Is Cash the Only Safe Bet? with Thomas Thornton
SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance Tom Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake to discuss why the Fed does not have enough data to decide on a September rate hike, what he sees going on in the energy market, and the challenges and opportunities facing the Technology sector. You can find more of Tom's work here: hedgefundtelemetry.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
15 Elo 202337min
Is Risk-Off Nearing an End? with Steve Miley
SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance U.S. stock averages remain in correction while bonds markets indicate lower prices and higher yields. Steve Miley, chief analyst, COO, and co-founder at TradeDay, joins Maggie Lake for a wide-ranging discussion on equities, bonds, the dollar, commodities, and more. Also, we've just launched Season 2 of the Real Vision Collective! Check it out here: https://www.realvision.com/collective Learn more about your ad choices. Visit podcastchoices.com/adchoices
14 Elo 202336min
The Fed: In a Monetary and Macro Bind?
SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance "The Fed is in a monetary conundrum; it has 3 policy options going forward and none of them are good," says EJ Antoni. Ash Bennington welcomes EJ to dive deep into the trap the central bank finds itself in, how it got there, and why history suggests that the U.S. economy may replay the nightmares of the late 1970s and early 1980s. Learn more about your ad choices. Visit podcastchoices.com/adchoices
13 Elo 20231h 10min
Charting the Course of the Global Economy
SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance Richard Koo, chief economist at Nomura Research Institute, is renowned for his expertise on balance sheet recessions. He joins Discipline Funds CIO Cullen Roche in this can’t-miss, peer-to-peer review of Koo's economic framework, the impact and efficacy of QE in balance sheet recessions, the potential GDP dominance of emerging economies like China and India, and the possibility of U.S. real estate stagnation. Learn more about your ad choices. Visit podcastchoices.com/adchoices
12 Elo 20231h 7min
Is the Tech Rally Showing Cracks? With Peter Boockvar
SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance Peter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, joins Maggie Lake to discuss this week's economic data, potential challenges facing the tech sector, and the implications of bond market volatility. You can find more of Peter's work here: https://peterboockvar.substack.com Also, we've just launched Season 2 of the Real Vision Collective! Check it out here: https://www.realvision.com/collective Learn more about your ad choices. Visit podcastchoices.com/adchoices
11 Elo 202338min
Is a September Hike off the Table? With Dale Pinkert
SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to discuss the impact of today's U.S. inflation data, explore the U.S. dollar's recent movements, and to help us understand the reasons behind bond market volatility. You can find more of Dale's work here: https://tradegatehub.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
10 Elo 202337min
Is This a Trampoline Landing? With Vincent Deluard
SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss his "Trampoline Landing" theory, why he sees a second wave of inflation coming, and what's making him so bearish equities. In the second half of the show, Vincent explores whether the U.S. has peaked and where to find value in international investments. You can find more of Vincent's work here: https://marketintel.intlfcstone.com/MIPublic/Landing Learn more about your ad choices. Visit podcastchoices.com/adchoices
9 Elo 202336min
What Does Rate Volatility Mean For You? with Tony Greer
SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance Tony Greer, editor of The Morning Navigator, joins Maggie Lake to discuss what the recent volatility in bonds means for markets, the impact of recent downgrades on the credit rating of several banks, and what investors should expect from this week's inflation data. You can find more of Tony's work here: https://tgmacro.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
8 Elo 202335min
