DB Sep 30 - 2020 - The Ultimate "Pain Trade"

DB Sep 30 - 2020 - The Ultimate "Pain Trade"

Real Vision managing editor Ed Harrison hosts Peter Boockvar, chief investment officer of Bleakley Advisory Group and editor of The Boock Report. Boockvar shares his macro analysis on what he calls “the pain trade": companies that have been the most hurt by COVID-19 and have the most to gain from re-opening. Boockvar and Harrison review the latest economic data and discuss what is and what is not priced into the markets. Boockvar also discusses banks as the ultimate value trap and why they may be poised for an ultimate turnaround should the long-end of the yield curve tighten. Real Vision reporter Haley Draznin breaks down two major technology companies, Palantir and Asana, and their direct listings on the NYSE today and how this could reshape the IPO market. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2083)

Fed Turmoil, Gold Hits New Highs, and Crypto Holds Steady: PALvatar Market Recap, January 12 2026

Fed Turmoil, Gold Hits New Highs, and Crypto Holds Steady: PALvatar Market Recap, January 12 2026

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

12 Jan 4min

Macro Mondays: January 12, 2026 | Andreas Steno and Mikkel Rosenvold

Macro Mondays: January 12, 2026 | Andreas Steno and Mikkel Rosenvold

☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That’s why there’s the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE 🍷 ☀️ Right now i...

12 Jan 35min

Crypto in '26: Raoul's Vision or We Get Rekt? | REKT Vision (January 09, 2025)

Crypto in '26: Raoul's Vision or We Get Rekt? | REKT Vision (January 09, 2025)

☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That’s why there’s the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE 🍷 ☀️ Right now i...

10 Jan 1h 1min

US Jobs Miss, China Inflation Hopes, and Crypto Policy Shifts: PALvatar Market Recap, January 09 2026

US Jobs Miss, China Inflation Hopes, and Crypto Policy Shifts: PALvatar Market Recap, January 09 2026

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

9 Jan 5min

Red Equities, Strong Services, and Crypto Volatility: PALvatar Market Recap, January 08 2025

Red Equities, Strong Services, and Crypto Volatility: PALvatar Market Recap, January 08 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

8 Jan 5min

Trading the Markets: January 07, 2026 | Kris Bullock and Nico Brugge

Trading the Markets: January 07, 2026 | Kris Bullock and Nico Brugge

☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That’s why there’s the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE 🍷 ☀️ Right now i...

7 Jan 29min

Geopolitics Stall the Rally, Europe Hits Inflation Target, and Crypto Volatility: PALvatar Market Recap, January 07 2026

Geopolitics Stall the Rally, Europe Hits Inflation Target, and Crypto Volatility: PALvatar Market Recap, January 07 2026

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

7 Jan 5min

US Stocks Near Records, Weak ISM PMI, and Bitcoin ETF Flows Surge: PALvatar Market Recap, January 06 2025

US Stocks Near Records, Weak ISM PMI, and Bitcoin ETF Flows Surge: PALvatar Market Recap, January 06 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

6 Jan 5min

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