Real Vision x Sui: What Is Web3 and Why Does It Matter? (Episode 2)

The U.S. Department of Labor reported this morning that the Consumer Price Index increased 7.9% during the 12 months through February, another fresh 40-year high. And that measure doesn’t account for the impact of the Russia-Ukraine war on energy and food commodities. Crude oil prices have backed off 13-year highs on news the United Arab Emirates would support production increases by fellow OPEC members. And wheat futures have also retreated from 14-year highs. The European Central Bank acknowledged the threat of inflation to economic growth by announcing an earlier-than-expected withdrawal of monetary stimulus. Equity markets remain volatile, which can be helpful for options specialists like today’s Daily Briefing guest Imran Lakha. Lakha, the founder of Options Insight, joins Real Vision’s Alfonso Peccatiello to talk about inflation, how central banks plan to address it, and the role cryptocurrency and gold can play in mitigating its effects on investors’ portfolios. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/34A0gRK Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Mars 202240min

Global equity markets surged Wednesday on reports Ukraine is open to negotiating a compromise with Russia. Kyiv made clear it would discuss neutrality with Moscow but that it would not give up territory. Prices for commodities, including crude oil, natural gas, and wheat retreated. Gold, a favorite of today’s Real Vision Daily Briefing guest Jared Dillian, also backed off recent highs. Meanwhile, the Biden administration is establishing a cryptocurrency policy, with the president issuing an executive order directing federal agencies to work together around six key areas: consumer and investor protection; financial stability; illicit activity; U.S. competitiveness on a global stage; financial inclusion; and responsible innovation. The Department of Labor reported there were 5 million more job openings than available workers in January, another sign of a historically tight employment situation in the U.S. Dillian, editor of The Daily Dirtnap, joins Real Vision’s Ash Bennington to talk about Eastern Europe, gold, digital assets, and inflation pressures. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/366SvTO Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Mars 202231min

U.S. equity indexes rallied early Tuesday, even as spiraling commodity prices promise even more upward pressure on inflation. Highlighting the day’s events was nickel soaring past the $100,000-per-metric-ton mark, which led the London Metal Exchange to suspend trading in the key input for stainless steel. Soon after President Joe Biden announced that the U.S. would ban imports of Russian oil, natural gas, and coal effective immediately, the U.K. government said it would phase out Russian oil and oil products by the end of 2022. Shell declared it would stop all purchases of Russian crude and shutter its service stations in Russia, while Germany’s Uniper, a major buyer of Russian gas, said it won’t sign any new contracts for long-term supply. West Texas Intermediate crude traded as high as $128 per barrel, Brent hit $132, and European natural gas prices remained near record highs. Tony Greer, founder of TG Macro and editor of The Morning Navigator joins Warren Pies, founder of 3Fourteen Research, to discuss the impact of the Russia-Ukraine war on commodity and financial markets. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3MwxnH7 Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Mars 202240min

Re-pricing in the aftermath of Russia’s invasion of Ukraine remains the dominant theme across global financial markets, with energy and food supplies top-of-mind for investors and policymakers alike. West Texas Intermediate crude reached levels last seen in 2008 on reports the U.S. federal government is actively considering a ban on Russian oil imports. Wheat is also trading at decade-and-a-half highs. And European natural gas has surged 79% since the onset of war. Squeezing Vladimir Putin seems the international community’s primary strategy right now. According to Bill Browder, a longtime nemesis of the Russian president, “The only way we can stop Putin is to starve him of resources.” Browder, co-founder and CEO of Hermitage Capital Management and the leader of the Global Magnitsky Justice Campaign, joins Real Vision’s Maggie Lake for today’s Daily Briefing to address Russia’s invasion of Ukraine and to assess the impact of coordinated international sanctions on Putin’s government, the oligarchs who support him, and the Russian economy. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3ClhVc6 Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Mars 202249min

Host- Weston Nakamura Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Mars 202233min

Ever wanted to know more about Raoul’s story? Interested in how he approaches not only his investments but life generally? Curious about what made it possible for him to retire for the first time at 36? In this special crossover episode, Raoul finds himself in the guest seat as My First Million host Shaan Puri probes Raoul’s background, his life philosophy, and the facts behind his first million. Shaan and Raoul also explore Raoul's Bitcoin-versus-ethereum "bet" as well how NFTs are commodifying culture for the first time in history. For more information on My First Million, please visit: https://www.mfmpod.com. Recorded on February 24, 2022. Learn more about your ad choices. Visit podcastchoices.com/adchoices

6 Mars 202255min

Volatility remains the dominant theme for financial markets, as prices for energy and food commodities continue to rise along with hostilities in Eastern Europe. Russia’s war on Ukraine has made central bankers’ fight against inflation that much more complex. And its broader ramifications multiply seemingly by the hour. Peter Zeihan, a geopolitical strategist and the author of the forthcoming book “The End of the World Is Just the Beginning: Mapping the Collapse of Civilization,” joins Real Vision’s Maggie Lake for today’s Daily Briefing to discuss what is rapidly devolving into the biggest global crisis since World War II. As Zeihan notes, “Russia is often derided as a gas station masquerading as a country.” But this is an oversimplification. In fact, Russia – and its neighbors, including Ukraine – plays a critical role in global agricultural markets. Zeihan discusses fractured trade relationships, energy, agriculture, and what is an increasingly fraught future for the entire world. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3tBW24G Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Mars 202237min

U.S. equity markets were mixed with just over two hours remaining in the trading day, with the Dow Jones Industrial Average and the S&P 500 Index holding small gains and the Nasdaq Composite and the Russell 2000 Index down nearly 1%. Yields on the 10-year U.S. Treasury note and the 30-year bond backed up again, as investors continue to seek safety amid the unfolding crisis in Eastern Europe. Crude oil prices slipped some, with West Texas Intermediate down 0.55% to $109.99 and Brent off 0.57% to $112.29. But grains continue to reflect rising pressures on current and future supply, with wheat up more than 7% and corn up nearly 5%. And it doesn’t appear as though Russian President Vladimir Putin is any closer to succumbing to the global sanctions regime that’s targeted the country’s oligarchs and hamstrung the lives of ordinary Russians. Indeed, missile attacks against Ukraine’s major cities are intensifying. Meanwhile, the fed funds futures market is still pricing in five interest rate hikes by the Federal Reserve, as potential inflationary pressures increase. Michael Gayed, Portfolio Manager at Toroso Investments, and Frances Coppola, who writes and speaks on banking, finance, and economics, join Real Vision’s Ash Bennington to assess the Russia-Ukraine crisis and its broader global impact. Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Mars 202233min