Claim Ownership

Author:

Subscribed: 0Played: 0
Share

Description

 Episodes
Reverse
The Dow Jones Industrial Average led the three major U.S. equity indexes higher on the first Monday of October, rising more than 700 points and 2.5% by midday. That’s despite the fact the Institute of Supply Management’s gauge of factory activity slipped to 50.9 in September, its lowest print since May 2020. The U.S. housing market is also slowing rapidly, with median home prices now falling as fast as they did in January 2009. Meanwhile, Credit Suisse is evoking Lehman Brothers, and U.K. Prime Minister Liz Truss has abandoned her new government’s tax-cut plan. Maggie Lake welcomes Darius Dale, the founder of 42 Macro, to talk about the significance of today’s price action, and Weston Nakamura joins the conversation to discuss the ongoing policy confusion among global fiscal and monetary authorities. We want to hear from you too – please share your questions in the comments! Learn more about your ad choices. Visit megaphone.fm/adchoices
Raoul Pal recently participated in a Portal Asset Management webinar to talk about the current macro environment, growing global recession fears, developments in the crypto market, and much more. Learn more about your ad choices. Visit megaphone.fm/adchoices
Cheap valuations, realistic catalysts for earnings growth, and a relatively young, educated population have Maciej Wojtal feeling very bullish on Iran and its economy. Wojtal, the founder and chief investment officer of Amtelon Capital, joins Harry Melandri to explain his optimism about a nuclear deal and to make the investment case for Iranian stocks and the Iranian rial. Never miss an episode of Next Big Trade - subscribe here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Brent Donnelly has spent most of his life in markets. He got into forex while working for top-tier banks in the U.S. He traded the dot-com bubble with his own money. And he was at Lehman Brothers when it collapsed. In this special episode of My Life in 4 Trades, Brent shares with guest host Andreas Steno Larsen his perspective on trading, including the big regrets that became some of his best lessons. Never miss an episode of My Life in 4 Trades - subscribe here. Learn more about your ad choices. Visit megaphone.fm/adchoices
These are complicated times. Inflation is riding a 40-year high, and nobody knows when this cycle is going to end. That’s why Real Vision is slashing Essential memberships by 59% – to give you access to the brightest minds in finance. Co-Founders Raoul Pal and Damian Horner and Senior Editor Ash Bennington break down everything we’re doing at Real Vision to bring clarity for investors and traders on this week’s RV Twitter Spaces. Learn more about your ad choices. Visit megaphone.fm/adchoices
The British pound’s wild ride took another turn after the Bank of England intervened in the bond market on Thursday, reportedly due to potential pension-fund implosions. The pound is now down more than 20% against the U.S. dollar in 2022, last among global currencies and just ahead of the Japanese yen. “The market may bounce if it doesn't break,” tweeted Dale Pinkert, “and the bounce can continue unless there is resistance that fails to hold leading to a gap that may or may not be filled.” Pinkert, the Head of Trader Development Tradeview Markets, joins Maggie Lake to share ideas on trading currencies, precious metals, and Bitcoin amid unprecedented forex and bond market volatility. We also hear from Lawrence Lepard about why gold stocks will be the top-performing asset class over the next 10 years. Watch the full conversation between Lawrence Lepard and Samuel Burke here: https://rvtv.io/3rjc02K. Learn more about your ad choices. Visit megaphone.fm/adchoices
We’ve seen what could very well be an act of war perpetrated beneath the Baltic Sea. We’re watching the crumbling in real time of one of the world’s oldest, longest-standing economic, political, and financial pillars. And Hurricane Ian is bearing down on a densely populated coastal region extremely vulnerable to storm surge, high winds, and other attendant threats. But the three major U.S. equity indexes are ripping higher! Andreas Steno Larsen opens today’s Daily Briefing with a discussion of the U.K. and the extent to which its fiscal, monetary, and pension catastrophe could infect the rest of the world. With “sabotage” and “contagion” and “Cat 4” rising and “inflation” fading as the market’s main theme, Darius Dale joins to talk about what, if anything, today’s rally means in the bigger picture. Learn more about your ad choices. Visit megaphone.fm/adchoices
The word “sabotage” is in heavy rotation today, as the world wonders why natural gas is leaking from two pipelines that run under the Baltic Sea from Russia to Germany. This can only make things worse, on a basic energy supply-and-demand level as well as for the more complex geopolitical landscape. The major U.S. equity indexes opened in positive territory but turned negative early in the trading day, as yields continued to rise. Andreas Steno Larsen welcomes Tony Greer, the founder of TG Macro, to talk about the global energy market and what these mysterious leaks portend. We also hear from Suriya Jayanti, the co-founder and managing director at decarbonization and renewables consultancy Eney LLC, about who holds the leverage in Europe’s energy crisis. Watch the full conversation between Andreas Steno Larsen and Suriya Jayanti here: https://www.realvision.com/shows/make-or-break-energy-crisis/videos/we-have-to-own-our-energy-crisis-now-qp22?source_collection=852d5cce52bd4c829fc3d84de72c55b8. Learn more about your ad choices. Visit megaphone.fm/adchoices
The British pound reached a record low, the People’s Bank of China stepped up its support for the yuan, the Bank of Japan defended its own intervention in defense of the yen, and every major currency in the world traded lower against the U.S. dollar today. Meanwhile, yields are spiking, particularly at the short end of the curve, and bonds are in their first bear market in 76 years. Should we be on the lookout for something big to break? Is the strong U.S. dollar going to cause a crisis for the rest of the world? Gordon Johnson, the founder of GLJ Research, joins Maggie Lake to talk about recent price action. We also hear from Jim Bianco about why inflation has probably peaked. Watch the full first video from our new Make or Break series featuring Jim and Raoul here: https://rvtv.io/3BPr7ph. Learn more about your ad choices. Visit megaphone.fm/adchoices
For the past 45 years, Rick Rule has been investing and speculating in the natural resource industry. The president and CEO of Rule Investment Media and the chair of Equinox Gold joins Harry Melandri to talk about why he’s turning his focus to uranium. In short, Rick is taking a long view on a resource that could help solve what will soon be a global energy crisis. Never miss an episode of Next Big Trade - subscribe here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Denise Shull, an expert decision coach at The ReThink Group, leverages her background in neuroscience and modern psychoanalysis to guide professional investors, traders, athletes, and entrepreneurs to maximum performance at times of high risk. In this special episode of My Life in Four Trades, Denise joins Maggie Lake to talk about the universal lessons drawn from the eclectic and unique career of Hugh Hendry. Never miss an episode of My Life in 4 Trades - subscribe here. Learn more about your ad choices. Visit megaphone.fm/adchoices
With global markets on the edge and investors concerned about a multitude of extant financial and potential political headwinds, Maggie Lake welcomes back Raoul Pal for today’s Real Vision Daily Briefing. “Are markets breaking?” sounds hyperbolic. But U.K. debt is being re-priced as if it’s issued by something less than a third-world country. And foreign-exchange markets “are presently screaming global depression, not recession,” as one prominent member of the FinTwit community put it. Maggie and Raoul talk about the global liquidity situation and how the Federal Reserve will respond to another mess of its own making. Indeed, as Raoul noted early Friday, “The central bank experiment of Volcker worship in a massively indebted economy is on its last legs in the coming month or two.” Learn more about your ad choices. Visit megaphone.fm/adchoices
Mere hours after the Federal Reserve announced a third consecutive 75 basis point rate hike and reiterated its commitment to bringing inflation back to its 2% target, the Bank of Japan stuck to its ultra-low interest rate policy and intervened in foreign-exchange markets on behalf of the Japanese yen for the first time since 1998. Weston Nakamura joins Andreas Steno Larsen at the top of today’s Daily Briefing to talk about the danger this policy divergence poses to the global financial system. Could we be on the verge of a currency war in reverse? Then, Andreas welcomes Tavi Costa, a partner and a portfolio manager at Crescat Capital, to talk about how to position for what Tavi recently described as “a vicious stagflationary environment.” We also hear from Nancy Davis and Kris Sidial about how to hedge downside risk amid rising volatility. Watch the full conversation featuring Nancy and Kris here: https://f.io/gHuRgo0F. Learn more about your ad choices. Visit megaphone.fm/adchoices
The S&P 500 was on its way to a fifth consecutive “decision day” gain this afternoon – until a unanimous Federal Open Market Committee confirmed the market’s 100%-priced-in expectation of a 75-basis-point increase to the federal funds rate target range but firmly underscored its hawkish tone. Stocks turned red and yields surged at 2:00 p.m. ET, as the FOMC’s “dot plot” suggested another 125 basis points of rate hikes over its last two meetings in 2022 and further tightening well into 2023. Reiterating that it’s “highly attentive to inflation risks” and that it “anticipates that ongoing increases in the target range will be appropriate,” the Fed also lowered its growth forecast for the year. Real Vision’s Andreas Steno Larsen welcomes Joseph “The Fed Guy” Wang for today’s Daily Briefing to talk about Fed policy – looking back and going forward – and what it means for risk assets. We also hear from Thomas Hoenig, who led the Kansas City Fed for 20 years, about the risks “quantitative tightening” presents to the global financial system. Watch the full conversation featuring Thomas Hoenig and Harry Melandri here: https://f.io/fd0SmXxX. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Federal Reserve is just one of 16 central banks making interest-rate decisions this week, but it is the most widely watched monetary policy body in the world. And its current path – errant though it may be – is having a profound effect on the global economy by pushing up the U.S. dollar. The most recent data on the U.S. housing market surprised to the upside, but it’s just one piece of the puzzle. “I like that we got wildly positive homebuilder data,” tweeted Tony Greer today, “but the sector is still trading like it’s petrified of higher yields.” Tony, the founder and CEO of TG Macro, joins Ash Bennington for today’s Daily Briefing to talk about recent price action in key corners of the market, notably energy, as well as what he expects from the Federal Reserve tomorrow. We also hear from Weston Nakamura about what this week’s abundance of central bank activity means for financial markets and economic growth. Watch the full video featuring Weston Nakamura here: https://rvtv.io/3SmmDNU. Learn more about your ad choices. Visit megaphone.fm/adchoices
All three major U.S. equity indexes were essentially flat at the halfway point of Monday’s trading session, with attention squarely focused on the outcome of Tuesday’s and Wednesday’s Federal Open Market Committee meeting. As a 75-basis-point rate hike is a foregone conclusion, the main event will be Jerome Powell’s post-meeting press conference. Incoming data continue to suggest the economy is slowing, highlighted by a rapidly cooling housing market. Darius Dale, the founder and CEO of 42 Macro, joins Real Vision’s Andreas Steno Larsen for today’s Daily Briefing to preview this week’s central bank action. We also hear from Thomas Hoening, the longest-serving Fed president in U.S. history, about how risks posed by monetary tightening – i.e., rising unemployment – will test Powell’s resolve. Watch the full conversation featuring Thomas Hoenig and Harry Melandri here: https://rvtv.io/3qPyEQ3. Learn more about your ad choices. Visit megaphone.fm/adchoices
Warren Pies is overweight energy for multiple reasons. The founder of 3Fourteen Research joins Harry Melandri to make the bullish case for everything related to hydrocarbon extraction, production, and delivery to market, citing years of poor management and negative cash flow as the primary reasons the sector was discounted. Warren explains why high-quality energy stocks should have a place in any long-term portfolio – and he notes that some housing exposure might be a good idea right now too. Never miss an episode of Next Big Trade - subscribe here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Andrew Rosener has always had an entrepreneurial spirit. As the founder and CEO of Media Options – the No. 1 media domain brokerage in the world – he’s responsible for some of the largest domain sales in history. In a captivating conversation, Andrew talks to Maggie Lake about how he’s remained at the tip of the spear in the digital asset realm. He also shares his worst trade and how he’s come to terms with a $1.9 billion loss. Never miss an episode of My Life in 4 Trades - subscribe here. Learn more about your ad choices. Visit megaphone.fm/adchoices
FedEx withdrew forward earnings guidance and CEO Raj Subramaniam warned of a “worldwide recession” on Friday, sounding another “risk off” signal and sending all three major U.S. indexes to declines of at least 1% two hours ahead of Friday’s close. Warren Pies, the founder of 3Fourteen Research, joins Maggie Lake for today’s Daily Briefing to talk about how a “worldwide recession” would impact particular asset classes, with an emphasis on energy. Warren explains the structural factors that make high-quality names related to crude oil and natural gas potential outperformers – even in an environment of “dramatic disinflation.” We also have a preview of an upcoming My Life in 4 Trades podcast featuring Bill Browder, who talks about Vladimir Putin, what comes next in the Russia-Ukraine conflict, and why it’s going to go on for some time longer. Learn more about your ad choices. Visit megaphone.fm/adchoices
U.S. equity indexes traded mixed Thursday, as investors priced in murky economic data and the reality that Jerome Powell’s Federal Reserve shall not pivot from its inflation-fighting stance. “We think the CPI report was very important for the market,” said Eric Johnston, the Senior Managing Director and Head of Equity Derivatives and Cross Asset at Cantor Fitzgerald. “It showed that inflation does not magically come down and you can’t get it under control with a soft landing, an unemployment rate below 4%, and the S&P 500 at 4,000.” Eric joins Andreas Steno Larsen for today’s Daily Briefing to talk about why equities are holding up so well with global growth increasingly impaired and financial conditions more and more restrictive. Eric and Andreas also discuss key levels for major asset classes and positioning dynamics amid the many prevailing global geopolitical-macroeconomic crosscurrents. We also hear from Jason Trennert about the structural factors that will keep inflation higher for longer. Watch the full conversation featuring Jason Trennert and Ash Bennington here: https://rvtv.io/3dfUHvY. Learn more about your ad choices. Visit megaphone.fm/adchoices
Comments (23)

Gabo

Warren Pies methodology is more or less the opposite what I believe an investing methodology should be. The fundamentals of his investing approach are almost all based on past behaviour. A classic bias as we know from Kahnemann and Tzaversky et all studies.

Sep 18th
Reply

SPYDOR

Excellent explanation near the start, of why house prices in the UK have been way overpriced for the last 30 years.

Jun 5th
Reply

Christina Mancini

he'll to the no on central bank controlled currency. use cash now to keep it alive.

Mar 10th
Reply

SPYDOR

This episode was already released on 19th July...

Aug 1st
Reply

SPYDOR

Another re-release of an episode from only 7 days ago.

Jun 9th
Reply

SPYDOR

Re-post of an episode that was released one week ago.

Jun 6th
Reply

SPYDOR

Fascinating episode; first time I've ever been eager to buy a book on taxes!

May 10th
Reply

Amer Mohiuddin

this Hendry fellow is a blowhard

Jan 24th
Reply

Amir GeramiAsl

I'm listening as a derivatives trader from Iran. Keep up the good work.

Sep 19th
Reply

Scott Mericle

Fascinating

Aug 29th
Reply

Sakira Cadman

this 30% decline in electronic demand is fake news.

Oct 17th
Reply

None

does the interviewer need to give vocal feedback at the end of every sentence? mmhm?

Oct 8th
Reply

Paul Bostock

Bring back adventures in finance. It was so much better. I used to listen religiously, now I hardly bother.

Mar 11th
Reply

Hussain Yousafzai

Great podcast! Keep it up.

Oct 26th
Reply

Dominic Kirby

Iu iuu Il

Jul 1st
Reply

Max

The new podcast format is substantially worse than before. It seems real vision is trying to target millenials but as a millenial this podcast is small on information and big on unnecessary commentary. Older episodes were great. Unfortunately have reduced my listening

Jul 1st
Reply

Artur Gorbenko

lottery tickets can be bought at stops like the Tesla stops. unless the future vechiles require no stops to a long distance trip then I would agree with this episode.

Jun 22nd
Reply

Artur Gorbenko

too much of messing around. can you please more more focused on the topic. keep it fun, but we're listening for the information first.

Jun 22nd
Reply

Alden Sparks

Miss the old format. While the new one is still interesting it's a lot less in depth and geared to a more general audience. Anyway you could throw in some of the RealVision TV interviews in just an audio format?

Jun 1st
Reply (1)

Bill Slikkerveer

Really, the format is a knock off of sorts of NPR programs but not done well. While listening to long shortbecame tedious, the older format better.

May 18th
Reply
Download from Google Play
Download from App Store