
Bonds Rally and Cyclicals Thrive as CPI Rises 0.5%
DB-Aug11,2021: Real Vision editor Jack Farley and markets reporter Dion Rabouin welcome Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, to unpack the U.S. CPI released today, showing a rise of 0.5% in July. Boockvar examines the July’s CPI data and discusses how it is driving today’s price action in equities and bonds and what it means for inflation, monetary and fiscal stimulus, and various asset classes such as stocks, bonds, and commodities going forward. Learn more about your ad choices. Visit podcastchoices.com/adchoices
12 Aug 202139min

The Impact of the $550 Billion Infrastructure Bill on Inflation and Crypto
DB-Aug10,2021: Ash Bennington welcomes Tony Greer of TG Macro to analyze the day's price action as well as discuss the economic ramifications of the $550 billion infrastructure bill as it passes in the Senate and how the crypto tax reporting rules in the bill will affect the digital assets space. Greer examines gold’s flash crash from earlier in the week and provides an update on how he’s thinking through other sectors such as commodities, equities, and bonds. The pair also explore how the infrastructure bill passing in the Senate could amp up the inflationary pressures the U.S. economy is currently facing and what it means for the crypto space and for those who invest in crypto assets. Learn more about your ad choices. Visit podcastchoices.com/adchoices
11 Aug 202135min

Darius Dale: Gold's Flash Crash and the Latest on Infrastructure
DB-Aug09,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and 42 Macro founder and CEO Darius Dale to discuss the latest on the infrastructure bill and how the new amendment on crypto will affect digital assets as well as gold's swift overnight plunge and Bitcoin's surge. Bennington discusses the new proposed tax laws on crypto within the infrastructure bill and explains what they mean going forward for crypto investors as well as analyzes Bitcoin's recent jump higher. Farley and Dale then approach the bill from a different angle by exploring its impact on inflationary pressures on the U.S. economy, and they also examine Berkshire Hathaway’s Q2 earnings report. Finally, the trio discuss what's next for gold following Sunday’s plunge. Learn more about your ad choices. Visit podcastchoices.com/adchoices
10 Aug 202139min

What does July's Job Report Imply About the Economy?
DB-Aug06,2021: Real Vision senior editor Ash Bennington welcomes editor Real Vision founder, Raoul Pal, to discuss market price action resulting from the July non-farm payroll report and Robinhood’s wild week of trading. Pal looks at equity sectors that he is watching and explains whether the positive jobs numbers forecast long-term economic strength. The pair looks at Robinhood’s large move higher and dives into the influence of the retail trader. Learn more about your ad choices. Visit podcastchoices.com/adchoices
7 Aug 202138min

Labor Market Shows Improvement as Ethereum Undergoes Crucial Update
DB-Aug05,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Jim Bianco, president of Bianco Research, to discuss today’s market reaction towards the improvement in the labor market and important updates to the Ethereum network. Bianco covers the decline in unemployment claims and considers whether this trend is sustainable as the delta variant continues to hamper full reopening. The trio also looks at the London hard fork update to Etheruem and its potential effects on Ether’s price and long-term prospects for the network. Learn more about your ad choices. Visit podcastchoices.com/adchoices
6 Aug 202141min

Bonds Snap Back as Robinhood Explodes Higher
DB-Aug04,2021: Real Vision’s Jack Farley, Petr Pinkhasov, and Weston Nakamura break down a day of confounding price action across global markets. Farley and Pinkhasov cover the disappointing change in U.S. Employment from the ADP, which triggered a rally in U.S. Treasury bonds, and the ISM Services reading, which blew away expectations and caused those same bonds to sell-off later in the morning. The trio examines the wild surge in Robinhood stock ($HOOD), with Nakamura and Pinkhasov exploring potential profitable trades that could profit from this enormous volatility. For the "Week Ahead" post on the Exchange that Petr referenced, click here: https://rvtv.io/3ln9Zko To watch the interviews from Real Vision's oil week, click here: https://www.realvision.com/lp/oil-week/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
5 Aug 202137min

Analyzing Market Risk as Mortgage Forbearance Comes to an End
DB-Aug03,2021: Real Vision senior editor Ash Bennington welcomes Tony Greer of TG Macro to analyze the day’s price action as well as SEC Chairman Gary Gensler’s remarks on crypto regulation. Greer provides an update on his thoughts on equities, commodities, and inflation and his perspective on what market risks are posed to the economy by the coming end of mortgage forbearance and what greater regulation in the crypto space means for digital assets going forward. Learn more about your ad choices. Visit podcastchoices.com/adchoices
4 Aug 202147min

Can Biden's Infrastructure Bill Reinvigorate the Economy?
DB-Aug02,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Darius Dale, founder of 42 Macro, to discuss today’s market sentiment as investors receive Chinese PMI data and the Senate looks to close on a decision for Biden’s infrastructure bill. Dale comments on today’s strong open and his updated framework for the markets. The trio looks at sectors that could benefit from the passing of Biden’s bill as well as the strength of the global economy reflected in the Chinese PMI. Learn more about your ad choices. Visit podcastchoices.com/adchoices
3 Aug 202139min






















