The Next Big Trade - Doomberg, Michael Kao, and Harry Melandri Gather for a High-Level Energy Summit
Here’s a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. On this week’s jam-packed episode of The Next Big Trade, Doomberg, a Substack star and a low...
24 Jul 20221h 11min
My Life in 4 Trades - Noel Smith Shares Lessons Learned, From Enron to the GFC
Here’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Noel Smith has learned many hard lessons during his 25 years trading volatility, making mar...
23 Jul 202251min
Buy Bonds and the "Exponential Age"
Deteriorating PMI data in the U.S. as well as Europe ahead of what the market expects will be a 75-basis-point rate hike following next week’s Federal Open Market Committee enhanced the specter of slo...
23 Jul 202247min
Are We Fated to Stagflation?
The European Central Bank announced an expectations-beating half-point interest-rate hike today, at the same time introducing a “tool” to ensure borrowing costs in vulnerable economies don’t spiral ou...
22 Jul 202241min
If Not Now, When Will Inflation Peak?
The Office of National Statistics reported Wednesday that inflation in the U.K. hit a new 40-year high in June, consumer prices rising 9.4% from a year earlier and adding pressure on the Bank of Engla...
21 Jul 202239min
A Tale of a Textbook Turnaround Setup
In his most recent newsletter, Tony Greer of TG Macro wrote, “The setup for oil bulls on this gorgeous summer Friday morning is not to be believed. Stocks and commodities just spent the last quarter h...
20 Jul 202236min
Now Comes the Global Energy Crisis
Goldman Sachs and Bank of America posted solid headline-level earnings this morning, both benefiting from higher interest rates during the second quarter. But both also posted significantly higher pro...
19 Jul 202239min
The Next Big Trade - Shawn Hackett on the Art of Trading Agricultural Commodities
Here’s a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. Shawn Hackett is the president of Hackett Financial Advisors, a firm that helps investors an...
17 Jul 20221h
