One Year Anniversary of the Market Bottom -- What Could Go Wrong?

One Year Anniversary of the Market Bottom -- What Could Go Wrong?

DB-Mar23,2021. Lily Francus, independent quantitative researcher, joins Real Vision senior editor Ash Bennington to share her outlook on narrative economics, the NOPE Index, and the dangers of beta. On the one-year anniversary of the bottom in the S&P 500, Francus notes that this current market environment is marked by a great deal of short covering and portfolio rebalancing, which drive the “rotation” trade away from growth into value that has been playing out. Francus explains how the surge of retail traders (or “low-information traders”) has driven flows and exerted a serious influence, particularly in the sky-high volume of options contracts. Francus connects this to her theory on NOPE (“net options pricing effect”) before sharing with Bennington her advice to traders in this choppy market. For Listeners: Checkout skillshare.com and learn a new skill. You can use a unique promo link skillshare.com/realvision Protect your portfolio and join 130,000 members by signing up at masterworks.io with promo code REAL VISION today to skip the waitlist. See important information at masterworks.io/disclaimer Checkout Jordan Harbinger Show @ https://www.jordanharbinger.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Avsnitt(2048)

What Happens Next in Russia? w/ Marko Papic

What Happens Next in Russia? w/ Marko Papic

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

Robert Kiyosaki & Raoul Pal: They Replaced Horses, Didn't They?

Robert Kiyosaki & Raoul Pal: They Replaced Horses, Didn't They?

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

When Opportunities and Timing Perfectly Align w/ Osman Ozsan

When Opportunities and Timing Perfectly Align w/ Osman Ozsan

Harry Melandri of MI2 Partners welcomes Osman Ozsan, CEO and CIO of Deuterium Capital Management, to explore the assets and sectors he's targeting, such as energy commodities, the yuan, the Hong Kong dollar, and AI tech. Learn more about your ad choices. Visit podcastchoices.com/adchoices

24 Juni 202354min

Is This Stock Rally Rolling Over? w/ Sam Rines

Is This Stock Rally Rolling Over? w/ Sam Rines

Sam Rines, managing director at Corbu LLC, joins Maggie Lake to explore the driving forces behind this week’s equity market action and discuss whether we’ve reached a turning point. Plus, Sam will share his thoughts on the metals space, food commodities, and why stagflation looks to be taking hold in the services economy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Juni 202337min

Is the UK the Sick Man of Europe? With Jon Mawby

Is the UK the Sick Man of Europe? With Jon Mawby

Jon Mawby, co-head of absolute and total return credit at Pictet Asset Management, joins Maggie Lake to examine what made the Bank of England up the ante, the driving forces behind stubborn UK inflation, and why central banks' interest rate decisions are starting to diverge from their battle versus prices. Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Juni 202340min

Is The Global Food Supply At Risk? With Shawn Hackett

Is The Global Food Supply At Risk? With Shawn Hackett

Shawn Hackett, president of Hackett Financial Advisors, joins Maggie Lake to explain how the rare weather pattern known as El Niño has the potential to spark food shortages, power blackouts, and dangerous weather that will impact commodities from agriculture to energy. In the second half, we’ll explore strategies to prepare your portfolio in anticipation of this shift.You can find more of Shawn's work here: https://t.co/0DotA5OXYq Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Juni 202337min

Did We Dodge a Recession? With Warren Pies

Did We Dodge a Recession? With Warren Pies

Warren Pies, co-founder and strategist of 3Fourteen Research, joins Maggie Lake to explore why recent housing data might be pointing to a soft landing, what that means for the Fed's battle against inflation, and when the next recession could arrive. You can find more of Warren's work here: https://t.co/vM9jt9PPQe Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Juni 202337min

Surfing the AI Tsunami w/ Peter H. Diamandis & Salim Ismail

Surfing the AI Tsunami w/ Peter H. Diamandis & Salim Ismail

Welcome to the first episode of the Festival of Learning: AI Edition, with Peter Diamandis, founder and executive chairman of XPRIZE Foundation, and Salim Ismail, Exponential Organizations author. From the five stages of grief Fortune 500 companies are going through to why we have to unlearn “50 years of Harvard MBA thinking,” Peter and Salim present an exciting yet terrifying vision of what’s in store for corporate America. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Juni 20231h 5min

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