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(2055)

The Market Doesn't Have to Crash

The Market Doesn't Have to Crash

The University of Michigan preliminary sentiment index for July ticked up to 55.1 from 51.5 in June, as a sub-measure of consumer expectations reached a three-month high. And U.S. stocks continue to s...

13 Aug 202238min

Is a Soft Landing a Pipe Dream?

Is a Soft Landing a Pipe Dream?

U.S. stocks surged again this morning on news the Producer Price Index fell by 0.5% in July, the first monthly decline since April 2020. At the same time, producer prices were up 9.8% year over year. ...

12 Aug 202236min

Have We Reached Peak Inflation?

Have We Reached Peak Inflation?

U.S. stocks gapped higher at today’s open and held onto big gains through the day, buoyed by signs in July’s Consumer Price Index data that we’ve finally reached an inflection point for inflation. Bot...

11 Aug 202235min

"It Is All About Oil Prices"

"It Is All About Oil Prices"

Marko Papic has a very clear view of Wednesday morning’s report from the Bureau of Labor Statistics on the July U.S. Consumer Price Index: “Getting the inflection in CPI prints is really important,” h...

10 Aug 202237min

"Listen to What the Market Is Saying"

"Listen to What the Market Is Saying"

If last week’s events in and around Taiwan illustrate Asia’s growing geopolitical importance, today’s announcement by SoftBank that it lost $23 billion in the second quarter also make it the home to “...

9 Aug 202236min

The Next Big Trade - Lawson Steele on Energy and the Future of Europe

The Next Big Trade - Lawson Steele on Energy and the Future of Europe

Here’s a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. Lawson Steele, one of the most respected analysts of carbon trading and EU Emissions Trading...

7 Aug 202230min

Introducing the Real Vision Academy

Introducing the Real Vision Academy

On this edition of Real Vision Twitter Spaces, Raoul Pal, Damian Horner, Maggie Lake, and George Stanoev join Ash Bennington to introduce Real Vision’s newest groundbreaking venture, the Real Vision A...

6 Aug 20222h 2min

My Life in 4 Trades - Paul Hodges Believes Markets Will Refocus on Price Discovery

My Life in 4 Trades - Paul Hodges Believes Markets Will Refocus on Price Discovery

Here’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Paul Hodges of the pH Report and New Normal Consulting joins Maggie Lake for another compel...

6 Aug 202241min

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