Keep Your Wits About You: Inflation Creeping In: DB Dec1, 2020

Keep Your Wits About You: Inflation Creeping In: DB Dec1, 2020

Bleakley Advisor Group CIO Peter Boockvar joins senior editor Ash Bennington to discuss a potentially higher inflationary environment for 2021 and why that may put central banks and markets at odds. Boockvar reviews this year’s market trends and dissects the latest ISM manufacturing data, pointing out reports of supply chain disruptions, labor cost pressures, and a general rise in inflation. With markets looking past recent COVID-19 data with promising vaccine announcements, value is growing increasingly attractive here in the U.S., the U.K., Europe, and Asia. However, Boockvar explains his concerns of markets tightening with the onset of growth and whether the Fed will choose to let the yield curve steepen or prevent it. As CPI increases are the kryptonite of central banks, should the inflation narrative take hold, Boockvar expresses how this may shock global bond markets. Real Vision's Haley Draznin explores the deep dichotomy between the real economy and equity markets, as all major U.S. indices were up today despite Treasury Secretary Steve Mnuchin shutting down the Fed's emergency loan programs for main street businesses. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Avsnitt(1971)

Adventures in Finance - 2017 Summer Series 1: Milton's Mailbag

Adventures in Finance - 2017 Summer Series 1: Milton's Mailbag

Grant and Aaron kick off the 2017 Summer Series by addressing some of the most pressing listener questions during the first season of Adventures in Finance. The guys are also joined by Jeffrey Snider, of Alhambra Partners, and Michael Oliver, of Momentum Structural Analysis, who shed light on the Eurodollar markets and FAANG momentum, respectively. Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Aug 201745min

Adventures in Finance 26 - Season Finale: Market Wizardry and the Power of Picking the Right indicator

Adventures in Finance 26 - Season Finale: Market Wizardry and the Power of Picking the Right indicator

Our season finale brings you three world-leading analysts and investors as they share their frameworks and favorite indicators, and help you to become a better investor. Featuring Jesse Felder of the Felder Report, Mark Yusko of Morgan Creek Capital Management, and Tian Yang of Variant Perception. We also say farewell to Aaron Chan, our co-host, as he departs Real Vision to continue his career in finance. In “Things I Got Wrong”, we speak with Josh Crumb, Co-founder of Goldmoney Inc., who shares the mistake he made diverging from the “long-term greedy” perspective. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Juli 20171h 15min

Adventures in Finance 25 - The Hedge Fund That Almost Broke the World

Adventures in Finance 25 - The Hedge Fund That Almost Broke the World

Before the hundreds of billions in corporate bailouts and trillions in central bank interventions, there was a time when we believed there was no way our financial models and investment strategies couldn’t be wrong. That was until a hedge fund came along that threatened to bring down the global financial system in 1998. In ‘Things I Got Wrong’, Julian Brigden, Co-Founder of Macro Intelligence 2 Partners, shares what he got wrong on spotting major trends but jumping on them too soon. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Juli 20171h 12min

Adventures in Finance 24 - Demons, Angels and the Enemy Within

Adventures in Finance 24 - Demons, Angels and the Enemy Within

Look in the mirror and you will find your greatest ally and your mortal enemy. You will find someone who will play tricks on you, appeal to your worst emotions, but who holds the keys to your trading success. This week, we explore the psychology of trading with leading performance psychologist, Brett Steenbarger, and 40-year trading veteran and classical charting legend, Peter Brandt. In ‘Things I Got Wrong’, Rick Rule, President and CEO of Sprott U.S. Holdings, shares what he got wrong early in his career when he confused a bull market for brains. Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Juli 20171h 11min

Adventures in Finance 23 - Fast Cars, Fake IDs, and Billion Dollar Fraudsters

Adventures in Finance 23 - Fast Cars, Fake IDs, and Billion Dollar Fraudsters

Enter the shadowy world where people use complex strategies and cutting edge technology to hide their identities to defraud multinational companies out of millions of dollars. This week, we speak with Dee Smith, CEO and Principal of Strategic Insight Group, a man whose job is to see through this world of espionage and lies, and who is relied upon by corporations to find out exactly what they’re dealing with. In ‘Things I Got Wrong’, Peter Brandt, CEO and Founder of Factor Research, shares what he got wrong at the very beginning of his successful 40-year trading career. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Juli 201758min

Adventures in Finance 22 - Murderer, Gambler, Aristocrat & Pauper. John Law, The Godfather of Central Banking (Financial History - Part 2)

Adventures in Finance 22 - Murderer, Gambler, Aristocrat & Pauper. John Law, The Godfather of Central Banking (Financial History - Part 2)

Meet an 18th-century murderer, banker, convict, laughing stock, and the godfather of central banking, John Law. Accompanied by Dr. Ben Hunt, the Chief Investment Strategist at Salient Partners and author of the Epsilon Theory website, we explore how Law wrote the modern central banking playbook which resulted in a bubble which has reverberated through the actions of future central bankers since. In ‘Things I Got Wrong’, Michael Schneider, former CIO and co-founder of Brookline Partners and independent PM, discusses what he got wrong assessing the bond market in 2009. Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Juni 20171h 5min

Adventures in Finance 21 - Ponzi Hunters: Harry Markopolos and His Dogs of Fraud

Adventures in Finance 21 - Ponzi Hunters: Harry Markopolos and His Dogs of Fraud

Harry Markopolos was the lone whistleblower on Bernie Maddoff's $18 billion Ponzi scheme and, in this interview, takes the whole regulatory and accounting apparatus to task in a way that will have you thinking differently about institutions that guard the public trust. In 'Things I Got Wrong', Marin Katusa, professional resource investor and founder of Katusa Research, shares what he got wrong going all-in on a mining company early in his career. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Juni 20171h 9min

Adventures in Finance 20 - Cyber Warfare: Welcome to the New Normal

Adventures in Finance 20 - Cyber Warfare: Welcome to the New Normal

For years, cyberattacks on a global scale were the stuff of fiction; they have now become reality. And if the NSA isn’t safe then no one is safe. This week, we decode a potential existential threat to modern civilization with Dee Smith, CEO of Strategic Insight Group, and Kowsik Guruswamy, CTO of Menlo Security. In ‘Things I Got Wrong’, we speak with Greg Weldon, CEO of Weldon Financial, about what he got wrong shorting the Malaysian Ringgit during the 1997 Asian financial crisis. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Juni 20171h 18min

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