Nancy Davis: When a Little Luck and a Lot of Hard Work Pay Off
From a prop trading desk to the NYSE on IVOL's launch day, wiz portfolio manager Nancy Davis shares her journey. Nancy Davis, the founder, and CIO of Quadratic Capital Management, has enjoyed a storied career, from a post-grad career at Goldman Sachs to being on the opposite side of the famous London Whale Trade and launching her own ETF. She joins Maggie Lake to share how the highs and lows have shaped her winding road. Learn more about your ad choices. Visit podcastchoices.com/adchoices
3 Juni 202352min
Unraveling the Liquidity Cycle with Raoul Pal & Darius Dale
Darius Dale, founder of 42Macro, and Raoul Pal, Real Vision co-founder and CEO, join Maggie Lake to wrap up the week. They'll be discussing inflation, the debt ceiling, what's driving these markets, and their divergent views on the liquidity cycle. In the second half, Darius and Raoul will be answering audience questions, so please drop 'em in the live chat. You can find more of Darius' work here: https://t.co/qGAzjLMmrT Learn more about your ad choices. Visit podcastchoices.com/adchoices
2 Juni 202327min
Is This the Top of the Economic Cycle? w/ Eric Johnston
This episode of the Real Vision Daily Briefing is sponsored by Kalshi. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates.Sign up at kalshi.com/realvision now to claim $15 towards your first event contract, today. Debt ceiling deal progress propels the US market. Eric Johnston, head of equity derivatives & cross-asset for Cantor Fitzgerald, sits down with Maggie Lake to discuss his perspective on the current state of equities and the possibility of reaching the top of the economic cycle. You can find more of Eric's work here: https://www.cantor.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
1 Juni 202336min
Has the Equity Market Rally Run Its Course? w/ Cem Karsan
This episode of the Real Vision Daily Briefing is sponsored by Kalshi. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates. Sign up at kalshi.com/realvision now to claim $15 towards your first event contract, today. Debt ceiling deal progress propels the US market. Eric Johnston, head of equity derivatives & cross-asset for Cantor Fitzgerald, sits down with Maggie Lake to discuss his perspective on the current state of equities and the possibility of reaching the top of the economic cycle. You can find more of Eric's work here: https://www.cantor.com/Cem Karsan, the founder of Kai Volatility Advisors, sits down with Maggie Lake to discuss volatility, sticky inflation, and why he thinks a continued market rally could be "dangerous." You can find more of Cem's work here: https://www.kaivolatility.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
31 Maj 202340min
Is There a Risk of Another Flare-up in Banking? w/ Geo Chen
This episode of the Real Vision Daily Briefing is sponsored by Kalshi. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates. Sign up at kalshi.com/realvision now to claim $15 towards your first event contract, today. Debt ceiling deal progress propels the US market. Eric Johnston, head of equity derivatives & cross-asset for Cantor Fitzgerald, sits down with Maggie Lake to discuss his perspective on the current state of equities and the possibility of reaching the top of the economic cycle. You can find more of Eric's work here: https://www.cantor.com/Geo Chen, the author of Fidenza Macro research, sits down with Maggie Lake to discuss the intricacies of the US debt ceiling, liquidity challenges, volatility in US treasuries, and promising global macro opportunities he sees over the next 3 months. You can find more of Geo's work here: fidenza.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
30 Maj 202334min
UK Commercial Real Estate Is Undervalued w/ Tom Caddick
Harry Melandri of MI2 Partners welcomes Tom Caddick, managing director at Nedgroup Investments, to explore why UK commercial real estate is an overlooked and particularly unique investment opportunity given the current macro backdrop. Learn more about your ad choices. Visit podcastchoices.com/adchoices
28 Maj 202348min
Roy Behren: How a Risk Specialist Unlocks Market-Neutral Returns
Roy Behren, co-president and co-CIO of Westchester Capital Management joins Samuel Burke to explain his strategy of generating low-risk, market-neutral returns. Then, he reveals his 3 favorite merger arb trades for this uncertain environment. Learn more about your ad choices. Visit podcastchoices.com/adchoices
27 Maj 202349min
Is The Fed Back in Play?
Hot inflation data didn't impact the market, as it races higher on the back of an AI frenzy and talks of a debt ceiling agreement being reached. Maggie Lake is joined by Dale Pinkert, trading coach at Tradegate Hub, to discuss the current state of the debt ceiling talks and their impact on bond volatility and the US dollar. Dale will share a few of his favorite trade ideas as we head into the long weekend. Learn more about your ad choices. Visit podcastchoices.com/adchoices
27 Maj 202344min
