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(2054)

Recession? What Recession?

Recession? What Recession?

Prices stay high as investors wonder whether recession will be avoided at a cost. Maggie Lake is joined by Vincent Deluard, director of global macro strategy at StoneX Group, to discuss this morning's...

28 Apr 202336min

Is It Time to Go Digging for Gold?

Is It Time to Go Digging for Gold?

U.S. GDP for the first quarter of 2023 rose slower than estimates, refreshing stagflationary fears for investors. Maggie Lake is joined by George Milling-Stanley, chief gold strategist at State Street...

27 Apr 202342min

How Much More Stress Can These Markets Handle?

How Much More Stress Can These Markets Handle?

The banking sector is back under pressure as First Republic's stock continues to plummet. Will we see spillover? Jason DeSena Trennert, CEO of Strategas Securities, joins Ash Bennington to share his ...

26 Apr 202334min

Banking Stress is Back Again

Banking Stress is Back Again

Volatility spiked and the market tumbled as earnings season continues, with First Republic Bank down more than 40%. Maggie Lake is joined by Andy Constan, CEO of Damped Spring Advisors, to discuss his...

25 Apr 202338min

Will Big Tech Be a Big Disappointment?

Will Big Tech Be a Big Disappointment?

All eyes are on Tech earnings as investors look for the next stock rotation. Tony Greer, the founder of TG Macro and editor of The Morning Navigator, joins Maggie Lake to discuss what might be priced ...

24 Apr 202338min

Man vs. Machine: The Intersection of Technology and Humans

Man vs. Machine: The Intersection of Technology and Humans

This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL disc...

23 Apr 20231h 24min

Understanding OPEC's Surprise Move

Understanding OPEC's Surprise Move

This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL disc...

22 Apr 202348min

Which Mistake Would The Fed Prefer To Make?

Which Mistake Would The Fed Prefer To Make?

This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL disc...

21 Apr 202338min

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