Has the Equity Market Rally Run Its Course? w/ Cem Karsan
This episode of the Real Vision Daily Briefing is sponsored by Kalshi. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates. Sign up at kalshi.com/realvision now to claim $15 towards your first event contract, today. Debt ceiling deal progress propels the US market. Eric Johnston, head of equity derivatives & cross-asset for Cantor Fitzgerald, sits down with Maggie Lake to discuss his perspective on the current state of equities and the possibility of reaching the top of the economic cycle. You can find more of Eric's work here: https://www.cantor.com/Cem Karsan, the founder of Kai Volatility Advisors, sits down with Maggie Lake to discuss volatility, sticky inflation, and why he thinks a continued market rally could be "dangerous." You can find more of Cem's work here: https://www.kaivolatility.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
31 Touko 202340min
Is There a Risk of Another Flare-up in Banking? w/ Geo Chen
This episode of the Real Vision Daily Briefing is sponsored by Kalshi. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates. Sign up at kalshi.com/realvision now to claim $15 towards your first event contract, today. Debt ceiling deal progress propels the US market. Eric Johnston, head of equity derivatives & cross-asset for Cantor Fitzgerald, sits down with Maggie Lake to discuss his perspective on the current state of equities and the possibility of reaching the top of the economic cycle. You can find more of Eric's work here: https://www.cantor.com/Geo Chen, the author of Fidenza Macro research, sits down with Maggie Lake to discuss the intricacies of the US debt ceiling, liquidity challenges, volatility in US treasuries, and promising global macro opportunities he sees over the next 3 months. You can find more of Geo's work here: fidenza.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
30 Touko 202334min
UK Commercial Real Estate Is Undervalued w/ Tom Caddick
Harry Melandri of MI2 Partners welcomes Tom Caddick, managing director at Nedgroup Investments, to explore why UK commercial real estate is an overlooked and particularly unique investment opportunity given the current macro backdrop. Learn more about your ad choices. Visit podcastchoices.com/adchoices
28 Touko 202348min
Roy Behren: How a Risk Specialist Unlocks Market-Neutral Returns
Roy Behren, co-president and co-CIO of Westchester Capital Management joins Samuel Burke to explain his strategy of generating low-risk, market-neutral returns. Then, he reveals his 3 favorite merger arb trades for this uncertain environment. Learn more about your ad choices. Visit podcastchoices.com/adchoices
27 Touko 202349min
Is The Fed Back in Play?
Hot inflation data didn't impact the market, as it races higher on the back of an AI frenzy and talks of a debt ceiling agreement being reached. Maggie Lake is joined by Dale Pinkert, trading coach at Tradegate Hub, to discuss the current state of the debt ceiling talks and their impact on bond volatility and the US dollar. Dale will share a few of his favorite trade ideas as we head into the long weekend. Learn more about your ad choices. Visit podcastchoices.com/adchoices
27 Touko 202344min
What Are The Safe Haven Plays In This Messy Market? w/ Amelia Bordeau
Maggie Lake is joined by Amelia Bourdeau, managing director at Diamond Standard, to give us her take on NVIDIA’s price action and the impact from the debt ceiling talks, along with her views on the US Dollar. You can find more of Amelia’s work here: https://www.diamondstandard.co Learn more about your ad choices. Visit podcastchoices.com/adchoices
25 Touko 202335min
Can Nvidia Top Lofty Expectations? w/ Thomas Thornton
Maggie Lake is joined by Tom Thornton, founder of Hedge Fund Telemetry, to discuss the debt ceiling deadline, how it will impact bonds, and what it means for inflation moving forward. Tom will also share his thoughts on mega-cap tech and the AI race. You can find more of Tom's work here: https://t.co/mAfhsH0qdL Learn more about your ad choices. Visit podcastchoices.com/adchoices
24 Touko 202337min
Time To Take Profits in Tech? w/ Greg Weldon
Greg Weldon, CEO of Weldon Financial, joins Maggie Lake to give us his take on the debt ceiling, the US Dollar, impacts on bonds, and how he’s thinking about commodities. You can find more of Greg’s work here: https://t.co/z73MeGwuwA and you can follow him on Youtube: https://www.youtube.com/@GregoryWeldon Learn more about your ad choices. Visit podcastchoices.com/adchoices
23 Touko 202332min
