Real Vision: Finance & Investing

With sustained, blow-out household spending in the Eurozone, inflation can continue for longer than anticipated. Seamus Murphy, founder and managing director of Carraighill, joins Harry Melandri of MI2 Partners to discuss why European banks could outperform asset managers and private equity in this scenario.This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

Darius Dale, founder of 42 Macro, joins Maggie Lake to discuss today's this week's market action, how cooling inflation and strong bank earnings are driving the rally, and the key data points that will drive markets through the rest of the summer. You can find more of Darius' work here: https://42macro.comThis episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Mark Ritchie II, managing partner and CIO of RTM Capital Advisors, joins Maggie Lake to discuss the encouraging inflation data this week, what it means for the current global macro environment, and whether this rally can breakout further. Plus, Mark will dive into some specific assets he’s monitoring.This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Mish Schneider, chief strategist at MarketGauge, joins Ash Bennington to discuss the market reaction to today's CPI report and what we learned about the makeup of U.S. inflation. Plus, in the second half of the show, Mish will zoom in on some specific trading opportunities. Oh, and Raoul Pal will be stopping by with a special message! You can find more of Mish's work here: https://marketgauge.comThis episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tony Greer, founder of TG Macro and editor of The Morning Navigator, joins Ash Bennington to discuss the state of markets on the eve of tomorrow's CPI print. Plus, he'll share his views on the recent oil supply cuts, their implications for energy markets, and other sectors with upside. You can find more of Tony's work here: https://tgmacro.comThis episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision.  Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Imran Lakha, founder of Options Insight, joins Ash Bennington to discuss how options traders are positioning ahead of the next market event. Plus, he'll share why everyone hates UK assets and the dynamics behind a strengthening yen.This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).Andreas Steno Larsen is back to examine what’s happening in commercial real estate, how it ties into the inflation cycle, and what that means for investors. For more access to Andreas’ independent research, there’s a 40% discount exclusively for the Real Vision community using the code RV40 at https://www.realvision.com/steno. Learn more about your ad choices. Visit podcastchoices.com/adchoices

This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).With U.S. regional banks already having faltered this year, commercial real estate looks like the next pain point as 60% of CRE debt is held by banks. Ash Bennington welcomes Stijn Van Nieuwerburgh, Earle W. Kazis, and Benjamin Schore professor of real estate at Columbia Business School, to examine the systemic risks CRE poses and what can be done to avoid a crisis. Learn more about your ad choices. Visit podcastchoices.com/adchoices

This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing.Yesterday's ADP private jobs report smashed expectations while today's nonfarm payrolls report fell short for the first time in over a year. Peter Boockvar, CIO of Bleakley Financial Group, joins Ash Bennington to help investors make sense of this divergence and analyze the price action in yields, the U.S. dollar, and the yen. Learn more about your ad choices. Visit podcastchoices.com/adchoices

This episode is sponsored by KraneShares’s KRBN ETF is the 1st, largest, and most liquid carbon ETF. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing.New jobs added were more than double expectations in June, according to today's ADP jobs report. Dave Mazza, chief strategy officer at Roundhill Investments, joins Maggie Lake to discuss whether markets will be taking a “well-deserved breather” as we head into the third quarter of this year. Learn more about your ad choices. Visit podcastchoices.com/adchoices