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(2058)

Around the World in 30 Minutes

Around the World in 30 Minutes

U.S. equity indexes held modest gains at midday Monday, as investors prepare for midterm elections with particularly global potential consequences. Andreas Sten Larsen goes around the world with Jacob...

7 Nov 202243min

The Next Big Trade - Luke Gromen on Why It's Best to "Be Long Energy" Right Now

The Next Big Trade - Luke Gromen on Why It's Best to "Be Long Energy" Right Now

Luke Gromen, the founder and president of Forest for the Trees, is a highly respected voice in the global macroeconomic research community. Luke joins Harry Melandri to explain why he’s long energy. H...

6 Nov 202254min

My Life in 4 Trades - Why Crypto's Ferocious Free Market Is Good for Investors

My Life in 4 Trades - Why Crypto's Ferocious Free Market Is Good for Investors

Chris Sullivan, a portfolio manager of Hyperion Decimus, transitioned from traditional finance to crypto – and he says it’s the best move of his career. A lot of that has to do with crypto’s freek-mar...

5 Nov 202246min

The Labor Market Is Still Intact

The Labor Market Is Still Intact

U.S. stocks opened higher but drifted lower through the trading day, digesting an October nonfarm payrolls report that showed a still-strong labor market in the aftermath of Federal Reserve Chair Jero...

4 Nov 202237min

Easy Money Has Hard Consequences

Easy Money Has Hard Consequences

Yesterday, the Federal Reserve announced a fourth consecutive 75-basis-point rate hike, and Chair Jerome Powell aggressively pushed back against any thoughts of a “pivot.” Today, the Bank of England f...

3 Nov 202233min

What Kind of a Hike Was It?

What Kind of a Hike Was It?

The Federal Open Market Committee added a couple of interesting phrases to its policy statement announcing a fourth consecutive 75-basis-point interest-rate increase, noting that it will take into acc...

2 Nov 202234min

What Will China Do?

What Will China Do?

Chinese stocks and the yuan rallied on unconfirmed reports authorities have formed a committee to reconsider China’s “COVID zero” restrictions on economic activity. There was no follow-through in the ...

1 Nov 202236min

Energy Crisis Dos and Don'ts With Doomberg

Energy Crisis Dos and Don'ts With Doomberg

“This should be fun,” tweeted Doomberg amid reports President Joe Biden will propose a “windfall tax” on profits of oil and gas producers, as political leaders continue to pose against the global ener...

31 Okt 202240min

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