Will the Market Pick a Direction?
The yield on the 10-year U.S. Treasury note surged to a fresh cycle high of 4.18% on Thursday, as stocks struggled to hold gains amid more hawkish talk from Federal Reserve officials about inflation. ...
20 Okt 202233min
Yields Spike, Stocks Sag, the Fed Fiddles
The yield on the two-year U.S. Treasury note climbed to its highest level since 2007 on Wednesday, as investors priced in the probability that the Federal Reserve will maintain a hawkish policy stancy...
19 Okt 202234min
It’s as Simple as Supply vs. Demand
All three major U.S. equity indexes were up more than 1% through midday Tuesday, as energy stocks hit a 52-week high relative to crude oil futures. That’s a data point Maggie Lake is sure to raise wit...
18 Okt 202236min
It’s a Broad-Based Up Day
“The U.S. Dollar Index is on the verge of actually looking weaker,” noted Dave Floyd around midday today. “Key levels are 112.50 and 112.21. A close below here and we’re looking at 109.64.” Is the pro...
17 Okt 202233min
The Next Big Trade - The Godfather of MMT Explains It All
Warren Mosler, an American economist and entrepreneur, is perhaps the leading proponent of Modern Monetary Theory (MMT). But what is MMT? And how can it help us understand what’s happening at a macro ...
16 Okt 202252min
My Life in 4 Trades - How Bill Browder Took on Putin’s Oligarchs
There’s nothing ordinary about Bill Browder’s life. After earning an MBA from the Stanford Graduate School of Business in 1989, he moved to Russia with the intention of becoming the “biggest capitalis...
15 Okt 202252min
A Break From the Whipsaw
The situation in the U.K. is going from bad to worse, with Prime Minister Liz Truss now in danger of losing her own job after firing her finance minister Kwasi Kwarteng and short-circuiting her own ec...
14 Okt 202233min
Ask Me Anything w/ Raoul Pal
Real Vision Co-Founder & CEO, Raoul Pal, answers the internets questions and covers everything from macro & crypto to wine, scuba diving, food and art! Learn more about your ad choices. Visit podcastc...
14 Okt 20221h 6min
