How Inflationary Risk Could Corner the Fed: DB- Jan12, 2021

How Inflationary Risk Could Corner the Fed: DB- Jan12, 2021

Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision managing editor Ed Harrison to discuss how the full force of inflation that could emerge in 2021 could pose a significant risk to the Fed’s ability to execute. With Treasury yields rising, Boockvar anticipates the scrutiny of stocks with high price-to-earnings ratios to continue expanding, and once the distribution of the COVID-19 vaccine becomes more extensive in the coming months, he explains that the shift in spending toward services-oriented consumption could trigger a rise in nominal rates, but not necessarily in real rates. With the potential risk of inflation accelerating in the coming months and a yield curve that could steepen too quickly, he argues that these circumstances will restrict the Fed’s ability to act in the case of a market event. In the intro, Real Vision’s Haley Draznin examines the continued rise in treasury yields and the macro economic impact of all the debt that has been printed by the U.S. government. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Avsnitt(2099)

Why Markets Are Resilient | Macro Mondays: April 6, 2026

Why Markets Are Resilient | Macro Mondays: April 6, 2026

As tensions between the U.S. and Iran drive volatility in oil markets and raise fresh inflation concerns, Andreas Steno Larsen and Mikkel Rosenvold break down the implications for global growth, centr...

6 Apr 34min

Anthropic Suffers Massive Claude Leak | Trading the Markets With AI

Anthropic Suffers Massive Claude Leak | Trading the Markets With AI

Bijan Maleki hosts Real Vision contributor Kris Bullock for a new show on how traders can utilize AI. Through enhanced research, coding apps, dashboards, and creating one's own technical indicators, K...

1 Apr 30min

Risk Isn’t Gone and Markets Are Still Unprepared | Macro Mondays: March 30, 2026

Risk Isn’t Gone and Markets Are Still Unprepared | Macro Mondays: March 30, 2026

Steno Research founder and CEO Andreas Steno is back with his co-host, Steno Research’s head of geopolitics, Mikkel Rosenvold, to break down the latest global drivers in macro. In this episode, with b...

30 Mars 34min

Iran War Weighs on Crypto

Iran War Weighs on Crypto

Farokh Sarmad, president of Rug Radio, joins Mando to discuss the Iran war and how the closure of the Strait of Hormuz is impacting global markets, Bitcoin, altcoins, and the broader cycle. Get your ...

27 Mars 58min

New Milestone for Claude, OpenAI Kills Sora

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Join Bijan Maleki and Kris Bullock to see how Kris and the rest of the RV community use AI to be better investors. Whether that's through enhanced research, coding apps and dashboards, or creating tec...

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The Real Risk Goes Beyond War

The Real Risk Goes Beyond War

Steno Research founder and CEO Andreas Steno is back with his co-host, Steno Research’s head of geopolitics, Mikkel Rosenvold, to break down the latest global drivers in macro. In this episode, with b...

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Is Risk Appetite Returning to Crypto? | REKT Vision with Mando & Gmoney

Is Risk Appetite Returning to Crypto? | REKT Vision with Mando & Gmoney

Is capital about to rotate back into the space? Rekt co-founder Mando sits down with Gmoney, crypto entrepreneur and investor, to discuss the crypto market action since the Iran-U.S. war outbreak. A...

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How I Use AI To Trade The Markets! | Kris Bullock and Bijan Maleki

How I Use AI To Trade The Markets! | Kris Bullock and Bijan Maleki

Join Bijan Maleki and Kris Bullock to see how Kris and the rest of the RV community use AI to be better investors. Whether that's through enhanced research, coding apps and dashboards, or creating tec...

18 Mars 1h 5min

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