Real Vision: Finance & Investing

Real Vision Podcast Network
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6 snips
Jun 23, 2023 • 38min

Is This Stock Rally Rolling Over? w/ Sam Rines

Sam Rines, managing director at Corbu LLC, joins Maggie Lake to explore the driving forces behind this week’s equity market action and discuss whether we’ve reached a turning point. Plus, Sam will share his thoughts on the metals space, food commodities, and why stagflation looks to be taking hold in the services economy. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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13 snips
Jun 22, 2023 • 41min

Is the UK the Sick Man of Europe? With Jon Mawby

Jon Mawby, co-head of absolute and total return credit at Pictet Asset Management, joins Maggie Lake to examine what made the Bank of England up the ante, the driving forces behind stubborn UK inflation, and why central banks' interest rate decisions are starting to diverge from their battle versus prices. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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5 snips
Jun 21, 2023 • 37min

Is The Global Food Supply At Risk? With Shawn Hackett

Shawn Hackett, president of Hackett Financial Advisors, joins Maggie Lake to explain how the rare weather pattern known as El Niño has the potential to spark food shortages, power blackouts, and dangerous weather that will impact commodities from agriculture to energy. In the second half, we’ll explore strategies to prepare your portfolio in anticipation of this shift.You can find more of Shawn's work here: https://t.co/0DotA5OXYq Learn more about your ad choices. Visit podcastchoices.com/adchoices
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6 snips
Jun 20, 2023 • 37min

Did We Dodge a Recession? With Warren Pies

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 Learn more about your ad choices. Visit podcastchoices.com/adchoices
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20 snips
Jun 19, 2023 • 1h 6min

Surfing the AI Tsunami w/ Peter H. Diamandis & Salim Ismail

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. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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6 snips
Jun 18, 2023 • 32min

Steno's Signals: Could Falling Inflation Lead to Layoffs?

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. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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17 snips
Jun 17, 2023 • 1h 3min

Something, Somewhere, Is Going to Break w/ Jeffrey Snider

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. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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5 snips
Jun 16, 2023 • 38min

The U.S. Consumer Won't Quit

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? Learn more about your ad choices. Visit podcastchoices.com/adchoices
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12 snips
Jun 15, 2023 • 38min

Did the Fed's Message Fall Short?

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 Learn more about your ad choices. Visit podcastchoices.com/adchoices
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4 snips
Jun 15, 2023 • 38min

What's Driving Fed Policy? w/ Jim Bianco

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/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

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