Priced for Perfection: Has the Reflation Trade Gone Too Far?

Priced for Perfection: Has the Reflation Trade Gone Too Far?

DB-Mar25,2020. Real Vision managing editor Ed Harrison welcomes to the Daily Briefing Amanda Agati, chief investment strategist of PNC Financial Services Group, and Marc Chandler, chief market strategist at Bannockburn Global Forex. Agati shares her view on U.S. equity valuations, noting that stocks might have run too far, too fast amid reflation optimism, and Chandler argues that market performance will ultimately hinge on liquidity conditions, making the long-term case for why the dollar could be approaching the end of its bull cycle as twin deficits weigh it down. Agati also highlights that there is much opportunity in both the debt and equity of emerging markets, noting serious composition changes with the various indices. Lastly, Agati and Chandler share their views on bonds and credit. For our Listeners : Checkout skillshare.com and learn a new skill. You can use a unique promo link skillshare.com/realvision Protect your portfolio and join 130,000 members by signing up at masterworks.io with promo code REAL VISION today to skip the waitlist. See important information at masterworks.io/disclaimer Checkout Jordan Harbinger Show @ https://www.jordanharbinger.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2047)

Is the Recession Forecast wrong?

Is the Recession Forecast wrong?

🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai   Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Investors anticipate key events—tomorrow's Inflation data and an upcoming FOMC meeting. Jim Bianco, President of Bianco joins Maggie Lake to discuss his Inflation outlook, what he expects from the Fed in the upcoming meeting, and where he bonds to head in 2024. You can find more of Jim's incredible research here:  www.biancoresearch.com 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod   Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Des 202340min

AMA with Raoul Pal and Maggie Lake

AMA with Raoul Pal and Maggie Lake

🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai   Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5th to 6th June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3rd to 9th June, with over 150 side events that will make for unparalleled networking opportunities. After a crazy two days of learning, Raoul Pal is back in the hot seat to answer all of your questions about digital assets and the world of crypto. Moderated by Maggie Lake, Recorded October 13, 2023. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod   Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Des 20231h 3min

My Biggest Crypto F*ck Up

My Biggest Crypto F*ck Up

🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai   Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Ever wondered what your favorite creator’s biggest crypto f*ck up is? Well, this is the panel for you. From phishing attacks and sim swaps to plain old bad investments, Web3 creators Ovie Faruq and Fvckrender are here to bare their soul and share their biggest blunders. Moderated by Scott Melker, the Wolf of All Streets. Recorded October 12, 2023 To complete the Ledger Quest and claim your Proof of Knowledge — and a chance to claim a Real Vision branded Ledger! — please visit: https://quest.ledger.com/quests/real-vision-the-next-digital-assets-wave 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod   Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Des 202339min

Is the Fed Nailing the Soft Landing?

Is the Fed Nailing the Soft Landing?

🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai   Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Peter Boockvar, CIO of Bleakley Advisory Group and author of The Boock Report, joins Maggie Lake to discuss the market's reaction to today's jobs report and what it means for next week's FOMC meeting. Plus, they examine the difficult situation the BOJ is stuck in. You can find more of Peter's research here:  https://twitter.com/pboockvar   🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod   Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Des 202336min

Is Crypto a Bull Signal for Risk Assets?

Is Crypto a Bull Signal for Risk Assets?

🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai   Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Kevin Kelly, co-founder of Delphi Digital, joins Maggie Lake to discuss the key macro trends shaping the crypto landscape, Coinbase's recent stock market outperformance, and the cyclical balancing act shaping up between SOL and ETH. You can find more of Kevin's research here: https://members.delphidigital.io 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod   Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Des 202347min

Is This Crypto's Time to Shine?

Is This Crypto's Time to Shine?

🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai   Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities.   Noelle Acheson, founder and editor of the Crypto is Macro Now newsletter, joins Maggie Lake to discuss the cooling labor market’s impact on markets, what’s happening in crude oil, and bitcoin reaching a new 2023 high of $44,500. You can find more of Noelle's incredible research here: noelleacheson.substack.com 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod   Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

6 Des 202333min

Is The Fed's Plan Finally Working?

Is The Fed's Plan Finally Working?

🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Geo Chen, Author of Fidenza Macro research, joins Maggie Lake to discuss the implications of cooling labor market numbers, analyze the bond market's response, and explore Geo's strategic playbook for capitalizing on bullish views as we approach 2024. You can find more of Geo's incredible research here: https://substack.com/@fidenza 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Des 202337min

A New Digital Gold Rush?

A New Digital Gold Rush?

🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Traditional markets pullback while Bitcoin soars to $42,000. Paul Hodges, author of the pH Report and chairman of New Normal Consulting, joins Maggie Lake to discuss the recent fluctuations in gold and bitcoin, and where he expects the U.S. dollar to go from here. Plus, they’ll discuss the delicate geopolitical situation surrounding China and its implications on the macro landscape. You can find more of Paul's research here: new-normal.com 🔥 Get 𝗙𝗥𝗘𝗘𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision:rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Des 202337min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
utbytte
finansredaksjonen
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
pengesnakk
pengepodden-2
okonomiamatorene
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
lederpodden
rss-markedspuls-2
rss-kantsonen
rss-investering-gjort-enkelt
lydartikler-fra-aftenposten
stockup