One Year Anniversary of the Market Bottom -- What Could Go Wrong?

DB-Oct01,2021: Jim Bianco, president of Bianco Research, gives us a recap of traditional markets from the past couple weeks, Fed talk, and Biden’s infrastructure bill. He also shares his thoughts on how both the Biden administration and Fed Chair Powell are keenly interested in imposing stricter regulations on stablecoins such as Tether as regulators fear the possibility of how stablecoins could cause instability in the financial system. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3ioz8sH Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Okt 202137min

DB-Sep30,2021: Bed Bath & Beyond has plunged more than 20% in today’s trading after the company had downgraded their earnings outlook due to slowing consumption and ongoing supply chain bottlenecks. With Kohl's and Carmax following suit and the holiday season just around the corner, what does this signal about Q4 growth? Darius Dale, founder and CEO of 42 Macro, shares his updated thoughts on why the current inflation market regime “will prove anything other than transitory,” why he thinks dollar strength is occurring, and what he believes will be the posture of Fed policy in the coming months. Interviewed by Dion Rabouin. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3iFGUP5 Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Okt 202132min

DB-Sep29,2021: The DXY is extending its rally from Tuesday, breaking the 94 level for the first time since the end of October last year. With yields now falling today and Senator Warren’s strong opposition toward Powell’s renomination as the Federal Reserve chair, calling him a “dangerous man,” Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, joins us to discuss what might be the course for tapering, rate policy, and fiscal stimulus and their consequences on markets and the economy. Interviewed by Dion Rabouin. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/2YcT0Ij Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Sep 202136min

DB-Sep28,2021: As the European energy crisis surges, concerns of its affects beyond the UK and EU manifest themselves in risk-off sentiment today in U.S. and European equities. With energy rates rising, Tony Greer of TG Macro joins us to discuss whether this signals another driver of a commodity supercycle. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/2Y0EBP6v Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Sep 202140min

DB-Sep27,2021: With Evergrande’s looming collapse and China’s ban on all crypto transactions, Jared Dillian, editor of The Daily Dirtnap, sees that the next crisis will be coming from China—here, he shares his thoughts on if it’s time to go short and how the nature of denial affects an investor’s psyche. Interviewed by Jack Farley. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/2XOjbV8 Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Sep 202135min

DB-Sep24,2021: China says goodbye to cryptocurrencies as the PBOC officially declares that all crypto transactions are now illegal. The crackdown comes as China plans to unveil its official digital Yuan early next year. Overnight crypto market action brings Real Vision CEO and co-founder Raoul Pal to the scene to discuss where China fits into the ever-evolving cryptocurrency regulatory narrative and what it portends for the future of the space. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3AELHqV Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Sep 202134min

DB-Sep23,2021: With the Fed’s announcement that tapering may be coming as soon as November, Steven Van Metre of Steven Van Metre Financial joins financial reporter Dion Rabouin to share his thoughts on the Fed’s next moves and how that will shape markets and the economy in the coming months. Van Metre also discusses Evergrande’s increasingly dire situation and whether he believes contagion will spread outside of China. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3EHHghv Learn more about your ad choices. Visit podcastchoices.com/adchoices

24 Sep 202135min

DB-Sep22,2021: With the FOMC meeting now coming to a close, Darius Dale, founder and CEO of 42 Macro, returns to examine Fed policy guidance on tapering and also shares his perspective on the risks facing markets going forward as Evergrande announces that it will pay at least one bond due tomorrow. Dale evaluates today's overwhelming rally in equities and shares his updated macro risk matrix. Interviewed by Real Vision's Jack Farley. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3u40SqZ Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Sep 202137min