Priced for Perfection: Has the Reflation Trade Gone Too Far?

Priced for Perfection: Has the Reflation Trade Gone Too Far?

DB-Mar25,2020. Real Vision managing editor Ed Harrison welcomes to the Daily Briefing Amanda Agati, chief investment strategist of PNC Financial Services Group, and Marc Chandler, chief market strategist at Bannockburn Global Forex. Agati shares her view on U.S. equity valuations, noting that stocks might have run too far, too fast amid reflation optimism, and Chandler argues that market performance will ultimately hinge on liquidity conditions, making the long-term case for why the dollar could be approaching the end of its bull cycle as twin deficits weigh it down. Agati also highlights that there is much opportunity in both the debt and equity of emerging markets, noting serious composition changes with the various indices. Lastly, Agati and Chandler share their views on bonds and credit. For our 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)

Raoul Pal: RV Collective Season 3 and Crypto Summer

Raoul Pal: RV Collective Season 3 and Crypto Summer

🔥 All this week on Real Vision, we're hosting a series called How the Pros Do It... and we're talking about research. To see what RV discounts are available, go to realvision.com/rvmarketplace 🔥 SuperAI Singapore: Get 20% OFF tickets realvision.com/superai Bitcoin is flirting with all-time highs, but is that the most exciting development in crypto this week? Debatable. Real Vision senior host and crypto editor Ash Bennington welcomes Real Vision co-founder and CEO Raoul Pal to chat about debut of RV Collective Season 3, the exclusive utility roadmap and incredible artist collabs that will be revealed next week, and the state of digital asset markets as we enter the dawn of crypto summer. Join us…! Join over 5,000 attendees for the largest AI event in Asia at SuperAI Singapore, June 5-6, 2024. Raoul Pal, Benedict Evans, Balaji Srinivasan, Edward Snowden, and over 150 others, will join the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from June 3-9, with over 150 side events for unparalleled networking opportunities. Visit www.realvision.com/superai for 20% off tickets with the code REALVISION Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Maalis 202436min

#984 - Is Inflation Back on the Rise? with Howard Lindzon

#984 - Is Inflation Back on the Rise? with Howard Lindzon

🔥 The RV Collective Season 3 mint is open: https://www.realvision.com/collective 🔥 All this week on Real Vision, we're hosting a series called How the Pros Do It... and we're talking about research. To see what RV discounts are available, go to realvision.com/rvmarketplace Tech investor and entrepreneur Howard Lindzon, co-founder and CEO of Stocktwits and general partner of Social Leverage, joins Ash Bennington to discuss the market’s reaction to this morning’s PCE data, the state of the tech and venture capital sectors, the crypto rally, and more. 🔥 SuperAI Singapore: Get 20% OFF tickets realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia at SuperAI Singapore, June 5-6, 2024. Raoul Pal, Benedict Evans, Balaji Srinivasan, Edward Snowden, and over 150 others, will join the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from June 3-9, with over 150 side events for unparalleled networking opportunities. Visit www.realvision.com/superai for 20% off tickets with the code REALVISION Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Helmi 202437min

#983 - Crypto Momentum Dominates the Market | With Greg Weldon

#983 - Crypto Momentum Dominates the Market | With Greg Weldon

🔥 The RV Collective Season 3 mint is open: https://www.realvision.com/collective 🔥 All this week on Real Vision, we're hosting a series called How the Pros Do It... and we're talking about research. To see what RV discounts are available, go to realvision.com/rvmarketplace Greg Weldon, CEO of Weldon Financial, and Raoul Pal, co-founder and CEO of Real Vision, join Ash Bennington to break down what’s driving the broad crypto breakout and the price action in equities, bonds, and more. Greg will share where he’s spotting opportunities, and risks, at this stage of the rally, what he expects from tomorrow’s PCE print, and more. To learn more from Greg, RV members can get $201 off his New Age Investing Portfolio Playbook and $601 off his Global Macro Strategy Report right here: http://realvision.com/greg 🔥 SuperAI Singapore: Get 20% OFF tickets realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia at SuperAI Singapore, June 5-6, 2024. Raoul Pal, Benedict Evans, Balaji Srinivasan, Edward Snowden, and over 150 others, will join the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from June 3-9, with over 150 side events for unparalleled networking opportunities. Visit www.realvision.com/superai for 20% off tickets with the code REALVISION Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 🔥 Get FREE ACCESS to Real Vision https://rvtv.io/3MMeRfQ Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Helmi 202446min

#982 - What’s Next For the U.S. Dollar? | with Dale Pinkert

#982 - What’s Next For the U.S. Dollar? | with Dale Pinkert

🔥 SuperAI Singapore: Get 20% OFF tickets realvision.com/superai 🔥 The RV Collective Season 3 mint is open: https://www.realvision.com/collective 🔥 All this week on Real Vision, we're hosting a series called How the Pros Do It... and we're talking about research. To see what RV discounts are available, go to realvision.com/rvmarketplace Dale Pinkert, head of trader development at TradeGateHub, joins Ash Bennington to discuss today's market action and share his perspective on mega-cap tech, the bond market, the U.S. dollar, small caps, gold, and more. Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. 🔥 Get FREE ACCESS to Real Vision https://rvtv.io/3MMeRfQ Learn more about your ad choices. Visit podcastchoices.com/adchoices

27 Helmi 202444min

#981 - How High Can Tech Fly? with Dave Mazza

#981 - How High Can Tech Fly? with Dave Mazza

🔥 SuperAI Singapore: Get 20% OFF tickets realvision.com/superai Dave Mazza, chief strategy officer at Roundhill Investments, joins Ash Bennington to discuss the recent market action after a record-setting week, where he sees the tech sector headed from here, and the outlook for the ever-evolving Bitcoin landscape. Join over 5,000 attendees for the largest AI event in Asia at SuperAI Singapore, June 5-6, 2024. Raoul Pal, Benedict Evans, Balaji Srinivasan, Edward Snowden, and over 150 others, will join the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from June 3-9, with over 150 side events for unparalleled networking opportunities. Visit www.realvision.com/superai for 20% off tickets with the code REALVISION Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 🔥 Get FREE ACCESS to Real Vision https://rvtv.io/3MMeRfQ Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Helmi 202440min

Beeple and Raoul: Raw and Uncut

Beeple and Raoul: Raw and Uncut

🔥 SuperAI Singapore: Get 20% OFF tickets realvision.com/superai 🔥 Kraken Pro delivers industry-leading security, 24/7 support, and unparalleled liquidity for advanced crypto traders. Experience it today at https://krakenpro.app.link/CryptoGathering2024 🔥 Polkadot is the original and leading layer 0 blockchain with over 2,000+ developers. The Polkadot 2.0 upgrade will be a massive accelerator for the ecosystem. Join the community at https://polkadot.network/ecosystem/community/ Raoul Pal welcomes renowned digital artist and NFT creator Beeple for a deep dive into Beeple’s career, his journey into crypto and NFTs, and where he thinks digital art is headed in the future. Raoul and Beeple discuss their hopes (and fears) for AI, how internet culture has shaped Beeple’s art, and why he believes augmented reality will alter how we see the world. Recorded on February 13, 2024… The RV Collective Season 3 mint is open: https://www.realvision.com/collective  Crypto Gathering is sponsored by Kraken and Polkadot. Kraken Pro delivers industry-leading security, 24/7 support, and unparalleled liquidity for advanced crypto traders — Experience it today at https://krakenpro.app.link/CryptoGathering  Polkadot is the original and leading layer-0 blockchain with over 2,000+ developers. The Polkadot 2.0 upgrade will be a massive accelerator for the ecosystem. Join the community at https://polkadot.network/ecosystem/community/ Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Helmi 20241h 42min

The U.S. Makes Its Comeback w/ Andreas Steno Larsen

The U.S. Makes Its Comeback w/ Andreas Steno Larsen

🔥 SuperAI Singapore: Get 20% OFF tickets realvision.com/superai 🔥 Kraken Pro delivers industry-leading security, 24/7 support, and unparalleled liquidity for advanced crypto traders. Experience it today at https://krakenpro.app.link/CryptoGathering2024 🔥 Polkadot is the original and leading layer 0 blockchain with over 2,000+ developers. The Polkadot 2.0 upgrade will be a massive accelerator for the ecosystem. Join the community at https://polkadot.network/ecosystem/community/ Andreas Steno Larsen’s macro regime indicator suggests that the U.S. economy boasts broader economic strength, with liquidity and growth both on the rise and inflation falling. Today, he takes a look at the data to assess where inflation could be heading in 2024. Kraken Pro delivers industry-leading security, 24/7 support, and unparalleled liquidity for advanced crypto traders — Experience it today at https://krakenpro.app.link/CryptoGathering  Polkadot is the original and leading layer-0 blockchain with over 2,000+ developers. The Polkadot 2.0 upgrade will be a massive accelerator for the ecosystem. Join the community at https://polkadot.network/ecosystem/community/ Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

24 Helmi 202426min

#980 - Raoul Pal:  Will AI Shake up Financial Markets? w/ Angus Shillington & Jordi Visser

#980 - Raoul Pal: Will AI Shake up Financial Markets? w/ Angus Shillington & Jordi Visser

🔥 SuperAI Singapore: Get 20% OFF tickets realvision.com/superai 🔥 Kraken Pro delivers industry-leading security, 24/7 support, and unparalleled liquidity for advanced crypto traders. Experience it today at https://krakenpro.app.link/CryptoGathering2024 🔥 Polkadot is the original and leading layer 0 blockchain with over 2,000+ developers. The Polkadot 2.0 upgrade will be a massive accelerator for the ecosystem. Join the community at https://polkadot.network/ecosystem/community/ As the Crypto Gathering 2024 continues, we've unlocked a special segment from our Pro Macro tier for Daily Briefing viewers. Join Raoul Pal, Jordi Visser, CIO and president of Weiss Multi-Strategy Advisers, and Angus Shillington, director of international equity at VanEck, for a dynamic discussion on the current macro landscape, tech’s evolving impact on financial markets, and more. You can join the Crypto Gathering by signing up for FREE at https://rvtv.io/3T0RDpO Join over 5,000 attendees for the largest AI event in Asia at SuperAI Singapore, June 5-6, 2024. Raoul Pal, Benedict Evans, Balaji Srinivasan, Edward Snowden, and over 150 others, will join the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from June 3-9, with over 150 side events that will make for unparalleled networking opportunities. Visit www.realvision.com/superai for 20% off tickets using the code REALVISION. 🔥 𝗝𝗢𝗜𝗡 us at the Crypto Gathering 2024 https://rvtv.io/3T0RDpO Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3MMeRfQ Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Helmi 202439min

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