Bearishness Emerging on Wall Street Within the Goldilocks Regime
DB-Sep08,2021: Darius Dale, founder and CEO of 42 Macro, anticipates that the Goldilocks regime will be persisting in the U.S. for awhile longer yet, offering fertile ground for asset prices to continue to perform. Drawing upon his macro indicators and analysis, he addresses the increasing bearish consensus being priced into risk assets and how tapering later in the year may have an impact on this dynamic. Interviewed by Jack Farley. Drop your questions for Darius here on the Exchange: https://rvtv.io/3trKr7O Learn more about your ad choices. Visit podcastchoices.com/adchoices
9 Sep 202141min
Jared Dillian: How Much Higher Can Inflation Get?
DB-Sep07,2021: Jared Dillian, editor of The Daily Dirtnap, joins the Daily Briefing to discuss his thoughts on why he sees the potential for inflation to fly even higher in the coming months. He also shares his perspective on what this means for commodities, particularly for uranium, as well as crypto’s flash crash. Interviewed by Maggie Lake. Learn more about your ad choices. Visit podcastchoices.com/adchoices
8 Sep 202135min
August Nonfarm Payrolls Disappoint As Smart Contract Protocols Skyrocket
DB-Sep03,2021: With a major miss today in the August nonfarm payrolls report, Jim Bianco, president of Bianco Research LLC, updates his perspective on the economic recovery and inflation as well as what it means for price action going forward. Bianco also discusses the major rallies for various layer 1 smart contract protocols as Solana, Polkadot, and Ethereum are soaring higher. Interviewed by Ash Bennington. Learn more about your ad choices. Visit podcastchoices.com/adchoices
4 Sep 202141min
A Bounce Back in Cyclicals? What the Options Market Is Signaling
DB-Sep02,2021: Imran Lakha, founder of Options Insight, shares his latest insights into current market dynamics, sectors set up for outperformance, and the state of the U.S. economy. With jobless claims reaching a new low since the early days of COVID-19, Lakha discusses what the August nonfarm payrolls data may also reveal about the labor market and what that means for Fed tapering. He also dives into what the options market is signaling about investor sentiment and volatility, and he updates his perspective on Bitcoin and Ethereum. Interviewed by Jack Farley. Learn more about your ad choices. Visit podcastchoices.com/adchoices
3 Sep 202138min
Real Vision Turns 7! Raoul Pal Celebrates Real Vision's History and Future
DB-Sep01,2021: On today's special edition of the Daily Briefing, Real Vision CEO & co-founder Raoul Pal celebrates the history and future of Real Vision. Raoul describes the company's founding in September 2014 and its journey as a financial media company dedicated to truth in finance. He also shares his own personal journey that's been adjacent to Real Vision's evolution, discussing how his framework has been shaped, challenged, and expanded for the past seven years. Learn more about your ad choices. Visit podcastchoices.com/adchoices
2 Sep 202149min
Can The S&P 500 Hit 5K?
DB-Aug31,2021:As the S&P 500 posts a monthly gain for the seventh time in a row, Tony Greer of TG Macro returns to the Daily Briefing to share how the renewed dovishness of the Federal Reserve is shaping his outlook for commodities, stocks, and the dollar. In conversation with Real Vision’s Jack Farley, Greer contemplates the possibility of S&P 500 hitting the 5000 mark and explains why he remains bullish on copper, oil, aluminum, and other commodities. To post questions for tomorrow’s Daily Briefing with Real Vision CEO Raoul Pal, click this link on the Real Vision Exchange: https://rvtv.io/3mQmZzE Learn more about your ad choices. Visit podcastchoices.com/adchoices
1 Sep 202139min
Is There Deflationary Risk Ahead with Possible Fed Tapering?
DB-Aug30,2021: Darius Dale, founder and CEO of 42 Macro, updates his macro framework for markets after Jay Powell announced at Jackson Hole that the Fed may begin to reduce stimulus this year and before the August nonfarm payrolls report drops later in the week. With monetary stimulus expected to taper off, Dale also examines if the same should be expected for fiscal policy, and he provides his perspective on Bitcoin and Ethereum as billionaire John Paulson calls crypto a “worthless” bubble. Learn more about your ad choices. Visit podcastchoices.com/adchoices
30 Aug 202136min
Stocks Rise on Powell's Dovish Taper Talk
DB-Aug27,2021: Tommy Thornton, founder of Hedge Fund Telemetry, weighs in on Federal Reserve Chair Jerome Powell’s speech at the virtual Jackson Hole Symposium, indicating tapering could start in 2021, but signaling there’s no rush to hike interest rates. He also revisits the inflation debate with a rise in personal income and spending. Learn more about your ad choices. Visit podcastchoices.com/adchoices
28 Aug 202142min
