Inflation and China Take Center Stage
Stocks are inching higher as we await tomorrow’s December CPI release, with tech leading the way as the Nasdaq Composite puts in a fourth straight green day. China-related equities and commodities are also rallying on optimism about China’s reopening. On today’s show, Andreas Steno Larsen is joined by Harry Melandri of MI2 Partners to discuss the state of markets, what China’s reopening means for the global economy, and preview tomorrow’s inflation data. You’ll also get a sneak peek at our newest series, Looking For the Upside, where we focus on a new investment theme and examine why right now may be the time to invest. Check out the new series here: https://rvtv.io/nuclearupside Learn more about your ad choices. Visit podcastchoices.com/adchoices
11 Jan 202337min
What a Drought Would Mean for Inflation?
On today’s show, Shawn Hackett, president of Hackett Financial Advisors, joins Maggie Lake to discuss the latest developments in markets and the state of global macro conditions with an eye toward commodities. Shawn’s a commodities expert, and he’ll talk to the to the flooding in California, other erratic weather and upcoming patterns to explain what they mean for everything from agricultural products to energy to the U.S. dollar. Learn more about your ad choices. Visit podcastchoices.com/adchoices
10 Jan 202338min
Just Another Bear Market Rally?
The stock market continued to rally on Monday, pushing higher from Friday’s big gains with the technology sector leading the way. At the time of this writing, the Nasdaq Composite is up 1.67%. On today’s show, Jared Dillian, editor of The Daily Dirtnap newsletter, joins Ash Bennington to discuss the overall market sentiment, why he’s monitoring Tesla ($TSLA), and how he’s positioning his portfolio for the months ahead. We also hear from Howard Lindzon, general partner at venture capital firm Social Leverage, who explains why he’s worried about growth in 2023. Watch the entire interview here: https://rvtv.io/3k2caLi Learn more about your ad choices. Visit podcastchoices.com/adchoices
10 Jan 202336min
5 Questions, 2 Guests: Milton Berg and Mish Schneider
There’s no shortage of uncertainty as we enter a new year, but don’t blink --- you might just miss the move that makes 2023. Welcome to the latest edition of V Questions, where expert guests answer 5 questions in 1 take with zero preparation. On today’s show, Milton Berg and Mish Schneider share their thoughts on the trajectory of inflation in 2023, the likelihood of a severe recession, and what sectors and assets they believe are ripe for profits in 2023. Don’t miss this discussion of how to navigate markets in the year ahead. Learn more about your ad choices. Visit podcastchoices.com/adchoices
8 Jan 202310min
5 Questions, 3 Guests: Mike Coolbaugh, Diego Parrilla, and David Higgins
Welcome to the latest edition of V Questions, where expert guests answer 5 questions in 1 take with zero preparation. On today’s show, Mike Coolbaugh, Diego Parrilla, and David Higgins share their thoughts on the trajectory of inflation in 2023, the likelihood of a severe recession, and why volatility is hardly a bad thing for prepared investors. Are you ready to ride the new wave? Don’t miss this discussion of how to navigate the markets in 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices
7 Jan 202313min
Is This What a Soft Landing Looks Like?
With Nonfarm payrolls coming in above estimates, and wage growth softer than expected, Atlanta Fed President Raphael Bostic said today that “the Fed needs to stay the course” with regards to raising interest rates in 2023. U.S. equities rallied on the news — essentially calling the Fed’s bluff as the market prices in a pause in the coming months and rate cuts in the latter half of the year. On today’s show, Maggie Lake sits down with Peter Boockvar, CIO of Bleakly Advisory Group, to sift through the market’s response to mixed economic data and hear why Peter believes that the Fed is almost done hiking rates. As he wrote in the latest edition of The Boock Report, Peter believes that the market won’t find a bottom “until everyone throws in the investing towel not wanting to ever own a stock again.” He’ll share where he believes we’re at in that process, and where he’s looking for opportunities along the way. Plus, we’ll also see a clip from our new series, Steno’s Signals, with Andreas Steno Larsen, on what falling inflation means for equities and energy. Watch the entire interview here: https://rvtv.io/3GqqeWL Learn more about your ad choices. Visit podcastchoices.com/adchoices
6 Jan 202336min
Melt up to Melt Down
U.S. stocks are down after new employment and jobless claims data released this morning indicated a still-resilient labor market. Private-sector employment rose by 235,000 in December, according to the latest ADP employment report, well above expectations. Annual pay for “job-stayers” rose 7.3%. Meanwhile, new jobless claims came in below estimates. On today’s show, Michael Gayed, the portfolio manager at Toroso Investments and editor of The Lead-Lag Report, joins Andreas Steno Larsen to discuss what signals caused him to switch from calling for a “melt-up” to an “imminent crash” at the end of 2022, and where he believes market conditions are pointing next. Plus, we hear from David Higgins about the possibility of a 2023 recession and why it might last longer than many expect. Learn more about your ad choices. Visit podcastchoices.com/adchoices
5 Jan 202337min
The Fed Stays Strong: Higher Rates for Longer
Federal Reserve officials believe that “substantially more evidence” of slowing inflation is necessary before the central bank cuts interest rates this year, according to the December FOMC minutes which were released Wednesday afternoon. Fed officials cited concern that inflation could prove “modestly persistent,” and said that higher rates for longer will be necessary to fight inflation. Officials agreed that rate cuts shouldn’t happen in 2023. On today’s Daily Briefing, Darius Dale, the founder of 42 Macro, joins Maggie Lake to discuss the market’s response to this news, his view of inflation, and what it all means for global assets as we navigate the year ahead. Plus, we hear from Mish Schnieder of MarketGauge.com who gives us her opinion of where inflation will head in 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices
4 Jan 202336min
