Should We Still Ride The Inflation Winners?

Should We Still Ride The Inflation Winners?

All eyes are on tomorrow’s jobs report as stocks struggle to hold their footing into the weekend. Maggie Lake is joined by James Davolos, portfolio manager at Horizon Kinetics, to discuss whether investors should continue allocating with another inflation wave in mind. Are the inflation winners still working, or is it time to look elsewhere? Plus, we hear from Alex Gurevich on why he remains steadfast in his view that deflation is on the way. Check out the entire How to Unf*ck Your Future series here: https://rvtv.io/3yfCpBR and find more of James’ work here: https://horizonkinetics.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2080)

Trading the Markets: February 18, 2026

Trading the Markets: February 18, 2026

Bijan Maleki hosts Real Vision contributor Kris Bullock to break down the charts and highlight their favorite RV trade ideas before taking questions from the audience. Tune in every Wednesday at 1pm E...

24 Helmi 25min

Dalio: "The World Order Has Broken Down"

Dalio: "The World Order Has Broken Down"

Andreas Steno, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics, on the latest Macro Mondays. They break down what happened at the Munich S...

24 Helmi 33min

 Is It Finally Crypto's Time to Shine? | Rekt Vision w/ Blocmates

Is It Finally Crypto's Time to Shine? | Rekt Vision w/ Blocmates

This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Alex and Grant from Blocmates. They dissect the week's price action, key levels to look out fo...

13 Helmi 58min

Inflation Cools as AI Fears Shake Markets

Inflation Cools as AI Fears Shake Markets

Markets closed out the week balancing cooler inflation against renewed volatility in tech and AI. U.S. CPI rose 2.4% year-over-year in January, with core inflation falling to 2.5% — the lowest leve...

13 Helmi 5min

Global Stocks Near Records as BlackRock Enters DeFi

Global Stocks Near Records as BlackRock Enters DeFi

Global markets are leaning into growth. Following the upside surprise in U.S. non-farm payrolls — with 130,000 jobs added and unemployment falling to 4.3% — investors are focusing on economic resil...

12 Helmi 5min

Trading the Markets: February 11, 2026

Trading the Markets: February 11, 2026

🔥 Get FREE ACCESS to Real Vision: https://rvtv.io/4lRykex Real Vision's Kris Bullock and Nico Brugge are back to break down the charts and highlight their favorite RV trade ideas before taking que...

11 Helmi 27min

Blowout Jobs Report, Record Highs in Asia, Bitcoin Slips Again

Blowout Jobs Report, Record Highs in Asia, Bitcoin Slips Again

U.S. non-farm payrolls delivered a major upside surprise. The U.S. economy added 130,000 jobs, roughly double expectations, while unemployment fell to 4.3%. The data suggests labor market stabiliza...

11 Helmi 5min

Stocks at Record Highs as Bitcoin ETFs Turn Positive

Stocks at Record Highs as Bitcoin ETFs Turn Positive

Global equity markets are trading at record highs, led by another rally in Japan’s Nikkei, now up more than 11% year to date following Prime Minister Sanae Takaichi’s decisive election victory. In the...

10 Helmi 5min

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