Will China's Slowdown and Taper Talks Derail The Reflation Trade?

Will China's Slowdown and Taper Talks Derail The Reflation Trade?

DB-Aug16,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Jared Dillian, editor of The Daily Dirtnap, to examine China’s economic slowdown in July and what risks that might pose to global economic growth as well as the Fed’s consideration of ending asset purchases by mid-2022. Dillian provides an update on his investment framework amidst concerning signals about the risks of an economic slowdown that would undermine the recovery in addition to the timeline of the Fed tapering and what the impact would be on markets. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Avsnitt(2091)

The Real Risk Isn’t War- It’s What Comes Next

The Real Risk Isn’t War- It’s What Comes Next

Steno Research founder and CEO Andreas Steno is back with his co-host, Steno Research’s head of geopolitics, Mikkel Rosenvold, to break down the latest global drivers in macro. In this episode, with b...

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New Milestone for Claude, OpenAI Kills Sora

New Milestone for Claude, OpenAI Kills Sora

Join Bijan Maleki and Kris Bullock to see how Kris and the rest of the RV community use AI to be better investors. Whether that's through enhanced research, coding apps and dashboards, or creating tec...

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The Real Risk Goes Beyond War

The Real Risk Goes Beyond War

Steno Research founder and CEO Andreas Steno is back with his co-host, Steno Research’s head of geopolitics, Mikkel Rosenvold, to break down the latest global drivers in macro. In this episode, with b...

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Iran War Weighs on Crypto

Iran War Weighs on Crypto

Farokh Sarmad, president of Rug Radio, joins Mando to discuss the Iran war and how the closure of the Strait of Hormuz is impacting global markets, Bitcoin, altcoins, and the broader cycle. Get your ...

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Is Risk Appetite Returning to Crypto?

Is Risk Appetite Returning to Crypto?

Mando, Rekt co-founder, sits down with Gmoney, crypto-native entrepreneur and investor, to break down the crypto market's reaction since the Iran US conflict, with bitcoin hovering around key levels a...

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The Real Risk Goes Beyond War | Macro Mondays: March 23, 2026 w/ Andreas Steno & Mikkel Rosenvold

The Real Risk Goes Beyond War | Macro Mondays: March 23, 2026 w/ Andreas Steno & Mikkel Rosenvold

Steno Research founder and CEO Andreas Steno is back with his co-host, Steno Research’s head of geopolitics, Mikkel Rosenvold, to break down the latest global drivers in macro. In this episode, with b...

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Claude Hits New Milestone, OpenAI Kills Sora | Trading the Markets With AI March 25, 2026

Claude Hits New Milestone, OpenAI Kills Sora | Trading the Markets With AI March 25, 2026

Join Bijan Maleki and Kris Bullock to see how Kris and the rest of the RV community use AI to be better investors. Whether that's through enhanced research, coding apps and dashboards, or creating tec...

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Is Risk Appetite Returning to Crypto? | REKT Vision with Mando & Gmoney

Is Risk Appetite Returning to Crypto? | REKT Vision with Mando & Gmoney

Is capital about to rotate back into the space? Rekt co-founder Mando sits down with Gmoney, crypto entrepreneur and investor, to discuss the crypto market action since the Iran-U.S. war outbreak. A...

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