Is Your Portfolio Ready For What's Next? ft. Omar Aguilar & Sebastien Page

Is Your Portfolio Ready For What's Next? ft. Omar Aguilar & Sebastien Page

🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3Y4t5Pw. Sébastien Page, head of global multi-asset and CIO at T. Rowe Price, and Omar Aguilar, CEO and CIO at Charles Schwab Asset Management, join Ash Bennington to share their respective market outlooks. Omar and Sébastien dissect the ongoing bullish and bearish market narratives, evolving inflation concerns, labor market dynamics, central bank policies, and how these factors influence portfolio decisions. This episode is sponsored by Monetary Metals. Monetary Metals has been paying a physical yield on gold and silver for over 8 years. Earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. For more information, go to https://www.realvision.com/metals. About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3Y4t5Pw Get macro insights from Real Vision on whether your portfolio is ready for what's next in the market, including rate cuts and interest rates. Stay informed and prepared for the future with this must-watch video. Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Episoder(2109)

Bitcoin’s $60K Crash: One of the Worst Flushes in Crypto History

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6 Feb 6min

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Markets are deep in risk-off mode as crypto winter tightens its grip. The ECB and Bank of England both held rates, with the BoE signaling it may be nearing the end of its easing cycle. UK political...

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Software Selloff, Gold at $5K, and Crypto Slips Again — Palvatar’s Market Recap

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Software stocks get slammed, gold keeps climbing, and Bitcoin loses key support again. Palvatar covers today’s key macro and market headlines — from Claude’s AI plugin rattling software firms to AMD’s...

4 Feb 5min

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Markets are ripping back after a wave of fear. Palvatar breaks down the massive upside surprise in U.S. manufacturing, Musk’s record-breaking $1.25T xAI merger with SpaceX, and wild moves in gold, sil...

3 Feb 6min

Markets Crash: Gold’s Worst Day Since 1983, BTC Dives, Fed Jitters Hit Equities

Markets Crash: Gold’s Worst Day Since 1983, BTC Dives, Fed Jitters Hit Equities

Welcome back to the markets after a brutal weekend. Gold just had its worst day since 1983, crashing 9%, while silver fell a staggering 27%—the largest drop ever recorded. Add to that steep decline...

2 Feb 7min

Oil, Metals, and More Geopolitical Risk | Macro Mondays: Feb. 2, 2026

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Andreas Steno and Mikkel Rosenvold of Steno Research break down the mounting U.S.–Iran tensions, the implications for oil, the U.S.–China decoupling, strategic mineral stockpiles, and supply-chain wea...

2 Feb 33min

Markets Rattle as Warsh Named Fed Chair & BTC Hits $81K

Markets Rattle as Warsh Named Fed Chair & BTC Hits $81K

Markets were hit with a surge of volatility after President Trump confirmed Kevin Warsh as his nominee for Fed Chair, raising fresh uncertainty around U.S. monetary policy. The VIX jumped as much as 1...

30 Jan 8min

Fed Holds Steady, Big Tech Earnings Diverge, and Commodities Surge: PALvatar Market Recap, January 29 2025

Fed Holds Steady, Big Tech Earnings Diverge, and Commodities Surge: PALvatar Market Recap, January 29 2025

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41fVHWF . ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

29 Jan 6min

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