Real Vision: Finance & Investing

Real Vision Podcast Network
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Apr 11, 2024 • 37min

#1013 - What is the Economic Data Telling Us? | with Jeff Snider

Jeff Snider, host of EuroDollar University, discusses recent inflation data, rising deflation risks in China, and why the price of gold reflects interest rates more than inflation. The podcast delves into conflicting economic signals globally, the complexities of inflation/disinflation, and the importance of interpreting economic data with skepticism.
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Apr 10, 2024 • 37min

#1012 - Inflation Is Hot… Now What? | with George Goncalves

George Goncalves, head of U.S. macro strategy at MUFG, discusses the market's reaction to inflation data, Fed policy implications, U.S. debt-to-GDP ratio, labor market signals, and more. Topics include energy inflation, housing costs, rising energy prices on consumer demand, wage inflation, stock market performance, retirement planning challenges, interest rates, global banks, FX volatility, and investment timeframes.
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Apr 9, 2024 • 38min

#1011 - Will Inflation Derail Bonds? | with Kathy Jones

🔥Get FREE access to digital asset insights to equip you with tools and know-how to supercharge your investment framework https://rvtv.io/3U1GFAD Kath Jones, chief fixed income strategist at Charles Schwab & Co., joins Maggie Lake to discuss why good news for the economy is currently bad news for markets, how bonds are reacting to the unwinding of rate cut expectations, and why emerging market bonds could present an interesting opportunity for investors.Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries.🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Learn more about your ad choices. Visit podcastchoices.com/adchoices
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5 snips
Apr 8, 2024 • 37min

#1010 - Will Inflation Bring Out the Fed Hawks? | with Mike Alfred

Mike Alfred, founder of Alpine Fox LP, talks about inflation data's impact on Fed policy and risk assets, crypto cycle, global macro trends, Bitcoin investments, ETFs vs. self-custody, Bitcoin-related companies, and small-cap equities.
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Apr 7, 2024 • 1h 8min

Raoul Pal: Unf*ck your Health and Longevity with Bill Kapp, MD

Dr. Bill Kapp, CEO of Fountain Life, discusses preventative health, future medical innovations, and lifestyle changes for better health and longevity. Topics include personalized health, AI in healthcare, microbiome importance, plant-based diets, and financial planning for retirement.
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10 snips
Apr 6, 2024 • 1h 3min

You've Got the Power with Denise Shull, Steve Goldstein and Gio Valiante

Denise Shull, Gio Valiante, and Steve Goldstein discuss building psychological resiliency, overcoming fear, and navigating uncertainties in trading. Topics include managing anticipatory anxiety, understanding market biases, and empowering smaller traders in a dominated market.
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Apr 5, 2024 • 37min

#1009 - Is It Time To Rethink the Fed? | with Jared Dillian

Jared Dillian, Editor of the Daily Dirtnap, discusses the significance of today's jobs report, rate cut expectations, and evaluating gold's rise. Insights on economic trends, inflation, gold market breakout, and importance in portfolios. Also compares gold and Bitcoin, discusses investment dynamics and challenges, and offers trade trend updates.
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18 snips
Apr 4, 2024 • 38min

#1008 - Are Risk Assets Still the Place To Be? | with Michael Howell

Michael Howell, CEO of CrossBorder Capital, and Maggie Lake discuss recent economic data, US 10-year Treasury yields, and policymakers stimulating an accelerating economy. Topics include global liquidity impact, regional bank stability, rising bond yields, China's influence on economic policies, and Fed actions on liquidity and banking regulations.
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Apr 3, 2024 • 37min

#1007 - What Will Push Powell to Cut? | with Darius Dale

Darius Dale, Founder of 42 Macro, discusses the ISM and private payroll data, resurgence in yields, and Fed Chair Jerome Powell's recent remarks. Topics include factors influencing monetary policy decisions, productivity's influence on bond rates, investing considerations, market analysis, global commodities surge, and analyzing indicators for asset market changes.
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Apr 2, 2024 • 40min

#1006 - Is Crypto Leading the Market Lower? | with Tony Greer

Tony Greer, editor of the Morning Navigator, discusses market drawdown in Q2, spike in yields, and recent pullback in Bitcoin. Topics include breakout in gold prices, Bitcoin chart evaluation, government spending impact, and trader behavior in crypto assets.

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