The Interview - Turkish Lira: A Recipe for Disaster?

The Interview - Turkish Lira: A Recipe for Disaster?

Michael Nicoletos, CIO and co-founder of Appletree Capital, is joined by John Floyd, head of macro strategies at Record Currency Management, to analyze the mounting pressures on the Turkish Lira as well as other emerging market (EM) currencies. Floyd breaks down his bearish thesis on the Turkish Lira (TRY), citing Turkey's deeply negative real rates, dwindling FX reserves, and a banking sector deeply indebted to foreign creditors on a dollar- or euro-denominated basis. Floyd and Nicoletos then discuss the knock-on effects of a Turkish Lira collapse as so many European banks (especially Spanish ones) are heavily exposed to Turkey. Lastly, Floyd shares with Nicoletos the various trades to express this view. Aired on September 11, 2020 on realvision.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(2110)

How a Crypto Pro Uses AI

How a Crypto Pro Uses AI

Real Vision's Bijan Maleki and Kris Bullock are back for a very special episode with Chief Crypto Analyst, Jamie Coutts. Bijan, Kris and Jamie tackle the latest AI news before digging into how Jamie's...

11 Touko 36min

Inflation Inbound? | Macro Mondays: May 4, 2026

Inflation Inbound? | Macro Mondays: May 4, 2026

Andreas Steno Larsen and Mikkel Rosenvold are back to break down the latest shifts in global markets, starting with fresh developments in the Strait of Hormuz, then they turn to the inflation outlook,...

4 Touko 33min

The Rally Nobody Believes In | Macro Mondays: April 27, 2026

The Rally Nobody Believes In | Macro Mondays: April 27, 2026

Andreas Steno Larsen and Mikkel Rosenvold break down the latest developments in the Strait of Hormuz as a risk for global energy flows and supply chains continues to dominate headlines. They also zoom...

27 Huhti 34min

Has Crypto Finally Turned the Corner? | REKT Vision with Sergito, Apr. 24, 2026

Has Crypto Finally Turned the Corner? | REKT Vision with Sergito, Apr. 24, 2026

This week on REKT Vision, Bijan welcomes back Sergito, the CEO of Meebit Company, to discuss the biggest narratives and themes driving cryptocurrencies, macro, and AI right now. They dissect the week'...

24 Huhti 58min

How REKT Drinks Runs On AI | Trading the Markets with AI, April 22, 2026

How REKT Drinks Runs On AI | Trading the Markets with AI, April 22, 2026

Real Vision contributor Kris Bullock and Bijan Maleki are back with their weekly look at the biggest news stories about AI and how traders can utilize it in their approach to markets. This week, they ...

22 Huhti 25min

Oil Risk Returns, but Do Markets Even Care?

Oil Risk Returns, but Do Markets Even Care?

As the ceasefire between the U.S. and Iran falters, bringing oil flows back under pressure, Andreas Steno Larsen and Mikkel Rosenvold break down the geopolitical fallout, from jet fuel shortages to sh...

20 Huhti 32min

Is Bitcoin Primed for $80,000 Next?

Is Bitcoin Primed for $80,000 Next?

This week on REKT Vision, Bijan Maleki, filling in for Mando, sits down with Spencer, CEO of Orange Cap Games, to discuss the biggest narratives and themes driving cryptocurrencies, macro and AI right...

17 Huhti 54min

New Survey Reveals Growing Problem With AI | Trading the Markets With AI, April 15, 2026

New Survey Reveals Growing Problem With AI | Trading the Markets With AI, April 15, 2026

Real Vision contributor Kris Bullock and Bijan Maleki are back with their weekly look at the biggest news stories about AI and how traders can utilize it. Through enhanced research, coding apps, dashb...

15 Huhti 1h 2min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
rss-rahapodi
rss-oivalluksia-rahasta-elamasta
mimmit-sijoittaa
psykopodiaa-podcast
ostan-asuntoja-podcast
rss-rahamania
rss-karon-grilli
hyva-paha-johtaminen
asuntoasiaa-paivakirjat
rss-startup-ministerio
rahapuhetta
rss-lahtijat
rss-sami-miettinen-neuvottelija
rss-uskalla-yrittaa
rss-sisalto-kuntoon
rss-paasipodi
rss-set-for-life-sijoita-ja-vaurastu
maaltavastaajat
rss-sotejalalla