Jimmy Song: A Philosophical Approach to Bitcoin
Crypto Wednesday: Ash Bennington, Real Vision senior crypto editor, hosts Bitcoin developer, educator, and entrepreneur Jimmy Song to discuss how his thoughts on Bitcoin have been evolving over the la...
14 Heinä 20211h 4min
Making Sense of June's CPI
DB-Jul 13,2021: Tommy Thornton, president at Hedge Fund Telemetry, joins the Daily Briefing to discuss the CPI print released today, equity pricing, and earnings season. Thornton, along with Real Visi...
14 Heinä 202135min
Are Markets Mispricing Inflation Expectations?
DB-Jul12,2021: Darius Dale, founder and CEO of 42 Macro, joins the Daily Briefing to discuss his updated outlook on inflation expectations and market sentiment as the S&P 500 hits a new intra-day high...
13 Heinä 202136min
Building a Portfolio that Benefits from Inflation: Live with James Davolos
Real Vision Live Replay: The risk of inflation is clearly one of the top market narratives for 2021, and many investors are buying in. But how do you actually build a portfolio to benefit from inflati...
12 Heinä 20211h 6min
Tail Wagging the Dog: How Options Gamma Drives Equity Price Action
The Interview: Imran Lakha of Options Insight and Brent Kochuba of SpotGamma are veterans of the options market, and they join Real Vision to shed light on how options exert a hidden pressure on the s...
11 Heinä 202144min
Dario Perkins: Rebooting the Fiscal Software
The Interview: Dario Perkins, managing director of macro at TS Lombard, argues that we are seeing a global regime shift in economic policy from monetary dominance to fiscal dominance. In this intervie...
10 Heinä 202159min
Equities Surge as the U.S. Bond Rally Relents
CB-Jul09,2021: The 8-day rally in U.S. Treasury bonds finally breaks as global equities take back much of yesterday’s sell-off. Real Vision’s Ash Bennington, Weston Nakamura, and Jack Farley analyze t...
10 Heinä 202136min
Stocks Crash Worldwide as Reflation Trades Backfire
DB-Jul08,2021: Peter Boockvar, chief investment officer of Bleakley Advisory Group, joins Real Vision’s Samuel Burke and Jack Farley to make sense of the risk-off sentiment that dragged down almost ev...
9 Heinä 202137min
