A Tale of a Textbook Turnaround Setup

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 hemorrhaging in historic proportions, and now we’ve got a textbook turnaround setup…” Well, stocks are ripping today, and WTI crude oil is back above $104 per barrel, even as residential-starts data suggest the U.S. housing market is cooling and Apple announced plans to slow hiring and spending. Gasoline prices have fallen to two-month lows a week ahead of the next Federal Open Market Committee meeting, where the central bank is expected to announce another inflation-fighting 75-basis-point rate hike. Tony’s here to talk about all that and more with Real Vision’s Maggie Lake. We also hear from Chen Zhao about the coming “run of the mill” recession and how it differs from prior crisis-driven downturns. Watch the entire interview featuring Chen Zhao and Marko Papic here: https://rvtv.io/3aLSmrD. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2080)

Adventures in Finance 24 - Demons, Angels and the Enemy Within

Adventures in Finance 24 - Demons, Angels and the Enemy Within

Look in the mirror and you will find your greatest ally and your mortal enemy. You will find someone who will play tricks on you, appeal to your worst emotions, but who holds the keys to your trading ...

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Adventures in Finance 23 - Fast Cars, Fake IDs, and Billion Dollar Fraudsters

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Enter the shadowy world where people use complex strategies and cutting edge technology to hide their identities to defraud multinational companies out of millions of dollars. This week, we speak with...

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Meet an 18th-century murderer, banker, convict, laughing stock, and the godfather of central banking, John Law. Accompanied by Dr. Ben Hunt, the Chief Investment Strategist at Salient Partners and aut...

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Harry Markopolos was the lone whistleblower on Bernie Maddoff's $18 billion Ponzi scheme and, in this interview, takes the whole regulatory and accounting apparatus to task in a way that will have you...

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For years, cyberattacks on a global scale were the stuff of fiction; they have now become reality. And if the NSA isn’t safe then no one is safe. This week, we decode a potential existential threat to...

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Adventures in Finance 19 - Over Stocked & Under Sold: A Tale of the US Shopper and the Global Economy

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If you want to predict the path of the global economy, you best have a pulse on the US consumer. At 70% of the US economy, consumer spending is in the economic driver seat. We speak to Stephanie Pombo...

9 Jun 20171h 3min

Adventures in Finance 18 - Bitcoin: Journey Beyond the Hype to a Universe of Applications

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Bitcoin is all everyone can talk about and the public is downright hysterical about the price, but the price is not what you need to be focusing on. This week, we explore how Bitcoin and the underlyin...

2 Jun 20171h 8min

Adventures in Finance 17 - Demographics Are Destiny

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Neil Howe isn't only a household name for finance-types, he coined the term "Millennials" and literally wrote the book on generational analysis. This week, he shares his insights on where we stand in ...

26 Mai 20171h 9min

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