The Interview - w/ Parrilla and Pal - A Macro Masterclass in Portfolio Construction and Management

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

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

🔥 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

🔥 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

🔥 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

Last year, Alpine Macro's chief global strategist Chen Zhao shared his global macro views with us, highlighting his optimism for the US economy and questioning Xi's policies for China. Reuniting with Clocktower Group’s chief strategist, Marko Papic, the pair will delve into China's possible implosion, the unexpected strength of the US economy, their outlook for markets, and the Ukrainian situation. To watch Marko and Chen’s conversation last year, please follow this link: https://www.realvision.com/shows/the-essential-conversation/videos/heres-what-you-wont-read-in-the-ft-xL8X Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Sep 20231h 7min

JOIN the New Real Vision http://www.realvision.com/pricingNavigate the ever-evolving landscape of artificial intelligence as we examine its role in journalism, the art of sermon writing, financial advisories, and more. From Gannett newspapers leveraging AI for sports news to the controversial use of AI in religious sermons, this episode sheds light on the cutting-edge implications and challenges of AI integration in today’s world. We also touch on the intriguing interplay between technology and traditional job roles, offering a fresh perspective on the AI-driven future. Join us for a stimulating discourse and stay ahead in the AI conversation. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Sep 202352min

Jeremy Schwartz, global CIO at WisdomTree Asset Management, joins Maggie Lake to break down the recent price action in mega cap tech, China-U.S. relations after China's recent ban on the iPhone, and the factors influencing September's interest rate decision.You can find more of Jeremy's work here: https://t.co/7r8WAngKUp Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Sep 202335min