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)

All Eyes on Tomorrow's CPI Print

All Eyes on Tomorrow's CPI Print

U.S. markets are mixed and BTC is bouncing as investors await tomorrow's inflation data. Mike Alfred, founder and managing partner at Alpine Fox LP, joins Ash Bennington to preview tomorrow's U.S. inf...

11 Apr 202336min

What Are We Missing in China?

What Are We Missing in China?

Ash Bennington is joined by Liqian Ren, director of Modern Alpha at WisdomTree Investments, to illuminate the intricacies of the Chinese economy and market opportunities. You can find more of Liqian’s...

10 Apr 202337min

Lawrence Lepard: Our Top Performer Returns

Lawrence Lepard: Our Top Performer Returns

After hitting a home run with his previous picks, Lawrence Lepard returns alongside Samuel Burke to share 3 more ideas. You can track the performance of all our guests' 3 Ideas here: https://bit.ly/RV...

9 Apr 202347min

Nouriel Roubini: Risk in the Age of Bank Failure

Nouriel Roubini: Risk in the Age of Bank Failure

Nouriel Roubini joins Real Vision’s Ash Bennington to analyze the macroeconomic risks he sees currently threatening the global economy. Roubini breaks down his research on public and private debt, sta...

8 Apr 20231h

Ask Me Anything: Beer w/ Tony Greer

Ask Me Anything: Beer w/ Tony Greer

Tony is back for another interactive masterclass while enjoying a brew. Grab your drink of choice and settle in as Tony Greer, a Real Vision favorite and editor of The Morning Navigator, answers your...

7 Apr 20231h 2min

Did Job Cuts Just Change the Market?

Did Job Cuts Just Change the Market?

Maggie Lake sits down with Peter Boockvar, the CIO of Bleakley Financial Group, to discuss what a cooling labor market could mean for the future of rate hikes. You can find more of Peter’s work here: ...

6 Apr 202337min

Is the U.S. Skidding Toward Recession?

Is the U.S. Skidding Toward Recession?

Maggie Lake is joined by Darius Dale, founder, and CEO of 42 Macro, to analyze the latest economic data and the warning signs he's seeing in the liquidity. You can find more of Darius’ work here: http...

5 Apr 202335min

 Is It Time to Fade Semiconductors?

Is It Time to Fade Semiconductors?

Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to walk us through why investors need to be watching metals, bonds, and semiconductors right now. Learn more about your ad c...

5 Apr 202336min

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