The Interview - w/ Parrilla and Pal - A Macro Masterclass in Portfolio Construction and Management

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 Des 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 Des 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 Des 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 Des 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 Des 202136min

DB-Dec16,2021:As the Fed wages its battle against inflation by signaling raising interest rates in 2022 at a faster pace than expected, Liz Young, Head of Investment Strategy at SoFi, explains who the winners and losers are from the Fed’s decision and how we should position our investments. Will a hike in interest rates accelerate the growth of cryptocurrencies? In the UK, the Bank of England raised interest rates for the first time in more than three years from 0.1% to 0.25%, which may increase the mortgage costs of some homeowners. In the meantime, businesses around the world continue to suffer from the spread of Covid and the Omicron variant. Liz Young speaks about these issues, the macro environment, our investment future, the clean energy trends, and the supply chain woes. Interviewed by Maggie Lake. Want to submit questions? Drop them here on the Exchange: https://rvtv.io/3F6i6ca Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Des 202138min

DB-Dec15,2021:In the most highly anticipated decision of the year, the Fed said it would ramp up its pace of tapering and hike rates three times in 2022. So what does that mean for your investments? Darius Dale, founder and CEO of 42 Macro, shares his thoughts on how investors should position themselves as we head into the New Year. Will Bitcoin be a hedge to an uncertain future? Interviewed by The Macro Compass author Alfonso Peccatiello. Want to submit questions? Drop them here on the Exchange: https://rvtv.io/325Am6A Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Des 202135min

DB-Dec14,2021:The Fed meeting begins today, and Thomas Thornton joins the Daily Briefing to discuss what that means for stocks and Bitcoin. One thing’s for sure: we can probably expect a hike in interest rates. Gold already retreated 1% today in anticipation. Meanwhile, airlines are already looking ahead to next year and expecting a bounce back in travel. American Airlines plans to hire 18,000 people to meet the expected demand. Thornton will also talk about Tesla and Elon Musk’s selling spree to reach his goal of selling 10% by the end of the year, as well as the downside of $ARKK and whether buying the dip on $SPY is foolish. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3pTvhqw Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Des 202137min