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(2050)

AI Fire Hose #4: Crash, Boom, and Chatbots

AI Fire Hose #4: Crash, Boom, and Chatbots

AI in cars, VTubers, virtual dating, and more. In Real Vision’s ongoing Crash or Boom series, Ash Bennington and Mikhail Voloshin investigate the recent revival of AI after a lengthy phase referred to as  “AI winter.” They gauge the power of contemporary chatbots with a look at AI implementations in Mercedes-Benz automobiles, elder care, and VTubers (virtual YouTubers). Finally, they wrap up the discussion by exploring AI’s impact on the world of virtual dating. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Syys 202352min

Crash or Boom: Week 1 Wrap-Up

Crash or Boom: Week 1 Wrap-Up

Raoul Pal, co-founder and CEO of Real Vision, joins Maggie Lake for this extended show to break down the interviews from the first week of our Crash or Boom series. Then he addresses questions from the viewers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Syys 202337min

Arm Shares Soar on Market Debut

Arm Shares Soar on Market Debut

Resilient economic data and IPO enthusiasm send stocks higher for the day. Peter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, joins Maggie Lake for a look at the market response to this week’s economic data. They’ll discuss everything from CPI and PPI to retail sales and explore whether there are subtle nuances being missed by these initial moves. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Syys 202333min

An Upside Surprise for August CPI with Tom Thornton

An Upside Surprise for August CPI with Tom Thornton

🔥 THE NEW REAL VISION - Join for only $20,14 https://rvtv.io/3PwLpw2 Tom Thornton, founder of Hedge Fund Telemetry, sits down with Maggie Lake to dissect today’s slightly hotter-than-expected CPI report. Plus, Tom will share why he's bullish on energy, worried about U.S. Treasury bond issuance, and what he thinks about Tesla’s recent upgrade and rebound.You can find more of Tom's work here: http://hedgefundtelemetry.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Syys 202338min

Are the China Bears Wrong? With Shehzad Qazi

Are the China Bears Wrong? With Shehzad Qazi

🔥 THE NEW REAL VISION - Join for only $20,14 https://rvtv.io/3PwLpw2 Real Vision’s Maggie Lake welcomes Shehzad Qazi, managing director and COO at China Beige Book International, to look at the state of the Chinese economy, the health of its property sector, U.S-China relations, and the global ripple effects that China exerts. Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Syys 202334min

Beneath the Surface: Risk Premium Expansion with Andy Constan

Beneath the Surface: Risk Premium Expansion with Andy Constan

🔥 THE NEW REAL VISION - Join for only $20,14 https://rvtv.io/3sIJviO Maggie Lake is joined by Andy Constan, CEO of Damped Spring Advisors, to discuss his perspective on the global macro landscape. They delve into where he believes rates, bond issuance, and asset prices are headed next — and what it means for broader markets. You can find more of Andy’s work here: https://dampedspring.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Syys 202335min

Round 2: Chen Zhao And Marko Papic on China

Round 2: Chen Zhao And Marko Papic on China

Last year, Alpine Macro's chief global strategist Chen Zhao shared his global macro views with us, highlighting his optimism for the US economy and questioning Xi's policies for China. Reuniting with Clocktower Group’s chief strategist, Marko Papic, the pair will delve into China's possible implosion, the unexpected strength of the US economy, their outlook for markets, and the Ukrainian situation. To watch Marko and Chen’s conversation last year, please follow this link: https://www.realvision.com/shows/the-essential-conversation/videos/heres-what-you-wont-read-in-the-ft-xL8X Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Syys 20231h 7min

AI Fire Hose #3: AI is Literally Doing God’s Work

AI Fire Hose #3: AI is Literally Doing God’s Work

JOIN the New Real Vision http://www.realvision.com/pricingNavigate the ever-evolving landscape of artificial intelligence as we examine its role in journalism, the art of sermon writing, financial advisories, and more. From Gannett newspapers leveraging AI for sports news to the controversial use of AI in religious sermons, this episode sheds light on the cutting-edge implications and challenges of AI integration in today’s world. We also touch on the intriguing interplay between technology and traditional job roles, offering a fresh perspective on the AI-driven future. Join us for a stimulating discourse and stay ahead in the AI conversation. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Syys 202352min

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