Real Vision: Finance & Investing
Real Vision Podcast Network
Welcome to the Real Vision Podcast, your go-to source for cutting-edge insights and expert analysis in the world of finance and investing.Our mission is to arm you with the knowledge, tools, and network you need to succeed on your financial journey.In each episode, we bring you in-depth interviews with the brightest minds in finance, including top investors, analysts, and industry leaders, to help you navigate the complexities of the global economy and make informed investment decisions.Join us as we explore market trends, investment strategies, and the forces shaping the financial landscape.Whether you're a seasoned investor or just starting, Real Vision is here to empower you with the information you need to achieve your financial goals.Subscribe today and access the best curated knowledge for FREE.
Episodes
Mentioned books
May 3, 2023 • 1h 3min
Hike and Pause: What the Fed Decision Means for You
As expected, the Fed raised interest rates another 25 basis points while signaling that a pause could come next. On this hour-long Fed Day special Daily Briefing, Andreas Steno Larsen, Mike Coolbaugh, and Darius Dale join Maggie Lake to react to Fed Chair Jerome Powell’s press conference and break down exactly what this decision means for the economy — and for investors — in the coming months. Learn more about your ad choices. Visit podcastchoices.com/adchoices
May 2, 2023 • 42min
One More Rate Hike on Deck?
All eyes are on tomorrow's Federal Reserve interest rate decision as U.S. investors wonder whether markets can handle more pressure.Jeff Snider, host of Eurodollar University, joins Maggie Lake to discuss today's market selloff and the stress in banking, whether the Fed will hike interest rates tomorrow, and why deflationary fallout is spreading across the globe. Learn more about your ad choices. Visit podcastchoices.com/adchoices
6 snips
May 2, 2023 • 38min
Will the Dollar Decline Continue?
What comes next after JP Morgan absorbs First Republic Bank?Maggie Lake sits down with Dale Pinkert, head of trader development at TradeGateHub, to discuss the direction of the U.S. dollar, gold, and rates amid broader economic uncertainty. Plus, Dale makes some predictions for the next Fed decision. Learn more about your ad choices. Visit podcastchoices.com/adchoices
9 snips
Apr 30, 2023 • 50min
Russell Clark: Investing Ideas for a New Macro World
Find out how Russell Clark views the global economy and how he's investing in it. Samuel Burke speaks with Russell Clark, former hedge fund manager and author of the Capital Flows and Asset Markets newsletter, in this special Festival of Learning edition of 3 Ideas. You can track the performance of all our guests’ 3 Ideas here: https://bit.ly/RV3Ideas Learn more about your ad choices. Visit podcastchoices.com/adchoices
5 snips
Apr 29, 2023 • 43min
An Upcoming Contraction in the Broader Energy Complex?
With natural gas has had a major correction and uranium experiencing some weakness, is oil next to drop? Francis Hunt of The Market Sniper joins Ash Bennington to discuss why he believes oil is due for a harsh selloff, with potential knock-on effects for inflation, yields, currencies, and more. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Apr 28, 2023 • 37min
Recession? What Recession?
Prices stay high as investors wonder whether recession will be avoided at a cost.Maggie Lake is joined by Vincent Deluard, director of global macro strategy at StoneX Group, to discuss this morning's key inflation data, stress on the banking system, and why infrastructure and chips are 2 reasons the U.S. will not see a recession in 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices
5 snips
Apr 27, 2023 • 43min
Is It Time to Go Digging for Gold?
U.S. GDP for the first quarter of 2023 rose slower than estimates, refreshing stagflationary fears for investors.Maggie Lake is joined by George Milling-Stanley, chief gold strategist at State Street Global Advisors, to discuss his expectations for gold in 2023, how the current stress in U.S. banks impacts the precious metals, and how to position your portfolio.You can find more of George’s work here: https://www.ssga.com/us/en/intermediary/etfs Learn more about your ad choices. Visit podcastchoices.com/adchoices
5 snips
Apr 26, 2023 • 35min
How Much More Stress Can These Markets Handle?
The banking sector is back under pressure as First Republic's stock continues to plummet. Will we see spillover?Jason DeSena Trennert, CEO of Strategas Securities, joins Ash Bennington to share his views on the fallout at First Republic Bank, potential contagion in the banking sector, and why growth investors may not want to get ahead of themselves if a recession is coming.You can find more of Jason’s work here: https://www.strategasrp.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
Apr 25, 2023 • 38min
Banking Stress is Back Again
Volatility spiked and the market tumbled as earnings season continues, with First Republic Bank down more than 40%. Maggie Lake is joined by Andy Constan, CEO of Damped Spring Advisors, to discuss his views on the global macro landscape, renewed fallout in the banking sector, and why it’s time to get reacquainted with the debt ceiling. You can find more of Andy’s work here: https://dampedspring.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
10 snips
Apr 24, 2023 • 38min
Will Big Tech Be a Big Disappointment?
All eyes are on Tech earnings as investors look for the next stock rotation. Tony Greer, the founder of TG Macro and editor of The Morning Navigator, joins Maggie Lake to discuss what might be priced into Big Tech earnings, how he's trading energy and industrial metals, and where the U.S. dollar is headed next. Learn more about your ad choices. Visit podcastchoices.com/adchoices
