DB-Oct 16, 2020 - The Debt Civil War and "The Organic Recession"

DB-Oct 16, 2020 - The Debt Civil War and "The Organic Recession"

Senior editor, Ash Bennington, and managing editor, Ed Harrison, look forward to the relevant themes. Ed adds to David Rosenberg’s recent comments that “organically, the economy is still in recession,” and he and Ash reflect on (the? a bit awk) recent success of Sweden’s pandemic shutdown response. They then put a week of bank earnings into context and analyze Warren Buffett selling the bulk of Berkshire Hathaway’s holdings in Wells Fargo. In the intro, Ash speaks to Real Vision editor, Jack Farley, about “priming” in the markets for distressed debt. For reference, the video Ed discusses at the beginning can be found here: https://exchange.realvision.com/post/the-breakdown-what-all-financial-crises-have-in-common-5f89ad21d788a45104be209e. Visit realvision.com to get access for just $1 for months access. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Avsnitt(2043)

Jared Dillian: How Much Higher Can Inflation Get?

Jared Dillian: How Much Higher Can Inflation Get?

DB-Sep07,2021: Jared Dillian, editor of The Daily Dirtnap, joins the Daily Briefing to discuss his thoughts on why he sees the potential for inflation to fly even higher in the coming months. He also shares his perspective on what this means for commodities, particularly for uranium, as well as crypto’s flash crash. Interviewed by Maggie Lake. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Sep 202135min

August Nonfarm Payrolls Disappoint As Smart Contract Protocols Skyrocket

August Nonfarm Payrolls Disappoint As Smart Contract Protocols Skyrocket

DB-Sep03,2021: With a major miss today in the August nonfarm payrolls report, Jim Bianco, president of Bianco Research LLC, updates his perspective on the economic recovery and inflation as well as what it means for price action going forward. Bianco also discusses the major rallies for various layer 1 smart contract protocols as Solana, Polkadot, and Ethereum are soaring higher. Interviewed by Ash Bennington. Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Sep 202141min

A Bounce Back in Cyclicals? What the Options Market Is Signaling

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

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?

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?

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

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?

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

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