Great Power Games Could Leave Europeans Out in the Cold

Great Power Games Could Leave Europeans Out in the Cold

The Biden administration is preparing to deploy troops and equipment to Eastern Europe and the Baltics to counter Russia’s threat to Ukraine, as UK officials suggest Moscow aims to install a pro-Kremlin government in Kyiv. Stocks all over the world are tumbling, again, and Bitcoin has breached key technical levels. And there’s real concern about European natural gas supplies. “Risk on” for Putin means “risk off” for investors. Weston Nakamura is here to discuss the state of play with Ash Bennington. Weston also drops a compelling pair trade that could be a decent hedge against both geopolitics and central bankers. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/32rm6FR Learn more about your ad choices. Visit podcastchoices.com/adchoices

Avsnitt(2053)

Steno's Signals: Liquidity Will Soon Be Drier than a Martini

Steno's Signals: Liquidity Will Soon Be Drier than a Martini

Andreas Steno Larsen examines how liquidity trends are turning negative and macro fundamentals are weakening alongside an equity rally that may be exhausting. Find out what comes next on Steno’s Signa...

21 Maj 202334min

Unpacking Modern Monetary Theory w/ Warren Mosler

Unpacking Modern Monetary Theory w/ Warren Mosler

Warren Mosler, president of Valance Company and the economist considered the father of Modern Monetary Theory (MMT), joins Maggie Lake to discuss what MMT is, how it relates to inflation and the ramif...

20 Maj 20231h 11min

Strategies for Navigating the Market Chop with Mish Schneider

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As the market experiences turbulence, join Maggie Lake in welcoming Mish Schneider, Chief Strategist at http://www.marketgauge.com/realvision. Mish will provide valuable guidance and share her thought...

19 Maj 202335min

What's Driving Global Markets? Live AMA with Raoul Pal

What's Driving Global Markets? Live AMA with Raoul Pal

Maggie Lake is joined by Raoul Pal, co-founder and CEO of Real Vision. Raoul will be updating us on his big-picture outlook, his thoughts on AI, and what's happening behind the scenes at Real Vision. ...

19 Maj 202331min

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Darius Dale, founder, and CEO of 42 Macro, joins Maggie Lake to discuss the implications of the looming debt ceiling, where the economy is headed next, and why he thinks both bulls and bears are about...

17 Maj 202337min

Can You Trust the Recession Signals? w/ Tavi Costa

Can You Trust the Recession Signals? w/ Tavi Costa

Maggie Lake is joined by Tavi Costa, portfolio manager at Crescat Capital, to discuss why he believes the U.S. is headed towards a recession, what the Fed will do next to combat inflation, how AI will...

16 Maj 202337min

Is Oil Forming a Bottom? w/ Tony Greer

Is Oil Forming a Bottom? w/ Tony Greer

Stocks start the week muted as commodities tick up on the back of a weaker dollar. Maggie Lake is joined by Tony Greer, editor of The Morning Navigator and founder of TG Macro, to discuss the recent a...

15 Maj 202334min

How to Profit as the Dollar Fades w/ Larry McDonald

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Larry McDonald shares his best plays for the next market cycle. Larry McDonald, founder of The Bear Traps Report, joins Samuel Burke to share why a weakening dollar and looming U.S. credit crunch has ...

14 Maj 202337min

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