Real Vision: Finance & Investing

Will the Fed Have To Do More for Longer?

06 Oct 2022

Contributed by Lukas

Stocks drifted mostly lower Thursday, as investors look to Friday’s nonfarm payroll data for signs the U.S. labor market is finally beginning to bre...

Let’s Take a Tactical Look at Stocks

05 Oct 2022

Contributed by Lukas

The U.S. dollar bounced back on Wednesday, its showing of strength once again a bane to equity markets, as interest rates also ticked higher for the f...

Does This Crude Rally Have Legs?

05 Oct 2022

Contributed by Lukas

Stocks surged for a second straight day, with all three major U.S. equity indexes rising more than 2% on what seems to be rising hope the Federal Rese...

Stocks Soar To Start October

03 Oct 2022

Contributed by Lukas

The Dow Jones Industrial Average led the three major U.S. equity indexes higher on the first Monday of October, rising more than 700 points and 2.5% b...

Raoul Pal on The Portal Asset Management Webinar

02 Oct 2022

Contributed by Lukas

Raoul Pal recently participated in a Portal Asset Management webinar to talk about the current macro environment, growing global recession fears, deve...

The Next Big Trade - Maciej Wojtal on Why To Invest in Iran’s Bright Future

02 Oct 2022

Contributed by Lukas

Cheap valuations, realistic catalysts for earnings growth, and a relatively young, educated population have Maciej Wojtal feeling very bullish on Iran...

My Life in 4 Trades - Brent Donnelly Explains How To Be a Winning Trader

01 Oct 2022

Contributed by Lukas

Brent Donnelly has spent most of his life in markets. He got into forex while working for top-tier banks in the U.S. He traded the dot-com bubble with...

Is Jerome Powell Going To Nuke Everything?

30 Sep 2022

Contributed by Lukas

The major equity indexes were mixed as of midday, a fair-to-middling session welcome relief from recent wild whipsaws. We also saw mixed inflation dat...

Sharing Intelligence Is More Important Than Ever

30 Sep 2022

Contributed by Lukas

These are complicated times. Inflation is riding a 40-year high, and nobody knows when this cycle is going to end. That’s why Real Vision is slashin...

How Can We Trade Forex Chaos?

29 Sep 2022

Contributed by Lukas

The British pound’s wild ride took another turn after the Bank of England intervened in the bond market on Thursday, reportedly due to potential pen...

They Used To Say the Sun Never Sets on the British Empire

28 Sep 2022

Contributed by Lukas

We’ve seen what could very well be an act of war perpetrated beneath the Baltic Sea. We’re watching the crumbling in real time of one of the world...

Something Is Brewing in the Baltic Sea

28 Sep 2022

Contributed by Lukas

The word “sabotage” is in heavy rotation today, as the world wonders why natural gas is leaking from two pipelines that run under the Baltic Sea f...

Global Yields Continue To Climb

27 Sep 2022

Contributed by Lukas

The British pound reached a record low, the People’s Bank of China stepped up its support for the yuan, the Bank of Japan defended its own intervent...

The Next Big Trade - Rick Rule Makes the Case for Uranium

25 Sep 2022

Contributed by Lukas

For the past 45 years, Rick Rule has been investing and speculating in the natural resource industry. The president and CEO of Rule Investment Media a...

My Life in 4 Trades - Self-Knowledge Is the Key to Better Investing

24 Sep 2022

Contributed by Lukas

Denise Shull, an expert decision coach at The ReThink Group, leverages her background in neuroscience and modern psychoanalysis to guide professional ...

This Is About the Fed's Volcker Worship

24 Sep 2022

Contributed by Lukas

With global markets on the edge and investors concerned about a multitude of extant financial and potential political headwinds, Maggie Lake welcomes ...

Why the Forex Market Matters Right Now

23 Sep 2022

Contributed by Lukas

Mere hours after the Federal Reserve announced a third consecutive 75 basis point rate hike and reiterated its commitment to bringing inflation back t...

The Fed Feels It's Doing What's Required

22 Sep 2022

Contributed by Lukas

The S&P 500 was on its way to a fifth consecutive “decision day” gain this afternoon – until a unanimous Federal Open Market Committee confirmed...

It's a Busy Week for Central Bankers

21 Sep 2022

Contributed by Lukas

The Federal Reserve is just one of 16 central banks making interest-rate decisions this week, but it is the most widely watched monetary policy body i...

Can the Fed Stick To Its Guns?

20 Sep 2022

Contributed by Lukas

All three major U.S. equity indexes were essentially flat at the halfway point of Monday’s trading session, with attention squarely focused on the o...

The Next Big Trade - Warren Pies on Why It's Good To Be Long Energy

18 Sep 2022

Contributed by Lukas

Warren Pies is overweight energy for multiple reasons. The founder of 3Fourteen Research joins Harry Melandri to make the bullish case for everything ...

My Life in 4 Trades - How To Recover From a Huge Loss

17 Sep 2022

Contributed by Lukas

Andrew Rosener has always had an entrepreneurial spirit. As the founder and CEO of Media Options – the No. 1 media domain brokerage in the world –...

What Else Can Be Priced In?

16 Sep 2022

Contributed by Lukas

FedEx withdrew forward earnings guidance and CEO Raj Subramaniam warned of a “worldwide recession” on Friday, sounding another “risk off” sign...

"Our Conviction Is Very High"

16 Sep 2022

Contributed by Lukas

U.S. equity indexes traded mixed Thursday, as investors priced in murky economic data and the reality that Jerome Powell’s Federal Reserve shall not...

What To Do at the Acceptance Stage of the Tightening Cycle

15 Sep 2022

Contributed by Lukas

Markets achieved a relative calm today following yesterday’s steep sell-off, as investors continued to process hotter-than-expected August Consumer ...

Inflation Is Still Super Hot

14 Sep 2022

Contributed by Lukas

The Nasdaq Composite led equity indexes to the downside, Bitcoin followed suit in the crypto market, and the yield on the two-year U.S. Treasury note ...

Is Inflation Cooling Fast Enough for the Fed?

13 Sep 2022

Contributed by Lukas

The New York Federal Reserve’s monthly consumer survey showed expectations for inflation over the next 12 months declined to 5.75% in August from 6....

The Next Big Trade - A Masterclass on Natural Resource Investing with Marin Katusa

11 Sep 2022

Contributed by Lukas

Marin Katusa has made a fortune investing in natural resources. He's also arranged more than $2 billion in deal financing in the sector and written th...

My Life in 4 Trades - How Pippa Malmgren’s Background Helps Her Build Bridges

10 Sep 2022

Contributed by Lukas

Dr. Pippa Malmgren is a world-renowned economist and a former advisor to President George W. Bush. She uses her background in geopolitics to spot what...

What's Driving the Rebound in Risk Assets?

10 Sep 2022

Contributed by Lukas

If we understand the macro through what the major equity indexes and more modern indicators such as Bitcoin and Ethereum tell us, then, at least for t...

Did the ECB Quit the Inflation Fight?

09 Sep 2022

Contributed by Lukas

European Central Bank President Christine Lagarde and Federal Reserve Chair Jerome Powell held competing public appearances this morning, as the ECB a...

When Central Bankers Take Center Stage

08 Sep 2022

Contributed by Lukas

The European Central Bank is expected to announce another 75-basis-point rate hike following its meeting tomorrow, even as the euro weakens against th...

Straight Forex Makes the World Go 'Round

07 Sep 2022

Contributed by Lukas

The Institute for Supply Management reported today that its services index ticked up to 56.9 in August from 56.7 in July, expanding for the 27th conse...

India: A Nation of Opportunity - Real Vision Twitter Spaces

05 Sep 2022

Contributed by Lukas

With a population of nearly 1.5 billion, an average age of 28, and a rapidly growing economy, India is a country we all should be following. Capitalmi...

The Next Big Trade - Alex Gurevich Talks About His Meta Rules for Trading

04 Sep 2022

Contributed by Lukas

We had so much great content from our episode with Alex Gurevich we had to release it into two parts. In this installment, Alex establishes his meta r...

My Life in 4 Trades - Michael Venuto Can See Crypto’s Bright Future From Here

03 Sep 2022

Contributed by Lukas

Michael Venuto, a co-founder and the chief investment officer of Toroso Investments, joins Maggie Lake to talk about what he learned during his chaoti...

What Kind of September Will It Be?

03 Sep 2022

Contributed by Lukas

The Dow Jones Industrial Average erased a 370-point gain and turned red this afternoon, as investors appeared to abandon equities ahead of the long La...

Will the Fed Keep Interest Rates Higher for Longer?

02 Sep 2022

Contributed by Lukas

Initial claims for unemployment benefits dropped to a two-month low last week, a sign of sustained labor-market strength ahead of Friday’s release o...

How To Make Use of Volatility

01 Sep 2022

Contributed by Lukas

Federal Reserve Chair Jerome Powell kept it short and sour last Friday, and stocks have fallen in all four trading sessions since he re-announced his ...

Raoul Pal: Ask Me Anything

31 Aug 2022

Contributed by Lukas

Did you miss Raoul Pal's Live AMA on YouTube? Well, you're in luck, because today we're releasing the whole thing. Sit back and enjoy a community comi...

Europe Just Doesn't Have the Power

31 Aug 2022

Contributed by Lukas

Europe’s energy crisis is getting worse, stoking inflation as well as fear of “conflict and strife” on the continent. Euro-area economic confide...

Bulls vs. Bears: Who Wins This Epic Showdown?

30 Aug 2022

Contributed by Lukas

U.S. equity indexes followed Bitcoin lower at Monday’s open, trading well in the red as investors continued to price in Federal Reserve Chair Jerome...

The Next Big Trade - Alex Gurevich Is Playing the Long Game

28 Aug 2022

Contributed by Lukas

Here’s a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. On this riveting episode of The Next Big...

My Life in 4 Trades - James Altucher’s Wrenching Journey

27 Aug 2022

Contributed by Lukas

Here’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. James Altucher has been to hell and bac...

Powell Says "Zip It" to Pivot Talk

27 Aug 2022

Contributed by Lukas

At the Jackson Hole Economic Symposium today, Federal Reserve Chair Jerome Powell spoke for eight minutes, offered three lessons, and generated one ta...

RV Twitter Spaces - EURUSD Breaks Parity: WTF Is Going On?

26 Aug 2022

Contributed by Lukas

Did you know the foreign exchange market is the largest in the world, with more than $5 trillion traded every single day? Brent Donnelly, the presiden...

"Does Anyone in Europe Have a Plan?"

26 Aug 2022

Contributed by Lukas

Natural gas prices in Europe and Asia surged to near-record highs Wednesday, as the worst energy crisis in decades intensifies amid increasingly despe...

Have We Seen the Bottom?

25 Aug 2022

Contributed by Lukas

Record-high temperatures and a severe drought in west-central China has crippled hydropower generation and prompted the shutdown of many factories in ...

How Strong Can the Dollar Get?

24 Aug 2022

Contributed by Lukas

The euro has broken below parity with the dollar, hitting a two-decade low on Tuesday amid multiple exigent crises that threaten not just growth but c...

When Will This Energy Crisis End?

23 Aug 2022

Contributed by Lukas

U.S. equity indexes opened deep in the red and traded lower through the day, as investors price in “risk off” signals emerging everywhere from Chi...

The Next Big Trade - Aksel Kibar: Reading Charts Can Make You a Better Trader

21 Aug 2022

Contributed by Lukas

Here’s a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. Aksel Kibar, the managing director of Te...

My Life in 4 Trades - Harry Melandri Reflects on a Remarkable Journey

20 Aug 2022

Contributed by Lukas

Here’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Harry Melandri’s life has been both u...

"Nothing Is Certain in This World"

20 Aug 2022

Contributed by Lukas

St. Louis Federal Reserve President James Bullard isn’t ready to say inflation has peaked and at this point leans toward a 75-basis-point rate hike ...

Who Is Buying Tech? (And Why?)

19 Aug 2022

Contributed by Lukas

The Nasdaq Composite is leading the major U.S. equity indexes higher today, as investors step into a tech-stock dip amid the traditional late summer v...

Have We Reached Peak Hawkishness?

18 Aug 2022

Contributed by Lukas

Although the decision to raise interest rates by 75 basis points was unanimous, minutes from the July meeting of the Federal Open Market Committee sho...

Why This Energy Crisis Will Get Hotter

17 Aug 2022

Contributed by Lukas

U.S. equity indexes continue to go higher despite accumulating evidence of slowing domestic and international economic activity and rising pressure on...

Is All the Bad News Priced In?

16 Aug 2022

Contributed by Lukas

The People’s Bank of China got the week started with surprise rate cuts on domestic growth concerns, the Federal Reserve Bank of New York’s Empire...

The Next Big Trade - Jeff Snider on the “Grotesquely Upside Down” Eurodollar Futures Curve

14 Aug 2022

Contributed by Lukas

Here’s a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. Jeff Snider, the chief strategist at Atl...

My Life in 4 Trades - Sergio Silva Is a Study in Resilience

13 Aug 2022

Contributed by Lukas

Here’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Imagine losing $4 million and the oppor...

The Market Doesn't Have to Crash

13 Aug 2022

Contributed by Lukas

The University of Michigan preliminary sentiment index for July ticked up to 55.1 from 51.5 in June, as a sub-measure of consumer expectations reached...

Is a Soft Landing a Pipe Dream?

12 Aug 2022

Contributed by Lukas

U.S. stocks surged again this morning on news the Producer Price Index fell by 0.5% in July, the first monthly decline since April 2020. At the same t...

Have We Reached Peak Inflation?

11 Aug 2022

Contributed by Lukas

U.S. stocks gapped higher at today’s open and held onto big gains through the day, buoyed by signs in July’s Consumer Price Index data that we’v...

"It Is All About Oil Prices"

10 Aug 2022

Contributed by Lukas

Marko Papic has a very clear view of Wednesday morning’s report from the Bureau of Labor Statistics on the July U.S. Consumer Price Index: “Gettin...

"Listen to What the Market Is Saying"

09 Aug 2022

Contributed by Lukas

If last week’s events in and around Taiwan illustrate Asia’s growing geopolitical importance, today’s announcement by SoftBank that it lost $23 ...

The Next Big Trade - Lawson Steele on Energy and the Future of Europe

07 Aug 2022

Contributed by Lukas

Here’s a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. Lawson Steele, one of the most respected...

Introducing the Real Vision Academy

06 Aug 2022

Contributed by Lukas

On this edition of Real Vision Twitter Spaces, Raoul Pal, Damian Horner, Maggie Lake, and George Stanoev join Ash Bennington to introduce Real Vision’...

My Life in 4 Trades - Paul Hodges Believes Markets Will Refocus on Price Discovery

06 Aug 2022

Contributed by Lukas

Here’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Paul Hodges of the pH Report and New No...

About That Blockbuster Jobs Report ...

05 Aug 2022

Contributed by Lukas

Equity futures tanked and Treasury yields spiked this morning after the Bureau of Labor Statistics reported the U.S. economy added 528,000 jobs in Jul...

The Bank of England Goes Big and Gets Scary

05 Aug 2022

Contributed by Lukas

The Bank of England announced its biggest rate hike since 1995 and forecast “long recession,” including five consecutive quarters of negative grow...

"No More Candy for You"

03 Aug 2022

Contributed by Lukas

Stocks are ripping higher today and yields are rising, as multiple Federal Reserve officials are telling the market that the central bank is still haw...

Pelosi Goes To Taiwan

02 Aug 2022

Contributed by Lukas

U.S. equity indexes teetered between positive and negative territory on Tuesday, as Speaker of the House Nancy Pelosi’s trip to Taiwan provoked rapi...

What Does the Data Say?

02 Aug 2022

Contributed by Lukas

Equity indexes slipped into negative territory Monday afternoon and the U.S. two-year/10-year yield curve inverted even further, as investors price in...

The Next Big Trade - Rob Dugger Spots Potholes of Economic Growth

31 Jul 2022

Contributed by Lukas

Here’s a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. Rob Dugger, the founder of Hanover Inve...

My Life in 4 Trades - Harley Bassman Has a Strong Message for Young Traders

30 Jul 2022

Contributed by Lukas

Here’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Harley Bassman has worked in finance fo...

Why the "Inflation Is Over" Rally Will Fall

29 Jul 2022

Contributed by Lukas

We’re witnessing the greatest stock market rally in the aftermath of a Federal Reserve rate hike since the 1970s, as investors seem to be celebratin...

What's the Bond Market Telling Us?

29 Jul 2022

Contributed by Lukas

It’s clearly not a good thing that the Commerce Department reported a second consecutive quarter of negative growth, with U.S. gross domestic produc...

When Will the Fed Figure Out Inflation?

28 Jul 2022

Contributed by Lukas

The Federal Open Market Committee delivered exactly as expected Wednesday afternoon, announcing a second consecutive 75-basis-point interest-rate hike...

Global Growth Engines Are Stalling

27 Jul 2022

Contributed by Lukas

The International Monetary Fund cut its global growth projections for 2022 and 2023, describing the outlook as “gloomy and more uncertain.” That g...

And These Small-Caps Shall Lead Us Out of This Bear Market

26 Jul 2022

Contributed by Lukas

The major U.S. equity indexes were mixed as of midday Monday, as investors anticipate another interest rate move by the Federal Open Market Committee ...

The Next Big Trade - Doomberg, Michael Kao, and Harry Melandri Gather for a High-Level Energy Summit

24 Jul 2022

Contributed by Lukas

Here’s a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. On this week’s jam-packed episode of T...

My Life in 4 Trades - Noel Smith Shares Lessons Learned, From Enron to the GFC

23 Jul 2022

Contributed by Lukas

Here’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Noel Smith has learned many hard lesson...

Buy Bonds and the "Exponential Age"

23 Jul 2022

Contributed by Lukas

Deteriorating PMI data in the U.S. as well as Europe ahead of what the market expects will be a 75-basis-point rate hike following next week’s Feder...

Are We Fated to Stagflation?

22 Jul 2022

Contributed by Lukas

The European Central Bank announced an expectations-beating half-point interest-rate hike today, at the same time introducing a “tool” to ensure b...

If Not Now, When Will Inflation Peak?

21 Jul 2022

Contributed by Lukas

The Office of National Statistics reported Wednesday that inflation in the U.K. hit a new 40-year high in June, consumer prices rising 9.4% from a yea...

A Tale of a Textbook Turnaround Setup

20 Jul 2022

Contributed by Lukas

In his most recent newsletter, Tony Greer of TG Macro wrote, “The setup for oil bulls on this gorgeous summer Friday morning is not to be believed. ...

Now Comes the Global Energy Crisis

19 Jul 2022

Contributed by Lukas

Goldman Sachs and Bank of America posted solid headline-level earnings this morning, both benefiting from higher interest rates during the second quar...

The Next Big Trade - Shawn Hackett on the Art of Trading Agricultural Commodities

17 Jul 2022

Contributed by Lukas

Here’s a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. Shawn Hackett is the president of Hacket...

My Life in 4 Trades - The Mental Keys of Trading - Michael Gayed

16 Jul 2022

Contributed by Lukas

Here’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Michael Gayed has amassed a Twitter fol...

Let's Do Some Inflation Math

16 Jul 2022

Contributed by Lukas

Jared Dillian tweeted it out: “It would take 8 months of 0.0% CPI readings to get CPI back to 5%.” And that was before the Commerce Department rep...

Inflation Whammy! (Twitter Spaces)

15 Jul 2022

Contributed by Lukas

On this week's jam-packed Real Vision Twitter Spaces, Raoul Pal, Ash Bennington, and Jim Bianco talk about everything from inflation and the US dollar...

Get Ready for More (Shadow and Traditional) Bank Failures

14 Jul 2022

Contributed by Lukas

The producer price index was up 11.3% year over year in June, the seventh consecutive double-digit gain, and accelerated to 1.1% from 0.9% in May on a...

How Will Stocks Respond to Lower Earnings?

14 Jul 2022

Contributed by Lukas

Registering yet another 40-year high, the consumer price index for June came in at 9.1% and solidified at least a 75 basis-point move when the Federal...

From Euro-Dollar Parity to a Global Energy Crisis

13 Jul 2022

Contributed by Lukas

We’ve yet to see the hard domestic economic data sufficient to support the case that the Federal Reserve will pause its monetary tightening program....

Has the Fed Already Gone Too Far?

12 Jul 2022

Contributed by Lukas

Markets meandered during a mixed Monday session, as investors bide their time ahead of Wednesday’s release of consumer price index data for June. We...

The Next Big Trade - Legendary Investor Jim Rogers Talks About the Federal Reserve, War in Eastern Europe, and Commodities

10 Jul 2022

Contributed by Lukas

Here’s a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. Quantum Fund and Soros Fund Management c...

My Life in 4 Trades - Anne Stevenson-Yang Predicted Evergrande’s Collapse

09 Jul 2022

Contributed by Lukas

Here’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Anne Stevenson-Yang, the co-founder and...

Raoul Pal's Take on the World

09 Jul 2022

Contributed by Lukas

It was already going to be a significant Jobs Friday before the West awoke to news of the assassination of former Japanese Prime Minister Shinzo Abe, ...

The Market Is Playing Tug of War With the Fed

08 Jul 2022

Contributed by Lukas

On the eve of one of the most consequential Jobs Fridays maybe ever, Jeffrey Snider says markets reflect an ongoing struggle between central bankers a...

The Fed's Focus Is "Singular" Right Now

07 Jul 2022

Contributed by Lukas

The Institute of Supply Management’s services gauge sank to its lowest level in two years, mortgage demand declined despite falling rates, and the h...

Oil Slips Hard as Recession Risk Rises

06 Jul 2022

Contributed by Lukas

Commodity prices are collapsing, the U.S. dollar is soaring, and the yield curve has inverted again: This is not an auspicious combination. Nor is the...