Are We Still Heading for a Recession? w/ David Rosenberg

Are We Still Heading for a Recession? w/ David Rosenberg

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M. David Rosenberg, founder and president of Rosenberg Research, joins Ash Bennington to share his views on the current state of the economy, a growing disconnect between supply and demand, and what it means for the potential of a recession. David also discusses the bubble he sees forming in the stock market, and where he's spotting investment opportunities. Recorded on Thursday, June 20th. This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world’s largest crypto event: TOKEN2049 Singapore on 18 to 19 September. 🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION’. Timestamps: 00:00 - Sponsor: Token2049 01:01 - Introduction of David Rosenberg 01:37 - David's perspective on the current economy 02:18 - Comparison to the 2007 economic outlook 03:33 - Recession pressures and the business cycle 04:11 - Impact of fiscal stimulus on the economy 05:25 - Credit card debt and delinquency rates 06:41 - Changes in consumer behavior and credit card balances 07:53 - The role of excess savings and stimulus checks 08:27 - San Francisco Fed report on excess savings 09:02 - Consumer revolt against high prices 10:06 - Discrepancy between current economic conditions and the Fed's statements 11:23 - Historical comparisons to 2008 and recession signals 12:34 - Overstated non-farm payrolls and data revisions 13:37 - Signs of a potential recession in various economic sectors 14:13 - GDP growth and economic activity slowing down 15:17 - Lack of catalysts for re-acceleration in growth 16:26 - Importance of supply and demand in forecasting inflation 18:11 - Expectations for disinflation and Fed rate cuts 19:20 - Discussion on current trend growth and productivity gains 21:04 - Labor force participation and its impact on the economy 22:15 - Disconnect between productivity gains and aggregate demand 23:26 - Impact of housing and consumer behavior on the economy 24:34 - Global economic conditions and their effect on US exports 25:40 - Outlook on inflation and interest rates without a recession 26:16 - Increasing unemployment rate and its impact on wages 27:23 - Supply curve dynamics leading to disinflation 28:43 - Capacity growth in the industrial sector 29:18 - Expectations for inflation to reach the Fed's target 30:26 - Implications for asset prices and the stock market 31:39 - Concentration risk and the impact of high-performing tech stocks 33:33 - Concerns about excessive valuations and investor behavior 35:08 - Importance of thematic investing and capital preservation 36:50 - Sectors with growth potential: Aerospace, defense, utilities, and healthcare 38:57 - Trading down and frugality trends among consumers 40:14 - Staples and essential sectors as investment opportunities 41:37 - Utilities as a growth area due to climate change and infrastructure needs 43:17 - The role of gold and gold mining stocks in a disinflationary environment 44:56 - Impact of passive indexation on market distortions 46:41 - Risks of bubble bursts and historical parallels 48:02 - Potential market corrections and investor psychology 50:13 - Advice on profit-taking and portfolio rebalancing 51:57 - Importance of capital preservation and conservative investing 52:36 - Final thoughts on the current market cycle 53:47 - Importance of historical context in investing decisions 54:33 - Sentiment and psychology driving market behavior 55:52 - Recommendations for protective strategies in investing Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Balaji Srinivasan and Raj Gokal: The Network State (Breakpoint 2024)

Balaji Srinivasan and Raj Gokal: The Network State (Breakpoint 2024)

*SPONSORED CONTENT* Did you miss out on Breakpoint 2024? In partnership with Solana, Real Vision is releasing the best talks from Breakpoint 2024. In this chat, Balaji Srinivasan, author of The Network State, and Raj Gokal, co-founder of Solana and COO of Solana Labs, discuss decentralization, network states, and the Solana ecosystem. Breakpoint is the annual gathering of the worldwide Solana community, hosted by the Solana Foundation. Breakpoint 2024 was held Sept. 20-21 in Singapore. For more information, go to solana.com/breakpoint. DISCLAIMER The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing. This content is intended to be general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor. Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein. The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers’ own personal opinions and do not reflect the opinions of any entities. 🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3Y4t5Pw About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Okt 202434min

REKT Vision: "Uptober” or “Rektober”? HUGE U.S. Jobs Beat

REKT Vision: "Uptober” or “Rektober”? HUGE U.S. Jobs Beat

🔥 Join us in Miami for the Crypto Gathering 2025 - early-bird tickets here: https://rvtv.io/4ephGzg. Welcome back to REKT Vision- HUGE U.S. Jobs Beat, are we in REKTober or is Uptober happening? Canary Labs and rektguy co-founder Ovie "OSF" Faruq is joined by Sergio "Sergito" Silva, co-founder of Popset, filling in for Mando to review the biggest narratives driving crypto markets. On the latest REKT Vision, they discuss the so-far disappointing start to the month that has historically been strong for digital assets, the latest job numbers, and more. Get access to the exclusive monthly AMA and drinks session with OSF and Mando by signing up to RV Crypto: https://rvtv.io/44e8Yj0 Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Okt 20241h 2min

The State of the USDC Economy (Breakpoint 2024)

The State of the USDC Economy (Breakpoint 2024)

*SPONSORED CONTENT* Did you miss out on Breakpoint 2024? In partnership with Solana, Real Vision is releasing the best talks from Breakpoint 2024. In this conversation, Jeremy Allaire, co-founder, CEO, and chairman of Circle, explains the past, present, and future of the USDC stablecoin ecosystem. Breakpoint is the annual gathering of the worldwide Solana community, hosted by the Solana Foundation. Breakpoint 2024 was held Sept. 20-21 in Singapore. For more information, go to solana.com/breakpoint. DISCLAIMER: The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing. This content is intended to be general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor.  Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein. The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers’ own personal opinions and do not reflect the opinions of any entities. About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3Y4t5Pw Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Okt 202418min

PayPal USD and Solana (Breakpoint 2024)

PayPal USD and Solana (Breakpoint 2024)

👉 For more information, go to https://solana.com/breakpoint. *SPONSORED CONTENT* Did you miss out on Breakpoint 2024? In partnership with Solana, Real Vision is releasing the best talks from Breakpoint 2024. In this talk, Jose Fernandez da Ponte, SVP and GM of blockchain, crypto, and digital currencies at PayPal, and Omer Goldberg, CEO of Chaos Labs, sit down with the Solana Foundation’s Sheraz Shere to reflect on the rollout and future of PayPal USD (PYUSD) on Solana. Breakpoint is the annual gathering of the worldwide Solana community, hosted by the Solana Foundation. Breakpoint 2024 was held Sept. 20-21 in Singapore. For more information, go to solana.com/breakpoint. DISCLAIMER The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing. This content is intended to be general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor. Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein. The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers’ own personal opinions and do not reflect the opinions of any entities. About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3Y4t5Pw Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Okt 202418min

Was the Rate Cut Enough? ft. George Goncalves

Was the Rate Cut Enough? ft. George Goncalves

👉 Earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. For more information go to https://www.realvision.com/metals. 🔥 Get FREE ACCESS to Real Vision https://rvtv.io/467wxee Ash Bennington welcomes George Gonclaves, head of U.S. macro strategy at MUFG, to discuss why George believes the Fed's pursuit of a soft landing won't wind up feeling so smooth, what impacts the election can have on bond markets, the importance of interest rates on the economy, and what lies ahead for the Fed. This episode is sponsored by Monetary Metals. Monetary Metals has been paying a physical yield on gold and silver for over 8 years. Earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. For more information go to https://www.realvision.com/metals. About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3Y4t5Pw Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Okt 20241h 7min

Fireside Chat with Bybit’s Ben Zhou (Breakpoint 2024)

Fireside Chat with Bybit’s Ben Zhou (Breakpoint 2024)

Disclaimer: This is sponsored content from Solana. Did you miss out on Breakpoint 2024? In partnership with Solana, Real Vision is releasing the best talks from Breakpoint 2024. *SPONSORED CONTENT* In this fireside chat, Ben Zhou, co-founder and CEO of Bybit, and Lily Liu, president of the Solana Foundation, dig into the founding story of Bybit, the differences between crypto exchanges, and more. Breakpoint is the annual gathering of the worldwide Solana community, hosted by the Solana Foundation. Breakpoint 2024 was held Sept. 20-21 in Singapore. For more information, go to solana.com/breakpoint. Timestamps: 00:00 | Introduction: Unfuck Your Future with Real Vision Community 00:21 | Raoul Pal’s Bullish Sentiments on Solana Ecosystem 01:03 | Ben Zhou’s Background and Bybit’s Founding Story 02:11 | Differences Between Bybit and Other Exchanges 03:22 | Collaboration Between CeFi and DeFi 04:28 | Bybit’s Web3 Wallet and Security Measures 06:01 | Bybit’s New Solana LSD Product 07:09 | Solana’s Diverse Staking Ecosystem 08:46 | Future Focus for Bybit: Web3 Wallet Development 10:27 | Speculation as a Gateway to Crypto Adoption 12:06 | Crypto Adoption in Argentina and Southeast Asia 13:23 | Crypto Usage Patterns in Southeast Asia 14:57 | Future of FX Markets On-Chain 15:26 | Bybit’s New Product Launch: MT5​ DISCLAIMER The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing. This content is intended to be general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor. Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein. The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers’ own personal opinions and do not reflect the opinions of any entities. About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3Y4t5Pw Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Sep 202418min

Franklin Templeton: Building a Mutual Fund on Solana (Breakpoint 2024)

Franklin Templeton: Building a Mutual Fund on Solana (Breakpoint 2024)

👉 For more information, visit solana.com/breakpoint. Disclaimer: This is sponsored content from Solana *SPONSORED CONTENT* Did you miss out on Breakpoint 2024? In partnership with Solana, Real Vision is releasing the best talks from Breakpoint 2024. In this first keynote, Mike Reed, SVP and head of digital asset partnership development at Franklin Templeton, gives a 5-minute, 5-slide talk on tokenizing real-world assets. Breakpoint is the annual gathering of the Solana community, hosted by the Solana Foundation. This year, it was held on September 20-21 in Singapore. For more information, visit solana.com/breakpoint. Timestamps: 00:00 | Introduction: Join the Real Vision Community 00:21 | Raoul Pal’s Introduction and Interest in Solana 01:07 | Mike Reed’s Introduction and Franklin Templeton’s Journey 02:02 | Launching a Money Fund on Blockchain and Initial Challenges 02:59 | Interest Rate Impact and New Client Inflows 03:26 | Use Case for VC Funds and Transferability 04:17 | Onboarding with Digital Assets and Cross-Blockchain Movement 04:44 | Developing on Solana and Tech Suitability Framework 05:11 | Reasons for Choosing Solana: Speed, Cost, Architecture, and Team 06:00 | Conclusion and Invitation to Engage Further DISCLAIMER The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing. This content is intended to be general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor. Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein. The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers’ own personal opinions and do not reflect the opinions of any entities. About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3Y4t5Pw Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

27 Sep 20247min

Is Your Portfolio Ready For What's Next? ft. Omar Aguilar & Sebastien Page

Is Your Portfolio Ready For What's Next? ft. Omar Aguilar & Sebastien Page

🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3Y4t5Pw. Sébastien Page, head of global multi-asset and CIO at T. Rowe Price, and Omar Aguilar, CEO and CIO at Charles Schwab Asset Management, join Ash Bennington to share their respective market outlooks. Omar and Sébastien dissect the ongoing bullish and bearish market narratives, evolving inflation concerns, labor market dynamics, central bank policies, and how these factors influence portfolio decisions. This episode is sponsored by Monetary Metals. Monetary Metals has been paying a physical yield on gold and silver for over 8 years. Earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. For more information, go to https://www.realvision.com/metals. About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3Y4t5Pw Get macro insights from Real Vision on whether your portfolio is ready for what's next in the market, including rate cuts and interest rates. Stay informed and prepared for the future with this must-watch video. Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Sep 202457min

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