Is All the Bad News Priced In?

Is All the Bad News Priced In?

The People’s Bank of China got the week started with surprise rate cuts on domestic growth concerns, the Federal Reserve Bank of New York’s Empire State Manufacturing Survey on general business conditions for August registered its second-biggest slide since 2001, and the National Association of Home Buyers/Wells Fargo Housing Market Index declined for the eighth straight month. But all three major U.S. equity indexes were higher heading into the close, as Treasury yields continued to drift lower. Perhaps investors anticipate a Federal Reserve pivot. Perhaps they’re pricing in a selloff in crude oil. Has the larger trend shifted? “We have NEVER seen a time in history like this,” tweeted Michael Gayed in July, “where a significant drawdown in Treasuries matched a significant drawdown in stocks (which may not be over).” Gayed, the publisher of the Lead-Lag Report, joins Maggie Lake for today’s Daily Briefing to talk about stocks, bonds, and the rising risk of demand destruction because of Fed rate hikes just as supply chains come back on line. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Markets Confront Iran Risk and Fed Policy

Markets Confront Iran Risk and Fed Policy

Steno Research founder and CEO Andreas Steno is back with his co-host Mikkel Rosenvold, to discuss the growing risks around the Strait of Hormuz and what disruptions could mean for oil prices and glob...

16 Mars 31min

Crypto Defies the Doom and Gloom?

Crypto Defies the Doom and Gloom?

Sergio Silva , the CEO of the Meebit Company joins Mando to discuss the outlook on Bitcoin, altcoins, and the broader crypto cycle, and whether investors should expect a new wave of risk appetite acro...

16 Mars 1h

Trading the Market with AI: March 11, 2026

Trading the Market with AI: March 11, 2026

Bijan Maleki hosts Real Vision contributor Kris Bullock for a new show all about how traders can better use AI. Whether through enhanced research, coding apps and dashboards, or creating technical ind...

11 Mars 23min

We're Not Ready For This

We're Not Ready For This

The Exponential Age is here, and it's accelerating — bringing developments humanity is simply not ready for. In a special crossover episode of The Journey Man and the Exponentialist, Raoul Pal sits do...

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Trading the Markets with AI: March 4, 2026

Trading the Markets with AI: March 4, 2026

Kris Bullock joins Bijan Maleki to break down how traders can use AI to level up their process. Whether through enhanced research, coding apps and dashboards, or creating technical indicators, Kris co...

4 Mars 31min

Markets React to US-Iran Conflict

Markets React to US-Iran Conflict

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host, Mikkel Rosenvold, partner and head of geopolitics, to break down the latest news with the United States escalating mi...

2 Mars 40min

The AI Pendulum Swings the Market Hard

The AI Pendulum Swings the Market Hard

This week on REKT Vision, Bijan Maleki, filling in for Mando, sits down with Ejaaz, founder and CIO at 26CC, to close out our Trading the Future content campaign. They discuss the biggest narratives a...

2 Mars 45min

Drinks With Real Vision: Andreas Steno & Mikkel Rosenvold

Drinks With Real Vision: Andreas Steno & Mikkel Rosenvold

Join Andreas Steno and Mikkel Rosenvold for this month’s Drinks With Real Vision. With drinks in hand, they’ll break down the latest in stocks, commodities, and geopolitics, share a few personal updat...

2 Mars 1h 1min

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