REKT Vision: How To Survive the Crypto Chop ft. Ovie "OSF" Faruq, Andrew Parish aka AP_Apacus & Tillman Holloway from Arch Public

Markets rebounded sharply Friday, with the Dow Jones Industrial Average on track for its first positive trading session after six consecutive down days. Federal Reserve Chair Jerome Powell said engineering a soft landing would involve “some pain,” as the central bank remains on track for 50-basis-point rate hikes in June and July. U.S. consumer sentiment fell to its lowest in more than a decade, as April data from the University of Michigan survey showed a drop from 65.2 to 59.1. The average per-gallon price of gasoline hit a new high and continues to weigh on the minds of Americans. And the geopolitical situation promises more constraints on key energy and food supplies. Tony Greer, founder of TG Macro, joins Warren Pies, founder of 3Fourteen Research, to discuss the energy market’s impact on the broader market. We also hear from Alex Gurevich, who says there’s a 0% chance of a soft landing. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3NfvoGC. Watch the full interview featuring Alex Gurevich and Raoul Pal here: https://rvtv.io/3w9TH38. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Maj 202238min

Keeping with the prevailing theme, the U.S producer price index for April came in at a red-hot, consensus-forecast-beating year-over-year reading of 11%, yet another indication that inflation persists. Reflecting the impact of the Federal Reserve’s late hawkishness, if not its recent rate hikes, U.S. mortgage rates jumped again this week to 5.3%, the highest since July 2009. The yield on the 10-year U.S. Treasury note slipped below 2.9% on flight-to-safety buying. Nevertheless, as Imran Lakha notes, “The move in bond yields has been wild this year. The total return in bonds hasn’t been this bad in decades.” Lakha, the founder of Options Insight, joins Real Vision’s Ash Bennington for today’s Daily Briefing to discuss how tighter monetary policy is impacting financial markets. Meanwhile, with developments in the cryptocurrency market putting the word “contagion” back in circulation, Raoul Pal drops in for a flash update about recent price action across asset classes. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3l2Tk3Y Watch the full Macro Insider Flash Update here: https://rvtv.io/3M4bwpX Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Maj 202238min

The consumer price index for April came in at 0.3% on a month-over-month basis and 8.3% year over year, exceeding estimates on both measures and establishing once again that inflation is going to stick around at elevated levels for the foreseeable future. After opening to the upside, the major U.S. equity indexes surrendered gains and slid into the close. The yield on the 10-year U.S. Treasury note crossed above 3% early in the day before settling at 2.91%. Investors continue to grapple with the prospect of the Federal Reserve aggressively hiking borrowing costs into what looks more and more like a slowing global economy. Existing supply-chain constraints will only be exacerbated by lockdowns in China, and the U.S. consumer can only carry things so far. Darius Dale, founder and CEO of 42 Macro, joins Real Vision’s Maggie Lake for today’s Daily Briefing to discuss how markets are digesting changes in central bank policy and where this re-pricing may take us. Real Vision Crypto Editor Ash Bennington drops in to shed some light on TerraUSD losing its peg to the U.S. dollar, and we hear from Gene Munster about tech bright prospects in 2023. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3L3sSC8 Watch the full interview with Gene Munster and Raoul Pal here: https://rvtv.io/3l2GgeZ Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Maj 202238min

U.S. equity indexes jumped at the open, faded into lunchtime, and rallied into the last couple of hours of regular trading Tuesday in a session that reflected the general volatility defining financial markets right now. Thomas Thornton, founder of Hedge Fund Telemetry, saw underlying weakness early today. “Everything was up but breaking volume-weighted average price levels, which was a good read on underlying selling,” Thornton tweeted this morning. “And it’s now evident to everyone.” At the same time, Thornton is “really getting excited with this opportunity-rich market.” It’s “not yet” time for long ideas, “but soon” it will be, notes Thornton, as investors continue to weigh the Federal Reserve’s effort to control inflation and sustain growth at the same time. Thornton, founder of Hedge Fund Telemetry, joins Real Vision’s Maggie Lake for today’s Daily Briefing to talk about the major factors driving markets and what he’s looking for before he starts going long again. And Real Vision Crypto Editor Ash Bennington joins at the top of the show to talk about Bitcoin’s recent price action and whether we need to fear a “crypto contagion” causing a wider market crash. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/38gJ9WM Watch the full video with Dwight Anderson and Raoul Pal here: https://rvtv.io/3LYBPOe Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Maj 202240min

The Dow Jones Industrial average was down 1.3%, the S&P 500 2.4%, and the Nasdaq Composite 3.4%, late in Monday’s trading, as last week’s sell-off continues. Ongoing supply chain problems, new pandemic-related lockdowns in China, and Russia’s war on Ukraine only make the Federal Reserve’s choices more complex as it tries to restrain inflation without tanking the economy. The yield curve steepened sharply, with the difference between the five-year note and the 30-year bond widening to a six-week high. “The bond market is doing the Federal Reserve’s job for them,” notes Jared Dillian. “The Fed is too slow in raising the federal funds rate, so the bond market is taking over.” Dillian, editor of The Daily Dirtnap, joins Real Vision’s Maggie Lake for today’s Daily Briefing to talk about what the bond market knows, what the equity market is figuring out, and what investors can do to protect themselves amid surging volatility. And we hear from Pierre Andurand, CIO of Andurand Capital, about how structural issues plaguing commodities markets could trigger a global financial crisis. Watch the full interview with Pierre Andurand and Raoul Pal here: https://rvtv.io/3MYL3dx Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3N0C0IX Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Maj 202237min

Here's a full-length episode from Real Vision's new original series, The Next Big Trade - be sure to subscribe. Ross Gerber is the Co-Founder, President, and CEO of Gerber Kawasaki Wealth and Investment Management. Ross and his team oversee $2.2 billion of investments focused on technology, clean energy and transportation, and more. Ross joins Harry Melandri to break down why he believes Tesla has so much room for growth. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Maj 202239min

Here's a full-length episode from Real Vision's new original series, My Life in 4 Trades - be sure to subscribe. Legendary Trader, Peter Brandt, joins Maggie Lake to discuss his unprecedented financial journey. Peter sheds light on the early mistakes he made on the floor, what it was like to run his own company, and everything he learned along the way. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Maj 202250min

The April nonfarm payroll figure topped consensus forecasts, and the unemployment rate held at 3.6%. A slight retreat in the labor force participation rate surprised, but, overall, more evidence of a tight labor market should brace a Federal Reserve as it effects an aggressive tightening cycle. That’s despite the fact that, when it comes to growth, we’re looking at “three straight quarters of almost nothing besides inventory along with a growing catalog of economic data more like Q1 GDP than anything.” So observes Jeffrey Snider, Head of Global Research at Alhambra Investments. Meanwhile, the threat of global recession amid war in Eastern Europe and rising geopolitical tensions augurs a new world order. We hear from Peter Zeihan and Dee Smith. Is the Fed hiking rates into a downturn? How is the market responding to the central bank’s rapid tone shift? And what will investors do should the situation devolve into a real collateral crisis? Snider joins Real Vision’s Maggie Lake for today’s Daily Briefing to talk about whether the Fed is up to the challenges it faces. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3ylWN5I. Watch the full interview with Peter Zeihan and Dee Smith here: https://rvtv.io/3kJBIKy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Maj 202239min