Real Vision: Finance & Investing
Episodes
Is the U.S. Economy Starting to Roll Over?
10 May 2023
Contributed by Lukas
Jesse Felder, the founder of Felder Investment Research, joins Maggie Lake to discuss the market's uncertain reaction to today's inflation data, why h...
Is the Worst Case Priced into Tech?
09 May 2023
Contributed by Lukas
Debt ceiling talks proceed as eager investors wait for tomorrow's inflation data. Jeremy Schwartz, global CIO of WisdomTree Asset Management, joins Ma...
Will Inflation Give the Fed Room to Pause?
08 May 2023
Contributed by Lukas
Markets traded sideways as investors digested economic data, a regional bank rebound, and Warren Buffet's comments. Mish Schneider, the chief strategi...
Raoul Pal on The Exponential Age and the Everything Code: AI, Crypto, QE and Beyond
07 May 2023
Contributed by Lukas
Tune into The Breakdown with Nathaniel Whittemore as we discuss with Raoul Pal the Exponential Age and the Everything Code. Discover how AI, crypto, a...
Raoul Pal & Michael Howell: Why Liquidity Matters More Than Anything Else
06 May 2023
Contributed by Lukas
A bull market in liquidity started in October of 2022, and we know liquidity leads asset markets. Raoul speaks with Michael Howell, CEO of CrossBorder...
What AI Means for Jobs Growth and Your Portfolio
05 May 2023
Contributed by Lukas
Yields and stocks surged after the April jobs report showed a labor market that still won't quit. Joe Zhao, founder and partner of the venture fund Mi...
Dominos Keep Falling in the Banking Sector
04 May 2023
Contributed by Lukas
Contagion fears are mounting as shares of more regional banks sold off sharply on Thursday. George Goncalves, head of U.S. macro strategy at MUFG, joi...
Hike and Pause: What the Fed Decision Means for You
03 May 2023
Contributed by Lukas
As expected, the Fed raised interest rates another 25 basis points while signaling that a pause could come next. On this hour-long Fed Day special Dai...
One More Rate Hike on Deck?
02 May 2023
Contributed by Lukas
All eyes are on tomorrow's Federal Reserve interest rate decision as U.S. investors wonder whether markets can handle more pressure. Jeff Snider, host...
Will the Dollar Decline Continue?
02 May 2023
Contributed by Lukas
What comes next after JP Morgan absorbs First Republic Bank? Maggie Lake sits down with Dale Pinkert, head of trader development at TradeGateHub, to d...
Russell Clark: Investing Ideas for a New Macro World
30 Apr 2023
Contributed by Lukas
Find out how Russell Clark views the global economy and how he's investing in it. Samuel Burke speaks with Russell Clark, former hedge fund manager an...
An Upcoming Contraction in the Broader Energy Complex?
29 Apr 2023
Contributed by Lukas
With natural gas has had a major correction and uranium experiencing some weakness, is oil next to drop? Francis Hunt of The Market Sniper joins Ash B...
Recession? What Recession?
28 Apr 2023
Contributed by Lukas
Prices stay high as investors wonder whether recession will be avoided at a cost. Maggie Lake is joined by Vincent Deluard, director of global macro s...
Is It Time to Go Digging for Gold?
27 Apr 2023
Contributed by Lukas
U.S. GDP for the first quarter of 2023 rose slower than estimates, refreshing stagflationary fears for investors. Maggie Lake is joined by George Mill...
How Much More Stress Can These Markets Handle?
26 Apr 2023
Contributed by Lukas
The banking sector is back under pressure as First Republic's stock continues to plummet. Will we see spillover? Jason DeSena Trennert, CEO of Strate...
Banking Stress is Back Again
25 Apr 2023
Contributed by Lukas
Volatility spiked and the market tumbled as earnings season continues, with First Republic Bank down more than 40%. Maggie Lake is joined by Andy Cons...
Will Big Tech Be a Big Disappointment?
24 Apr 2023
Contributed by Lukas
All eyes are on Tech earnings as investors look for the next stock rotation. Tony Greer, the founder of TG Macro and editor of The Morning Navigator, ...
Man vs. Machine: The Intersection of Technology and Humans
23 Apr 2023
Contributed by Lukas
This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize pr...
Understanding OPEC's Surprise Move
22 Apr 2023
Contributed by Lukas
This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize pr...
Which Mistake Would The Fed Prefer To Make?
21 Apr 2023
Contributed by Lukas
This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize pr...
Should Investors Still Be Afraid of the Fed?
20 Apr 2023
Contributed by Lukas
This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize pr...
How Low Can Volatility Go?
19 Apr 2023
Contributed by Lukas
This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize pr...
What’s on Raoul Pal's Mind?
18 Apr 2023
Contributed by Lukas
This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize pr...
Will Earnings Be a Catalyst for Bulls?
17 Apr 2023
Contributed by Lukas
This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize pr...
Raoul Pal & Fvckrender: A Leading Digital Artist's Journey Into NFTs
15 Apr 2023
Contributed by Lukas
Want to know what it's like to become a premiere digital artist? Fvckrender is known worldwide as one of the premiere digital artists working today, b...
What Are Bank Earnings Telling Us?
14 Apr 2023
Contributed by Lukas
Markets struggle despite strong bank earnings. Ash Bennington is joined by Brent Donnelly, president of Spectra Markets, to help break down where mark...
Staying Afloat in a Sea of Data
13 Apr 2023
Contributed by Lukas
U.S. producer prices fell in March as stocks, gold, and crypto all pushed higher. Mark Ritchie II, manager of RTM3 Capital Advisors and analyst at Min...
Is Inflation Cooling Enough for the Fed?
12 Apr 2023
Contributed by Lukas
The annual inflation rate for March touched the lowest level since May 2021. But what's beneath the surface? Imran Lakha, the founder of Options Insig...
All Eyes on Tomorrow's CPI Print
11 Apr 2023
Contributed by Lukas
U.S. markets are mixed and BTC is bouncing as investors await tomorrow's inflation data. Mike Alfred, founder and managing partner at Alpine Fox LP, j...
What Are We Missing in China?
10 Apr 2023
Contributed by Lukas
Ash Bennington is joined by Liqian Ren, director of Modern Alpha at WisdomTree Investments, to illuminate the intricacies of the Chinese economy and m...
Lawrence Lepard: Our Top Performer Returns
09 Apr 2023
Contributed by Lukas
After hitting a home run with his previous picks, Lawrence Lepard returns alongside Samuel Burke to share 3 more ideas. You can track the performance ...
Nouriel Roubini: Risk in the Age of Bank Failure
08 Apr 2023
Contributed by Lukas
Nouriel Roubini joins Real Vision’s Ash Bennington to analyze the macroeconomic risks he sees currently threatening the global economy. Roubini brea...
Ask Me Anything: Beer w/ Tony Greer
07 Apr 2023
Contributed by Lukas
Tony is back for another interactive masterclass while enjoying a brew. Grab your drink of choice and settle in as Tony Greer, a Real Vision favorite...
Did Job Cuts Just Change the Market?
06 Apr 2023
Contributed by Lukas
Maggie Lake sits down with Peter Boockvar, the CIO of Bleakley Financial Group, to discuss what a cooling labor market could mean for the future of ra...
Is the U.S. Skidding Toward Recession?
05 Apr 2023
Contributed by Lukas
Maggie Lake is joined by Darius Dale, founder, and CEO of 42 Macro, to analyze the latest economic data and the warning signs he's seeing in the liqui...
Is It Time to Fade Semiconductors?
05 Apr 2023
Contributed by Lukas
Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to walk us through why investors need to be watching metals, bonds, and s...
Did OPEC+ Just Make the Fed's Job Harder?
04 Apr 2023
Contributed by Lukas
Are higher interest rates on the table if oil prices keep rising? Mustafa Chowdhury, the Chief Rates Strategist at Macro Hive, joins Maggie Lake to di...
Is QE About to Make a Comeback?
02 Apr 2023
Contributed by Lukas
In this special edition of Steno’s Signals, Andreas Steno Larsen goes live to provide an update on what’s required to contain deposit flight and t...
Your Exponential Age
01 Apr 2023
Contributed by Lukas
In Part 1 of an epic 2-part interview, Raoul and Tom discuss one of the keys to health and longevity — diet. Tom explains how he got started on his ...
Are Commodities Ready to Boom or Bust?
31 Mar 2023
Contributed by Lukas
Maggie Lake and Rick Rule discuss what’s driving the recent price action in precious metals before reviewing the portfolios of Real Vision members. ...
We're at a Big Macro Turning Point
30 Mar 2023
Contributed by Lukas
The Managing Director for Global Macro at TS Lombard tells Roger Hirst that we’re in the very early stages of a new macro environment where the stoc...
What "Safe" in These Markets Actually Means
30 Mar 2023
Contributed by Lukas
Noelle Acheson joins Ash Bennington to discuss crypto liquidity, the divergence of investing narratives and fundamentals, the connection between inter...
Are Commodities Ready to Rip?
28 Mar 2023
Contributed by Lukas
Maggie Lake and Tony Greer examine what’s driving the bullish moves in energy, gold, and other hard assets as investors wonder what comes next for t...
Feds Find a SVB Buyer… Are We Out of the Woods?
27 Mar 2023
Contributed by Lukas
Maggie sits down with Michael Gayed to discuss the turmoil in the banking sector and the risks he sees in markets going into April. This episode is sp...
Peter Zeihan on the Reworking of the Global Trade System
26 Mar 2023
Contributed by Lukas
Geopolitical strategist and author Peter Zeihan joins Real Vision’s Maggie Lake for an update on the war in Ukraine one year later, China, and more....
"This Is One of the Biggest Economic Impacts of All Time"
25 Mar 2023
Contributed by Lukas
This discussion is a must-watch if you want to understand the pace at which AI is changing our lives and to get ahead for the future. Recorded on Marc...
When’s the Next Shoe Going to Drop?
24 Mar 2023
Contributed by Lukas
Maggie Lake is joined by Paul Hodges, author of the pH Report and chairman of New Normal Consulting, to talk about where financial stress will break o...
Tick Tock, is it Time to Buy Tech?
23 Mar 2023
Contributed by Lukas
Maggie Lake is joined by, Nadian Terman, CEO & CIO of Solstein Capital, who breaks down what she thought of yesterday’s Fed decision and what the kn...
Did the Fed Just Acknowledge the Deposit Crisis?
22 Mar 2023
Contributed by Lukas
The Federal Reserve unanimously hiked interest rates by a quarter point today, continuing its fight against inflation while acknowledging concern for ...
Does the Fed Have a Hand to Play?
21 Mar 2023
Contributed by Lukas
Ash Bennington is joined by Jeremy Schwartz, global CIO of WisdomTree Asset Management, to examine the Fed’s options — and the implications — ah...
Is First Republic Bank Next to Go?
20 Mar 2023
Contributed by Lukas
Real Vision’s Ash Bennington and Jared Dillian, editor of The Daily Dirtnap, will explore the extent of the banking crisis and why gold is benefitti...
How Do You Outperform the Robots? Invest in Them
19 Mar 2023
Contributed by Lukas
This is the first installment of our two-week special How To Unf*ck Your Future series. Amid massive issues with debt, aging demographics, broken poli...
A New Month, a New Macro Regime
18 Mar 2023
Contributed by Lukas
Real Vision’s Andreas Steno Larsen has his eye on what he considers “the three main fundamental variables for the economy” — liquidity, inflat...
What Do You do When Everything Happens All at Once?
17 Mar 2023
Contributed by Lukas
U.S. markets continue to chop as investors wonder whether the recent pain in banking was the the beginning of something bigger. On today’s special e...
Are Central Banks Fighting the Wrong Fight?
16 Mar 2023
Contributed by Lukas
The ECB raised key interest rates another 50 basis points and U.S. markets continue to rebound as large institutions come to the rescue of First Repub...
Contagion and Fear Hit Credit Suisse, What’s Next?
15 Mar 2023
Contributed by Lukas
U.S. markets sold off as fears of contagion in the banking sector have crossed the Atlantic. This morning, shares of Swiss banking giant Credit Suisse...
Ding Dong... Is QT Dead?
14 Mar 2023
Contributed by Lukas
U.S. equities rebounded after yesterday’s SVB-driven rout, with cooling February CPI data easing investor anxieties of another interest rate hike. M...
Did the Banks Just Break?
13 Mar 2023
Contributed by Lukas
U.S. markets saw more turmoil today as the fallout from Silicon Valley Bank’s failure continues to unfold. The Fed has stepped in to help depositors...
Profiting From Animal Humanization
12 Mar 2023
Contributed by Lukas
With an uncertain macro outlook for 2023, it may prove beneficial to investors to home in on the micro instead — and Eric Udoff, managing partner an...
Why You Can't Fully Trust Recent U.S. Data
11 Mar 2023
Contributed by Lukas
Recent data has shown the consumer made a comeback in the first month of the year, but as Andreas Steno Larsen reveals, that may be only half true. Wa...
What the Hell Just Happened?
10 Mar 2023
Contributed by Lukas
The U.S. added 311,000 jobs in February while unemployment rose from 3.4% to 3.6%. That quickly became background noise though, as trouble in the bank...
Should We Still Ride The Inflation Winners?
09 Mar 2023
Contributed by Lukas
All eyes are on tomorrow’s jobs report as stocks struggle to hold their footing into the weekend. Maggie Lake is joined by James Davolos, portfolio ...
Is There a Canary in the Coal Mine?
08 Mar 2023
Contributed by Lukas
Job openings declined in January, as Fed Chair Jerome Powell prepares the market for more rate hikes. But what are we missing? Maggie Lake is joined b...
Did Powell Let The Bond Bears Out?
07 Mar 2023
Contributed by Lukas
In his Senate testimony this morning, Fed Chair Powell came out swinging saying that “the ultimate level of interest rates is likely to be higher th...
Is This the Calm Before the Storm?
06 Mar 2023
Contributed by Lukas
With more rate hikes looming, the market is trying to find its footing. But is it safest for investors to just hold cash? Maggie Lake is joined by Rea...
Why It's a Good Time to Buy if You're Thinking Long-Term
05 Mar 2023
Contributed by Lukas
Ross Gerber has made headlines recently for calling out Elon Musk’s management of Tesla and for seeking a seat on the board. But in this episode of ...
Is Inflation Actually Slowing in the U.S. Now?
04 Mar 2023
Contributed by Lukas
The U.S. Consumer Price Index report for January showed that inflation cooled off only slightly — less than most economists’ expectations. Andreas...
How High Will Rates Fly?
03 Mar 2023
Contributed by Lukas
Federal Reserve officials this week warned of more upcoming interest rate hikes in light of recent U.S. economic data. Maggie Lake is joined by Domini...
If Cash Is King, Are Stocks Trash?
02 Mar 2023
Contributed by Lukas
U.S. equities were relatively unchanged, but apparently they missed the message from the bond market. Across the board, U.S. Treasury yields are now o...
Time To Tune In To Heavy Metals?
02 Mar 2023
Contributed by Lukas
Industrial metals bounced after strong economic data out of China, while U.S. equities logged another red day to start the month of March. Maggie Lake...
Does This Oil Bounce Back Have Legs?
28 Feb 2023
Contributed by Lukas
U.S. Treasury yields added to their monthly gains and equities chopped along as investors weighed the consequence of tighter monetary policy for longe...
What Are Global Money Flows Telling Us?
27 Feb 2023
Contributed by Lukas
Tech stocks are leading U.S. equities higher as bond yields pull back — but not until after the 2-Year Treasury note hit its the highest level since...
Mark Ritchie on the Theology Behind His Trading
26 Feb 2023
Contributed by Lukas
The legendary investor Mark Ritchie walks us through his life, from his early years growing up in Afghanistan to the Chicago Board of Trade to meeting...
Why Energy Is Underperforming
25 Feb 2023
Contributed by Lukas
The energy sector has been the weakest performer in the U.S. equity market over the past month, despite China ending its zero-covid policy. So, what’...
Are people evacuating soft landing island?
25 Feb 2023
Contributed by Lukas
U.S. stocks tumbled and treasury yields jumped after data showed the Federal Reserve’s favored measure of inflation- the core PCE price index- rose ...
Is There Pain Ahead for Risk Assets?
23 Feb 2023
Contributed by Lukas
U.S. equities continue to chop after falling from the recent highs, as investors weigh recent Fed comments and conflicting economic data. Maggie Lake ...
Can Anyone Out-Hawk the Fed?
22 Feb 2023
Contributed by Lukas
After the worst trading day in 2023, the U.S. stock market is hovering relatively unchanged following the release of this afternoon’s FOMC minutes. ...
Are Markets in for a Rough Ride?
21 Feb 2023
Contributed by Lukas
U.S. equities are tumbling as the 10-Year Treasury yield rose to 3-month highs as investors wory about interest rates ahead of tomorrow’s FOMC minut...
Tim Ferriss, Raoul Pal & Mark Hart on Hedge Funds, Investing & Optimizing Lifestyle | RV Classics
19 Feb 2023
Contributed by Lukas
In this three-way conversation, Raoul speaks with Mark and Tim on the currency that we should prioritize higher-- time. In his Master Class, Mark Hart...
Why a Post-Lockdown China Is Raising Red Flags for India
18 Feb 2023
Contributed by Lukas
Andreas Steno Larsen explains why China’s reopening is a negative for last year’s market darling, India. Plus, he gives an update on U.S. dollar l...
How Aggressive Does the Fed Need to Get?
17 Feb 2023
Contributed by Lukas
U.S. stocks are sliding into the weekend, as investors contemplate the risk of sticky inflation and soaring U.S. Treasury yields. Dr. Komal Sri-Kumar,...
The Battle Against Inflation is Far From Over
16 Feb 2023
Contributed by Lukas
U.S. producer prices (PPI) rose 0.7% in January, calling into question the prevailing disinflation narrative for the second time this week. Maggie Lak...
Is the Options Market Calling Off Recession?
15 Feb 2023
Contributed by Lukas
U.S. retail sales numbers came in much stronger than expected after yesterday’s still-sticky inflation print. The stock market remains range-bound a...
Are Markets Too Complacent About Inflation?
14 Feb 2023
Contributed by Lukas
U.S. inflation rose 6.4% YoY last month, down from 6.5% in December but above expectations while monthly inflation rose 0.5% — the biggest increase ...
Markets Turn Their Gaze to CPI
13 Feb 2023
Contributed by Lukas
U.S. equities pushed higher as investors look ahead to tomorrow morning’s U.S. CPI print. Ash Bennington sits down with Dave Floyd, founder of Aspen...
Beer with Tony Greer
12 Feb 2023
Contributed by Lukas
In this 90-minute AMA-style show, the Morning Navigator’s editor, Tony Greer, will answer your questions directly and offer unique insights about th...
Why You Shouldn't Get Too Comfortable Holding Risk Assets
11 Feb 2023
Contributed by Lukas
Following a speech last week by FOMC member Christopher Waller, Andreas Steno Larsen presents what he calls the “Waller Rule,” which suggests that...
The Soft Landing Narrative Is a Trap (!)
11 Feb 2023
Contributed by Lukas
All three major U.S. equity indices are poised to clock in losses this week as investors brace for the latest CPI print due next Tuesday. So, are inve...
Is This Rally Just a Blip?
09 Feb 2023
Contributed by Lukas
U.S. equities gave up early gains and yields pushed higher as investors assess mixed earning results and economic data ahead of next week’s January ...
Inflation Is the Solution
08 Feb 2023
Contributed by Lukas
Federal Reserve board members continue to call for more rate hikes, a day after chairman Jay Powell reaffirmed the central bank’s commitment to high...
Powell Reasserts “Tighter for Longer”
07 Feb 2023
Contributed by Lukas
In today’s session at the Economic Club of Washington, chairman Jay Powell said the ‘disinflationary process’ had begun, but the Fed will likely...
Uncertainty Has a Grip on Markets
06 Feb 2023
Contributed by Lukas
U.S. equities are flat-to-down and yields are pushing higher as many investors reconsider how the Fed may be forced to act following Friday’s strong...
New Dollar Liquidity Set to Make a Splash in Markets?
06 Feb 2023
Contributed by Lukas
When the U.S. breaches its debt limit, the Treasury will be forced to inject new liquidity into financial markets using various accounting gimmicks. A...
U.S. Jobs Report Flexes on Markets
04 Feb 2023
Contributed by Lukas
Today’s jobs report packed a serious punch, showing that 517,000 new jobs were added in the U.S. in January — far above median estimates — and b...
Is This the Beginning of a New Bull Market?
02 Feb 2023
Contributed by Lukas
U.S. equities continue to see broad gains in intraday trading after yesterday’s conference with Federal Reserve Chair Jay Powell, who announced a 25...
The Fed Has Much More Work To Do
01 Feb 2023
Contributed by Lukas
The Federal Reserve approved a much-anticipated quarter-point interest rate hike this afternoon — and suggested that another rate rise could be comi...
What's the Housing Market Telling Us?
31 Jan 2023
Contributed by Lukas
U.S. stocks made gains on Tuesday, closing the month of January on a positive note. Meanwhile, the U.S. housing market fell for the fifth straight mon...
Will Tech Earnings Deliver?
30 Jan 2023
Contributed by Lukas
U.S. equities are down to start the week as investors look forward to the Fed’s next interest rate hike decision on Wednesday. As we progress throug...
The Nuclear Investment Opportunity
29 Jan 2023
Contributed by Lukas
In this inaugural episode of Looking for the Upside, Andreas Steno Larsen and Mark Nelson, managing director at Radiant Energy Group, explore opportun...
Will China's Economy Come Out Swinging?
28 Jan 2023
Contributed by Lukas
China bids adieu to zero-COVID this week after its borders reopened, and investors are flocking in to capitalize on these long-awaited trading opportu...