Real Vision: Finance & Investing

Real Vision Podcast Network
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May 27, 2023 • 50min

Roy Behren: How a Risk Specialist Unlocks Market-Neutral Returns

Roy Behren, co-president and co-CIO of Westchester Capital Management joins Samuel Burke to explain his strategy of generating low-risk, market-neutral returns. Then, he reveals his 3 favorite merger arb trades for this uncertain environment. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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16 snips
May 27, 2023 • 45min

Is The Fed Back in Play?

Hot inflation data didn't impact the market, as it races higher on the back of an AI frenzy and talks of a debt ceiling agreement being reached.Maggie Lake is joined by Dale Pinkert, trading coach at Tradegate Hub, to discuss the current state of the debt ceiling talks and their impact on bond volatility and the US dollar. Dale will share a few of his favorite trade ideas as we head into the long weekend. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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9 snips
May 25, 2023 • 35min

What Are The Safe Haven Plays In This Messy Market? w/ Amelia Bordeau

Maggie Lake is joined by Amelia Bourdeau, managing director at Diamond Standard, to give us her take on NVIDIA’s price action and the impact from the debt ceiling talks, along with her views on the US Dollar. You can find more of Amelia’s work here: https://www.diamondstandard.co Learn more about your ad choices. Visit podcastchoices.com/adchoices
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7 snips
May 24, 2023 • 37min

Can Nvidia Top Lofty Expectations? w/ Thomas Thornton

Maggie Lake is joined by Tom Thornton, founder of Hedge Fund Telemetry, to discuss the debt ceiling deadline, how it will impact bonds, and what it means for inflation moving forward. Tom will also share his thoughts on mega-cap tech and the AI race. You can find more of Tom's work here: https://t.co/mAfhsH0qdL Learn more about your ad choices. Visit podcastchoices.com/adchoices
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8 snips
May 23, 2023 • 32min

Time To Take Profits in Tech? w/ Greg Weldon

Greg Weldon, CEO of Weldon Financial, joins Maggie Lake to give us his take on the debt ceiling, the US Dollar, impacts on bonds, and how he’s thinking about commodities. You can find more of Greg’s work here: https://t.co/z73MeGwuwA and you can follow him on Youtube: https://www.youtube.com/@GregoryWeldon Learn more about your ad choices. Visit podcastchoices.com/adchoices
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May 22, 2023 • 36min

The Debt Ceiling, Are You Ready For It? w/ Peter Boockvar

Peter Boockvar, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report, joins Maggie Lake to break down recent remarks from the Federal Reserve, provide valuable insight into retail earnings, and identify potential areas of strength in the economy. More of Peter’s work at https://t.co/x9RdjtPQus Learn more about your ad choices. Visit podcastchoices.com/adchoices
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10 snips
May 21, 2023 • 35min

Steno's Signals: Liquidity Will Soon Be Drier than a Martini

Andreas Steno Larsen examines how liquidity trends are turning negative and macro fundamentals are weakening alongside an equity rally that may be exhausting. Find out what comes next on Steno’s Signals. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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16 snips
May 20, 2023 • 1h 12min

Unpacking Modern Monetary Theory w/ Warren Mosler

Warren Mosler, president of Valance Company and the economist considered the father of Modern Monetary Theory (MMT), joins Maggie Lake to discuss what MMT is, how it relates to inflation and the ramifications of current Fed policy. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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May 19, 2023 • 35min

Strategies for Navigating the Market Chop with Mish Schneider

As the market experiences turbulence, join Maggie Lake in welcoming Mish Schneider, Chief Strategist at http://www.marketgauge.com/realvision. Mish will provide valuable guidance and share her thoughts on various sectors, including energy, currencies, metals, agricultural commodities, and China. You can find more of Mish’s work here: http://www.marketgauge.com/realvision. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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May 19, 2023 • 31min

What's Driving Global Markets? Live AMA with Raoul Pal

Maggie Lake is joined by Raoul Pal, co-founder and CEO of Real Vision. Raoul will be updating us on his big-picture outlook, his thoughts on AI, and what's happening behind the scenes at Real Vision. Plus, he'll be answering your questions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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