Are Markets Mispricing Inflation Expectations?
DB-Jul12,2021: Darius Dale, founder and CEO of 42 Macro, joins the Daily Briefing to discuss his updated outlook on inflation expectations and market sentiment as the S&P 500 hits a new intra-day high...
13 Juli 202136min
Building a Portfolio that Benefits from Inflation: Live with James Davolos
Real Vision Live Replay: The risk of inflation is clearly one of the top market narratives for 2021, and many investors are buying in. But how do you actually build a portfolio to benefit from inflati...
12 Juli 20211h 6min
Tail Wagging the Dog: How Options Gamma Drives Equity Price Action
The Interview: Imran Lakha of Options Insight and Brent Kochuba of SpotGamma are veterans of the options market, and they join Real Vision to shed light on how options exert a hidden pressure on the s...
11 Juli 202144min
Dario Perkins: Rebooting the Fiscal Software
The Interview: Dario Perkins, managing director of macro at TS Lombard, argues that we are seeing a global regime shift in economic policy from monetary dominance to fiscal dominance. In this intervie...
10 Juli 202159min
Equities Surge as the U.S. Bond Rally Relents
CB-Jul09,2021: The 8-day rally in U.S. Treasury bonds finally breaks as global equities take back much of yesterday’s sell-off. Real Vision’s Ash Bennington, Weston Nakamura, and Jack Farley analyze t...
10 Juli 202136min
Stocks Crash Worldwide as Reflation Trades Backfire
DB-Jul08,2021: Peter Boockvar, chief investment officer of Bleakley Advisory Group, joins Real Vision’s Samuel Burke and Jack Farley to make sense of the risk-off sentiment that dragged down almost ev...
9 Juli 202137min
Oil Crashes as Bond Yields Slide to 5-Month Low
DB-Jul07,2021 :Darius Dale, founder and CEO of 42Macro, joins the Daily Briefing to discuss his updated outlook on FAANG stocks, the retreat from Chinese tech stocks, and the release of the FED’s FOMC...
9 Juli 202137min
Sygnum: Paving a New Banking System with Heritage
Crypto Wednesday: Real Vision co-founder and CEO Raoul Pal hosts Mathias Imbach, co-founder of Sygnum, to discuss Imbach's background, Sygnum's services, European regulations, central banks, and the f...
7 Juli 202153min
