US-China Trade Truce, Cooling CPI, and Crypto Legislation: PALvatar Market Recap, June 11 2025

DB-Jan 01,2022: Alfonso Peccatiello, the author of the Macro Compass, shares his outlook on 2022 on the first trading day of the year, which saw the S&P 500 and Nasdaq Composite inch higher. Peccatiello discusses how he sees the economy moving forward: his view on China’s economy, the property market, and the Evergrande’s debt crisis. Peccatiello also talks about Fed rates, inflation, the bond market, and some of the good news making headlines and reflected in companies like Apple becoming the first company to hit $3 trillion market value and Tesla stocks jumping 9.0% after the company reported record deliveries for 2021. Interviewed by Maggie Lake. Want to submit questions? Drop them here on the Exchange: https://rvtv.io/3JFjVPE Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Tammi 202236min

DB-Dec30,2021:December has been a brutal month for Bitcoin — with prices plunging around 30% from their all-time high in November. In this special edition of Crypto Unwrapped, Jim Bianco of Bianco Research and Real Vision’s own Weston Nakamura join Ash Bennington to discuss what’s driving price action in these highly volatile markets. The group breaks down key concepts, including year-end options expiry, implied volatility put-to-call ratios, max pain point, and the role of ETF and emerging market FX. Learn more about your ad choices. Visit podcastchoices.com/adchoices

31 Joulu 202129min

DB-Dec27,2021:What put a floor under global markets last week may not be what you think. Weston Nakamura provides an overview of the global and cross-asset markets in the last week of the year. Nakamura explains that regional market holiday schedules matter because they determine the makeup of active market participants. He then talks about the unprecedented volatility in the Turkish Lira having rallied 50% from all time lows after President Erdogan unveiled his controversial new economic policy to protect depositors against FX risk. He also makes the case that the upside in global macro risk assets could have been driven by the breakneck reversal in the Lira, following up on his recently released video, “How Policy Changes Created Turkish Lira Volatility”. Link to Weston’s video on the Turkish Dollar from Dec 25th 2021: https://youtu.be/WnDiFCWgBDQ Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Joulu 202136min

DB-Dec23,2021:What’s going on in Turkey, and why should we keep an eye on it? Daily Dirtnap editor Jared Dillian fills you in on what you need to know about the Turkish Lira. Nikola delivers its first EV truck, boosting its stocks by 20%, and Elon Musk is now almost done selling his Tesla shares. Dillian also shares his rules of trading for 2022, which might be riddled with choppy waters. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3srmnDv. Learn more about your ad choices. Visit podcastchoices.com/adchoices

24 Joulu 202138min

DB-Dec22,2021:The number of new cases in South Africa has slowed in recent weeks and is down more than 20% in the past week, pointing to the probability that the Omicron variant has reached its peak. Perhaps this may not be that bad after all. Alfonso Peccatiello is in Holland under a strict lockdown, and he is joined by Darius Dale of 42 Macro on the Daily Briefing to discuss the lockdown conditions and the potential effects it would have on the economy. Meanwhile, Elon Musk announced he would be paying $11 billion in taxes this year as he continues offloading Tesla stock. However, the U.S. National Highway Traffic Safety Administration (NHTSA) has launched a probe into Tesla vehicles’ ability to play games on the giant tablet in the car while driving, making these vehicles incredibly dangerous on the road thanks to their ability to distract drivers. Interviewed by Alfonso Peccatiello. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3eexSWr Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Joulu 202142min

DB-Dec21,2021:After markets were down yesterday, oil, stocks, and crypto rebounded. Goldman Sachs also recently released their new projection for oil, explaining that oil could potentially reach $100 a barrel within the next two years. TG Macro's Tony Greer, editor of the Morning Navigator, joins the Daily Briefing to discuss why he thinks not enough people own copper and update his market outlook for the last weeks of 2021. In the U.K., the Omicron variant’s rampage has led the government to offer 1 billion pounds to hospitality businesses and firms hardest hit by the new outbreak. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/32odI9Z Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Joulu 202138min

DB-Dec20,2021:The Omicron fear factor has sent the entire market tumbling downhill – what does this mean for 2022? Jeffrey Schulze of ClearBridge discusses how you should protect your investments and prepare for the disruption. Goldman cuts GDP forecast down to 2% after Sen. Joe Manchin said he won’t support President Biden’s Build Back Better plan. Real Vision's Weston Nakamura also discusses the Lira as it slumps to new lows after Turkey's President Recep Tayyip Erdogan said he would not raise interest rates. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3slSEeV Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Joulu 202134min

DB-Dec017,2021:At the year's end, people are normally buying the winning tech stocks. This year, however, people are selling. What is going on? Jim Bianco, president of Bianco Research, talks about the volatility in tech stocks and whether you should buy the dip. He will also discuss cryptocurrencies and his 2022 outlook on the digital asset space. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/31YK0bP Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Joulu 202136min