How to Trade a Hated Rally
Tech stocks and bonds take a breather after more strong jobs data and some earnings hiccups. Jared Dillian, editor of The Daily Dirtnap newsletter, joins Maggie Lake to discuss current market sentiment, what his "Old Mom Indicator" says about this rally, and why he’s urging investors to exercise patience as FOMO around this equity rally sets in. Learn more about your ad choices. Visit podcastchoices.com/adchoices
20 Heinä 202333min
Drinks with Raoul Pal -- Ask Me Anything
Join Raoul Pal for a Q&A session and some post-market drinks. Pour yourself a glass and join Raoul for an update on his current macro thesis and his perspective on current global market conditions. Plus, Raoul will give us a sneak peek at some of the features that have him most excited about the new-look Real Vision. Raoul’s taking questions, so join the live stream to ask yours now. Learn more about your ad choices. Visit podcastchoices.com/adchoices
19 Heinä 202329min
Time for the Market to Turn? w/ Thomas Thornton
Tom Thornton, the founder of Hedge Fund Telemetry, joins Ash Bennington to discuss the current market action and why his indicators suggest a widening divergence between fundamentals and reality is underway. Plus, Tom will discuss his bearish case on Tesla, and other trades monitoring in this market. Join Rick Rule in person at The Rule Symposium on Natural Resource Investing in Florida, July 23-27. Access to industry insiders: elite bullion dealers, gold council members, and uranium pros. Special pricing on in-person and virtual seats available at http://realvision.com/rick Also, make sure to check out Raoul's "Past, Present, and Future of Real Vision" video to learn about some big changes coming to the platform: https://rvtv.io/3NZ98To If you want to level up or lock in your membership, right this way: https://realvision.com/levelup Learn more about your ad choices. Visit podcastchoices.com/adchoices
18 Heinä 202335min
Will Earnings Cool This Rally? With Dale Pinkert
Dale Pinkert, head of trader development at TradeGateHub, joins Ash Bennington to share his perspective on "the good, the bad, and the ugly" stocks that are driving this equity rally,. Plus, they'll discuss what a falling dollar means for gold, and why Dale remains focused on the Japanese yen.Join Rick Rule at The Rule Symposium on Natural Resource Investing in Boca Raton, Florida, July 23-27. Access to industry insiders: elite bullion dealers, gold council members, and uranium pros. Special pricing on in-person and virtual seats available at http://realvision.com/rickAnd make sure to watch Raoul's "Past, Present, and Future of Real Vision" video to learn about some big changes coming to the platform: https://rvtv.io/3NZ98ToIf you want to level up or lock in your membership, right this way: https://realvision.com/levelup Learn more about your ad choices. Visit podcastchoices.com/adchoices
17 Heinä 202332min
AI: Where Macro Meets the Exponential Age w/ Jordi Visser & Raoul Pal
Both Raoul and Jordi Visser, president and CIO of Weiss Multi-Strategy Advisers, have embarked on similar journeys, commencing their careers in macro and traditional markets before venturing into the realm of exponential technologies. Together, they delve into the disruptive potential of crypto and emerging tech and shed light on how AI will propel us into a new era at a pace that surpasses our wildest imaginations. Recorded on June 23, 2023. This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices
16 Heinä 20231h 14min
Is it Time for European Banks to Shine? w/ Seamus Murphy
With sustained, blow-out household spending in the Eurozone, inflation can continue for longer than anticipated. Seamus Murphy, founder and managing director of Carraighill, joins Harry Melandri of MI2 Partners to discuss why European banks could outperform asset managers and private equity in this scenario. This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices
15 Heinä 20231h 8min
Is It Time to Go Risk-On? with Darius Dale
Darius Dale, founder of 42 Macro, joins Maggie Lake to discuss today's this week's market action, how cooling inflation and strong bank earnings are driving the rally, and the key data points that will drive markets through the rest of the summer. You can find more of Darius' work here: https://42macro.com This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices
14 Heinä 202334min
Bulls on Parade? with Mark Ritchie II
Mark Ritchie II, managing partner and CIO of RTM Capital Advisors, joins Maggie Lake to discuss the encouraging inflation data this week, what it means for the current global macro environment, and whether this rally can breakout further. Plus, Mark will dive into some specific assets he’s monitoring. This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices
13 Heinä 202335min
