Are Markets and the Economy at Major Turning Points?

Are Markets and the Economy at Major Turning Points?

“The next several weeks are going to be rather brutal for markets,” says Raoul, “and bonds are likely to be your only friend as the market begins to price in an immediate, sharp recession, then a Fed pivot in the summer.” Real Vision’s co-founder and CEO joins Andreas Steno Larsen to expand on that forecast as chatter about “peak inflation” and a “soft landing” are rising, global equity fund inflows are surging, and stocks are closing out their first positive week in the last nine. Are we at a major turning point? Or is this simply a bounce within a bear market? Raoul shares his current thoughts about the economy, stocks, bonds, and crypto, emphasizing caution now with an eye on opportunities in the future. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3MQzC7Y. Watch Raoul’s special flash update here: https://rvtv.io/3LYrYHo. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2099)

The Knock-On Effect #8 - Stock Rally to Spur Foot Picking?

The Knock-On Effect #8 - Stock Rally to Spur Foot Picking?

Why will higher stock prices lead more American to pick feet? Alex and Justine discuss, also touching on income inequality, one very fancy Manhattan store, and the marital habits of reptile owners. Pl...

13 Heinä 201838min

Real Vision Rewind #1 – Godfather of Central Banking

Real Vision Rewind #1 – Godfather of Central Banking

How did the modern age of central banking begin? In this story previously heard in a 2017 episode of “Adventures in Finance,” Grant Williams, Aaron Chan and Ben Hunt look at the fascinating history o...

6 Heinä 201843min

The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors?

The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors?

Why will a rising dollar lead to a proliferation of ice cream flavors that go far beyond vanilla? Justine and Alex discuss, touching on thieves in Madagascar, beaver glands, whisky maturation and the ...

29 Kesä 201837min

The Knock-On Effect #6 - Fed Hikes to Quash Lottery Ticket Sales?

The Knock-On Effect #6 - Fed Hikes to Quash Lottery Ticket Sales?

Why will a higher fed funds rates lead to a decline in the number of Americans who play the lottery? Alex and Justine discuss, along the way touching on the future of transportation, moving to L.A., t...

22 Kesä 201829min

The Knock-On Effect #5 - Demographics and Doorways

The Knock-On Effect #5 - Demographics and Doorways

Why will changing Chinese demographics lead to an increase of plastic strips in doorways? Justine and Alex discuss - and in so doing, also touch on Ikea trips, online dating, modern food production, a...

15 Kesä 201848min

The Knock-On Effect #4 - Tariffs and Cork

The Knock-On Effect #4 - Tariffs and Cork

Why will U.S. tariffs lead to a resurgence for the global cork industry? Justine and Alex explain, along the way discussing Australian wine, cork shoes and the Chinese consumer. Learn more about your ...

8 Kesä 201827min

The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom

The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom

Why will higher oil prices result in disappointed craft beer drinkers? Justine and Alex discuss. Plus, Alex delves into the world of academia, and discusses an interesting finding about the way stocks...

1 Kesä 201834min

The Knock-On Effect #2 - Rising Rates and Sandy Tracks

The Knock-On Effect #2 - Rising Rates and Sandy Tracks

Why will rising rates leave tire tracks on the world’s great beaches? Alex, Roger and Justine discuss. Plus, a high-pressure debate over whether stocks will fall 20% within the next year. Filmed on Ma...

25 Touko 201824min

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