Great Power Games Could Leave Europeans Out in the Cold

Great Power Games Could Leave Europeans Out in the Cold

The Biden administration is preparing to deploy troops and equipment to Eastern Europe and the Baltics to counter Russia’s threat to Ukraine, as UK officials suggest Moscow aims to install a pro-Kremlin government in Kyiv. Stocks all over the world are tumbling, again, and Bitcoin has breached key technical levels. And there’s real concern about European natural gas supplies. “Risk on” for Putin means “risk off” for investors. Weston Nakamura is here to discuss the state of play with Ash Bennington. Weston also drops a compelling pair trade that could be a decent hedge against both geopolitics and central bankers. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/32rm6FR Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2055)

If Not Now, When Will Inflation Peak?

If Not Now, When Will Inflation Peak?

The Office of National Statistics reported Wednesday that inflation in the U.K. hit a new 40-year high in June, consumer prices rising 9.4% from a year earlier and adding pressure on the Bank of Engla...

21 Heinä 202239min

A Tale of a Textbook Turnaround Setup

A Tale of a Textbook Turnaround Setup

In his most recent newsletter, Tony Greer of TG Macro wrote, “The setup for oil bulls on this gorgeous summer Friday morning is not to be believed. Stocks and commodities just spent the last quarter h...

20 Heinä 202236min

Now Comes the Global Energy Crisis

Now Comes the Global Energy Crisis

Goldman Sachs and Bank of America posted solid headline-level earnings this morning, both benefiting from higher interest rates during the second quarter. But both also posted significantly higher pro...

19 Heinä 202239min

The Next Big Trade - Shawn Hackett on the Art of Trading Agricultural Commodities

The Next Big Trade - Shawn Hackett on the Art of Trading Agricultural Commodities

Here’s a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. Shawn Hackett is the president of Hackett Financial Advisors, a firm that helps investors an...

17 Heinä 20221h

My Life in 4 Trades - The Mental Keys of Trading - Michael Gayed

My Life in 4 Trades - The Mental Keys of Trading - Michael Gayed

Here’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Michael Gayed has amassed a Twitter following of more than 664,000. So how does he meet the...

16 Heinä 202212min

Let's Do Some Inflation Math

Let's Do Some Inflation Math

Jared Dillian tweeted it out: “It would take 8 months of 0.0% CPI readings to get CPI back to 5%.” And that was before the Commerce Department reported retail sales grew by a greater-than-expected 1% ...

16 Heinä 202235min

Inflation Whammy! (Twitter Spaces)

Inflation Whammy! (Twitter Spaces)

On this week's jam-packed Real Vision Twitter Spaces, Raoul Pal, Ash Bennington, and Jim Bianco talk about everything from inflation and the US dollar to growth and tech, including crypto and so much ...

15 Heinä 20222h 36min

Get Ready for More (Shadow and Traditional) Bank Failures

Get Ready for More (Shadow and Traditional) Bank Failures

The producer price index was up 11.3% year over year in June, the seventh consecutive double-digit gain, and accelerated to 1.1% from 0.9% in May on a month-over-month basis, as inflationary pressure ...

14 Heinä 202239min

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