Real Vision: Finance & Investing

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 podcastchoices.com/adchoices

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 podcastchoices.com/adchoices

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 podcastchoices.com/adchoices

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 podcastchoices.com/adchoices

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 podcastchoices.com/adchoices

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 podcastchoices.com/adchoices

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 podcastchoices.com/adchoices

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 podcastchoices.com/adchoices

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 podcastchoices.com/adchoices

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 podcastchoices.com/adchoices