Great Power Games Could Leave Europeans Out in the Cold

Great Power Games Could Leave Europeans Out in the Cold

The Biden administration is preparing to deploy troops and equipment to Eastern Europe and the Baltics to counter Russia’s threat to Ukraine, as UK officials suggest Moscow aims to install a pro-Kremlin government in Kyiv. Stocks all over the world are tumbling, again, and Bitcoin has breached key technical levels. And there’s real concern about European natural gas supplies. “Risk on” for Putin means “risk off” for investors. Weston Nakamura is here to discuss the state of play with Ash Bennington. Weston also drops a compelling pair trade that could be a decent hedge against both geopolitics and central bankers. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/32rm6FR Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2053)

Pause, Skip, or Hike? w/ Dr. Komal Sri-Kumar

Pause, Skip, or Hike? w/ Dr. Komal Sri-Kumar

Dr. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, sits down with Maggie Lake to discuss the Bank of Canada's historic rate hike, what it could mean for the next Fed decision, and why the ...

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AI: Friend or Foe? w/ Raoul Pal & David Mattin

AI: Friend or Foe? w/ Raoul Pal & David Mattin

This episode of the Real Vision Daily Briefing was sponsored by Kalshi. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates. Sign up at kalshi.com/realvis...

6 Jun 202350min

What's Weighing on Oil? w/ Tony Greer

What's Weighing on Oil? w/ Tony Greer

Tony Greer, founder of TG Macro and editor of The Morning Navigator, joins Maggie Lake to discuss what's driving the latest cross-asset price action and dive into the setups developing in gold and ene...

5 Jun 202335min

Raoul Pal & Sandy Kaul: A Technological Cambrian Explosion is Upon Us

Raoul Pal & Sandy Kaul: A Technological Cambrian Explosion is Upon Us

Sandy Kaul, senior vice president at Franklin Templeton, joins Raoul to discuss how the biggest tech megatrends have already begun to overhaul the way we live and connect with one another—and how dece...

4 Jun 20231h 3min

Nancy Davis: When a Little Luck and a Lot of Hard Work Pay Off

Nancy Davis: When a Little Luck and a Lot of Hard Work Pay Off

From a prop trading desk to the NYSE on IVOL's launch day, wiz portfolio manager Nancy Davis shares her journey. Nancy Davis, the founder, and CIO of Quadratic Capital Management, has enjoyed a storie...

3 Jun 202352min

Unraveling the Liquidity Cycle with Raoul Pal & Darius Dale

Unraveling the Liquidity Cycle with Raoul Pal & Darius Dale

Darius Dale, founder of 42Macro, and Raoul Pal, Real Vision co-founder and CEO, join Maggie Lake to wrap up the week. They'll be discussing inflation, the debt ceiling, what's driving these markets, a...

2 Jun 202327min

Is This the Top of the Economic Cycle? w/ Eric Johnston

Is This the Top of the Economic Cycle? w/ Eric Johnston

This episode of the Real Vision Daily Briefing is sponsored by Kalshi. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates.Sign up at kalshi.com/realvisio...

1 Jun 202336min

Has the Equity Market Rally Run Its Course? w/ Cem Karsan

Has the Equity Market Rally Run Its Course? w/ Cem Karsan

This episode of the Real Vision Daily Briefing is sponsored by Kalshi. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates. Sign up at kalshi.com/realvisi...

31 Mai 202340min

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