Is the Fed Done Hiking? With Darius Dale and Andreas Steno Larsen
Darius Dale, founder of 42 Macro, and Andreas Steno Larsen join Maggie Lake to react to this afternoon's historic interest rate hike by the Federal Reserve, explore the potential impact on markets, and look at what it means for the macro landscape going forward. Plus they'll be taking questions from Real Vision members.For more access to Andreas’ independent research, there’s a 40% discount exclusively for the Real Vision community using the code RV40 at Steno Research: https://www.realvision.com/steno If you want to level up or lock in your membership, right this way: https://www.realvision.com/levelup Learn more about your ad choices. Visit podcastchoices.com/adchoices
26 Jul 202332min
Can Tech Take Stocks Higher? with Tony Greer
Tony Greer, editor of The Morning Navigator, sits down with Maggie Lake to explore today’s price action, the growing impact of AI on markets, and what the recent move in Oil means for the energy sector. You can find more of Tony's work here: https://t.co/yMmmxohxUJ If you want to level up or lock in your membership, right this way: https://www.realvision.com/levelup Learn more about your ad choices. Visit podcastchoices.com/adchoices
25 Jul 202335min
Where in the World to Put Your Dry Powder (with Sam Burns)
Sam Burns, the chief strategist at Mill Street Research, joins Maggie Lake to discuss the significance of the lineup of central bank rate decisions this week and analyze some recent economic data out of China. Plus, Sam will share which parts of the world he believes are ripe for investment. You can find more of Sam's work here: https://www.millstreetresearch.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
24 Jul 202334min
Leaning Into Your Expertise w/ Ben Harburg
Ben Harburg, founder and managing partner at MSA Capital, has been at the intersection of the U.S., China, and emerging markets for years. He joins Maggie Lake to share the highs and lows — and the lessons learned — of a career focused on China tech, Asian private markets, and the Middle East. Join Rick Rule in person at the Rule Symposium on Natural Resource Investing in Florida, July 23-27. Access to industry insiders: elite bullion dealers, gold council members, and uranium pros. In-person and virtual seats available at http://realvision.com/rick Learn more about your ad choices. Visit podcastchoices.com/adchoices
23 Jul 202347min
Mitigating Risk in This High Valuation Environment w/ Tavi Costa
With current market conditions signaling potential macro headwinds, it's crucial to fortify your portfolio against negative returns. Tavi Costa, portfolio manager at Crescat Capital, joins Real Vision’s Maggie Lake to share how to navigate this inflationary era and mitigate risks associated with historically high valuations. Join Rick Rule in person at the Rule Symposium on Natural Resource Investing in Florida, July 23-27. Access to industry insiders: elite bullion dealers, gold council members, and uranium pros. In-person and virtual seats available at http://realvision.com/rick Learn more about your ad choices. Visit podcastchoices.com/adchoices
22 Jul 202354min
Is the Soft Landing a Pipe Dream?
Markets look to end this week on a positive note ahead of next week's Fed meeting. Noelle Acheson, editor of the Crypto is Macro Now newsletter, joins Maggie Lake to discuss the price action we saw this week, the implications of a weakening dollar on risk assets, and explore the possibility of a Fed rate hike next week. Plus, we'll dive into what regulation could do for the crypto space. Learn more about your ad choices. Visit podcastchoices.com/adchoices
21 Jul 202334min
How to Trade a Hated Rally
Tech stocks and bonds take a breather after more strong jobs data and some earnings hiccups. Jared Dillian, editor of The Daily Dirtnap newsletter, joins Maggie Lake to discuss current market sentiment, what his "Old Mom Indicator" says about this rally, and why he’s urging investors to exercise patience as FOMO around this equity rally sets in. Learn more about your ad choices. Visit podcastchoices.com/adchoices
20 Jul 202333min
Drinks with Raoul Pal -- Ask Me Anything
Join Raoul Pal for a Q&A session and some post-market drinks. Pour yourself a glass and join Raoul for an update on his current macro thesis and his perspective on current global market conditions. Plus, Raoul will give us a sneak peek at some of the features that have him most excited about the new-look Real Vision. Raoul’s taking questions, so join the live stream to ask yours now. Learn more about your ad choices. Visit podcastchoices.com/adchoices
19 Jul 202329min
