US Inflation Cools, China Tariff Truce, and UK Jobs Data: PALvatar Market Recap, May 13 2025

DB-Mar19,2021. Despite today’s head fake in bonds (yields surged but quickly retreated from their peaks), this Friday marks the seventh consecutive week in which the U.S. 10 year Treasury yield has risen. Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison and editor Jack Farley to analyze how the continued sell-off in bonds is impacting bank stocks, tech equities, and the U.S. dollar. They explore how the Fed’s decision to let the SLR exemption expire will impact the bond market and banks. Ed updates viewers on Europe’s economic woes, and Jack gives a quick rundown of the wild gyrations in the oil market. The three also look at the rate hikes by the central banks of Turkey, Brazil, Norway, and Russia. Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Maalis 202143min

DB- Mar18,2021. Ramsey Smith, founder and CEO of ALEX.fyi, returns to Real Vision to share with managing editor Ed Harrison his economic outlook and his views on how the advent of COVID-19 has changed retirement portfolio construction as well as the nature of the annuities business. Smith notes that rising rates is good for the life insurance business because it is, like banking, a business that depends heavily on spreads. Smith thinks that the liquidity coming from stimulus will be helpful to markets. Lastly, Smith and Harrison explore to what degree society will return to “normal” as the economy re-opens. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Maalis 202136min

DB-Mar 17,2021: Real Vision’s Jack Farley hosts managing editor Ed Harrison to break down the Federal Reserve’s Open Market Committee (FOMC) meeting and Fed Chair Jay Powell’s speech. Harrison and Farley interpret the Fed’s projections of GDP growth, inflation, as well as their “dot plot” of the future Federal Funds rate. Farley reviews the price action in bonds, gold, and the tech-heavy NASDAQ 100, and Harrison analyzes the challenges many European nations face as they attempt to vaccinate their population against COVID-19. Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Maalis 202130min

Crypto Wednesday: Mike Green, chief strategist and portfolio manager at Logica Capital, and Anthony Pompliano, investor at Pomp Investments, join Ash Bennington, Real Vision senior editor, to discuss their opposing views on Bitcoin. They each explain their views on Bitcoin—Pompliano makes the case for Bitcoin being a store of value that should be widely adopted and encouraged by the United States in order to stay competitive globally while Green asserts that Bitcoin is used primarily for nefarious activity and is mainly controlled by entities that are oppositional to the United States. Green believes that Bitcoin is the perfect example of markets indicating that something is incredibly successful, even when in actuality it is failing (or will fail), and that its price appreciation does mean that it is a robust system. Filmed on February 1, 2021. Key Learnings: Pompliano believes that there are many non-trivial indicators that suggest Bitcoin is robust and becoming widely adopted including the number of wallets, transactions, and hash rate. He believes there is a significant chance that Bitcoin will be adopted by a significant amount of the S&P 500 companies and nation-states. On the other hand, Green thinks it is extremely unlikely to see major adoption from the largest companies and nation-states, explaining that this could even harm the U.S. He believes that Bitcoin can be trivially attacked and taken down by a nation-state and that the system is not as secure as many people claim it to be. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Maalis 20211h 20min

DB-Mar16,2021: Tony Greer of TG Macro joins Real Vision senior editor Ash Bennington to share his thoughts on how the gyrations in the bond market are affecting risk assets. With the market leaning toward a more inflationary regime, Greer charts his way higher for equities as he sees growth pick up and a cyclical rotation out of tech and into natural resource stocks. Bennington and Greer briefly interpret today’s negative print in retail sales before moving on to the rise of non-fungible tokens, which they believe is creating a new form of value by allowing the authentication of digital art. Lastly, Greer shares his investment advice across all asset classes. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Maalis 202133min

DB-Mar15,2021. Real Vision managing editor Ed Harrison and editor Jack Farley interpret the day’s market news. Farley breaks down the bullish price action in U.S. airlines as TSA throughput picks up and Delta’s CEO hints at a brighter future. Harrison distills the market noise into three clear narratives: inflation vs. deflation, end of cycle vs. beginning of cycle, and institutional investors vs. retail investors. Harrison and Farley analyze the market impact of the stunning suspension of the AstraZeneca vaccine in France, Italy, Germany, and many other European countries, and then they dive deeper into the plumbing of inflation breakevens, before remarking upon Tesla’s remarkable new names of its chief corporate officers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Maalis 202140min

Real Vision Live Replay: Segra Capital Management partner Arthur Hyde, CFA, and founder and portfolio manager Adam Rodman join Real Vision editor Max Wiethe to give an in-depth update on uranium. Hyde and Rodman provide a recap on the recent events in the sector and uranium's price movement, discuss why this is still a structurally undersupplied market, and share why interest in uranium is increasing. With the presence of COVID-19, they explain the risks that the pandemic poses to the uranium supply and that, despite these supply risks, the demand for nuclear power generation has remained resilient. They also dig into how existing and new nuclear energy will play a role in the secular global trend towards clean energy in light of China's, Japan's, and Korea's recent carbon neutrality pledges. Key Learnings: Hyde and Rodman explore how nuclear power is an underappreciated, yet critical player in the transition to clean energy, and the uranium sector only stands to benefit from this trend. Emphasizing that this transition will take years, they advise that investors should not be as preoccupied with uranium's price cycle—rather, it's more beneficial to focus on CapEx as a delayed CapEx cycle leads to sustained high prices in uranium. Recorded on 14 Dec , 2020 Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Maalis 20211h 5min

Eric Basmajian, founder and editor at EPB Macro Research, joins Lyn Alden of Lyn Alden Investment Strategy to break down his near-term outlook on the global economy as well his longer-term framework for macro investing. Basmajian notes that the growth rate in industrial output, the pick-up in demand for commodities, and a steepening yield curve indicate a growth pick-up. Alden and Basmajian explore the significance of the underperformance of banks (particularly regional ones) and energy relative to the S&P 500 and then dive head-first into more macro issues on a longer-term time horizon such as the interplay of debt, inflation, the dollar, interest rates, and the velocity of money. Recorded on January 26, 2021. Key learnings: The strength of cyclical economic momentum indicators, particularly in industrials, indicates growth will continue in the short-term. Within a longer-term time horizon, Basmajian believes that extreme debt levels incurred on corporate as well as government balance sheets will hamper growth, ultimately leading to deflation. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Maalis 20211h 8min