Will Surging Energy Force the Fed's Hand?
Equities and bonds make modest moves as crude oil hits its highest levels since last November. With the September FOMC meeting coming up on Wednesday, Jim Bianco, president of Bianco Research, joins Ash Bennington to discuss how energy prices surging to yearly highs impacts decision-making from central banks around the globe. Learn more about your ad choices. Visit podcastchoices.com/adchoices
18 Sep 202339min
Will the Fed Continue to Embrace a Longer-Term Hawkish Stance?
🔥 THE NEW REAL VISION - Join for only $20,14 https://rvtv.io/3sIJviO Now that the Jackson Hole Economic Symposium has concluded, Real Vision’s Andreas Steno Larsen brings together Danielle DiMartino Booth, CEO and chief strategist of QI Research, and Dennis Lockhart, former president of the Federal Reserve Bank of Atlanta. They discuss the expected path of central bank policy and offer their macroeconomic perspectives for the upcoming months. Learn more about your ad choices. Visit podcastchoices.com/adchoices
17 Sep 202357min
AI Fire Hose #4: Crash, Boom, and Chatbots
AI in cars, VTubers, virtual dating, and more. In Real Vision’s ongoing Crash or Boom series, Ash Bennington and Mikhail Voloshin investigate the recent revival of AI after a lengthy phase referred to as “AI winter.” They gauge the power of contemporary chatbots with a look at AI implementations in Mercedes-Benz automobiles, elder care, and VTubers (virtual YouTubers). Finally, they wrap up the discussion by exploring AI’s impact on the world of virtual dating. Learn more about your ad choices. Visit podcastchoices.com/adchoices
16 Sep 202352min
Crash or Boom: Week 1 Wrap-Up
Raoul Pal, co-founder and CEO of Real Vision, joins Maggie Lake for this extended show to break down the interviews from the first week of our Crash or Boom series. Then he addresses questions from the viewers. Learn more about your ad choices. Visit podcastchoices.com/adchoices
15 Sep 202337min
Arm Shares Soar on Market Debut
Resilient economic data and IPO enthusiasm send stocks higher for the day. Peter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, joins Maggie Lake for a look at the market response to this week’s economic data. They’ll discuss everything from CPI and PPI to retail sales and explore whether there are subtle nuances being missed by these initial moves. Learn more about your ad choices. Visit podcastchoices.com/adchoices
14 Sep 202333min
An Upside Surprise for August CPI with Tom Thornton
🔥 THE NEW REAL VISION - Join for only $20,14 https://rvtv.io/3PwLpw2 Tom Thornton, founder of Hedge Fund Telemetry, sits down with Maggie Lake to dissect today’s slightly hotter-than-expected CPI report. Plus, Tom will share why he's bullish on energy, worried about U.S. Treasury bond issuance, and what he thinks about Tesla’s recent upgrade and rebound.You can find more of Tom's work here: http://hedgefundtelemetry.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
13 Sep 202338min
Are the China Bears Wrong? With Shehzad Qazi
🔥 THE NEW REAL VISION - Join for only $20,14 https://rvtv.io/3PwLpw2 Real Vision’s Maggie Lake welcomes Shehzad Qazi, managing director and COO at China Beige Book International, to look at the state of the Chinese economy, the health of its property sector, U.S-China relations, and the global ripple effects that China exerts. Learn more about your ad choices. Visit podcastchoices.com/adchoices
12 Sep 202334min
Beneath the Surface: Risk Premium Expansion with Andy Constan
🔥 THE NEW REAL VISION - Join for only $20,14 https://rvtv.io/3sIJviO Maggie Lake is joined by Andy Constan, CEO of Damped Spring Advisors, to discuss his perspective on the global macro landscape. They delve into where he believes rates, bond issuance, and asset prices are headed next — and what it means for broader markets. You can find more of Andy’s work here: https://dampedspring.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
11 Sep 202335min
