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(2080)

Daily Briefing - June 10, 2020

Daily Briefing - June 10, 2020

Senior editor Ash Bennington joins Jay Pelosky, CIO and co-founder of TPW Investment Management, to unpack his contrarian and bullish thesis on the economy and markets. Pelosky argues that the big pla...

10 Kesä 202036min

Daily Briefing - June 9, 2020

Daily Briefing - June 9, 2020

Senior editor Ash Bennington joins managing editor Ed Harrison to discuss market sentiment in light of NBER's recent announcement that the U.S. slid into recession in February. Bennington and Harrison...

9 Kesä 202028min

Daily Briefing - June 8, 2020

Daily Briefing - June 8, 2020

Senior editor Ash Bennington and managing editor Ed Harrison map out their framework for the rest of 2020. Ed and Ash look at the steepening yield curve and the continued ascent of U.S. equities. Ed g...

8 Kesä 202022min

The Interview - How to Stay Safe on the Rollercoaster Ride (w/ Ric Edelman)

The Interview - How to Stay Safe on the Rollercoaster Ride (w/ Ric Edelman)

Ric Edelman, chairman and co-founder of Edelman LLC, speaks to Real Vision senior editor Ash Bennington about how investors can position themselves for success during this unprecedented crisis. Edelma...

7 Kesä 202058min

The Interview - Profiting from Mispriced Credit Risk with Daniel Zwirn, CEO of Arena Investors

The Interview - Profiting from Mispriced Credit Risk with Daniel Zwirn, CEO of Arena Investors

Daniel Zwirn, CEO of Arena Investors, kicks off Debt Week by bringing his unique credit framework to Real Vision. Zwirn argues that a decade of cheap money has worsened credit quality, but that nevert...

6 Kesä 20201h 4min

Daily Briefing - June 5, 2020

Daily Briefing - June 5, 2020

Real Vision CEO Raoul Pal and senior editor Ash Bennington discuss a roaring day on Wall Street as the U.S. labor market breathed a sigh of relief. Looking at everything from tech valuations to the AU...

5 Kesä 202046min

Daily Briefing - June 4, 2020

Daily Briefing - June 4, 2020

Senior editor Ash Bennington joins managing editor Roger Hirst to discuss the latest developments in macro, markets, and coronavirus. Bennington and Hirst talk about the trajectory of the global recov...

4 Kesä 202039min

Daily Briefing - June 3, 2020

Daily Briefing - June 3, 2020

Senior Editor Ash Bennington joins Managing Editor Roger Hirst to discuss the latest developments in macro, markets, and coronavirus. Bennington and Hirst discuss what “returning to normal” means for ...

3 Kesä 202037min

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