Real Vision: Finance & Investing

DB-Nov 15,2021: Dave Floyd, founder of Aspen Trading, joins Maggie Lake to talk about the U.S. dollar against the Canadian dollar, Austria’s enforcement on a lockdown on the unvaccinated, and why Boris Johnson, who until now has been resistant to more lockdowns, warns that one may soon be possible given the struggling NHS. Floyd discusses the implications of these European lockdowns on supply chains and the market. Floyd also analyzes Tesla’s stock and why Musk got into a Twitter brawl with U.S. Senator Bernie Sanders over the weekend when Bernie tweeted about the rich paying their fair share of taxes. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3ouTmD5 Learn more about your ad choices. Visit podcastchoices.com/adchoices

DB-Nov 12,2021: The government has engaged in endless borrowing and endless wasting since World War II, and at some point, according to the latest issue of Macro Link, we’ll have to meet the consequences of that. Consumer spending is at the lowest level in a decade, according to The University of Michigan Consumer Sentiment Index, which dropped to 66.8% in November. Over 4.4 million workers have quit their jobs amid expectations of inflation to further skyrocket as a holiday season rife with supply chain issues approaches. Christian Alexander, the founder of Macro Link, joins Maggie Lake to give his forecast. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3kz4nlL Learn more about your ad choices. Visit podcastchoices.com/adchoices

DB-Nov 11,2021: Elon Musk sells over 4.5 million Tesla shares this week after posting a poll on Twitter about whether he should unload a tenth of his stake in the company and spurring controversy about taxation of the ultra-wealthy. Meanwhile, Rivian’s IPO, one of the US’s largest since Facebook, lifts off with an almost $88 billion valuation at market close on Wednesday. The IPO’s positive reception by investors spilled over into other EV stocks such as Nio and Fisker. Autonomous vehicle startup Aurora also had made its trading debut last week, the first AV company to go public, after the closure of its merger with a SPAC. With Tesla’s rivals cranking up the heat, Tommy Thornton, founder of Hedge Fund Telemetry, discusses his forward outlook for this burgeoning and increasingly competitive industry and for Tesla. Thornton also touches on gold, retail, and Chinese tech. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3C7kJb6 Learn more about your ad choices. Visit podcastchoices.com/adchoices

DB-Nov 10,2021: There’s no question about it: inflation is not transitory. The latest Consumer Price Index revealed prices of everything except food and energy went up 4.6%, the quickest spike since August 1991. The CPI also showed a 6.2% surge from October last year. U.S. consumers are feeling the hike in energy prices—oil is at nearly $82 a barrel, and electricity bills are at the highest they’ve been since 2009. Meanwhile, more automobile companies are joining the race to give Elon Musk a run for his money. The latest to enter the fray of Tesla rivals is the electric-vehicle startup Rivian, which debuted in trading today with the highest Initial Price Offer since 2014, starting at $78. The company’s valuation has already beaten Ford and General Motors. Jared Dillian, the editor of The Daily Dirtnap, joins Ash Bennington to discuss all of this and more. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3n2nIxm Learn more about your ad choices. Visit podcastchoices.com/adchoices

DB-Nov09,2021:What’s going on with General Electric? After a decade of being only a shell of its former self, the manufacturing giant founded by Thomas Edison is splitting up into three separate companies, each focused on aviation, health care, and energy. Tony Greer discusses why U.S. stocks suspended the longest rally since 2017 amid surging treasuries and why the S&P 500 collapsed for the first time in nine sessions. In other news, Greer analyzes why oil hit $84 a barrel as Bitcoin and Ethereum reached all-time highs. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3BZQseq Learn more about your ad choices. Visit podcastchoices.com/adchoices

DB-Nov 08,2021:The House passed a $1 trillion bipartisan infrastructure bill on Friday to revamp the country’s transportation, utilities, and broadband structures. Meanwhile, despite Friday’s positive news of the October jobs report, U.S. treasury bonds still fell. This happened after the Fed’s announcement earlier last week to begin tapering bond purchases by $15 billion a month. On Twitter, Elon Musk shared a poll asking people to vote on whether he should sell 10% of his Tesla stock. Nearly 60% of those who participated in the poll voted yes, prompting Elon Musk to offload some stock to help pay his giant tax bill. Real Vision’s Petr Pinkhasov and Weston Nakamura host economist & trader Samuel Rines for a triple treat on today’s Daily Briefing to discuss the infrastructure bill, U.S. treasury bonds, and Tesla stock. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3oakS8T Learn more about your ad choices. Visit podcastchoices.com/adchoices

DB-Nov 05,2021: We’re ringing in the holiday season with some good news: U.S. non-farm payrolls increased by 531,000 in October, beating the estimate of 450,000. Spreading more cheer, unemployment fell to 4.6%, a new pandemic low. As more people head back outside and hit the gym, a jewel of the pandemic, Peloton, suffers major blows to its stock today, falling nearly 35%. Jim Bianco, president of Bianco Research, joins to give his analysis of the Fed’s taper, the Bank Of England’s announcement to hold rates steady, the latest on inflation, the labor market, and today’s price action. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3BMVfj5 Learn more about your ad choices. Visit podcastchoices.com/adchoices

DB-Nov 04,2021: The Fed announced their long-awaited taper to begin later this month with room for adjustment based on changes in the economic outlook. While the Fed focuses on keeping the inflation rate at 2%, the Bank of England’s market-defying announcement to hold rates steady at the 0.1% benchmark has investors scratching their heads over the Fed's position in this ultra-inflationary environment. Thomas Thornton, founder of Hedge Fund Telemetry, joins to discuss the implications of these policy decisions. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3EOlwQi Learn more about your ad choices. Visit podcastchoices.com/adchoices

DB-Nov 03,2021: The FOMC meeting begins today as Fed officials come together to decide on the tapering of their asset purchase program. The economic recovery seems to be slowly but surely underway with the ADP survey for October demonstrating unexpected strength with a 571,000 gain in jobs and the ISM Services index showing rapid growth at 66.7%. Darius Dale, founder and CEO of 42 Macro, joins the Daily Briefing to provide his overview of these developments and how this will influence economic growth. He also explores where bond yields are headed after the Fed announces the course of policy, what sectors are poised for outperformance, and the drivers behind crypto’s explosive run as Ethereum hits its new all-time high. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3k39MBl Learn more about your ad choices. Visit podcastchoices.com/adchoices

DB-Nov 02,2021: Tony Greer is back on the Daily Briefing, this time discussing the events surrounding energy this week and the price action around oil, natural gas, uranium, and more. With COP26 underway in Scotland this week and next week, world leaders are discussing ways to fight climate change. So far, President Joe Biden has backed a plan to reduce methane emissions, one of the most harmful greenhouse gasses; Japan has pledged up to $10 billion to decarbonize Asia; and Jeff Bezos has pledged $2 billion to restore nature and transform food systems. As the clean energy transition is swiftly underway while the current European energy crisis worsens, Greer shares his perspective on the implications these events will have on energy prices. However, with the FOMC meeting tomorrow, investors are watching the Fed's next moves carefully as the decision to taper their bond purchases is fast approaching, and he discusses how the course of Fed policy will shape markets in the coming months. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3nSMjUE Learn more about your ad choices. Visit podcastchoices.com/adchoices