Real Vision: Finance & Investing

Real Vision Podcast Network
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5 snips
Apr 12, 2023 • 39min

Is Inflation Cooling Enough for the Fed?

The annual inflation rate for March touched the lowest level since May 2021. But what's beneath the surface? Imran Lakha, the founder of Options Insight, joins Ash Bennington to analyze today's CPI print, what we learned from the Fed minutes, and what signals he sees in the options market. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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5 snips
Apr 11, 2023 • 36min

All Eyes on Tomorrow's CPI Print

U.S. markets are mixed and BTC is bouncing as investors await tomorrow's inflation data. Mike Alfred, founder and managing partner at Alpine Fox LP, joins Ash Bennington to preview tomorrow's U.S. inflation print, share his outlook on equities, and explain why he remains bullish on bitcoin. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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6 snips
Apr 10, 2023 • 38min

What Are We Missing in China?

Ash Bennington is joined by Liqian Ren, director of Modern Alpha at WisdomTree Investments, to illuminate the intricacies of the Chinese economy and market opportunities. You can find more of Liqian’s work here: https://www.wisdomtree.com/investments Learn more about your ad choices. Visit podcastchoices.com/adchoices
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8 snips
Apr 9, 2023 • 48min

Lawrence Lepard: Our Top Performer Returns

After hitting a home run with his previous picks, Lawrence Lepard returns alongside Samuel Burke to share 3 more ideas. You can track the performance of all our guests' 3 Ideas here: https://bit.ly/RV3Ideas. Recorded on March 24th. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Apr 8, 2023 • 1h

Nouriel Roubini: Risk in the Age of Bank Failure

Nouriel Roubini joins Real Vision’s Ash Bennington to analyze the macroeconomic risks he sees currently threatening the global economy. Roubini breaks down his research on public and private debt, stagflation risks, deglobalization, adverse demographic trends, and the trilemma central banks face as they attempt to suppress inflation, stave off recession, and stabilize the banking system. Recorded on March 20, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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8 snips
Apr 7, 2023 • 1h 2min

Ask Me Anything: Beer w/ Tony Greer

Tony is back for another interactive masterclass while enjoying a brew.Grab your drink of choice and settle in as Tony Greer, a Real Vision favorite and editor of The Morning Navigator, answers your burning questions and offers his spirited insights on the evolving market action. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Apr 6, 2023 • 37min

Did Job Cuts Just Change the Market?

Maggie Lake sits down with Peter Boockvar, the CIO of Bleakley Financial Group, to discuss what a cooling labor market could mean for the future of rate hikes. You can find more of Peter’s work here: https://boockreport.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
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4 snips
Apr 5, 2023 • 36min

Is the U.S. Skidding Toward Recession?

Maggie Lake is joined by Darius Dale, founder, and CEO of 42 Macro, to analyze the latest economic data and the warning signs he's seeing in the liquidity. You can find more of Darius’ work here: https://42macro.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
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10 snips
Apr 5, 2023 • 36min

Is It Time to Fade Semiconductors?

Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to walk us through why investors need to be watching metals, bonds, and semiconductors right now. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Apr 4, 2023 • 37min

Did OPEC+ Just Make the Fed's Job Harder?

Are higher interest rates on the table if oil prices keep rising?Mustafa Chowdhury, the Chief Rates Strategist at Macro Hive, joins Maggie Lake to discuss how oil production cuts from OPEC+ will affect the Fed’s next decision and broader markets. You can find more of Mustafa’s work here: https://macrohive.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

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