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(2057)

The Next Big Trade - Michael Gayed: This Bear’s Got Long Legs

The Next Big Trade - Michael Gayed: This Bear’s Got Long Legs

It’s already been a tough, strange 11 months for everyone – and 2022’s not over yet. On a weekly interval basis, the S&P 500 has been in the red for more than 60% of the year. Treasuries have gone thr...

4 Des 202246min

My Life in 4 Trades - You Can’t Control Events, but You Can Profit From Them

My Life in 4 Trades - You Can’t Control Events, but You Can Profit From Them

Harris “Kuppy” Kupperman, the founder and chief investment officer of Praetorian Capital and the author of the “Adventures in Capitalism” blog, has been investing for more than two decades. You don’t ...

3 Des 202249min

Too Early To Signal a Pivot?

Too Early To Signal a Pivot?

Equity futures sagged this morning with the release of a stronger-than-expected nonfarm payrolls report for November, as both the pace of new hiring and wage growth suggested inflation is more than a ...

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What About Growth?

What About Growth?

The Institute of Supply Management’s gauge of manufacturing activity declined for the fifth month out of the last six in November and slipped below 50 for the first time since May 2020, another sign t...

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Shall We Call This a Pivot?

Shall We Call This a Pivot?

U.S. equity indexes surged into positive territory as Federal Reserve Chair Jerome Powell spoke on Wednesday on his acknowledgement that the “time for moderating” interest-rate increases “may come as ...

30 Nov 202233min

Weston Nakamura on the WTFinance Podcast

Weston Nakamura on the WTFinance Podcast

Real Vision Global Markets Editor Weston Nakamura visits the WTFinance podcast to share with host Anthony Fatseas his unconventional path to a career in markets and to explain his unique methods of an...

30 Nov 20221h 5min

Mr. Market Wants More Data

Mr. Market Wants More Data

U.S. equities were mixed-to-negative heading into Tuesday’s close, as investors remain cautious ahead of Friday’s release of the November jobs report. Chinese authorities seem to have stifled “Zero CO...

29 Nov 202236min

It’s a Whole New China Syndrome

It’s a Whole New China Syndrome

Historic protests over the weekend have pushed President Xi Jinping into perhaps the most uncomfortable position of his tenure, as China’s continuing struggle with COVID-19 restrictions weighed on mar...

28 Nov 202236min

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