Real Vision: Finance & Investing

Markets traded sideways as investors digested economic data, a regional bank rebound, and Warren Buffet's comments. Mish Schneider, the chief strategist at MarketGauge, joins Maggie Lake to discuss what to make of today’s rebound in regional banks, the price action in oil, and where the Fed stands as we wait for Wednesday’s CPI release. Learn more about your ad choices. Visit podcastchoices.com/ad...

Tune into The Breakdown with Nathaniel Whittemore as we discuss with Raoul Pal the Exponential Age and the Everything Code. Discover how AI, crypto, and QE are reshaping our world. Don't miss this riveting episode packed with expert insights! Please find out more about Nathaniel's podcast here: The Breakdown podcast: https://pod.link/1438693620 The Breakdown YouTube: https://www.youtube.com/nathan...

A bull market in liquidity started in October of 2022, and we know liquidity leads asset markets. Raoul speaks with Michael Howell, CEO of CrossBorder Capital, about why the biggest force in global macro is pointing towards a new bull market in equities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Yields and stocks surged after the April jobs report showed a labor market that still won't quit. Joe Zhao, founder and partner of the venture fund Millennia Capital, joins Maggie Lake to discuss whether resilient labor will put more pressure on failing banks, what ripple effects he expects the Fed to cause, and why AI and tech will drive the next cycle of growth. Learn more about your ad choices....

Contagion fears are mounting as shares of more regional banks sold off sharply on Thursday. George Goncalves, head of U.S. macro strategy at MUFG, joins Maggie Lake to discuss the unwinding of U.S. regional banks, the ramifications of the ECB's 25bps rate hike following yesterday's Fed decision, and how to navigate markets in what could be a tumultuous next few months. Learn more about your ad cho...

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. Lea...

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....

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

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 podcas...

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

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/...

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...

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 J...

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.co...

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

This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL discovers the most undervalued companies and isolates special situations in the mining sector for our members. Sign up for our free E-letter for immediate action: https://www.goldinvestmentletter.com/real...

This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL discovers the most undervalued companies and isolates special situations in the mining sector for our members. Sign up for our free E-letter for immediate action: https://www.goldinvestmentletter.com/real...

This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL discovers the most undervalued companies and isolates special situations in the mining sector for our members. Sign up for our free E-letter for immediate action: https://www.goldinvestmentletter.com/real...

This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL discovers the most undervalued companies and isolates special situations in the mining sector for our members. Sign up for our free E-letter for immediate action: https://www.goldinvestmentletter.com/real...

This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL discovers the most undervalued companies and isolates special situations in the mining sector for our members. Sign up for our free E-letter for immediate action: https://www.goldinvestmentletter.com/real...

This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL discovers the most undervalued companies and isolates special situations in the mining sector for our members. Sign up for our free E-letter for immediate action: https://www.goldinvestmentletter.com/real...

This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL discovers the most undervalued companies and isolates special situations in the mining sector for our members. Sign up for our free E-letter for immediate action: https://www.goldinvestmentletter.com/real...

Want to know what it's like to become a premiere digital artist? Fvckrender is known worldwide as one of the premiere digital artists working today, but few know his story from skateboarder in the streets of Quebec to a leader of the NFT movement. Fvckrender joins Raoul to dig into that journey, the current status of the space, and where he sees NFTs and digital art going in the future. The pair a...

Markets struggle despite strong bank earnings. Ash Bennington is joined by Brent Donnelly, president of Spectra Markets, to help break down where markets stand after the start of earnings season. In the second half of today's show, Brent will walk through some of his FX trades and where he sees the dollar heading. Learn more about your ad choices. Visit podcastchoices.com/adchoices

U.S. producer prices fell in March as stocks, gold, and crypto all pushed higher. Mark Ritchie II, manager of RTM3 Capital Advisors and analyst at Minervini Private Access, joins Ash Bennington to share why he sees a bullish signal in bond yields. Plus, Mark will discuss where he sees value in the "mixed bag" of equities. Learn more about your ad choices. Visit podcastchoices.com/adchoices