It's the End of the Pandemic Rally As We Knew It
Cryptocurrencies are crashing, stocks are tanking, bonds are rallying, and central banks are diverging. That all spells “risk off,” as the pandemic rally has surely come to an end. Is there an “all clear” moment coming? When should we prepare to buy this dip? Raoul Pal joins the conversation for an update on what’s happening in the crypto space. And Maggie Lake talks with Jared Dillian, editor of The Daily Dirtnap, about the view from 30,000 feet and what it means for risk assets, including Bitcoin, Netflix, and others that benefited from across-the-board accommodative monetary policy over the past couple years. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3KwXMDB Learn more about your ad choices. Visit podcastchoices.com/adchoices
22 Tammi 202237min
It's Beginning to Look a Lot Like Another Commodity "Super Cycle"
The commodity “super cycle” chorus will only get louder with crude oil touching eight-year highs, nickel reaching levels not seen in a decade, and even gold looking like a compelling trade right now. Mixed U.S. economic data probably won’t alter the Federal Reserve’s plans to tighten monetary policy. But China’s central bank is clearly in easing mode. Combined with constrained supply across the complex, and that’s fuel enough for commodities firmly linked to the Middle Kingdom’s economy. Tony Greer talks with Maggie Lake about what’s happening with commodities amid a murky global outlook, and joins the conversation to discuss the impact of recent moves by the People’s Bank of China. Questions for Tony? Drop them right here on the Exchange: https://rvtv.io/33VU4CE Learn more about your ad choices. Visit podcastchoices.com/adchoices
21 Tammi 202235min
Equity Indexes Reflect Investor Uncertainty Amid Rising Inflation
U.S. equity indexes bounced between “green” and “red” today, reflecting investor uncertainty amid a spike in volatility. Portfolio positioning is the critical question, as inflation fears feed expectations of four interest-rate hikes in 2022. Supply-chain issues continue to burden the global economy. And, now, crude oil is threatening to reach $100. Consumers are getting crunched, and investors are confused. Darius Dale, founder & CEO of 42 Macro, sifts the evidence and offers solutions for the current environment in a discussion with Ash Bennington. Care to submit a question? Drop it right here on the Exchange https://rvtv.io/3GJX3wN Learn more about your ad choices. Visit podcastchoices.com/adchoices
20 Tammi 202233min
Yields Surge to Pre-Pandemic Levels as Investors Anticipate Fed Action
Bond yields rose across the curve Tuesday and stocks sank, as investors began to price in the potential impact of as many as four Federal Reserve rate hikes in 2022. The U.S. 10-year yield jumped to 1.865%, the highest it’s been since January 2020, and the German 10-year bund moved to within one basis point of turning positive for the first time since 2019. U.S. equity indexes were off nearly 2%, while European stocks fell about 1%. The CBOE Volatility Index (known as the “fear gauge”) surged as much as 20% intraday. Meanwhile, Brent and West Texas Intermediate crude prices continued to rise on strengthening global demand and tightening tensions in the Middle East. Still, all eyes are on the Federal Reserve. Alfonso Peccatiello of The Macro Compass welcomes back Nordea Markets Global Rates Strategist Andreas Steno Larsen for a European perspective on what's driving markets today. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3fD6xhw Learn more about your ad choices. Visit podcastchoices.com/adchoices
19 Tammi 202230min
Opportunity in Uncertainty: Where Raoul Pal's Looking as Inflation Weighs on Consumers
DB-Jan 14,2022: U.S. retail sales fell in December as surging prices hit consumer spending. Raoul Pal discusses what opportunities are available for investors in an environment of rising inflation and why he is looking at the carbon trade. He also provides his view on Bitcoin, Ethereum and how to understand the macro environment. You don’t want to miss Raoul’s take on how we should be thinking amid the uncertainty. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3I2PBgs Learn more about your ad choices. Visit podcastchoices.com/adchoices
15 Tammi 202232min
Reading the Charts: Expect a Correction Soon
DB-Jan 13,2022: In today’s volatile trading environment, charts can be a clear way to make investment decisions. Katie Stockton gives her technical take on the S&P 500 (which she says will enter a corrective phase in 1-2 weeks), FAANGs, 10-year yields, and more. Find out why she suggests sticking with core longs that have the support of rising moving averages and get some actionable ideas. We’ll also ask how much—if at all—fundamentals like rising inflation play into her investment decisions. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3FjqrbG Learn more about your ad choices. Visit podcastchoices.com/adchoices
14 Tammi 202232min
U.S. Inflation Hits 7%, and HSBC Issues Dire Warning--Here's Why
DB-Jan 12,2022:December’s Consumer Price Index (CPI) rose by 7% year-over-year, the biggest jump since 1982. And even worse supply chain disruptions may be on the horizon if Omicron sweeps through Asia and prompts more lockdowns across China. HSBC warns that disruptions to manufacturing are inevitable, and the world could be headed for the “mother of all” supply chain bottlenecks. 42 Macro founder and CEO Darius Dale discusses what to look out for and how best to prepare. Interviewed by Alfonso Peccatiello. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/33b0EFz Learn more about your ad choices. Visit podcastchoices.com/adchoices
13 Tammi 202233min
Is the Rebound Real? Tech Leads Market Higher as Powell Says Economy Looks Bright
DB-Jan 11,2022: During a hearing for his re-confirmation as Fed Chair, Jerome Powell said the central bank will work to relieve inflationary pressures in the economy. Following Powell’s testimony, the Nasdaq rallied for the second day in a row. In the U.K., the London Metal Exchange experienced an over five hour long outage but resumed trading after migrating its systems to backup. Sharing how he’s positioning his trades, Tony Greer of TG Macro examines elevated volatility in markets with commodities soaring, yields rising, Bitcoin plunging, and equities rotating out of tech. Interviewed by Alfonso Peccatiello. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3Gj45br. Learn more about your ad choices. Visit podcastchoices.com/adchoices
12 Tammi 202237min
