Raoul Pal: The Past, Present, and Future of Real Vision
A look back at where we've come from, and a big update from Raoul on where we're going. Let us know what you think in the comments. Learn more about your ad choices. Visit podcastchoices.com/adchoice...
6 Aug 202324min
Data as an Emerging Asset Class
As we move to a world where users begin to own their data, how we leverage it will revolutionize everything. David Mattin, founder of the New World Same Humans newsletter, welcomes data futurist Micha...
5 Aug 20231h 5min
Are Bonds in the Driver's Seat? with Jared Dillian
Jared Dillian, editor of the Daily Dirtnap, sits down with Maggie Lake to discuss the mixed data from today's jobs report, current sentiment across assets, and why he thinks now may actually be the ti...
4 Aug 202336min
Is the Fed Still Fighting? With Dr. Sri-Kumar
Dr. Komal Sri-Kumar, president and founder of Sri-Kumar Global Strategies, joins Maggie Lake to discuss why recent economic data has economists questioning the Fed's policy decisions, and where the ce...
3 Aug 202336min
Is the U.S. Economy Too Hot to Handle? With Jim Bianco
Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss how cushioned of a landing he thinks the Fed can pull off. Plus, Jim examines the impact of Friday's U.S. jobs data, where oil pr...
2 Aug 202337min
Is Everyone Wrong About U.S. Rates? With Harry Melandri
Harry Melandri, advisor at MI2 Partners, joins Maggie Lake to discuss two competing fundamental macro stories that are shaping the current landscape, the potential for further Fed interest rate hikes,...
1 Aug 202337min
Are Risk Assets at Risk? With Michael Kao
Maggie Lake is joined by Michael Kao, CEO of Akanthos Capital Management, to explore how much longer the rally in U.S. equities can last, the potential economic impacts of "higher rates for longer,” a...
31 Jul 202344min
Steno's Signals: The Recession That Never Was
Slowly but surely, recession calls are being called off by consensus — but is the risk of it still alive? Andreas Steno Larsen dives into the reasons why everyone misunderstood the probabilities of a ...
30 Jul 202328min
