions and the potential effects it would have on the economy. Meanwhile, Elon Musk announced he would be paying $11 billion in taxes this year as he continues offloading Tesla stock. However, the U.S. National Highway Traffic Safety Administration (NHTSA) has launched a probe into Tesla vehicles' ability to play games on the giant tablet in the car while driving, making these vehicles incredibly dangerous on the road thanks to their ability to distract drivers. Interviewed by Alfonso Peccatiello. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3eexSWr Learn more about your ad choices. Visit megaphone.fm/adchoices

    Markets Bounce Back, Ringing In Holiday Cheer Once Again

    Play Episode Listen Later Dec 22, 2021 37:07

    DB-Dec21,2021:After markets were down yesterday, oil, stocks, and crypto rebounded. Goldman Sachs also recently released their new projection for oil, explaining that oil could potentially reach $100 a barrel within the next two years. TG Macro's Tony Greer, editor of the Morning Navigator, joins the Daily Briefing to discuss why he thinks not enough people own copper and update his market outlook for the last weeks of 2021. In the U.K., the Omicron variant's rampage has led the government to offer 1 billion pounds to hospitality businesses and firms hardest hit by the new outbreak. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/32odI9Z Learn more about your ad choices. Visit megaphone.fm/adchoices

    Stocks, Oil, & Bitcoin Fall on Omicron Fears: A Not-So-Happy Holiday

    Play Episode Listen Later Dec 21, 2021 33:52

    DB-Dec20,2021:The Omicron fear factor has sent the entire market tumbling downhill – what does this mean for 2022? Jeffrey Schulze of ClearBridge discusses how you should protect your investments and prepare for the disruption. Goldman cuts GDP forecast down to 2% after Sen. Joe Manchin said he won't support President Biden's Build Back Better plan. Real Vision's Weston Nakamura also discusses the Lira as it slumps to new lows after Turkey's President Recep Tayyip Erdogan said he would not raise interest rates. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3slSEeV Learn more about your ad choices. Visit megaphone.fm/adchoices

    No Santa Rally? What's Behind the Big Tech Sell-Off

    Play Episode Listen Later Dec 18, 2021 35:47

    DB-Dec017,2021:At the year's end, people are normally buying the winning tech stocks. This year, however, people are selling. What is going on? Jim Bianco, president of Bianco Research, talks about the volatility in tech stocks and whether you should buy the dip. He will also discuss cryptocurrencies and his 2022 outlook on the digital asset space. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/31YK0bP Learn more about your ad choices. Visit megaphone.fm/adchoices

    Did the Fed Topple Your Assets? Advice for Your Wallet

    Play Episode Listen Later Dec 17, 2021 37:03

    DB-Dec16,2021:As the Fed wages its battle against inflation by signaling raising interest rates in 2022 at a faster pace than expected, Liz Young, Head of Investment Strategy at SoFi, explains who the winners and losers are from the Fed's decision and how we should position our investments. Will a hike in interest rates accelerate the growth of cryptocurrencies? In the UK, the Bank of England raised interest rates for the first time in more than three years from 0.1% to 0.25%, which may increase the mortgage costs of some homeowners. In the meantime, businesses around the world continue to suffer from the spread of Covid and the Omicron variant. Liz Young speaks about these issues, the macro environment, our investment future, the clean energy trends, and the supply chain woes. Interviewed by Maggie Lake. Want to submit questions? Drop them here on the Exchange: https://rvtv.io/3F6i6ca Learn more about your ad choices. Visit megaphone.fm/adchoices

    This Is What the Fed's Decision Means for You

    Play Episode Listen Later Dec 16, 2021 34:37

    DB-Dec15,2021:In the most highly anticipated decision of the year, the Fed said it would ramp up its pace of tapering and hike rates three times in 2022. So what does that mean for your investments? Darius Dale, founder and CEO of 42 Macro, shares his thoughts on how investors should position themselves as we head into the New Year. Will Bitcoin be a hedge to an uncertain future? Interviewed by The Macro Compass author Alfonso Peccatiello. Want to submit questions? Drop them here on the Exchange: https://rvtv.io/325Am6A Learn more about your ad choices. Visit megaphone.fm/adchoices

    Fed Meeting Begins: What s Next for Stocks, Bitcoin, & Your Portfolio?

    Play Episode Listen Later Dec 15, 2021 36:01

    DB-Dec14,2021:The Fed meeting begins today, and Thomas Thornton joins the Daily Briefing to discuss what that means for stocks and Bitcoin. One thing's for sure: we can probably expect a hike in interest rates. Gold already retreated 1% today in anticipation. Meanwhile, airlines are already looking ahead to next year and expecting a bounce back in travel. American Airlines plans to hire 18,000 people to meet the expected demand. Thornton will also talk about Tesla and Elon Musk's selling spree to reach his goal of selling 10% by the end of the year, as well as the downside of $ARKK and whether buying the dip on $SPY is foolish. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3pTvhqw Learn more about your ad choices. Visit megaphone.fm/adchoices

    How to Navigate a Jittery Market Ahead of the Fed Meeting

    Play Episode Listen Later Dec 14, 2021 33:40

    DB-Dec13,2021:U.S. stocks have kicked off the week in the red amid concerns over the Omicron variant and ahead of the Fed decision on Wednesday. Meme stocks like GameStop and AMC are suffering the most as investors dump risky positions. Dave Floyd, the founder of Aspen Trading, explains how to handle the market sell-off. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/31YiNW0 Learn more about your ad choices. Visit megaphone.fm/adchoices

    U.S. CPI Print Comes in Hot: Is Bitcoin Still an Inflation Hedge?

    Play Episode Listen Later Dec 11, 2021 41:12

    DB-Dec10,2021:Raoul Pal shares his key takeaways from Real Vison's ‘The Takeover' in Las Vegas. Where are the leading names in the cryptosphere placing their bets? Plus, U.S. inflation surges to its highest level in 39-years, putting even more pressure on the Fed's taper timeline. Pal joins Maggie Lake to discuss these topics and more! Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3DGaThf. You can learn more about Real Vision's ‘The Takeover' at https://www.realvision.com/mgm/the-takeover Learn more about your ad choices. Visit megaphone.fm/adchoices

    What Should A Cryptocurrency Portfolio Look Like?

    Play Episode Listen Later Dec 10, 2021 33:38

    DB-Dec09,2021:Ahead of Friday's CPI print, analysts expect a reading of 6.8%, showing that inflation is still running hot through the economy. After a week-long rebound, Brent Crude fell 0.8% as fuel demand setbacks rise and Omicron fears persist. Bitcoin fell 3% from yesterday's levels, and while crypto enthusiasts are still hanging on to the “store of value” narrative for BTC and other cryptocurrencies, market action shows that investors still see these tokens as high-risk assets. Initial jobless claims fell to their lowest level since 1969 — the recovery surges onward despite uncertain markets. Inflation expectations, jobless claims, and crypto volatility are driving markets this week — Join RV's Ash Bennington and Maggie Lake live from The Takeover in Las Vegas for a market update. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3oFMl3I Learn more about your ad choices. Visit megaphone.fm/adchoices

    Pfizer & BioNTech Share Results on Boosters as Job Openings Near All-Time High

    Play Episode Listen Later Dec 9, 2021 37:07

    DB-Dec08,2021:With markets easing on Omicron fears this week and assets across the board beginning to recover from last week's drawdowns, Pfizer and BioNTech both announced today the initial findings of the effectiveness of their boosters against the Omicron variant, demonstrating promising results of neutralizing the virus. The October JOLTS numbers also were released, showing that 4.2 million Americans quit their jobs, a decrease from the previous month, and openings increased to slightly over 11 million. 42 Macro founder and CEO Darius Dale analyzes the labor market's recovery, COVID's continuing impact on markets, the implications of the U.S. House passing legislation on increasing the debt ceiling limit, and more. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3dAjdo6 Learn more about your ad choices. Visit megaphone.fm/adchoices

    Navigating Omicron: Will the Market Comeback Last?

    Play Episode Listen Later Dec 8, 2021 34:05

    DB-Dec07,2021:Tech stocks are making a comeback today and oil is up over 4%, easing Omicron fears, but can it last? Pfizer CEO Albert Bourla said that while the Omicron variant appears mild, its lightning-speed spreadability could lead to even more mutations. Bitcoin has recovered and is risk-on. Tony Greer joins us for another TG Tuesday to discuss stocks, oil, Bitcoin, and how to navigate Powell and the taper. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3pEs4el Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Secret Formula: A Four Quadrant Approach to Investment

    Play Episode Listen Later Dec 7, 2021 35:37

    DB-Dec06,2021: The Macro Compass is a four-quadrant tool that helps see the macro forest first and then the trees. Alfonso Peccatiello uses this model to determine how to distribute his investment portfolio. Peccatiello discusses on the Daily Briefing investment opportunities in commodities and cryptocurrencies. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3lEV3xs Learn more about your ad choices. Visit megaphone.fm/adchoices

    Fear Is Back: Omicron's Grip Threatens Global Disruption

    Play Episode Listen Later Dec 4, 2021 37:56

    DB-Dec 03,2021:The NASDAQ is down today over 300 points, and the VIX continues to edge up to its 52-week high. Jim Bianco discusses the latest tech fallout and where the equities sell-off is concentrated. The Omicron variant is rattling the markets. Fears of a deepening supply chain crisis are at the forefront of investors' minds. Despite these fears, the unemployment rate's drop to 4.2% may signify a positive turn for the economic growth story. Bianco shares predictions on the Fed's actions and year-end dynamics for fund managers and retail investors. Interviewed by Maggie Lake. Want to ask questions? Drop them right here on the Exchange: https://rvtv.io/31oSQyK Learn more about your ad choices. Visit megaphone.fm/adchoices

    Navigating Volatility: Should We Buy the Dip?

    Play Episode Listen Later Dec 3, 2021 34:02

    DB-DEC 02,2021:Steven Van Metre joins the Daily Briefing to share his outlook of the volatility ahead as we close out the year and begin to look forward to an equally unstable 2022. With markets still recovering from major pullbacks in the past few days, Van Metre of Steven Van Metre Financial lays out his perspective on the consumer as Apple shares fall on weaker iPhone demand. He analyzes the markets as the Fed considers accelerating their taper and the global economy as China's presence in the growth story becomes diminished and threats from Omicron abound. Interviewed by Maggie Lake. Want to ask questions? Drop them right here on the Exchange: https://rvtv.io/3GcXdMz. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Omicron: Should Investors Worry?

    Play Episode Listen Later Dec 2, 2021 37:57

    DB-Dec 01,2021: As U.S. equities and oil inventories rise, investors are wondering whether the newly discovered Omicron variant threatens to reverse the recovery the economy has made. While officials instruct people not to panic, the uncertainty has already caused some movement in the markets: the S&P 500 rose 1.7%, the Dow Jones Industrial Average rose 1.3%, and the Nasdaq Composite rose 1.4%. Darius Dale analyzes whether businesses should worry about another lockdown. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3xLcNfq Learn more about your ad choices. Visit megaphone.fm/adchoices

    Surprise, Surprise: Inflation Is Not Transitory?

    Play Episode Listen Later Dec 1, 2021 39:30

    DB-Nov 30,2021: Fed Chair Jerome Powell just said it's time to retire the word “transitory”—are you shocked? All the major U.S. market indices fell more than 1% on the announcement while the dollar strengthens and crude oil tanks. Ash Bennington is not surprised by Powell's announcement to retire "transitory", and he sits down with Tony Greer of TG Macro on another installment of TG Tuesdays on the Daily Briefing to talk about inflation and oil. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3FY6Xdp Learn more about your ad choices. Visit megaphone.fm/adchoices

    Turkish Lira in Crisis While Virtual Land Skyrockets

    Play Episode Listen Later Nov 30, 2021 34:40

    DB-Nov 29,2021:Weston Nakamura joins us from Japan to share his insight on why the market went down on Friday and to talk about Turkey, where the stock market is thriving. He also discusses what's happening to the Turkish Lira and how the currency can impact an entire asset class. While the real world is seeing the emergence of yet another Covid variant, Omicron, the virtual world of Decentraland saw a whopping $2.43 million sale of virtual land, which will be used for virtual fashion events. Interviewed by Petr Pinkhasov. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3CZTq2V Learn more about your ad choices. Visit megaphone.fm/adchoices

    Jobless Claims Plummet: Throwback to 1969

    Play Episode Listen Later Nov 25, 2021 34:26

    DB-Nov 24,2021: Are we back in 1969? At only 199,000, last week's initial jobless claims were the lowest in over half a century since November 1969. That was the pre-internet and pre-cell phone era. Is this a signal for the recovery of the economy or are people just starting their own small businesses? Another throwback to a historical era, inflation hasn't run amok through the economy since the end of WW II when Americans returned home. Darius Dale, founder of 42 Macro, joins with all his data to discuss the future. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3xlIsnf Learn more about your ad choices. Visit megaphone.fm/adchoices

    U.S. to Tap into 50M Barrels of Reserve Oil to Tame Rising Gas Prices

    Play Episode Listen Later Nov 24, 2021 40:32

    DB-Nov 23,2021:The U.S. Department of Energy announced it will release 50 million barrels of crude oil from the Strategic Petroleum Reserve to battle gas prices and tame inflation. Gold and silver prices have also slipped lately – so it may be time to be bullish. Tony Greer joins us once more for TG Tuesdays to discuss oil and gold on today's Daily Briefing. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3xiaYGc Learn more about your ad choices. Visit megaphone.fm/adchoices

    A Brave New World: Biden Reappoints Powell Amid a Coordinated Strategic Oil Reserves Release

    Play Episode Listen Later Nov 22, 2021 38:09

    DB-Nov 22,2021:President Biden nominates Fed Chairman Jerome Powell for a second term. The question on everyone's mind is, what does it mean for the economy? Could Biden's pick signal that the administration is opting for policy continuity? Powell faces a completely different economy from when he was sworn in, and he will have to pivot from previous policies as inflation is at 6.2%, its highest in 31 years. The U.S is also hurting from supply and labor imbalances. In the economy, oil prices rose on news that OPEC+ could raise oil production if large consuming countries release crude from their reserves. President Biden is expected to release oil from the nation's Strategic Petroleum Reserve. Gary Brode, founder of Deep Knowledge Investing, sits down with Maggie Lake to discuss how the economy will fare once more under Powell, and what higher oil prices mean for investors and consumers. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3oSPjk9 Learn more about your ad choices. Visit megaphone.fm/adchoices

    Raoul's Big Picture: Bitcoin's Taproot Facelift & the Economy

    Play Episode Listen Later Nov 20, 2021 40:06

    DB-Nov 19,2021: Bitcoin just got its biggest upgrade yet with Taproot, which will streamline transaction processing and make everything more efficient. In the U.S., the House finally passes President Joe Biden's $1.9 trillion Build Back Better spending bill, but there might be further revisions from the Senate. In Austria, days after issuing a lockdown on the unvaccinated, the country has announced a full lockdown starting Monday and legally mandated vaccination from February 1, 2022. If other countries follow suit with their own lockdowns, it could trigger more global supply chain issues. Raoul Pal, CEO and co-founder of Real Vision, joins to give the big picture on Taproot and what he's looking at in the economy. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3Cy7uke Learn more about your ad choices. Visit megaphone.fm/adchoices

    Will There Be an End of the Year Rally?

    Play Episode Listen Later Nov 19, 2021 34:13

    DB-Nov 18,2021: Katie Stockton, founder, and managing partner at Fairlead Strategies joins to chat about her outlook for stocks as we head into the end of the year. The major indices remain in consolidation phases that she views as healthy pauses within their uptrends. Katie's short-term indicators are mixed for a neutral takeaway, but she expects them to turn higher next week as the holiday season begins. Semiconductor stocks have been a source of upside leadership since bottoming in early October. Lumber futures have also made an explosive three-day move, narrowly avoiding a breakdown. Katie will also talk about gold and dollar breakouts. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/30DbrXf Learn more about your ad choices. Visit megaphone.fm/adchoices

    Did Biden Get the Economy All Wrong?

    Play Episode Listen Later Nov 18, 2021 33:37

    DB-Nov 17,2021: After weeks of backlog in the L.A. ports, officials say they've finally made some progress and cleared about 29% of the cargo. Last month's retail sales report resulted in a gleeful leap in stocks and the U.S. dollar. As inflation continues to rage through the economy with the highest CPI in 30 years, President Obama's former economic adviser, Steven Rattner, blasted the Biden administration for getting it all wrong despite warnings. Bitcoin, which hit an all-time high earlier this month, continues to fall. Darius Dale of 42 Macro joins to give his insight on the resiliency of the U.S. dollar, inflation, and Bitcoin. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3kMfoAi Learn more about your ad choices. Visit megaphone.fm/adchoices

    'Tis the Season to Shop & Be Merry Despite Inflation

    Play Episode Listen Later Nov 17, 2021 35:09

    DB-Nov 16,2021: Tony Greer returns to the Daily Briefing to discuss a spike in retail sales in October, even in the face of rising inflation. Not only are sales up 1.7% from the previous month, but also up 16.3% year-over-year. This is as a result of the combination of U.S. households having extra cash from the stimulus money and a frenzy to get holiday shopping started early this year to avoid supply chain issues choking the availability of gifts as industrial production continues to be riddled with volatility. Germany suspended certifying the controversial Russian pipeline, causing natural gas prices to shoot up from concerns of low fuel this winter in Europe. In the crypto world, Bitcoin and Ethereum fell sharply retreating from near-record highs. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3kFYu6c Learn more about your ad choices. Visit megaphone.fm/adchoices

    Analyzing the U.S.-Canadian Dollar, European Lockdowns, Tesla's Stock, & Musk's Twitter Tantrum

    Play Episode Listen Later Nov 16, 2021 29:15

    DB-Nov 15,2021: Dave Floyd, founder of Aspen Trading, joins Maggie Lake to talk about the U.S. dollar against the Canadian dollar, Austria's enforcement on a lockdown on the unvaccinated, and why Boris Johnson, who until now has been resistant to more lockdowns, warns that one may soon be possible given the struggling NHS. Floyd discusses the implications of these European lockdowns on supply chains and the market. Floyd also analyzes Tesla's stock and why Musk got into a Twitter brawl with U.S. Senator Bernie Sanders over the weekend when Bernie tweeted about the rich paying their fair share of taxes. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3ouTmD5 Learn more about your ad choices. Visit megaphone.fm/adchoices

    Consumer Sentiment Hits 10-Year Low While the Great Resignation Continues

    Play Episode Listen Later Nov 13, 2021 33:01

    DB-Nov 12,2021: The government has engaged in endless borrowing and endless wasting since World War II, and at some point, according to the latest issue of Macro Link, we'll have to meet the consequences of that. Consumer spending is at the lowest level in a decade, according to The University of Michigan Consumer Sentiment Index, which dropped to 66.8% in November. Over 4.4 million workers have quit their jobs amid expectations of inflation to further skyrocket as a holiday season rife with supply chain issues approaches. Christian Alexander, the founder of Macro Link, joins Maggie Lake to give his forecast. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3kz4nlL Learn more about your ad choices. Visit megaphone.fm/adchoices

    Elon Musk Sells $5 Billion in Tesla Stock as Competitors Put on the Pressure

    Play Episode Listen Later Nov 12, 2021 34:41

    DB-Nov 11,2021: Elon Musk sells over 4.5 million Tesla shares this week after posting a poll on Twitter about whether he should unload a tenth of his stake in the company and spurring controversy about taxation of the ultra-wealthy. Meanwhile, Rivian's IPO, one of the US's largest since Facebook, lifts off with an almost $88 billion valuation at market close on Wednesday. The IPO's positive reception by investors spilled over into other EV stocks such as Nio and Fisker. Autonomous vehicle startup Aurora also had made its trading debut last week, the first AV company to go public, after the closure of its merger with a SPAC. With Tesla's rivals cranking up the heat, Tommy Thornton, founder of Hedge Fund Telemetry, discusses his forward outlook for this burgeoning and increasingly competitive industry and for Tesla. Thornton also touches on gold, retail, and Chinese tech. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3C7kJb6 Learn more about your ad choices. Visit megaphone.fm/adchoices

    Hottest CPI in 30 Years And Rivian Goes Public

    Play Episode Listen Later Nov 11, 2021 31:11

    DB-Nov 10,2021: There's no question about it: inflation is not transitory. The latest Consumer Price Index revealed prices of everything except food and energy went up 4.6%, the quickest spike since August 1991. The CPI also showed a 6.2% surge from October last year. U.S. consumers are feeling the hike in energy prices—oil is at nearly $82 a barrel, and electricity bills are at the highest they've been since 2009. Meanwhile, more automobile companies are joining the race to give Elon Musk a run for his money. The latest to enter the fray of Tesla rivals is the electric-vehicle startup Rivian, which debuted in trading today with the highest Initial Price Offer since 2014, starting at $78. The company's valuation has already beaten Ford and General Motors. Jared Dillian, the editor of The Daily Dirtnap, joins Ash Bennington to discuss all of this and more. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3n2nIxm Learn more about your ad choices. Visit megaphone.fm/adchoices

    The End of an Era: GE Splits into 3 Companies

    Play Episode Listen Later Nov 10, 2021 33:25

    DB-Nov09,2021:What's going on with General Electric? After a decade of being only a shell of its former self, the manufacturing giant founded by Thomas Edison is splitting up into three separate companies, each focused on aviation, health care, and energy. Tony Greer discusses why U.S. stocks suspended the longest rally since 2017 amid surging treasuries and why the S&P 500 collapsed for the first time in nine sessions. In other news, Greer analyzes why oil hit $84 a barrel as Bitcoin and Ethereum reached all-time highs. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3BZQseq Learn more about your ad choices. Visit megaphone.fm/adchoices

    House Passes Infrastructure Bill and Twitter Votes for Musk to Sell Tesla Stock

    Play Episode Listen Later Nov 9, 2021 33:29

    DB-Nov 08,2021:The House passed a $1 trillion bipartisan infrastructure bill on Friday to revamp the country's transportation, utilities, and broadband structures. Meanwhile, despite Friday's positive news of the October jobs report, U.S. treasury bonds still fell. This happened after the Fed's announcement earlier last week to begin tapering bond purchases by $15 billion a month. On Twitter, Elon Musk shared a poll asking people to vote on whether he should sell 10% of his Tesla stock. Nearly 60% of those who participated in the poll voted yes, prompting Elon Musk to offload some stock to help pay his giant tax bill. Real Vision's Petr Pinkhasov and Weston Nakamura host economist & trader Samuel Rines for a triple treat on today's Daily Briefing to discuss the infrastructure bill, U.S. treasury bonds, and Tesla stock. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3oakS8T Learn more about your ad choices. Visit megaphone.fm/adchoices

    October Jobs Report Beats Expectations with Unemployment Dropping to New Pandemic Low

    Play Episode Listen Later Nov 6, 2021 41:01

    DB-Nov 05,2021: We're ringing in the holiday season with some good news: U.S. non-farm payrolls increased by 531,000 in October, beating the estimate of 450,000. Spreading more cheer, unemployment fell to 4.6%, a new pandemic low. As more people head back outside and hit the gym, a jewel of the pandemic, Peloton, suffers major blows to its stock today, falling nearly 35%. Jim Bianco, president of Bianco Research, joins to give his analysis of the Fed's taper, the Bank Of England's announcement to hold rates steady, the latest on inflation, the labor market, and today's price action. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3BMVfj5 Learn more about your ad choices. Visit megaphone.fm/adchoices

    Bank Of England Defies the Market and Leaves Heads Turning

    Play Episode Listen Later Nov 5, 2021 34:02

    DB-Nov 04,2021: The Fed announced their long-awaited taper to begin later this month with room for adjustment based on changes in the economic outlook. While the Fed focuses on keeping the inflation rate at 2%, the Bank of England's market-defying announcement to hold rates steady at the 0.1% benchmark has investors scratching their heads over the Fed's position in this ultra-inflationary environment. Thomas Thornton, founder of Hedge Fund Telemetry, joins to discuss the implications of these policy decisions. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3EOlwQi Learn more about your ad choices. Visit megaphone.fm/adchoices

    The FOMC Meeting Begins as the Labor Market Recovery Shows Promise

    Play Episode Listen Later Nov 4, 2021 33:31

    DB-Nov 03,2021: The FOMC meeting begins today as Fed officials come together to decide on the tapering of their asset purchase program. The economic recovery seems to be slowly but surely underway with the ADP survey for October demonstrating unexpected strength with a 571,000 gain in jobs and the ISM Services index showing rapid growth at 66.7%. Darius Dale, founder and CEO of 42 Macro, joins the Daily Briefing to provide his overview of these developments and how this will influence economic growth. He also explores where bond yields are headed after the Fed announces the course of policy, what sectors are poised for outperformance, and the drivers behind crypto's explosive run as Ethereum hits its new all-time high. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3k39MBl Learn more about your ad choices. Visit megaphone.fm/adchoices

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