Lyn Alden on Gold, Real Bond Yields, and the Treasury s Bloated War Chest

For the Festival of Learning: AI Edition, we've got a long-awaited "Round 2" of our 2020 conversation between Hari Krishnan, head of volatility strategies at SCT Capital Management, and NYU business professor and SCT Capital Management founder Vasant Dhar. They return to chat with Ash Bennington about the intersection of machine learning with markets, and how the current AI revolution is changing (or not...!) the game. Not a member yet? Get access today at realvision.com/pricing Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Juli 202355min

Previously, Mikhail Voloshin, CEO and principal engineer of Mighty Data, Inc., provided an in-depth demo on how ChatGPT works. For day 7 of the Festival of Learning: AI Edition, he’s back to address some of the myths popping up around it and how GPT and large language models (LLMs) actually work. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Juli 20231h 6min

Maggie Lake is joined by Jared Dillian, editor of the Daily Dirtnap newsletter, to discuss the current equity rally, how sentiment has shifted, the state of commercial real estate and regional banks, and where he spots a value opportunity.You can find more of Jared's work here: https://www.dailydirtnap.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Juni 202337min

Maggie Lake is joined by former senior Fed trader and principal of FedGuy.com, Joseph Wang, to discuss whether the top is in for equities this year, the likelihood of a recession, and where 10-year Treasury yields could go next. You can find more of Joseph's work here: https://fedguy.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Juni 202337min

Maggie Lake is joined by Spectra Markets president Brent Donnelly to discuss the market’s reaction to some strong economic data, hawkish (or not…?) comments from global central bankers, and why yields will impact the trajectory of the U.S. dollar. In the second half of today’s show, Brent will explore risk management and highlight key factors to watch in various asset classes. You can find more of Brent's work here: https://t.co/uhDIKridTE Join Rick Rule in person at The Rule Symposium on Natural Resource Investing in Florida, July 23-27. Access to industry insiders: elite bullion dealers, gold council members, and uranium pros. Special early bird pricing on in-person and virtual seats until June 30 at http://realvision.com/rick Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Juni 202335min

Maggie Lake is joined by Rick Rule, president and CEO of Rule Investment Media, to explore where we are in the commodity super cycle and help explain how to strategically position yourself in the back half of 2023.Join Rick Rule in person at the Rick Rule Symposium on Natural Resource Investing in Florida, July 23-27. Access to industry insiders: elite bullion dealers, gold council members, and uranium pros. Special early bird pricing on in-person and virtual seats until June 30 at http://realvision.com/rick Learn more about your ad choices. Visit podcastchoices.com/adchoices

27 Juni 202341min

Maggie Lake is joined by Marko Papic, chief strategist at Clocktower Group, to help us understand the news out of Russia, the implications could be for Vladimir Putin's regime, and how this impacts China and the rest of the world. You can find more of Marko's work here: https://www.clocktowergroup.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Juni 202336min

On the fifth day of the Festival of Learning: AI Edition, Robert Kiyosaki, author of Rich Dad, Poor Dad, and Raoul Pal come together, focusing on how AI is about to majorly upend everything we know. Learn from them why you should consider “investing in your own demise," how entrepreneurship could be the key in the age of AI, and so much more. Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Juni 202342min