Real Vision: Finance & Investing

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 here: https://www.ssga.com/us/en/intermediary/etfs Learn more about your ad choices. Visit podcastchoices.com/adchoices

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 Jason’s work here: https://www.strategasrp.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

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.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

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/realvision"The collision between emerging technologies and fundamental human needs is where you can see the future," Raoul speaks to David Mattin, the founder of the New World Same Humans newsletter and a Real Vision contributor, about the emerging technologies that are reshaping what the future might look like and what that could mean for us as humans. Recorded on March 20, 2023. 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/realvisionThe Saudi-led cut has drawn criticism from the Biden administration. Maggie Lake speaks with Harris Kupperman, Founder & CIO, Praetorian Capital about OPEC’s surprise cut and what it says about U.S.-Saudi relations. 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/realvisionHarry Melandri joins the show to assess whether there’s any cure for this global economic hangover? Harry Melandri, advisor at MI2 Partners, joins Ash Bennington to talk through the current state of the global economy, risks in the real estate market, and regional banks. In the second half of the show, Harry will share his research on the credit cycle and why we’re still not able to tell if the current monetary policy is too tight. 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/realvisionAs earnings season unfolds, is the VIX warning investors of a new window of weakness? Maggie Lake sits down with Cem Karsan, founder of Kai Volatility Advisors, to discuss whether the Federal Reserve still needs to trigger a "reverse wealth effect," and what low volatility means for market structure and investors. 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/realvisionU.S. markets stall as the VIX hits a new 52-week low. What's next? Maggie Lake is joined by Jared Dillian, editor of the Daily Dirtnap newsletter, to update us on current market sentiment, what volatility levels are signaling, and why he’s bullish on European stocks. 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/realvisionAsk Raoul anything as he takes over the Daily Briefing. Raoul Pal, co-founder and CEO of Real Vision, takes over the helm to update us on what's driving global markets, his big-picture outlook, and how AI is going to change the way we work. Plus, he's taking questions — so join the live stream now and get yours in. Learn more about your ad choices. Visit podcastchoices.com/adchoices