What’s Bugging Bond Markets? With Jared Dillian
🔥 JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t Jared Dillian, editor of the Daily Dirtnap newsletter, joins Maggie Lake to discuss today's market turbulence, why investors keep getting the bond trade all wrong, and what's really happening under the hood of the economy. You can find more of Jared's work here: https://dailydirtnap.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
26 Sep 202338min
Energy Crisis Part II?
Surging prices and renewed challenges in the energy sector mean that bonds and stocks "have to do the dirty work." Andreas Steno Larsen, senior editor at Real Vision and the founder of Steno Research, joins Maggie Lake to discuss the major implications of cyclically higher energy prices, why the traditional 60/40 portfolio may not be suited for today's market conditions, and how AI is reshaping the investment landscape.For more access to Andreas’ independent research, there’s a 40% discount exclusively for the Real Vision community using the code RV40 at https://www.realvision.com/steno Learn more about your ad choices. Visit podcastchoices.com/adchoices
25 Sep 202338min
The Recession Plot Thickens ft. Mikael Sarwe
In the second installment of our Crash or Boom series, Andreas Steno Larsen welcomes Mikael Sarwe, head of equity strategy and quant at Nordea, for an in-depth exploration of recessionary risks in the U.S., Europe, and China. Are financial markets pricing these risks correctly? And, how should investors think about asset allocation in this economic environment? Learn more about your ad choices. Visit podcastchoices.com/adchoices
24 Sep 20231h
Crash or Boom: Week 2 Wrap-Up
Raoul Pal, co-founder and CEO of Real Vision, joins Maggie Lake to break down the interviews from the second week of our Crash or Boom series. Then he addresses questions from the viewers. To learn more about Crash or Boom? How to Profit From What's Coming, go to http://realvision.com/crashorboom. We're offering new members a special 1-month Essential membership for just $20.14 so you don't miss it. It's that important. Learn more about your ad choices. Visit podcastchoices.com/adchoices
23 Sep 202346min
What’s the Bond Market Signaling?
U.S. 10-Year Treasury yields hit 16-year highs a day after the Fed’s decision to hold interest rates unchanged. Darius Dale, founder and CEO of 42 Macro, joins Ash Bennington to analyze the market action following the Fed’s decision to pause rate hikes. With the VIX spiking and yields surging, will equities continue to suffer?To learn more about our new series, Crash or Boom? How to Profit From What's Coming, go to http://realvision.com/crashorboom. We're offering new members a special 1-month Essential membership for just $20.14 so you don't miss it. It's that important. Learn more about your ad choices. Visit podcastchoices.com/adchoices
21 Sep 202341min
Is It Too Early to Pause?
The Fed has chosen to keep rates steady, but what does that mean for markets and the economy as a whole? he FOMC has announced its decision, and rates remain unchanged for September. Does this mean rate hikes have reached their peak for this cycle? What does that mean for markets and the economy going forward? Michael Howell, CEO of CrossBorder Capital, joins Andreas Steno Larsen to delve into the decision and explore its potential repercussions. To learn more about our new series, Crash or Boom? How to Profit From What's Coming, go to http://realvision.com/crashorboom. We're offering new members a special 1-month Essential membership for just $20.14 so you don't miss it. It's that important. Learn more about your ad choices. Visit podcastchoices.com/adchoices
20 Sep 202333min
What’s the Fed’s Next Move?
As yields and oil prices climb, will the Fed hike rates or hold steady? With equities falling and yields rising, Tony Greer, editor of The Morning Navigator, joins Ash Bennington to discuss the price action ahead of tomorrow's pivotal FOMC interest rate decision.To learn more about our new series, Crash or Boom? How to Profit From What's Coming, go to http://realvision.com/crashorboom. We're offering new members a special 1-month Essential membership for just $20.14 so you don't miss it. It's that important. Learn more about your ad choices. Visit podcastchoices.com/adchoices
19 Sep 202336min
Will Surging Energy Force the Fed's Hand?
Equities and bonds make modest moves as crude oil hits its highest levels since last November. With the September FOMC meeting coming up on Wednesday, Jim Bianco, president of Bianco Research, joins Ash Bennington to discuss how energy prices surging to yearly highs impacts decision-making from central banks around the globe. Learn more about your ad choices. Visit podcastchoices.com/adchoices
18 Sep 202339min
