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

Maggie Lake is joined by Noelle Acheson, editor of the Crypto is Macro Now newsletter, to discuss what investors need to watch ahead of next week's Fed interest rate decision and how that will move markets. Plus, Noelle explores the rise of AI as a venture capital darling, and AI's impact on the next wave of Web3 funding.You can find more of Noelle's work here:  https://noelleacheson.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Juni 202338min

Jared Dillian, editor of The Daily Dirtnap newsletter, joins Maggie Lake to discuss the resilient U.S. economy, the recession in Europe, what's causing stocks to push higher, and how these developments will influence Fed decision-making on interest rates next week. You can find more of Jared's work here: https://wggtb.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Juni 202336min

Dr. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, sits down with Maggie Lake to discuss the Bank of Canada's historic rate hike, what it could mean for the next Fed decision, and why the bond market is sending a very different message from equities. In the second half of today's extended show, we'll dive into the current market risks and how investors can protect themselves. You can find more of Dr. Sri-Kumar's work here: https://t.co/ozsbAS3qSB Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Juni 202329min

This episode of the Real Vision Daily Briefing was sponsored by Kalshi. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates. Sign up at kalshi.com/realvision now to claim $15 towards your first event contract, today. Maggie Lake is joined by Raoul Pal, co-founder and CEO of Real Vision, and David Mattin, founder of the New World Same Humans newsletter, to explore AI's potential benefits and drawbacks as it reshapes countless industries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

6 Juni 202350min

Tony Greer, founder of TG Macro and editor of The Morning Navigator, joins Maggie Lake to discuss what's driving the latest cross-asset price action and dive into the setups developing in gold and energy. You can find more of Tony's work here: http://tgmacro.Substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Juni 202335min

Sandy Kaul, senior vice president at Franklin Templeton, joins Raoul to discuss how the biggest tech megatrends have already begun to overhaul the way we live and connect with one another—and how decentralization and the metaverse will tie it all together. Recorded on April 18, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Juni 20231h 3min

From a prop trading desk to the NYSE on IVOL's launch day, wiz portfolio manager Nancy Davis shares her journey. Nancy Davis, the founder, and CIO of Quadratic Capital Management, has enjoyed a storied career, from a post-grad career at Goldman Sachs to being on the opposite side of the famous London Whale Trade and launching her own ETF. She joins Maggie Lake to share how the highs and lows have shaped her winding road. Learn more about your ad choices. Visit podcastchoices.com/adchoices

3 Juni 202352min

Darius Dale, founder of 42Macro, and Raoul Pal, Real Vision co-founder and CEO, join Maggie Lake to wrap up the week. They'll be discussing inflation, the debt ceiling, what's driving these markets, and their divergent views on the liquidity cycle. In the second half, Darius and Raoul will be answering audience questions, so please drop 'em in the live chat. You can find more of Darius' work here: https://t.co/qGAzjLMmrT Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Juni 202327min