DB-Oct 16, 2020 - The Debt Civil War and "The Organic Recession"

DB-Oct 16, 2020 - The Debt Civil War and "The Organic Recession"

Senior editor, Ash Bennington, and managing editor, Ed Harrison, look forward to the relevant themes. Ed adds to David Rosenberg’s recent comments that “organically, the economy is still in recession,” and he and Ash reflect on (the? a bit awk) recent success of Sweden’s pandemic shutdown response. They then put a week of bank earnings into context and analyze Warren Buffett selling the bulk of Berkshire Hathaway’s holdings in Wells Fargo. In the intro, Ash speaks to Real Vision editor, Jack Farley, about “priming” in the markets for distressed debt. For reference, the video Ed discusses at the beginning can be found here: https://exchange.realvision.com/post/the-breakdown-what-all-financial-crises-have-in-common-5f89ad21d788a45104be209e. Visit realvision.com to get access for just $1 for months access. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2048)

Is the U.S. Skidding Toward Recession?

Is the U.S. Skidding Toward Recession?

Maggie Lake is joined by Darius Dale, founder, and CEO of 42 Macro, to analyze the latest economic data and the warning signs he's seeing in the liquidity. You can find more of Darius’ work here: https://42macro.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Apr 202335min

 Is It Time to Fade Semiconductors?

Is It Time to Fade Semiconductors?

Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to walk us through why investors need to be watching metals, bonds, and semiconductors right now. Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Apr 202336min

Did OPEC+ Just Make the Fed's Job Harder?

Did OPEC+ Just Make the Fed's Job Harder?

Are higher interest rates on the table if oil prices keep rising? Mustafa Chowdhury, the Chief Rates Strategist at Macro Hive, joins Maggie Lake to discuss how oil production cuts from OPEC+ will affect the Fed’s next decision and broader markets. You can find more of Mustafa’s work here: https://macrohive.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Apr 202337min

Is QE About to Make a Comeback?

Is QE About to Make a Comeback?

In this special edition of Steno’s Signals, Andreas Steno Larsen goes live to provide an update on what’s required to contain deposit flight and to answer Essential members’ questions. To view Andreas’s chart deck, go here: https://rvtv.io/40wavO6 This episode is sponsored by KraneShares’s KRBN ETF, the first, largest and most liquid carbon ETF. Please read the prospectus before investing at https://rvtv.io/krbn. 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

2 Apr 202334min

Your Exponential Age

Your Exponential Age

In Part 1 of an epic 2-part interview, Raoul and Tom discuss one of the keys to health and longevity — diet. Tom explains how he got started on his health and wellness journey, what he does to keep his mind and body in shape, and offers simple suggestions for anyone just getting started. Recorded on February 24, 2023. This episode is sponsored by KraneShares’s KRBN ETF, the first, largest and most liquid carbon ETF. Please read the prospectus before investing at https://rvtv.io/krbn. 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

1 Apr 20231h 6min

Are Commodities Ready to Boom or Bust?

Are Commodities Ready to Boom or Bust?

Maggie Lake and Rick Rule discuss what’s driving the recent price action in precious metals before reviewing the portfolios of Real Vision members. This episode is sponsored by KraneShares’s KRBN ETF, the first, largest and most liquid carbon ETF. Please read the prospectus before investing at https://rvtv.io/krbn. 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

31 Mar 202333min

We're at a Big Macro Turning Point

We're at a Big Macro Turning Point

The Managing Director for Global Macro at TS Lombard tells Roger Hirst that we’re in the very early stages of a new macro environment where the stock market will start to reflect the economy a little bit more and where the balance of power between labor and capital in the economy is tilted toward labor. This episode is sponsored by KraneShares’s KRBN ETF, the first, largest and most liquid carbon ETF. Please read the prospectus before investing at https://rvtv.io/krbn. 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

30 Mar 20231h 2min

What "Safe" in These Markets Actually Means

What "Safe" in These Markets Actually Means

Noelle Acheson joins Ash Bennington to discuss crypto liquidity, the divergence of investing narratives and fundamentals, the connection between interest rates and sentiment, and more. This episode is sponsored by KraneShares’s KRBN ETF, the first, largest and most liquid carbon ETF. Please read the prospectus before investing at https://rvtv.io/krbn. 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

30 Mar 202336min

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