Real Vision: Finance & Investing

The energy sector has been the weakest performer in the U.S. equity market over the past month, despite China ending its zero-covid policy. So, what’s going on with everyone’s favorite sector of 2022? Andreas Steno Larsen lays out the bearish case for oil and gas and offers his take on what commodities you should be buying instead. Recorded on February 8, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

U.S. stocks tumbled and treasury yields jumped after data showed the Federal Reserve’s favored measure of inflation- the core PCE price index- rose more than expected last month. Jim Bianco, President of Bianco Research joins Maggie Lake to talk about the current battle with inflation, how the Fed is handling the fight and what’s coming later in 2023. In the second half of the show, we’ll dive into credit markets and answer your questions! Plus, we’ll get a peek into the latest episode of My Life in 4 Trades featuring Mike Green. He says beware of the liquidity trap in this current economic environment. That interview will be released on Monday. Don’t miss it! Learn more about your ad choices. Visit podcastchoices.com/adchoices

U.S. equities continue to chop after falling from the recent highs, as investors weigh recent Fed comments and conflicting economic data. Maggie Lake sits down with the Dale Pinkert, head of trader development at TradeGatehub, to help us understand the many factors driving price across asset classes. Plus, we’ll hear from Andreas Steno Larsen on why he thinks a U.S. recession is coming in the second half of 2023. You can watch that entire interview here: https://rvtv.io/3XX6VLt Learn more about your ad choices. Visit podcastchoices.com/adchoices

After the worst trading day in 2023, the U.S. stock market is hovering relatively unchanged following the release of this afternoon’s FOMC minutes. The minutes confirmed that most Fed members are on board with the continued fight against inflation. Maggie Lake sits down with Michael Kao, the CEO of Akanthos Capital Management, to discuss the price action, his outlook for the global economy, and why he’s concerned that too many investors are engaged in a dangerous, self-fulfilling cycle of over-exposure.Plus, we’ll hear from Jacob Shapiro, the Director of Geopolitical Analysis at Cognitive Investments, on why there’s opportunity in supply chains even if they don’t ease. You can watch that entire interview here: https://rvtv.io/3YUly3j Learn more about your ad choices. Visit podcastchoices.com/adchoices

U.S. equities are tumbling as the 10-Year Treasury yield rose to 3-month highs as investors wory about interest rates ahead of tomorrow’s FOMC minutes reveal. Maggie Lake is joined by Jared Dillian, editor of the Daily Dirtnap to discuss current market sentiment, which direction he sees markets heading in the short-term, the apparent re-rating of risk happening in bond markets, and where he’s looking for value in the chop. Plus, we’ll hear from Nancy Davis, founder of Quadratic Capital Management, about why the $8 trillion U.S. balance sheet is a monster lurking that no one is paying attention to. You can watch that entire interview here: https://rvtv.io/3XLP0ac Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this three-way conversation, Raoul speaks with Mark and Tim on the currency that we should prioritize higher-- time.In his Master Class, Mark Hart mentions Tim Ferriss as a friend and lifestyle design advisor.A master of meta-learning, Tim discusses easy ways to optimize your productivity, why we confuse the goal of 'having money' with 'quality of life', and explains what happens when we re-examine our self-defined boundaries.Originally aired on February 21, 2015 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Andreas Steno Larsen explains why China’s reopening is a negative for last year’s market darling, India. Plus, he gives an update on U.S. dollar liquidity and a sneak peek into his new show, Buy-side Meets Sell-side, available to Plus members starting on Friday. Recorded on January 31, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

U.S. stocks are sliding into the weekend, as investors contemplate the risk of sticky inflation and soaring U.S. Treasury yields. Dr. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, joins Maggie Lake to break down the latest price action and discuss the monumental task facing the Fed. This is another extended Friday edition of the show, and in Part 2 Dr. Sri-Kumar will explain what’s driving central bank decisions around the globe. That will be available only to Real Vision members.We’ll also hear an update from Andreas Steno Larsen on global liquidity, and why he thinks liquidity may have already bottomed. You can watch that entire Steno’s Signals episode here: https://rvtv.io/3Itusiw Learn more about your ad choices. Visit podcastchoices.com/adchoices

U.S. producer prices (PPI) rose 0.7% in January, calling into question the prevailing disinflation narrative for the second time this week. Maggie Lake is joined by Peter Boockvar, the CIO of Bleakly Advisory Group, to help break down all the latest inflation data and discuss the Fed’s chances at navigating any sort of soft landing. We’ll also hear from Andreas Steno Larsen on why it’s so important to pay attention to the NFIB price plan survey when it comes to pricing pressure. You can watch that full interview here: https://rvtv.io/3Itusiw Learn more about your ad choices. Visit podcastchoices.com/adchoices

U.S. retail sales numbers came in much stronger than expected after yesterday’s still-sticky inflation print. The stock market remains range-bound as investors consider the next directional catalyst. Imran Lakha, founder of Options Insight, joins Andreas Steno Larsen for a look under the hood at what’s driving the price action. Imran is an options expert, so he’ll share why volatility has collapsed of late, what bonds and gold are signaling, and how traders are positioning into March. We’ll also hear from Damian Horner and Roger Hirst on the delicate balance between unemployment and recession. You can watch that entire interview here: https://rvtv.io/3YJ06h4 Learn more about your ad choices. Visit podcastchoices.com/adchoices