Adventures in Finance 48 - Taking Stock: The Best of “Adventures in Finance”

🔥 Learn about Kraken OTC’s private, personalized trading services at https://realvision.com/krakenOTC2024 🔥 Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw. Crypto has recovered strongly from a rout—but was it the final dip before the "banana zone"?. Rektguy and Canary Labs co-founders Ovie "OSF" Faruq and Michael "Mando" Anderson, author of the Mando Minutes newsletter, review the biggest narratives driving crypto markets. The latest REKT Vision discusses the market swing, ETH ETF flows, which cryptos have been leading the way, the SEC-Ripple ruling on XRP, and the more degen parts of the crypto world in the Left-Curve Corner. Get access to the exclusive monthly AMA and drinks session with OSF and Mando by signing up to RV Crypto: https://rvtv.io/44e8Yj0 📢 This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC’s private, personalized trading services at https://realvision.com/krakenOTC2024 Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Aug 202455min

🔥 Visit https://realvision.com/token2049 for 15% off tickets for TOKEN2049 in Singapore, only with the code 'REALVISION'. 🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3Y4t5Pw. Ben Miller, co-founder and CEO of Fundrise, joins Ash Bennington to discuss whether a recession is on the horizon, his expectations for a Federal Reserve rate cut, the current state of the real estate market, and how AI is reshaping economic growth. 📢 This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world's largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana's Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can't miss this year. 🔥 Visit https://realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'. About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3Y4t5Pw Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Facebook: https://rvtv.io/facebook Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Aug 20241h 7min

🔥 Visit https://realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'. 🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3Y4t5Pw. Understanding global liquidity is crucial as volatility rises and geopolitical tensions intensify. Andreas Steno Larsen, founder and CEO of Steno Research, is back with Mikkel Rosenvold, Steno Research's head of geopolitics, for a special Flash Update on the forces driving volatility, potential trade opportunities, evolving geopolitical relations, and how shifting global liquidity dynamics will chart the course ahead. RV members can get exclusive discounts on Andreas’s independent research service, Steno Research, using the code RV40 here: https://www.realvision.com/steno 📢 This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world's largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana's Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can't miss this year. 🔥 Visit https://realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'. Timestamps: (00:00) Sponsor: Token2049 (01:02) Introduction and Market Overview (02:14) Impact of Dollar/Yen Dynamics (03:13) Key Indicators for Market Bottom (04:24) Liquidity and Deflation Risks (05:37) Bank of Japan’s QE Program and Market Impact (06:14) Inflation Expectations and Market Reactions (07:19) Federal Reserve’s Liquidity Actions (08:26) Case Study: Silicon Valley Bank Crash (09:33) Monitoring the New York Fed’s Reverse Repo Facility (10:07) Unfuck Your Future with Real Vision (10:40) Risks and Considerations for Buying the Dip (11:16) US Economic Indicators and Market Cycles (12:19) Credit Conditions and Market Outlook (13:25) Political Landscape and Market Implications (14:27) Kamala Harris’ Potential VP Pick and Impact (15:38) US-China Relations and Market Opportunities (17:46) Investment Strategies and Equity Futures (18:49) Key Economic Data to Watch (19:21) Summary and Key Takeaways (20:26) Closing Remarks About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3Y4t5Pw Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Facebook: https://rvtv.io/facebook Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Aug 202424min

🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'. 🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3Y4t5Pw. Ash Bennington welcomes Ron William, CIO and macro tactical strategist at RW Advisory, to share his perspective on the current economic landscape, including market rotations, concentrated risk in U.S. equities, and the recent behavior of various asset classes. This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world's largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana's Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can't miss this year. 🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'. Timestamps: (00:00) - Sponsor: Token2049 (00:30) - Introduction (01:03) - Market Overview (01:34) - Greed and Fear Cycle (02:11) - Mag 7 Market Impact (03:16) - Market Concentration (03:53) - Election Volatility (04:28) - Trading Prudence (05:03) - Market Themes (05:31) - Behavioral Inflection (06:07) - Trend Analysis (07:19) - Asset Rotation (08:25) - S&P 500 Support (09:30) - Market Trends (10:01) - Gold Strength (11:07) - Macro Sentiment (12:05) - Community Invite (12:39) - China vs. USA (13:41) - Japan's Stability (14:22) - Market Timing (15:33) - Market Risk Factors (16:08) - Behavioral Patterns (16:42) - Momentum Exhaustion (17:25) - Support Levels (18:03) - Equal-Weighted Index (18:42) - Bull Trap Patterns (19:54) - Rotation Fragility (20:26) - Hindenburg Omen (21:01) - Concentration Risk (22:11) - Nvidia's Influence (22:47) - Historical Context (23:16) - Market Fragility (23:49) - Strategic Timeframes (24:30) - Boom-Bust Cycle (25:46) - Long-Term Cycles (27:51) - Short-Term Cycles (29:02) - 20-Day Average (30:26) - Seasonality Patterns (31:01) - Cycle Analysis (32:48) - Market Projections (33:54) - Election Impact (34:23) - Preparation vs. Prediction (35:33) - Presidential Cycle (36:11) - Market Certainty (37:35) - Election Patterns (39:15) - Market Certainty (40:22) - Election Volatility (41:29) - Key Takeaways (42:07) - Managing Risk (43:49) - Final Thoughts About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Facebook: https://rvtv.io/facebook Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

31 Jul 202449min

🔥 This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC’s private, personalized trading services at realvision.com/krakenOTC2024 Rektguy and Canary Labs co-founders Ovie "OSF" Faruq and Michael "Mando" Anderson, the Mando Minutes newsletter writer, review the biggest narratives this week in the latest REKT Vision. They assess the inflows and outflows of the ether ETFs during the first week of trading as well as the latest crypto price action, including Solana's outperformance. You can get access to the exclusive “Drinks with OSF and Mando” sessions and all the research and trade ideas in RV Crypto right here: realvision.com/rvc Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Facebook: https://rvtv.io/facebook Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Jul 20241h 10min

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/467wxee Andreas Steno Larsen, founder and CEO of Steno Research, welcomes Warren Pies, founder and lead strategist at 3Fourteen Research, to examine where we're at in terms of inflation, Fed policy, and broader macro implications. They also dig into the construction cycle, commodities markets, the U.S. Dollar, and risk assets. This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world’s largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana’s Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can’t miss this year. 🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION’. Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Timestamps: (00:00) - Sponsor: Token2049 in Singapore. (01:03) - Introduction with Andreas Steno and Warren Pies. (01:37) - Discussion on the US economy and CPI report. (05:18) - Disinflationary tailwinds and shelter inflation. (10:11) - Goldman Sachs' prediction on rate cuts. (15:31) - Credit creation's role in bull markets. (17:11) - Sector rotation and Trump presidency impact. (17:50) - Political influence on market and tax policies. (18:49) - Spending and deficits impact on markets. (19:52) - Potential impacts of extending tax cuts. (20:28) - Construction cycle and employment trends. (21:36) - Multi-family and single-family housing trends. (22:07) - Housing employment model as economic indicator. (23:12) - Emerging slack in residential construction labor. (24:21) - Rate cuts' impact on real estate market. (25:22) - Controlled return of housing supply. (26:00) - Homebuilding stocks and inflation prints. (27:01) - Real estate market affordability and millennial demand. (27:41) - Divergence between gold and oil. (28:13) - Commodity super cycle thesis. (28:47) - Gold's role as a monetary commodity. (29:51) - Oil market dynamics and OPEC's influence. (30:56) - OPEC's actions and oil prices. (31:30) - Saudi Arabia's investment cuts and OPEC strategies. (32:35) - Long-term sustainability of OPEC's influence. (33:03) - Potential outcomes of a price war. (34:03) - Political influence on energy investments. (40:39) - Gold as a safe haven. (44:52) - Historical earnings growth in bull markets. (48:43) - Closing remarks and macro deep dive outlook. About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Learn more about your ad choices. Visit podcastchoices.com/adchoices

24 Jul 202453min

🔥 This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC’s private, personalized trading services at realvision.com/krakenOTC2024 🔥 Get access to the exclusive monthly AMA and drinks session with OSF and Mando by signing up to RV Crypto https://rvtv.io/44e8Yj0. REKT Vision is back with rektguy and Canary Labs co-founder Ovie "OSF" Faruq returning alongside his colleague Michael "Mando" Anderson, the creator of the Mando Minutes newsletter, to review the biggest narratives this week. They dig into the latest price action and reports that former U.S. President Donald Trump might designate bitcoin a strategic reserve, a memecoin rally, and more. Watch this on Real Vision for so so much more - content, trade ideas, notes, AI, research and an epic community. All in one place. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Facebook: https://rvtv.io/facebook Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Jul 20241h

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Cem Karsan, founder of Kai Volatility Advisors, joins Ash Bennington to share his long-term macro framework. Cem analyzes the potential societal and market implications of current monetary policy, highlighting key dates and data to watch moving forward. Plus, he explains how the options market increasingly influences active market trends. Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Jul 202459min