Reopening Fake Out Sectors, Positive Jobs Data Surprises, and Renewed Stimulus Hopes: DB Dec3, 2020

Reopening Fake Out Sectors, Positive Jobs Data Surprises, and Renewed Stimulus Hopes: DB Dec3, 2020

Real Vision editor Max Wiethe is joined by both Jack Farley and Ed Harrison in this multi-part edition of The Daily Briefing. In part one, Jack and Max discuss the swirling optimism and pessimism surrounding reopening favorites like airlines and movie theaters and debate whether these industries and others like commercial real estate are in store for a new normal post-COVID. In part two, Ed Harrison returns to update his rough winter thesis in light of today’s positive surprise in jobs data and the renewed hopes for fiscal stimulus as news of good-faith bipartisan discussions and support from President Trump for slimmed down stimulus indicate a potential for more positive surprises. As well, they look forward at the pitfalls that still remain and tomorrow's more important jobs report. In the intro, Real Vision's Haley Draznin digs deeper into today’s jobless claims number to analyze why the weekly jobless claims fell last week after rising for two consecutive weeks and what this means for the labor market's recovery. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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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

Iran Talks Collapse: A New Surge in Inflation? | Macro Mondays: April 13, 2026

Iran Talks Collapse: A New Surge in Inflation? | Macro Mondays: April 13, 2026

Geopolitics is still in focus after failed talks between the U.S. and Iran in Pakistan over the weekend and President Donald Trump's threat of a blockade of the Strait of Hormuz from today. Andreas St...

13 Huhti 34min

Raoul Gives an Update on Crypto, Macro, AI | REKT Vision, April 10, 2026

Raoul Gives an Update on Crypto, Macro, AI | REKT Vision, April 10, 2026

This week on REKT Vision, Bijan Maleki, filling in for Mando, sits down with Raoul Pal for his highly anticipated update on the business cycle, macroeconomic conditions, crypto price action, AI's brea...

10 Huhti 1h 4min

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