Lawrence Lepard: Our Top Performer Returns
After hitting a home run with his previous picks, Lawrence Lepard returns alongside Samuel Burke to share 3 more ideas. You can track the performance of all our guests' 3 Ideas here: https://bit.ly/RV3Ideas. Recorded on March 24th. Learn more about your ad choices. Visit podcastchoices.com/adchoices
9 Huhti 202347min
Nouriel Roubini: Risk in the Age of Bank Failure
Nouriel Roubini joins Real Vision’s Ash Bennington to analyze the macroeconomic risks he sees currently threatening the global economy. Roubini breaks down his research on public and private debt, stagflation risks, deglobalization, adverse demographic trends, and the trilemma central banks face as they attempt to suppress inflation, stave off recession, and stabilize the banking system. Recorded on March 20, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices
8 Huhti 20231h
Ask Me Anything: Beer w/ Tony Greer
Tony is back for another interactive masterclass while enjoying a brew. Grab your drink of choice and settle in as Tony Greer, a Real Vision favorite and editor of The Morning Navigator, answers your burning questions and offers his spirited insights on the evolving market action. Learn more about your ad choices. Visit podcastchoices.com/adchoices
7 Huhti 20231h 2min
Did Job Cuts Just Change the Market?
Maggie Lake sits down with Peter Boockvar, the CIO of Bleakley Financial Group, to discuss what a cooling labor market could mean for the future of rate hikes. You can find more of Peter’s work here: https://boockreport.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
6 Huhti 202337min
Is the U.S. Skidding Toward Recession?
Maggie Lake is joined by Darius Dale, founder, and CEO of 42 Macro, to analyze the latest economic data and the warning signs he's seeing in the liquidity. You can find more of Darius’ work here: https://42macro.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
5 Huhti 202335min
Is It Time to Fade Semiconductors?
Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to walk us through why investors need to be watching metals, bonds, and semiconductors right now. Learn more about your ad choices. Visit podcastchoices.com/adchoices
5 Huhti 202336min
Did OPEC+ Just Make the Fed's Job Harder?
Are higher interest rates on the table if oil prices keep rising? Mustafa Chowdhury, the Chief Rates Strategist at Macro Hive, joins Maggie Lake to discuss how oil production cuts from OPEC+ will affect the Fed’s next decision and broader markets. You can find more of Mustafa’s work here: https://macrohive.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
4 Huhti 202337min
Is QE About to Make a Comeback?
In this special edition of Steno’s Signals, Andreas Steno Larsen goes live to provide an update on what’s required to contain deposit flight and to answer Essential members’ questions. To view Andreas’s chart deck, go here: https://rvtv.io/40wavO6 This episode is sponsored by KraneShares’s KRBN ETF, the first, largest and most liquid carbon ETF. Please read the prospectus before investing at https://rvtv.io/krbn. 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
2 Huhti 202334min
