Is Inflation Cooling Enough for the Fed?
The annual inflation rate for March touched the lowest level since May 2021. But what's beneath the surface? Imran Lakha, the founder of Options Insight, joins Ash Bennington to analyze today's CPI print, what we learned from the Fed minutes, and what signals he sees in the options market. Learn more about your ad choices. Visit podcastchoices.com/adchoices
12 Huhti 202339min
All Eyes on Tomorrow's CPI Print
U.S. markets are mixed and BTC is bouncing as investors await tomorrow's inflation data. Mike Alfred, founder and managing partner at Alpine Fox LP, joins Ash Bennington to preview tomorrow's U.S. inflation print, share his outlook on equities, and explain why he remains bullish on bitcoin. Learn more about your ad choices. Visit podcastchoices.com/adchoices
11 Huhti 202336min
What Are We Missing in China?
Ash Bennington is joined by Liqian Ren, director of Modern Alpha at WisdomTree Investments, to illuminate the intricacies of the Chinese economy and market opportunities. You can find more of Liqian’s work here: https://www.wisdomtree.com/investments Learn more about your ad choices. Visit podcastchoices.com/adchoices
10 Huhti 202337min
Lawrence Lepard: Our Top Performer Returns
After hitting a home run with his previous picks, Lawrence Lepard returns alongside Samuel Burke to share 3 more ideas. You can track the performance of all our guests' 3 Ideas here: https://bit.ly/RV3Ideas. Recorded on March 24th. Learn more about your ad choices. Visit podcastchoices.com/adchoices
9 Huhti 202347min
Nouriel Roubini: Risk in the Age of Bank Failure
Nouriel Roubini joins Real Vision’s Ash Bennington to analyze the macroeconomic risks he sees currently threatening the global economy. Roubini breaks down his research on public and private debt, stagflation risks, deglobalization, adverse demographic trends, and the trilemma central banks face as they attempt to suppress inflation, stave off recession, and stabilize the banking system. Recorded on March 20, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices
8 Huhti 20231h
Ask Me Anything: Beer w/ Tony Greer
Tony is back for another interactive masterclass while enjoying a brew. Grab your drink of choice and settle in as Tony Greer, a Real Vision favorite and editor of The Morning Navigator, answers your burning questions and offers his spirited insights on the evolving market action. Learn more about your ad choices. Visit podcastchoices.com/adchoices
7 Huhti 20231h 2min
Did Job Cuts Just Change the Market?
Maggie Lake sits down with Peter Boockvar, the CIO of Bleakley Financial Group, to discuss what a cooling labor market could mean for the future of rate hikes. You can find more of Peter’s work here: https://boockreport.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
6 Huhti 202337min
Is the U.S. Skidding Toward Recession?
Maggie Lake is joined by Darius Dale, founder, and CEO of 42 Macro, to analyze the latest economic data and the warning signs he's seeing in the liquidity. You can find more of Darius’ work here: https://42macro.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
5 Huhti 202335min
