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(2053)

Can Tech Take Stocks Higher? with Tony Greer

Can Tech Take Stocks Higher? with Tony Greer

Tony Greer, editor of The Morning Navigator, sits down with Maggie Lake to explore today’s price action, the growing impact of AI on markets, and what the recent move in Oil means for the energy secto...

25 Jul 202335min

Where in the World to Put Your Dry Powder (with Sam Burns)

Where in the World to Put Your Dry Powder (with Sam Burns)

Sam Burns, the chief strategist at Mill Street Research, joins Maggie Lake to discuss the significance of the lineup of central bank rate decisions this week and analyze some recent economic data out ...

24 Jul 202334min

Leaning Into Your Expertise w/ Ben Harburg

Leaning Into Your Expertise w/ Ben Harburg

Ben Harburg, founder and managing partner at MSA Capital, has been at the intersection of the U.S., China, and emerging markets for years. He joins Maggie Lake to share the highs and lows — and the le...

23 Jul 202347min

Mitigating Risk in This High Valuation Environment w/ Tavi Costa

Mitigating Risk in This High Valuation Environment w/ Tavi Costa

With current market conditions signaling potential macro headwinds, it's crucial to fortify your portfolio against negative returns. Tavi Costa, portfolio manager at Crescat Capital, joins Real Vision...

22 Jul 202354min

Is the Soft Landing a Pipe Dream?

Is the Soft Landing a Pipe Dream?

Markets look to end this week on a positive note ahead of next week's Fed meeting. Noelle Acheson, editor of the Crypto is Macro Now newsletter, joins Maggie Lake to discuss the price action we saw th...

21 Jul 202334min

How to Trade a Hated Rally

How to Trade a Hated Rally

Tech stocks and bonds take a breather after more strong jobs data and some earnings hiccups. Jared Dillian, editor of The Daily Dirtnap newsletter, joins Maggie Lake to discuss current market sentimen...

20 Jul 202333min

Drinks with Raoul Pal -- Ask Me Anything

Drinks with Raoul Pal -- Ask Me Anything

Join Raoul Pal for a Q&A session and some post-market drinks. Pour yourself a glass and join Raoul for an update on his current macro thesis and his perspective on current global market conditions. Pl...

19 Jul 202329min

Time for the Market to Turn? w/ Thomas Thornton

Time for the Market to Turn? w/ Thomas Thornton

Tom Thornton, the founder of Hedge Fund Telemetry, joins Ash Bennington to discuss the current market action and why his indicators suggest a widening divergence between fundamentals and reality is un...

18 Jul 202335min

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