Priced for Perfection: Has the Reflation Trade Gone Too Far?

This episode is sponsored by KraneShares’s KRBN ETF is the 1st, largest, and most liquid carbon ETF. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. New jobs added were more than double expectations in June, according to today's ADP jobs report. Dave Mazza, chief strategy officer at Roundhill Investments, joins Maggie Lake to discuss whether markets will be taking a “well-deserved breather” as we head into the third quarter of this year. Learn more about your ad choices. Visit podcastchoices.com/adchoices

6 Juli 202336min

This episode is sponsored by KraneShares’s KRBN ETF is the 1st, largest, and most liquid carbon ETF. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Julian Brigden, co-founder and president of MI2 Partners, joins Maggie Lake to discuss the market’s reaction to today's June FOMC minutes and explore what may happen with unemployment leading up to the U.S. jobs report on Friday. Plus, Julian will look at the mechanics of the U.S. dollar and discuss its trajectory from here. Want to learn more from Julian? You can reserve your spot at the MI2 Partners Global Macro Summit here: https://mi2partners.com/global-macro-summit-early-bird-rv/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Juli 202341min

This episode is sponsored by KraneShares’s KRBN ETF is the 1st, largest, and most liquid carbon ETF. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Ben Harburg, founder, and managing partner at MSA Capital, has been at the intersection of the U.S., China, and emerging markets for years. He joins Maggie Lake to share the highs and lows — and the lessons learned — of a career focused on China tech, Asian private markets, and the Middle East. Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Juli 202346min

This episode is sponsored by KraneShares KRBN ETF is the first, largest, and most liquid carbon ETF. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. On today's special Daily Briefing, we hear from Real Vision co-founder and CEO Raoul Pal and Julian Brigden of MI2 Partners in a segment from their monthly Pro Macro Insider Talks series. Then we jump to Buy-side Meets Sell-side to hear Andreas Steno Larsen and Jonathan Cohen discuss how to pick the best stocks to benefit from the AI revolution. Please enjoy this peek behind the Real Vision curtain. Learn more about your ad choices. Visit podcastchoices.com/adchoices

3 Juli 202327min

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