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(2081)

Daily Briefing – July 28, 2020 – Real Vision Talks Politics, Stimulus, and Blockchain

Daily Briefing – July 28, 2020 – Real Vision Talks Politics, Stimulus, and Blockchain

Senior editor, Ash Bennington, joins Max Wiethe to cover the types of U.S. stimulus that have been implemented so far, the battle happening in Congress, and the crypto space. Ash and Max do a deep-div...

28 Jul 202038min

Daily Briefing - July 27, 2020 - Dollar Strength is Off the Table Now: Ed Harrison

Daily Briefing - July 27, 2020 - Dollar Strength is Off the Table Now: Ed Harrison

Senior editor, Ash Bennington, hosts managing editor, Ed Harrison, to break down the recent price action in gold and bitcoin, and to analyze the health of the U.S. economy as COVID-19 continues to spr...

27 Jul 202032min

The Interview - How Will China Emerge From the COVID-19 Crisis? w/ George Magnus

The Interview - How Will China Emerge From the COVID-19 Crisis? w/ George Magnus

In many ways, China is at the center of the public health and economic crisis that has gripped the entire world for most of 2020, but recently more focus has been placed on the U.S. and Europe. George...

26 Jul 202055min

The Interview - Lining Up The Dollar Dominoes w/ Brent Johnson and  Lyn Alden

The Interview - Lining Up The Dollar Dominoes w/ Brent Johnson and Lyn Alden

Brent Johnson, CEO of Santiago Capital, joins Lyn Alden of Lyn Alden Investment Strategy for an in-depth discussion on the fate of the world's most important currency: the U.S. dollar. Johnson gives a...

25 Jul 20201h 19min

Daily Briefing – July 24, 2020 – Inter-Asset Correlations Can Be Telling: Max Wiethe

Daily Briefing – July 24, 2020 – Inter-Asset Correlations Can Be Telling: Max Wiethe

Senior editor Ash Bennington is joined by editor Max Wiethe to reflect on a week of divergent price action. Ash and Max analyze the extreme rallies in precious metals, with Max describing his macro fr...

24 Jul 202030min

Daily Briefing – July 23, 2020 – We Are In A Secular Stagnating Market: Tyler Neville

Daily Briefing – July 23, 2020 – We Are In A Secular Stagnating Market: Tyler Neville

Managing editor, Ed Harrison, joins Real Vision’s Tyler Neville to break down his ideas around secular stagnating markets, demographics, and pensions. Tyler discusses how mega corporations are no long...

23 Jul 202031min

Daily Briefing – July 22, 2020 – Gold Rally Could Be Signaling Inflation Fears: Jim Bianco

Daily Briefing – July 22, 2020 – Gold Rally Could Be Signaling Inflation Fears: Jim Bianco

Managing editor, Ed Harrison, hosts Jim Bianco of Bianco Research to discuss the Fed and Judy Shelton’s recent nomination, the significance of flows, and his forward look on markets and the economy. B...

22 Jul 202034min

Daily Briefing – July 21, 2020 – There Is Only One Story: Europe – Ed Harrison

Daily Briefing – July 21, 2020 – There Is Only One Story: Europe – Ed Harrison

Senior editor Ash Bennington joins managing editor Ed Harrison to talk about how EU leaders have closed in on its landmark recovery deal. Ash and Ed examine how European political dynamics have shifte...

21 Jul 202028min

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