The Dollar in an Increasingly Multipolar World ft. Luke Gromen & Larry McDonald
🔥 JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t In the fourth installment of our Crash or Boom series, New York Times bestselling author Larry McDonald, founder of The Bear Traps Report, is joined by Luke Gromen, founder and president of Forest for the Trees, to discuss how to think about the U.S. dollar in today’s environment. They analyze how the dollar drives monetary policy, the commodity cycle, and financial repression in this era of fiscal dominance and multipolarity. Recorded on September 11, 2023. To find more of Larry’s work, visit: https://www.thebeartrapsreport.com Larry has also provided some supplementary charts, which you can view here: https://rvtv.io/3LiElQX Learn more about your ad choices. Visit podcastchoices.com/adchoices
1 Okt 20231h 18min
A Rolling Recession or a Hard Landing? ft. David Rosenberg & Liz Ann Sonders
🔥 JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t In the fourth installment of our Crash or Boom series, Maggie Lake welcomes two star financial analysts — Liz Ann Sonders, chief investment strategist at Charles Schwab, and David Rosenberg, chief economist of Rosenberg Research & Associates — for a peer-to-peer review of just what lies ahead for global markets. According to Liz Ann, “an ongoing rolling recession” may be the best scenario. David, meanwhile, believes we’re in economic purgatory with only one way out. Together they share their insights on inflation, business cycles, and more. Learn more about your ad choices. Visit podcastchoices.com/adchoices
30 Sep 20231h 5min
Will the Dollar Continue to Dominate? With Dale Pinkert
🔥 JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t Dale Pinkert, trading coach at TradeGateHub, joins Maggie Lake to discuss the recent surge in the U.S. dollar and what the bond market is signaling about looming risks ahead. Plus, Dale will share how he deciphers between valuations, technological advancements, and market performance of mega-cap tech. You can find more of Dale's work here: https://www.forexanalytix.com Join fellow visionaries at Blockchain Jungle in Costa Rica on November 16. You’ll get the early bird special and an additional Real Vision discount appears when you use our special link: realvision.com/costarica Learn more about your ad choices. Visit podcastchoices.com/adchoices
29 Sep 202338min
What’s Driving Both Stocks and Yields Higher? With Cem Karsan
🔥 JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t Cem Karsen, founder of Kia Volatility Advisors, sits down with Maggie Lake to discuss the seasonality of market trends, how a government shutdown and an increase in structured product issuance would impact markets, and what investors need to know about Wall Street’s new favorite dispersion and index.You can find more of Cem's work here: https://www.kaivolatility.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
28 Sep 202341min
Real Vision's Birthday Special
🔥 JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t Maggie Lake is joined by Real Vision co-founder and CEO Raoul Pal, Ash Bennington, Nico Brugge, and Samuel Burke for a round table discussion about Real Vision's journey, the evolution of our mission, and where we're headed next. We'll reminisce on the best moments in Real Vision history, highlight the top features of the new and improved platform, and look at how we can push your financial journey forward in the years to come. If you’re already a member and want to level up your learning journey from information to knowledge to wisdom — or jump ahead in the queue for access to the new platform — check out https://rvtv.io/3ZyY70t Learn more about your ad choices. Visit podcastchoices.com/adchoices
27 Sep 202351min
What’s Bugging Bond Markets? With Jared Dillian
🔥 JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t Jared Dillian, editor of the Daily Dirtnap newsletter, joins Maggie Lake to discuss today's market turbulence, why investors keep getting the bond trade all wrong, and what's really happening under the hood of the economy. You can find more of Jared's work here: https://dailydirtnap.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
26 Sep 202338min
Energy Crisis Part II?
Surging prices and renewed challenges in the energy sector mean that bonds and stocks "have to do the dirty work." Andreas Steno Larsen, senior editor at Real Vision and the founder of Steno Research, joins Maggie Lake to discuss the major implications of cyclically higher energy prices, why the traditional 60/40 portfolio may not be suited for today's market conditions, and how AI is reshaping the investment landscape.For more access to Andreas’ independent research, there’s a 40% discount exclusively for the Real Vision community using the code RV40 at https://www.realvision.com/steno Learn more about your ad choices. Visit podcastchoices.com/adchoices
25 Sep 202338min
The Recession Plot Thickens ft. Mikael Sarwe
In the second installment of our Crash or Boom series, Andreas Steno Larsen welcomes Mikael Sarwe, head of equity strategy and quant at Nordea, for an in-depth exploration of recessionary risks in the U.S., Europe, and China. Are financial markets pricing these risks correctly? And, how should investors think about asset allocation in this economic environment? Learn more about your ad choices. Visit podcastchoices.com/adchoices
24 Sep 20231h
