How Do You Outperform the Robots? Invest in Them
This is the first installment of our two-week special How To Unf*ck Your Future series. Amid massive issues with debt, aging demographics, broken political systems and geopolitics, there are reasons to be concerned, but as Raoul points out in this mind-blowing video, there are also major opportunities for investors. In this piece, Raoul sets up what you can expect from Real Vision over the next two weeks in our new series ‘How to Unf*ck Your Future.’ He lays out the reasons why we’re in trouble, but more importantly, how we can position ourselves for it. He’ll tell you exactly what he’s investing in to set up for a changing world, and specifically, how to unf*ck your future. So settle in, grab a pen and paper and listen up, you don’t want to miss this. Recorded on February 28, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices
19 Mar 20231h 1min
A New Month, a New Macro Regime
Real Vision’s Andreas Steno Larsen has his eye on what he considers “the three main fundamental variables for the economy” — liquidity, inflation, and growth. Going into March, he’s observing the macro regime shifting once again, and he walks us through each of these variables to point to where it’s headed. Recorded on February 28, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices
18 Mar 202323min
What Do You do When Everything Happens All at Once?
U.S. markets continue to chop as investors wonder whether the recent pain in banking was the the beginning of something bigger. On today’s special extended version of the show, Maggie Lake is joined by the co-founder and CEO of Real Vision Raoul Pal, Real Vision senior editor Andreas Steno Larsen, and David Mattin, editor of the “New World Same Humans” newsletter, for a full review of markets and a look at what the future could have in store. Don’t miss this interview with Stability AI founder Emad Mostaque: https://rvtv.io/3Lr1uBR And you can find more of David’s work here: https://newworldsamehumans.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
17 Mar 202335min
Are Central Banks Fighting the Wrong Fight?
The ECB raised key interest rates another 50 basis points and U.S. markets continue to rebound as large institutions come to the rescue of First Republic Bank. Maggie Lake is joined by Ed Harrison, senior editor at Bloomberg, and the man who started the original Daily Briefing at Real Vision back in 2020. Ed joins us on the show’s 3-year anniversary to talk about the banking crisis, the next asset class at risk, and where markets are headed. Plus, we’ll hear from Emad Mostaque on why AI will be “massively deflationary.” You can watch that entire interview here: https://rvtv.io/3Lr1uBR And find more of Ed’s work here: https://www.bloomberg.com/account/newsletters/the-everything-risk Learn more about your ad choices. Visit podcastchoices.com/adchoices
16 Mar 202337min
Contagion and Fear Hit Credit Suisse, What’s Next?
U.S. markets sold off as fears of contagion in the banking sector have crossed the Atlantic. This morning, shares of Swiss banking giant Credit Suisse hit record lows after its largest shareholder, the Saudi National Bank, declined to add to its investment. Oil also took a spill, down nearly 6% as of this writing. On the market’s worst day since July 2022, Maggie Lake is joined by Julian Brigden of MI2 Partners and Cem Karsen of Kia Volatility to explain what’s driving the selloff at Credit Suisse and where the troubles could spring up next. You can catch more of Julian on our Pro Macro Tier and find more of his work here: https://mi2partners.com and more of Cem’s work here: https://www.kaivolatility.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
15 Mar 20231h 3min
Ding Dong... Is QT Dead?
U.S. equities rebounded after yesterday’s SVB-driven rout, with cooling February CPI data easing investor anxieties of another interest rate hike. Maggie Lake is joined by Tony Greer, editor of the Morning Navigator, and Michael Howell, CEO of CrossBorder Capital. We’ll cover today’s price action and a short-term trader’s perspective with Tony, before hearing what Michael is watching in global liquidity and how financial stress could ripple through other parts of the world. You can find more of Tony’s work here: https://tgmacro.substack.com and more of Michael’s work here: http://www.crossbordercapital.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
14 Mar 202345min
Did the Banks Just Break?
U.S. markets saw more turmoil today as the fallout from Silicon Valley Bank’s failure continues to unfold. The Fed has stepped in to help depositors secure their funds from SVB and Signature Bank, and U.S. 2-Year Treasury yields endured the steepest decline since the stock market crash of 1987. Maggie Lake is joined by Daniel Lacalle, chief economist at Tressis, to give us a breakdown of the banking risks and how contagion could spread across the globe. Plus, we hear from Forkast Labs co-CEO Angie Lau on the impact SVB is having and why this issue is far from over. Check out that entire interview here: https://rvtv.io/3mMpLbf and you can find more of Daniel’s work here: https://www.dlacalle.com/en/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
13 Mar 20231h 12min
Profiting From Animal Humanization
With an uncertain macro outlook for 2023, it may prove beneficial to investors to home in on the micro instead — and Eric Udoff, managing partner and co-CIO of Marlowe Partners, provides just that with his stock picks for this episode of 3 Ideas. Together, he and Real Vision managing editor Samuel Burke explore the long-term value opportunities Eric is seeing in golf, pet care, and semiconductors. You can track the performance of all our guests' 3 Ideas here: https://bit.ly/RV3Ideas. Recorded on February 17, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices
12 Mar 202340min
