Stumbling Supply Chains, Stirring Inflation, and a Stagnant Labor Market
DB-Oct 29,2021: The Core PCE Index's rise of 3.6% is the latest inflation pressure that has the markets beat. Real Vision CEO and co-founder Raoul Pal joins to unpack the latest in the supply chain deterioration saga amid a weak labor market. With Facebook's latest announcement to change the company’s name to Meta, Raoul discusses why the metaverse is an entirely new layer of GDP with endless possibilities for crypto, NFTs, and social tokens. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3w0ExvE Learn more about your ad choices. Visit podcastchoices.com/adchoices
30 Okt 202147min
Inflation Will Continue to Rise and Persist Amidst a Flattening Yield Curve
DB-Oct 28,2021: The last time Harry Melandri of MI2 Partners was on the Daily Briefing, he urged people to sell their Euro Dollars due to high inflation and a strengthening economy. Those factors continue to prevail, and Melandri says he expects inflation to soar higher and continue to apply pressure. Naked Wines, an online wine retailer in the U.K. that ships monthly wine subscriptions throughout the U.K., U.S., and Australia, bubbled up 30% after hedge fund manager Glen Kacher unveiled it as his fresh pick on CNBC’s “Halftime Report” show. Weekly jobless claims filings dropped to a new pandemic-era low of 281,000, indicating a steadily recovering labor market. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3mlbxvh Learn more about your ad choices. Visit podcastchoices.com/adchoices
28 Okt 202134min
U.S. Trade Deficit Widens Another $8.2 Billion and Durable Goods Orders Decline
DB-Oct27,2021: Orders for durable goods, big-ticket items that are meant to last over three years, have fallen 0.4% in September, the first decline since April of this year. This comes amid continuing labor shortages and increased material costs. General Motors and Boeing Co. specifically have felt the brunt of the supply chain issues with the releases of their quarterly earnings today, demonstrating less than stellar reports. The U.S. trade deficit also widened another 9.2%, equating to an additional $8.2 billion deficit. Real Vision Daily Briefing viewers are in for a treat as both Darius Dale, founder and CEO of 42 Macro, and Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, come together to discuss the macro variables impacting the economy. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3mjYv0X Learn more about your ad choices. Visit podcastchoices.com/adchoices
28 Okt 202136min
Can't Stop, Won't Stop--Inflation Will Rage On
DB-Oct26,2021: Earnings season continues with Microsoft, Twitter, Alphabet, Visa, and Robinhood due to release their reports today after market close. With the VIX also rising today, earnings thus far have beaten investor and analysts' expectations, lifting equities to all-time highs. Jared Dillian, editor of the Daily Dirtnap, maintains that it’s far too early to bet on a 180 move in inflation and growth—he claims that, "[The Fed] wouldn’t know how to stop it if they tried." He unpacks his argument here and reflects on investor sentiment as indicated by the raging success of the ProShares Bitcoin ETF launch from last week. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3bf53aN Learn more about your ad choices. Visit podcastchoices.com/adchoices
27 Okt 202133min
Equities and Commodities Rallying With a Big Earnings Week Ahead
DB-Oct25,2021: Markets are up as stocks rally across the board ahead of weeklong releases of earning reports from tech giants Facebook, Microsoft, Alphabet, Amazon, and Apple. PayPal also jumped 2.6% after it backed away from acquiring Pinterest. In the crypto world, last week’s Bitcoin ETF’s created a record $1.5 billion inflow. Tony Greer joins us on Daily Briefing to discuss the state of the markets. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3vIvSO1 Learn more about your ad choices. Visit podcastchoices.com/adchoices
26 Okt 202136min
Digital World Ascends to Greater Heights While Valkyrie Bitcoin ETF Drowns
DB-Oct22,2021: Former President Donald Trump’s new social media company is skyrocketing on Wall Street, sparking speculation about whether this is the next meme stock. Meanwhile, current U.S. President Joe Biden backs away from hiking corporate taxes to fund his infrastructure and spending bill and is devising how to end the filibuster role in the Senate. Across the ocean in China, Evergrande is pulled back from the brink of default with a bond coupon, earning itself another week to pay its interest. And in the crypto world, Valkyrie launches its own Bitcoin Futures ETF today on the Nasdaq, but it sunk into the shadows of the ProShares ETF launched earlier this week. Jim Bianco, president of Bianco Research, joins to unravel this packed day in price action. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3ngJqN7 Learn more about your ad choices. Visit podcastchoices.com/adchoices
23 Okt 202135min
Earnings, Acquisitions, and Supply Chains--Where Are the Buy Signals?
DB-Oct21,2021: Tesla stock jumped midday after reporting better-than-expected Q3 earnings, a particularly commendable feat given the major supply chain issues plaguing several industries, while the Russell 2000 fell today in intraday trading. Notably, PayPal is shaking up the equities market with talks to acquire popular social media platform Pinterest. Tommy Thornton, founder of Hedge Fund Telemetry, joins us on the Daily Briefing to discuss the gamut of asset classes as well as what he's seeing in options trading for Tesla and why he thinks it might be a good time to buy the Russell 2000 ($IWM). Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3b03VI8 Learn more about your ad choices. Visit podcastchoices.com/adchoices
22 Okt 202134min
Bitcoin Hits All Time High Amid Reemerging Reflation
DB-Oct20,2021: Bitcoin hits its all-time high at nearly $67,000 in intraday trading following the launch of the ProShares Bitcoin Futures ETF yesterday. VanEck may soon follow step with the launch of their own Bitcoin ETF as early as next week. Darius Dale, CEO and founder of 42 Macro, joins the Daily Briefing to break down Bitcoin's exuberant price action and the changes in his models that are leading him to believe that “reflation has emerged as the dominant market regime”. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3CeKuYd Learn more about your ad choices. Visit podcastchoices.com/adchoices
21 Okt 202138min
