Will China's Slowdown and Taper Talks Derail The Reflation Trade?
DB-Aug16,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Jared Dillian, editor of The Daily Dirtnap, to examine China’s economic slowdown in July and what risks that might pose to global economic growth as well as the Fed’s consideration of ending asset purchases by mid-2022. Dillian provides an update on his investment framework amidst concerning signals about the risks of an economic slowdown that would undermine the recovery in addition to the timeline of the Fed tapering and what the impact would be on markets. Learn more about your ad choices. Visit podcastchoices.com/adchoices
17 Elo 202141min
Consumer Sentiment Is Dipping - Is the Economy Slowing?
DB-Aug13,2021: Real Vision editor Jack Farley and Maggie Lake welcomes Harry Melandri of MI2 Partners to discuss the day’s price action as well as address dipping consumer sentiment and the possibility of the U.S. economy slowing. Lake analyzes the contributing factors to explain why consumer sentiment may be falling, and Farley examines whether that is reflective of a slowing economy. The trio also dive into eurodollar futures, debt monetization, the trajectory of inflation, and the Fed’s response function to provide a clearer picture of future growth and the overall macro environment. Learn more about your ad choices. Visit podcastchoices.com/adchoices
14 Elo 202137min
Initial Jobless Claims Continue to Decline as Core CPI Misses Expectations
DB-Aug12,2021: Real Vision senior editor Ash Bennington and Petr Pinkhasov welcome Weston Nakamura to examine the weekly jobs data, how yesterday’s core CPI actually hit below expectations, and updates on the Poly Network hack as well as a new attack on DAO Maker. Even as the jobless claims data show a third consecutive decline in new unemployment claims, demonstrating a more sustained recovery in the labor market thus far, Nakamura draws attention to the fact that core CPI actually came in below economist expectations, which might be signaling a deceleration in inflation. He unpacks why this was the case and what it means for the economy and markets in the coming months. Bennington also provides an update on the Poly Network hack and discusses a new one on DAO Maker that occurred today. Learn more about your ad choices. Visit podcastchoices.com/adchoices
13 Elo 202139min
Bonds Rally and Cyclicals Thrive as CPI Rises 0.5%
DB-Aug11,2021: Real Vision editor Jack Farley and markets reporter Dion Rabouin welcome Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, to unpack the U.S. CPI released today, showing a rise of 0.5% in July. Boockvar examines the July’s CPI data and discusses how it is driving today’s price action in equities and bonds and what it means for inflation, monetary and fiscal stimulus, and various asset classes such as stocks, bonds, and commodities going forward. Learn more about your ad choices. Visit podcastchoices.com/adchoices
12 Elo 202139min
The Impact of the $550 Billion Infrastructure Bill on Inflation and Crypto
DB-Aug10,2021: Ash Bennington welcomes Tony Greer of TG Macro to analyze the day's price action as well as discuss the economic ramifications of the $550 billion infrastructure bill as it passes in the Senate and how the crypto tax reporting rules in the bill will affect the digital assets space. Greer examines gold’s flash crash from earlier in the week and provides an update on how he’s thinking through other sectors such as commodities, equities, and bonds. The pair also explore how the infrastructure bill passing in the Senate could amp up the inflationary pressures the U.S. economy is currently facing and what it means for the crypto space and for those who invest in crypto assets. Learn more about your ad choices. Visit podcastchoices.com/adchoices
11 Elo 202135min
Darius Dale: Gold's Flash Crash and the Latest on Infrastructure
DB-Aug09,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and 42 Macro founder and CEO Darius Dale to discuss the latest on the infrastructure bill and how the new amendment on crypto will affect digital assets as well as gold's swift overnight plunge and Bitcoin's surge. Bennington discusses the new proposed tax laws on crypto within the infrastructure bill and explains what they mean going forward for crypto investors as well as analyzes Bitcoin's recent jump higher. Farley and Dale then approach the bill from a different angle by exploring its impact on inflationary pressures on the U.S. economy, and they also examine Berkshire Hathaway’s Q2 earnings report. Finally, the trio discuss what's next for gold following Sunday’s plunge. Learn more about your ad choices. Visit podcastchoices.com/adchoices
10 Elo 202139min
What does July's Job Report Imply About the Economy?
DB-Aug06,2021: Real Vision senior editor Ash Bennington welcomes editor Real Vision founder, Raoul Pal, to discuss market price action resulting from the July non-farm payroll report and Robinhood’s wild week of trading. Pal looks at equity sectors that he is watching and explains whether the positive jobs numbers forecast long-term economic strength. The pair looks at Robinhood’s large move higher and dives into the influence of the retail trader. Learn more about your ad choices. Visit podcastchoices.com/adchoices
7 Elo 202138min
Labor Market Shows Improvement as Ethereum Undergoes Crucial Update
DB-Aug05,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Jim Bianco, president of Bianco Research, to discuss today’s market reaction towards the improvement in the labor market and important updates to the Ethereum network. Bianco covers the decline in unemployment claims and considers whether this trend is sustainable as the delta variant continues to hamper full reopening. The trio also looks at the London hard fork update to Etheruem and its potential effects on Ether’s price and long-term prospects for the network. Learn more about your ad choices. Visit podcastchoices.com/adchoices
6 Elo 202141min
