"A Perfect Storm" Promises More Pain

"A Perfect Storm" Promises More Pain

Do U.S. investors pay enough attention to what’s happening in overseas markets? Real Vision’s expert on the ground in Asia, Weston Nakamura, shares some data at the top of today’s Daily Briefing that may open your eyes to underlying systemic cracks growing in China and Japan. Then, Maggie Lake is joined by Peter Boockvar, who’s concerned about how a slowing world economy will impact companies. “I think the main story now is margin contraction and the direction of earnings,” says the CIO of Bleakley Advisory Group. “We now have P/E multiples compressing, profit margins rolling over, and the growing prospect that sales will slow in response to both supply issues and the growing prospect of an economic slowdown. It’s a perfect storm.” Is there more pain to come? Peter thinks so. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3wvTE24. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2100)

Global Market Selloff, Japan’s Yield Surge, and U.S. Data Rebound: PALvatar Market Recap, November 19 2025

Global Market Selloff, Japan’s Yield Surge, and U.S. Data Rebound: PALvatar Market Recap, November 19 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements,...

19 Nov 20255min

Global Market Selloff, Japan’s Yield Surge, and U.S. Data Rebound: PALvatar Market Recap, November 18 2025

Global Market Selloff, Japan’s Yield Surge, and U.S. Data Rebound: PALvatar Market Recap, November 18 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, g...

18 Nov 20255min

US Shutdown Breakthrough and BOJ Hawkish Tilt: PALvatar Market Recap, November 10 2025

US Shutdown Breakthrough and BOJ Hawkish Tilt: PALvatar Market Recap, November 10 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, glo...

17 Nov 20256min

Fed Cuts Coming or Crisis Brewing? | Macro Mondays: November 17th, 2025

Fed Cuts Coming or Crisis Brewing? | Macro Mondays: November 17th, 2025

🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* Andreas Steno Larsen and Mikkel Rosenvold of Steno Research break down the latest news and trends driving the latest drawdown in global risk assets. T...

17 Nov 202534min

Nvidia Earnings, U.S. Data Resurgence, Japan’s Slowdown & Crypto Turbulence: PALvatar Market Recap, November 17 2025

Nvidia Earnings, U.S. Data Resurgence, Japan’s Slowdown & Crypto Turbulence: PALvatar Market Recap, November 17 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movement...

17 Nov 20256min

Bitcoin Breaks Below $100K: Is It Over? | REKT Vision (November 14, 2025)

Bitcoin Breaks Below $100K: Is It Over? | REKT Vision (November 14, 2025)

🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Gmoney. They discuss the biggest narratives ...

14 Nov 20251h 8min

Global Market Selloff, Fed Hawkish Turn, and Crypto Turmoil: PALvatar Market Recap, November 14 2025

Global Market Selloff, Fed Hawkish Turn, and Crypto Turmoil: PALvatar Market Recap, November 14 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements,...

14 Nov 20258min

Global Stocks Rally, Missing U.S. Data, and XRP’s Big ETF Debut: PALvatar Market Recap, November 13 2025

Global Stocks Rally, Missing U.S. Data, and XRP’s Big ETF Debut: PALvatar Market Recap, November 13 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, g...

13 Nov 20257min

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