Melt up to Melt Down
U.S. stocks are down after new employment and jobless claims data released this morning indicated a still-resilient labor market. Private-sector employment rose by 235,000 in December, according to th...
5 Jan 202337min
The Fed Stays Strong: Higher Rates for Longer
Federal Reserve officials believe that “substantially more evidence” of slowing inflation is necessary before the central bank cuts interest rates this year, according to the December FOMC minutes whi...
4 Jan 202336min
New Year, Same Energy Playbook?
The first trading day of 2023 is in the books and boy was it eventful. As warmer-than-average temperatures hold up across the globe, natural gas prices are falling off a cliff. At the time of this wri...
3 Jan 202334min
Make or Break: Inflation - Everything Has Changed Since 2019
There’s no going back to 2019, according to Jim Bianco, and the sooner we accept reality the better we’ll be able to see new opportunities. The post-pandemic global economy is fundamentally different,...
30 Des 20221h 16min
Raoul Pal the Journey Man - A New Paradigm
Dario’s views of the global economy’s structure and how the next decade plays out are very different from those of most observers. He thinks the 1970s analogue is the wrong one to look at and that the...
29 Des 202248min
The Essential Conversation - What Will the World Look Like in Five Years?
“Regionalization” is the transition from a world of stable prices and consistent growth to one of rising costs of living where the threat of global famine is real. The breakdown of an economic order f...
28 Des 20221h 10min
The Kyle Bass Interviews - If We Don't Get it Right, the Consequences are Dire
The transition to clean energy is an extremely important and noble cause but achieving future net-zero targets “will be very, very difficult.” That’s the message from Wil VanLoh, the Founder and CEO o...
27 Des 20221h 20min
The Exponential Age - "This Is the Most Important Interview in the History of Real Vision"
Emad Mostaque is democratizing artificial intelligence. The hedge fund manager turned entrepreneur is the founder of Stability AI, the company behind Stable Diffusion, an image-generating algorithm th...
26 Des 20221h 4min
