One Year Anniversary of the Market Bottom -- What Could Go Wrong?

One Year Anniversary of the Market Bottom -- What Could Go Wrong?

DB-Mar23,2021. Lily Francus, independent quantitative researcher, joins Real Vision senior editor Ash Bennington to share her outlook on narrative economics, the NOPE Index, and the dangers of beta. On the one-year anniversary of the bottom in the S&P 500, Francus notes that this current market environment is marked by a great deal of short covering and portfolio rebalancing, which drive the “rotation” trade away from growth into value that has been playing out. Francus explains how the surge of retail traders (or “low-information traders”) has driven flows and exerted a serious influence, particularly in the sky-high volume of options contracts. Francus connects this to her theory on NOPE (“net options pricing effect”) before sharing with Bennington her advice to traders in this choppy market. For Listeners: Checkout skillshare.com and learn a new skill. You can use a unique promo link skillshare.com/realvision Protect your portfolio and join 130,000 members by signing up at masterworks.io with promo code REAL VISION today to skip the waitlist. See important information at masterworks.io/disclaimer Checkout Jordan Harbinger Show @ https://www.jordanharbinger.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2045)

Tony Greer: Going Long Bitcoin

Tony Greer: Going Long Bitcoin

DB-Sep09,2021: TG Macro’s Tony Greer is now going long on Bitcoin—where does he see the future of crypto going? He explains here why he’s changed his tune, and he updates his thoughts on commodities—particularly oil—and whether the ECB’s announcement to slow the pace of their bond-buying program will have an impact on the assets that have benefited from the economy’s inflationary pulse. Interviewed by Maggie Lake. Submit your questions on the Exchange: https://rvtv.io/38UoKUs Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Syys 202138min

Bearishness Emerging on Wall Street Within the Goldilocks Regime

Bearishness Emerging on Wall Street Within the Goldilocks Regime

DB-Sep08,2021: Darius Dale, founder and CEO of 42 Macro, anticipates that the Goldilocks regime will be persisting in the U.S. for awhile longer yet, offering fertile ground for asset prices to continue to perform. Drawing upon his macro indicators and analysis, he addresses the increasing bearish consensus being priced into risk assets and how tapering later in the year may have an impact on this dynamic. Interviewed by Jack Farley. Drop your questions for Darius here on the Exchange: https://rvtv.io/3trKr7O Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Syys 202141min

Jared Dillian: How Much Higher Can Inflation Get?

Jared Dillian: How Much Higher Can Inflation Get?

DB-Sep07,2021: Jared Dillian, editor of The Daily Dirtnap, joins the Daily Briefing to discuss his thoughts on why he sees the potential for inflation to fly even higher in the coming months. He also shares his perspective on what this means for commodities, particularly for uranium, as well as crypto’s flash crash. Interviewed by Maggie Lake. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Syys 202135min

August Nonfarm Payrolls Disappoint As Smart Contract Protocols Skyrocket

August Nonfarm Payrolls Disappoint As Smart Contract Protocols Skyrocket

DB-Sep03,2021: With a major miss today in the August nonfarm payrolls report, Jim Bianco, president of Bianco Research LLC, updates his perspective on the economic recovery and inflation as well as what it means for price action going forward. Bianco also discusses the major rallies for various layer 1 smart contract protocols as Solana, Polkadot, and Ethereum are soaring higher. Interviewed by Ash Bennington. Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Syys 202141min

A Bounce Back in Cyclicals? What the Options Market Is Signaling

A Bounce Back in Cyclicals? What the Options Market Is Signaling

DB-Sep02,2021: Imran Lakha, founder of Options Insight, shares his latest insights into current market dynamics, sectors set up for outperformance, and the state of the U.S. economy. With jobless claims reaching a new low since the early days of COVID-19, Lakha discusses what the August nonfarm payrolls data may also reveal about the labor market and what that means for Fed tapering. He also dives into what the options market is signaling about investor sentiment and volatility, and he updates his perspective on Bitcoin and Ethereum. Interviewed by Jack Farley. Learn more about your ad choices. Visit podcastchoices.com/adchoices

3 Syys 202138min

Real Vision Turns 7! Raoul Pal Celebrates Real Vision's History and Future

Real Vision Turns 7! Raoul Pal Celebrates Real Vision's History and Future

DB-Sep01,2021: On today's special edition of the Daily Briefing, Real Vision CEO & co-founder Raoul Pal celebrates the history and future of Real Vision. Raoul describes the company's founding in September 2014 and its journey as a financial media company dedicated to truth in finance. He also shares his own personal journey that's been adjacent to Real Vision's evolution, discussing how his framework has been shaped, challenged, and expanded for the past seven years. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Syys 202149min

Can The S&P 500 Hit 5K?

Can The S&P 500 Hit 5K?

DB-Aug31,2021:As the S&P 500 posts a monthly gain for the seventh time in a row, Tony Greer of TG Macro returns to the Daily Briefing to share how the renewed dovishness of the Federal Reserve is shaping his outlook for commodities, stocks, and the dollar. In conversation with Real Vision’s Jack Farley, Greer contemplates the possibility of S&P 500 hitting the 5000 mark and explains why he remains bullish on copper, oil, aluminum, and other commodities. To post questions for tomorrow’s Daily Briefing with Real Vision CEO Raoul Pal, click this link on the Real Vision Exchange: https://rvtv.io/3mQmZzE Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Syys 202139min

Is There Deflationary Risk Ahead with Possible Fed Tapering?

Is There Deflationary Risk Ahead with Possible Fed Tapering?

DB-Aug30,2021: Darius Dale, founder and CEO of 42 Macro, updates his macro framework for markets after Jay Powell announced at Jackson Hole that the Fed may begin to reduce stimulus this year and before the August nonfarm payrolls report drops later in the week. With monetary stimulus expected to taper off, Dale also examines if the same should be expected for fiscal policy, and he provides his perspective on Bitcoin and Ethereum as billionaire John Paulson calls crypto a “worthless” bubble. Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Elo 202136min

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