An Upside Surprise for August CPI with Tom Thornton
🔥 THE NEW REAL VISION - Join for only $20,14 https://rvtv.io/3PwLpw2 Tom Thornton, founder of Hedge Fund Telemetry, sits down with Maggie Lake to dissect today’s slightly hotter-than-expected CPI report. Plus, Tom will share why he's bullish on energy, worried about U.S. Treasury bond issuance, and what he thinks about Tesla’s recent upgrade and rebound.You can find more of Tom's work here: http://hedgefundtelemetry.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
13 Sep 202338min
Are the China Bears Wrong? With Shehzad Qazi
🔥 THE NEW REAL VISION - Join for only $20,14 https://rvtv.io/3PwLpw2 Real Vision’s Maggie Lake welcomes Shehzad Qazi, managing director and COO at China Beige Book International, to look at the state of the Chinese economy, the health of its property sector, U.S-China relations, and the global ripple effects that China exerts. Learn more about your ad choices. Visit podcastchoices.com/adchoices
12 Sep 202334min
Beneath the Surface: Risk Premium Expansion with Andy Constan
🔥 THE NEW REAL VISION - Join for only $20,14 https://rvtv.io/3sIJviO Maggie Lake is joined by Andy Constan, CEO of Damped Spring Advisors, to discuss his perspective on the global macro landscape. They delve into where he believes rates, bond issuance, and asset prices are headed next — and what it means for broader markets. You can find more of Andy’s work here: https://dampedspring.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
11 Sep 202335min
Round 2: Chen Zhao And Marko Papic on China
Last year, Alpine Macro's chief global strategist Chen Zhao shared his global macro views with us, highlighting his optimism for the US economy and questioning Xi's policies for China. Reuniting with Clocktower Group’s chief strategist, Marko Papic, the pair will delve into China's possible implosion, the unexpected strength of the US economy, their outlook for markets, and the Ukrainian situation. To watch Marko and Chen’s conversation last year, please follow this link: https://www.realvision.com/shows/the-essential-conversation/videos/heres-what-you-wont-read-in-the-ft-xL8X Learn more about your ad choices. Visit podcastchoices.com/adchoices
10 Sep 20231h 7min
AI Fire Hose #3: AI is Literally Doing God’s Work
JOIN the New Real Vision http://www.realvision.com/pricingNavigate the ever-evolving landscape of artificial intelligence as we examine its role in journalism, the art of sermon writing, financial advisories, and more. From Gannett newspapers leveraging AI for sports news to the controversial use of AI in religious sermons, this episode sheds light on the cutting-edge implications and challenges of AI integration in today’s world. We also touch on the intriguing interplay between technology and traditional job roles, offering a fresh perspective on the AI-driven future. Join us for a stimulating discourse and stay ahead in the AI conversation. Learn more about your ad choices. Visit podcastchoices.com/adchoices
9 Sep 202352min
Are the Tech Giants Teetering? With Jeremy Schwartz
Jeremy Schwartz, global CIO at WisdomTree Asset Management, joins Maggie Lake to break down the recent price action in mega cap tech, China-U.S. relations after China's recent ban on the iPhone, and the factors influencing September's interest rate decision.You can find more of Jeremy's work here: https://t.co/7r8WAngKUp Learn more about your ad choices. Visit podcastchoices.com/adchoices
8 Sep 202335min
Is it Gold’s Time to Shine? With Tavi Costa
Tavi Costa, portfolio manager at Crescat Capital, joins Maggie Lake to discuss his views on the U.S. debt deficit, the forces influencing Treasury yields and September's rate decision, why the Fed is backed into a corner, and the setup for precious metals.You can find more of Tavi's work here: www.crescat.net Learn more about your ad choices. Visit podcastchoices.com/adchoices
7 Sep 202336min
Is the Fed Back in Play? With Paul Hodges
🔥 JOIN the New Real Vision http://www.realvision.com/pricing Paul Hodges, author of The pH Report and chairman of New Normal Consulting, joins Maggie Lake to discuss the current inflation outlook, how the geopolitical landscape is driving energy and food prices, and how today's ISM services data could impact the Federal Reserve's September interest rate decision.Plus in the second half, Paul will share his outlook on China and emerging markets.You can find more of Paul's work here: https://t.co/d5mkV0QuBb Learn more about your ad choices. Visit podcastchoices.com/adchoices
6 Sep 202334min
