Are We Still Heading for a Recession? w/ David Rosenberg

Are We Still Heading for a Recession? w/ David Rosenberg

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M. David Rosenberg, founder and president of Rosenberg Research, joins Ash Bennington to share his views on the current state of the economy, a growing disconnect between supply and demand, and what it means for the potential of a recession. David also discusses the bubble he sees forming in the stock market, and where he's spotting investment opportunities. Recorded on Thursday, June 20th. This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world’s largest crypto event: TOKEN2049 Singapore on 18 to 19 September. 🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION’. Timestamps: 00:00 - Sponsor: Token2049 01:01 - Introduction of David Rosenberg 01:37 - David's perspective on the current economy 02:18 - Comparison to the 2007 economic outlook 03:33 - Recession pressures and the business cycle 04:11 - Impact of fiscal stimulus on the economy 05:25 - Credit card debt and delinquency rates 06:41 - Changes in consumer behavior and credit card balances 07:53 - The role of excess savings and stimulus checks 08:27 - San Francisco Fed report on excess savings 09:02 - Consumer revolt against high prices 10:06 - Discrepancy between current economic conditions and the Fed's statements 11:23 - Historical comparisons to 2008 and recession signals 12:34 - Overstated non-farm payrolls and data revisions 13:37 - Signs of a potential recession in various economic sectors 14:13 - GDP growth and economic activity slowing down 15:17 - Lack of catalysts for re-acceleration in growth 16:26 - Importance of supply and demand in forecasting inflation 18:11 - Expectations for disinflation and Fed rate cuts 19:20 - Discussion on current trend growth and productivity gains 21:04 - Labor force participation and its impact on the economy 22:15 - Disconnect between productivity gains and aggregate demand 23:26 - Impact of housing and consumer behavior on the economy 24:34 - Global economic conditions and their effect on US exports 25:40 - Outlook on inflation and interest rates without a recession 26:16 - Increasing unemployment rate and its impact on wages 27:23 - Supply curve dynamics leading to disinflation 28:43 - Capacity growth in the industrial sector 29:18 - Expectations for inflation to reach the Fed's target 30:26 - Implications for asset prices and the stock market 31:39 - Concentration risk and the impact of high-performing tech stocks 33:33 - Concerns about excessive valuations and investor behavior 35:08 - Importance of thematic investing and capital preservation 36:50 - Sectors with growth potential: Aerospace, defense, utilities, and healthcare 38:57 - Trading down and frugality trends among consumers 40:14 - Staples and essential sectors as investment opportunities 41:37 - Utilities as a growth area due to climate change and infrastructure needs 43:17 - The role of gold and gold mining stocks in a disinflationary environment 44:56 - Impact of passive indexation on market distortions 46:41 - Risks of bubble bursts and historical parallels 48:02 - Potential market corrections and investor psychology 50:13 - Advice on profit-taking and portfolio rebalancing 51:57 - Importance of capital preservation and conservative investing 52:36 - Final thoughts on the current market cycle 53:47 - Importance of historical context in investing decisions 54:33 - Sentiment and psychology driving market behavior 55:52 - Recommendations for protective strategies in investing Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2008)

Keynote: Sling (Breakpoint 2024)

Keynote: Sling (Breakpoint 2024)

👉 For more information, go to solana.com/breakpoint. *SPONSORED CONTENT* Did you miss out on Breakpoint 2024? In partnership with Solana, Real Vision is releasing the best talks from Breakpoint 2024. In this keynote, Mike Hudack of Sling Money introduces “the money button for the world.” Breakpoint is the annual gathering of the worldwide Solana community, hosted by the Solana Foundation. Breakpoint 2024 was held Sept. 20-21 in Singapore. For more information, go to solana.com/breakpoint. Timestamps: 00:00 – Introduction and Real Vision Community Invite 00:21 – Salana Ecosystem and Vibrancy Overview 01:03 – Introduction to Sling: The Money Button for the World 01:37 – Sling’s Principles: Global Payments, Ease of Use, and Low Cost 02:25 – Demo: Sending Money from Europe to Kenya via Sling 02:58 – Adding Money: Apple Pay, M-Pesa, and PIX Integration 03:29 – Sending Money to Others via Sling and Text Message 04:15 – Withdrawing Money: SEPA, Debit Cards, and Mobile Wallets 04:44 – Self-Custodial Wallets: Full Ownership of Funds 05:19 – Stablecoin Support on Sling: USDC and USDP 05:53 – Global Financial System: Interoperability Across 150 Countries 06:29 – Closing Remarks DISCLAIMER The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing. This content is intended to be general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor. Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein. The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers’ own personal opinions and do not reflect the opinions of any entities. About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3Y4t5Pw Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Loka 20248min

Breakpoint 2024: Tokenizing the Wine Industry ft. David Garrett from Club dVIN

Breakpoint 2024: Tokenizing the Wine Industry ft. David Garrett from Club dVIN

*SPONSORED CONTENT* Did you miss out on Breakpoint 2024? In partnership with Solana, Real Vision is releasing the best talks from the event. In this discussion, dVIN CEO David Garrett gives an in-person demonstration of how they're using tokenization to modernize the wine market. Breakpoint is the annual gathering of the worldwide Solana community, hosted by the Solana Foundation. Breakpoint 2024 was held Sept. 20-21 in Singapore. For more information, go to solana.com/breakpoint. DISCLAIMER The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing. This content is intended to be general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor. Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein. The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers’ own personal opinions and do not reflect the opinions of any entities. About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3Y4t5Pw Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Loka 20249min

The Ripple Effects of War ft. Jacob Shapiro

The Ripple Effects of War ft. Jacob Shapiro

👉 Be one of the first 500 traders to get a $20 credit when you deposit $50. Use this link kalshi.com/realvision Jacob Shapiro, director of geopolitical analysis at Cognitive Investments, joins Andreas Steno Larsen to explore the potential near- and long-term economic effects of the ongoing conflict in the Middle East. Plus, they discuss how the upcoming U.S. election could shape the economic landscape moving forward. This episode is brought to you thanks to Kalshi. Be one of the first 500 traders to get a $20 credit when you deposit $50. Use this link kalshi.com/realvision About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3Y4t5Pw Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Loka 202447min

Moving Modern Money: Sphere (Breakpoint 2024)

Moving Modern Money: Sphere (Breakpoint 2024)

*SPONSORED CONTENT* Did you miss out on Breakpoint 2024? In partnership with Solana, Real Vision is releasing the best talks from Breakpoint 2024. In this keynote, Arnold Lee of the payments platform Sphere digs into the challenges of building a crypto payments platform, and a new product — Spherenet — that could help alleviate them. Breakpoint is the annual gathering of the worldwide Solana community, hosted by the Solana Foundation. Breakpoint 2024 was held Sept. 20-21 in Singapore. For more information, go to solana.com/breakpoint. DISCLAIMER The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing. This content is intended to be general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor. Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein. The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers’ own personal opinions and do not reflect the opinions of any entities. About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3Y4t5Pw Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Loka 20249min

REKT Vision: Crypto Swings Big in a Volatile End to the Week

REKT Vision: Crypto Swings Big in a Volatile End to the Week

👉 Be one of the first 500 traders to get a $20 credit when you deposit $50. Use this link kalshi.com/realvision 🔥 Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw 🔥 Join us in Miami for the Crypto Gathering 2025 https://rvtv.io/4ephGzg. Welcome back to REKT Vision- Crypto Swings Big in a Volatile End to the Week. What's next? Bitcoin fell to as low as $58K before bouncing back. What's driving it? Canary Labs and rektguy co-founders Ovie "OSF" Faruq and Michael "Mando" Anderson, also creator of the Mando Minutes newsletter, are back to review the biggest narratives driving crypto markets. On the latest REKT Vision, they discuss the big moves in the price of Bitcoin this week, meme coins rally, CPI data, and much more. Get access to the exclusive monthly AMA and drinks session with OSF and Mando by signing up to RV Crypto: https://rvtv.io/44e8Yj0 👉 This episode is brought to you thanks to Kalshi. Be one of the first 500 traders to get a $20 credit when you deposit $50. Use this link kalshi.com/realvision Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Loka 20241h 4min

Bridging the Gap Between Capital Markets and Crypto (Breakpoint 2024)

Bridging the Gap Between Capital Markets and Crypto (Breakpoint 2024)

*SPONSORED CONTENT* In partnership with Solana, Real Vision is releasing the best talks from Breakpoint 2024. In this chat, Sociéte Générale’s Guillaume Chatain discusses EURCV, a MiCA-compliant stablecoin, coming soon to the Solana ecosystem. Breakpoint is the annual gathering of the worldwide Solana community, hosted by the Solana Foundation. Breakpoint 2024 was held Sept. 20-21 in Singapore. For more information, go to solana.com/breakpoint. DISCLAIMER: The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing. This content is intended to be general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor. Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein. The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers’ own personal opinions and do not reflect the opinions of any entities. About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3Y4t5Pw Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Loka 20249min

Introducing Solana Seeker (Breakpoint 2024)

Introducing Solana Seeker (Breakpoint 2024)

*SPONSORED CONTENT* In partnership with Solana, Real Vision is releasing the best conversations from Breakpoint 2024. In this keynote, Solana Mobile’s Emmett Hollyer introduces the next chapter of their mobile device offerings, Seeker. Breakpoint is the annual gathering of the worldwide Solana community, hosted by the Solana Foundation. Breakpoint 2024 was held Sept. 20-21 in Singapore. For more information, go to solana.com/breakpoint. DISCLAIMER The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing. This content is intended to be general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor. Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein. The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers’ own personal opinions and do not reflect the opinions of any entities. Timestamps: 00:00 – Introduction 00:21 – Solana Ecosystem and Vibrancy 01:04 – Solana Mobile: Mission and Achievements 02:19 – The Launch of Saga and Overcoming Challenges 03:34 – Chapter 2: Seeker Pre-orders and Community Response 05:13 – Revealing the Solana Seeker Prototype 06:01 – Seeker Features: Lighter, Brighter, Better Cameras, Longer Battery 06:36 – Seed Vault Wallet: Mobile-First Integration with Enhanced UX 07:37 – Solana Dapp Store and New Features for Seeker 08:13 – Seeker Genesis Token: Unlocking Rewards and Access 09:34 – Seeker as a Beacon for Solana Dapps and Ecosystem Integration 10:14 – AI and Gamers on Seeker: Exclusives and Advanced Features 11:04 – Airship: Cheaper Airdrops and Optimized for Chapter 2 Pre-orders 11:44 – Solana Community’s Role in Writing Chapter 2 12:18 – Seeker Shipping Mid-2025 and Pre-order Discounts at Breakpoint 🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3Y4t5Pw About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3Y4t5Pw Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Loka 202415min

Dr. Sebastian Purcell Takes the Market's Temperature - AI & Demographics

Dr. Sebastian Purcell Takes the Market's Temperature - AI & Demographics

🔥 Earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. For more information go to https://bit.ly/4eJqQXz Dr. Sebastian Purcell, CEO and CIO of 1.2 Capital Management and associate professor at SUNY Cortland joins Ash Bennington to share his perspective on the recent market action, global macro conditions, and where he sees risk assets heading next. Sebastian is also the host of our latest Crypto Academy course, "The Art of the Bubble." You can find the episodes in the Academy: https://app.realvision.com/academy/crypto-academy-the-art-of-the-bubble/bubble-trading/course-introduction 👉 This episode is sponsored by Monetary Metals. Monetary Metals has been paying a physical yield on gold and silver for over 8 years. Earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. For more information go to https://bit.ly/4eJqQXz About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3Y4t5Pw Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Loka 20241h 11min

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