Can't Stop, Won't Stop--Inflation Will Rage On
DB-Oct26,2021: Earnings season continues with Microsoft, Twitter, Alphabet, Visa, and Robinhood due to release their reports today after market close. With the VIX also rising today, earnings thus far have beaten investor and analysts' expectations, lifting equities to all-time highs. Jared Dillian, editor of the Daily Dirtnap, maintains that it’s far too early to bet on a 180 move in inflation and growth—he claims that, "[The Fed] wouldn’t know how to stop it if they tried." He unpacks his argument here and reflects on investor sentiment as indicated by the raging success of the ProShares Bitcoin ETF launch from last week. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3bf53aN Learn more about your ad choices. Visit podcastchoices.com/adchoices
27 Loka 202133min
Equities and Commodities Rallying With a Big Earnings Week Ahead
DB-Oct25,2021: Markets are up as stocks rally across the board ahead of weeklong releases of earning reports from tech giants Facebook, Microsoft, Alphabet, Amazon, and Apple. PayPal also jumped 2.6% after it backed away from acquiring Pinterest. In the crypto world, last week’s Bitcoin ETF’s created a record $1.5 billion inflow. Tony Greer joins us on Daily Briefing to discuss the state of the markets. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3vIvSO1 Learn more about your ad choices. Visit podcastchoices.com/adchoices
26 Loka 202136min
Digital World Ascends to Greater Heights While Valkyrie Bitcoin ETF Drowns
DB-Oct22,2021: Former President Donald Trump’s new social media company is skyrocketing on Wall Street, sparking speculation about whether this is the next meme stock. Meanwhile, current U.S. President Joe Biden backs away from hiking corporate taxes to fund his infrastructure and spending bill and is devising how to end the filibuster role in the Senate. Across the ocean in China, Evergrande is pulled back from the brink of default with a bond coupon, earning itself another week to pay its interest. And in the crypto world, Valkyrie launches its own Bitcoin Futures ETF today on the Nasdaq, but it sunk into the shadows of the ProShares ETF launched earlier this week. Jim Bianco, president of Bianco Research, joins to unravel this packed day in price action. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3ngJqN7 Learn more about your ad choices. Visit podcastchoices.com/adchoices
23 Loka 202135min
Earnings, Acquisitions, and Supply Chains--Where Are the Buy Signals?
DB-Oct21,2021: Tesla stock jumped midday after reporting better-than-expected Q3 earnings, a particularly commendable feat given the major supply chain issues plaguing several industries, while the Russell 2000 fell today in intraday trading. Notably, PayPal is shaking up the equities market with talks to acquire popular social media platform Pinterest. Tommy Thornton, founder of Hedge Fund Telemetry, joins us on the Daily Briefing to discuss the gamut of asset classes as well as what he's seeing in options trading for Tesla and why he thinks it might be a good time to buy the Russell 2000 ($IWM). Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3b03VI8 Learn more about your ad choices. Visit podcastchoices.com/adchoices
22 Loka 202134min
Bitcoin Hits All Time High Amid Reemerging Reflation
DB-Oct20,2021: Bitcoin hits its all-time high at nearly $67,000 in intraday trading following the launch of the ProShares Bitcoin Futures ETF yesterday. VanEck may soon follow step with the launch of their own Bitcoin ETF as early as next week. Darius Dale, CEO and founder of 42 Macro, joins the Daily Briefing to break down Bitcoin's exuberant price action and the changes in his models that are leading him to believe that “reflation has emerged as the dominant market regime”. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3CeKuYd Learn more about your ad choices. Visit podcastchoices.com/adchoices
21 Loka 202138min
Uranium Prices Surging Higher as Bitcoin Futures ETF Makes Debut
DB-Oct19,2021: After languishing for a decade, uranium prices are finally rising, which is now, in part, being driven up by enthusiastic, individual traders. Tony Greer of TG Macro joins to discuss how this resurgence of interest for the commodity will play out for the energy sector in light of also rising oil and natural gas prices. Greer also examines the price action of the newly launched ProShares Bitcoin ETF, which saw a 3% jump in its trading debut. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3C23QiY Learn more about your ad choices. Visit podcastchoices.com/adchoices
20 Loka 202138min
Dave Floyd on the Bitcoin Futures ETF Launch, the US Dollar, and Tech
DB-Oct 18,2021: Bitcoin continued to climb to all-time highs with ProShares planning to launch the first ever Bitcoin-linked ETF, which will track the Bitcoin futures market, tomorrow on the NYSE. Dave Floyd, founder of Aspen Trading, joins the Daily Briefing to examine the trading around Bitcoin since the ETF was announced and will share his perspective on how it will continue to influence its trading going forward. Floyd also shares his thoughts on other assets and sectors he's looking at now, such as the ARK Innovation ETF, which he says “will be key for bulls and bears this week”. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3BXDDC7 Learn more about your ad choices. Visit podcastchoices.com/adchoices
19 Loka 202133min
Bitcoin Jumps as BTC Futures ETF Set to Make Its Debut
DB-Oct 15,2021: Amid supply chain issues and inflation fears, the crypto wave continues strong with Bitcoin topping $60,000, nearing a record high. Real Vision CEO and co-founder Raoul Pal discusses the massive arbitrage opportunity that the Bitcoin Futures ETF provides and what this means for the retail investor and the crypto industry as a whole. This week’s strong bank earnings triggered the markets' latest rally, signaling a continued strong recovery and easing slowdown concerns. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3vg6rmQ Learn more about your ad choices. Visit podcastchoices.com/adchoices
16 Loka 202139min
