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
Will Jay Powell Embrace The Hawks?
DB-Aug26,2021: Weston Nakamura and Petr Pinkhasov of Real Vision’s “The Exchange” join the Daily Briefing as markets anticipate the Jackson Hole Economic Symposium, which begins tomorrow. Plus, the team looks at how blockchain platform Tezos is growing inside big banks and baseball fields. Learn more about your ad choices. Visit podcastchoices.com/adchoices
27 Aug 202136min
Meme Stocks Make a Comeback and the SEC's Tough Stance on Chinese Tech
DB-Aug25,2021: Max Wiethe joins the Daily Briefing to break down the day’s price action, including Gamestop ($GME) soaring upwards of 27% with the return of the meme stocks, as well as the SEC reinforcing its tough stance on Chinese tech with the threat of delisting in the U.S. Max also provides an update on the FX markets and his tips for successful momentum investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices
26 Aug 202128min
Tony Greer's Market Update: Stock Rally, Crypto Heist and China Tech
DB-Aug24,2021:Real Vision senior editor Ash Bennington welcomes Tony Greer of TG Macro to address a broad-base rally in stocks, the hacker behind $600 million Poly Network heist returning the stolen funds, and his thoughts on Chinese tech regulation and price action. Greer also provides an update to his framework, the assets he's been watching, and his perspective on the macroeconomy. Drop your questions here on the Exchange: https://rvtv.io/38cvfBE Learn more about your ad choices. Visit podcastchoices.com/adchoices
25 Aug 202135min
