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

Avsnitt(2008)

Rekt Vision: Crypto NUKING on Disappointing US Jobs Data

Rekt Vision: Crypto NUKING on Disappointing US Jobs Data

👉 Learn about Kraken OTC’s private, personalized trading services at https://realvision.com/krakenOTC2024 🔥 Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw. Breaking: Cryptp is nuking on disappointing US Jobs data. What does it mean for crypto? REKT Vision is back with a deep-dive analysis of digital assets and the latest in cryptocurrencies. Rektguy and Canary Labs co-founders Ovie "OSF" Faruq and Michael "Mando" Anderson, author of the Mando Minutes newsletter, review the biggest narratives driving crypto markets. In the latest REKT Vision, they discuss the breaking news on the American jobs market, the future of Telegram and TON, crypto sentiment, ETF performance, 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 📢 This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC’s private, personalized trading services at https://realvision.com/krakenOTC2024 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

8 Sep 202459min

Unlocking the Alternative Investment Market ft. Harry Melandri Kim Flynn

Unlocking the Alternative Investment Market ft. Harry Melandri Kim Flynn

👉 Visit https://realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'. 🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3Y4t5Pw. Kim Flynn, founder and president at XA Investments, joins Harry Melandri of MI2 Partners to discuss how alternative investments like private credit, real estate, and structured credit can generate higher returns, how investors can access these avenues, and how to structure your portfolio. 📢 This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world's largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana's Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can't miss this year. 🔥 Visit https://realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'. 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

4 Sep 202453min

Global Macro: Has the Fed Abandoned Its Inflation Target? ft. Andreas Steno & Darius Dale

Global Macro: Has the Fed Abandoned Its Inflation Target? ft. Andreas Steno & Darius Dale

🔥 Visit https://realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'. 🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3Y4t5Pw Darius Dale, founder of 42 Macro, joins Andreas Steno Larsen to discuss the state of the U.S. economy, the inflation cycle, labor market trends, and the implications of the Fed possibly surrendering on achieving its 2% inflation target with a possible rate-cutting cycle on the horizon. 📢 This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world's largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana's Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can't miss this year. 🔥 Visit https://realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'. 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

28 Aug 202440min

How to Profit from the Coming Commodity Supercycle ft. Hari Krishnan

How to Profit from the Coming Commodity Supercycle ft. Hari Krishnan

🔥 Visit https://realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'. 🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3Y4t5Pw. Hari Krishnan, author and hedge-fund manager, joins Ash Bennington to explore the intricate world of virtual warehousing for commodities. They tackle the significant challenges in the natural gas and power markets, with Hari breaking down the technical aspects and offering a deep analysis of the potential investment impacts. 📢 This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world's largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana's Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can't miss this year. 🔥 Visit https://realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'. 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 Facebook: https://rvtv.io/facebook 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

21 Aug 20241h 8min

Crypto Underperforms: What's Going On? | REKT Vision

Crypto Underperforms: What's Going On? | REKT Vision

🔥 Learn about Kraken OTC’s private, personalized trading services at https://realvision.com/krakenOTC2024 🔥 Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw Rektguy and Canary Labs co-founders Ovie "OSF" Faruq and Michael "Mando" Anderson, author of the Mando Minutes newsletter, review the biggest narratives driving crypto markets. In the latest REKT Vision, they discuss crypto underperforming stocks, Mt Gox redistributions, Trump, and a potential Apple and USDC partnership, plus the left-curve corner full of memes. Get access to the exclusive monthly AMA and drinks session with OSF and Mando by signing up to RV Crypto: https://rvtv.io/44e8Yj0 📢 This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC’s private, personalized trading services at https://realvision.com/krakenOTC2024 🔥 Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw 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

19 Aug 20241h 6min

Rules on Market Trends ft. Dale Pinkert & Rick Rule

Rules on Market Trends ft. Dale Pinkert & Rick Rule

🔥 Visit https://realvision.com/token2049 for 15% off tickets TOKEN2049 in Singapore, only with the code 'REALVISION'. 🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3Y4t5Pw. In this special interview, Dale Pinkert, head of trader development at TradeGateHub, sits down with the famed natural resource trader Rick Rule, founder of Rule Investment Media, to discuss the current market selloff, the dollar's impact on gold and other commodities, and where his uranium trade currently stands. 📢 This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world's largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana's Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can't miss this year. 🔥 Visit https://realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'. 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 Facebook: https://rvtv.io/facebook 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

14 Aug 202447min

Crypto Bounce: Are We in the Clear? - REKT Vision

Crypto Bounce: Are We in the Clear? - REKT Vision

🔥 Learn about Kraken OTC’s private, personalized trading services at https://realvision.com/krakenOTC2024 🔥 Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw. Crypto has recovered strongly from a rout—but was it the final dip before the "banana zone"?. Rektguy and Canary Labs co-founders Ovie "OSF" Faruq and Michael "Mando" Anderson, author of the Mando Minutes newsletter, review the biggest narratives driving crypto markets. The latest REKT Vision discusses the market swing, ETH ETF flows, which cryptos have been leading the way, the SEC-Ripple ruling on XRP, and the more degen parts of the crypto world in the Left-Curve Corner. Get access to the exclusive monthly AMA and drinks session with OSF and Mando by signing up to RV Crypto: https://rvtv.io/44e8Yj0 📢 This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC’s private, personalized trading services at https://realvision.com/krakenOTC2024 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

9 Aug 202455min

Is a Recession Still in the Cards? ft. Ben Miller

Is a Recession Still in the Cards? ft. Ben Miller

🔥 Visit https://realvision.com/token2049 for 15% off tickets for TOKEN2049 in Singapore, only with the code 'REALVISION'. 🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3Y4t5Pw. Ben Miller, co-founder and CEO of Fundrise, joins Ash Bennington to discuss whether a recession is on the horizon, his expectations for a Federal Reserve rate cut, the current state of the real estate market, and how AI is reshaping economic growth. 📢 This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world's largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana's Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can't miss this year. 🔥 Visit https://realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'. 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 Facebook: https://rvtv.io/facebook 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

8 Aug 20241h 7min

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