Real Vision: Finance & Investing

Where We Are in the Market Cycle

12 Apr 2022

Contributed by Lukas

The Consumer Price Index for March is going to generate a lot of headlines when it’s released on Tuesday morning at 8:30 a.m. ET. That’s still the...

A Special Bonus Trade From Rick Rule

10 Apr 2022

Contributed by Lukas

What did Rick Rule learn from renowned investor, Warren Buffett? He shares that with Maggie on a bonus edition of My Life in 4 Trades Learn more about...

Rick Rule & The Art of Trading Natural Resources

09 Apr 2022

Contributed by Lukas

Legendary trader, Rick Rule, joins Maggie Lake on the debut episode of My Life in 4 Trades to discuss his journey investing in natural resource securi...

The U.S. Dollar Continues To Show Its Strength

09 Apr 2022

Contributed by Lukas

The U.S. dollar index hit 100 for the first time in two years on Friday, surging on the prospect of a more aggressive monetary tightening cycle on top...

Markets React to Crude Chess Games

08 Apr 2022

Contributed by Lukas

WTI gave back early gains today, as member-states of the International Energy Agency agreed to release 60 million barrels of oil from storage in a fol...

Faster Balance Sheet Runoff, Steep Rate Hikes Have Markets Spooked - LIVE from San Diego

07 Apr 2022

Contributed by Lukas

Minutes to the Federal Open Market Committee’s March meeting reveal that the U.S. central bank plans to begin reducing its balance sheet as soon as ...

Fed Voices Get Hawkish on Inflation - LIVE from San Diego

06 Apr 2022

Contributed by Lukas

With the minutes of the Federal Open Market Committee’s March meeting set for release on Wednesday, financial markets continue to search for directi...

What's the Message From Recent Price Action? LIVE From San Diego

05 Apr 2022

Contributed by Lukas

Today marks 40 days since Russia invaded Ukraine. U.S. equity indexes hold solid gains as we near Monday’s close in New York, with Asian and Europea...

No Going Back: The Post-Pandemic Economy

03 Apr 2022

Contributed by Lukas

In the wake of the pandemic, Jim Bianco believes that “there is a wholesale change underway in the economy.” But is it all doom and gloom from her...

The Realities of Positioning for a Pandemic

02 Apr 2022

Contributed by Lukas

Positioning for a crisis is no easy feat but Mike Green was one of the few traders that was able to profit during the pandemic while others were left ...

How To Make Sense of All These Inflationary Pressures

02 Apr 2022

Contributed by Lukas

Real Vision co-founder and CEO Raoul Pal joins Maggie Lake for today’s Daily Briefing to talk about volatility across markets, the economy, and geop...

Will Crude Oil Constraints Continue To Drive Inflation?

01 Apr 2022

Contributed by Lukas

President Joe Biden announced a plan to release from the U.S. Strategic Petroleum Reserve 1 million barrels of oil per day for the next six months as ...

What's Wrong With the Yen, and Why Is It Important?

31 Mar 2022

Contributed by Lukas

The Japanese yen, long a safe haven, is not reacting to crisis this time around the way it has in the past. In fact, the yen just broke through a key ...

Is the Market Pricing In Peace?

30 Mar 2022

Contributed by Lukas

Although no formal agreements have been reached, Moscow has said it will redeploy troops and reduce military activity around Kyiv, and Ukraine has sai...

Is Recession the Only Answer to Inflation?

29 Mar 2022

Contributed by Lukas

As Jared Dillian puts it, when the prices of things we need are going higher and the prices of things we want are going lower, “it creates economic ...

Gold Mine: Creating Value Through Entrepreneurship

27 Mar 2022

Contributed by Lukas

Raising capital for small companies is a difficult and time-consuming process — legendary entrepreneur Ross Beaty, chairman of Equinox Gold, emphasi...

Making Sense of Massive Change

26 Mar 2022

Contributed by Lukas

Russell Clark, one of Real Vision’s favorite guest-personalities, returns for another engrossing conversation with Raoul Pal. Russell always brings ...

How Fragile Is the Global Funding System?

26 Mar 2022

Contributed by Lukas

Inflation is at four-decade highs in the U.S., and supply constraints caused by the war in Eastern Europe only increase upward pressure on crucial com...

Markets Have Their Own March Madness

25 Mar 2022

Contributed by Lukas

The Federal Reserve was already staring down an inflation problem well before Russian President Vladimir Putin ordered his troops into Ukraine. One mo...

A Hawkish Fed Eyes Inflation (and Not Much Else)

24 Mar 2022

Contributed by Lukas

In another sign energy is now a second front in the Eastern European war, President Vladimir Putin has said he wants “unfriendly countries” to pay...

The Fed's Hawkish Tone Hits the Bond Market Hard

23 Mar 2022

Contributed by Lukas

Federal Reserve Chair Jerome Powell said on Monday, “Inflation is much too high,” noting that the Fed would continue to raise interest rates until...

As Gas Spirals, Can Europe Divorce Russia?

22 Mar 2022

Contributed by Lukas

We’re nearly one month into Russia’s war against Ukraine. Officials from Moscow and Kyiv have met intermittently for peace talks that have so far ...

Adapt and Overcome

20 Mar 2022

Contributed by Lukas

Brian Estes’ unwavering passion for Bitcoin is fueled by a much deeper motive that will change the way you think about the entire crypto space. In t...

Meme Commodities, Central Banks & Crypto

19 Mar 2022

Contributed by Lukas

Kyla Scanlon is a US-based independent content creator and curator with an expanding social media profile built on both short- and long-form TikTok, I...

Do You Believe the Stock Market or the Bond Market?

19 Mar 2022

Contributed by Lukas

St. Louis Federal Reserve President Jim Bullard was the only member of the Federal Open Market Committee to dissent from the decision to hike interest...

A Hawkish Fed Moves Against Inflation

17 Mar 2022

Contributed by Lukas

The Federal Reserve’s monetary tightening cycle is underway, with yesterday’s 25-basis-point increase to the fed funds target range the first of w...

RV After Dark with Raoul Pal & Friends | Highlight

17 Mar 2022

Contributed by Lukas

 Real Vision's latest Twitter Space was a smashing success. Real Vision's Raoul Pal, Elaine Ly, Weston Nakamura, and thousands of RV listeners includ...

Are We at the Point Where Central Bankers Can Do No Right?

16 Mar 2022

Contributed by Lukas

The Federal Open Market Committee (FOMC) made it official this afternoon, raising the fed funds target range by 25 basis points to 0.25% to 0.50%. The...

Will Commodity Prices Drive Inflation Even Higher?

15 Mar 2022

Contributed by Lukas

It’s safe to say the macro environment is unsettled right now, to an extent not seen in decades, and financial markets are correspondingly volatile....

Will We Sacrifice Growth on the Altar of Inflation?

14 Mar 2022

Contributed by Lukas

Sellers took control of the major U.S. equity indexes after lunchtime Monday and bond yields continued to climb, as investors await the Federal Reserv...

An Update From Raoul on the Geopolitical Situation and What It Means for Investors

14 Mar 2022

Contributed by Lukas

In this special update, co-founder and CEO of Real Vision Raoul Pal shares with us how he’s approaching the market amid this incredibly chaotic envi...

Volatility: The Tail That Wags the Dog

13 Mar 2022

Contributed by Lukas

Volatility matters — especially to Jason Buck, who runs his own volatility fund with the primary objective of building diverse portfolios that are c...

The Crisis of Inflation, the Cataclysm of War, and Where We Go From Here

12 Mar 2022

Contributed by Lukas

Making a long-awaited return to the Daily Briefing, Real Vision co-founder and CEO Raoul Pal joins Ash Bennington to talk about inflation, economy, an...

Volatility Defines Markets Right Now

11 Mar 2022

Contributed by Lukas

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 4...

Will the U.S. Get a Digital Dollar?

10 Mar 2022

Contributed by Lukas

Global equity markets surged Wednesday on reports Ukraine is open to negotiating a compromise with Russia. Kyiv made clear it would discuss neutrality...

Will Choking Off Russian Energy Sales Change the Course of the War?

09 Mar 2022

Contributed by Lukas

U.S. equity indexes rallied early Tuesday, even as spiraling commodity prices promise even more upward pressure on inflation. Highlighting the day’s...

Bill Browder on What's Next for Russia

08 Mar 2022

Contributed by Lukas

Re-pricing in the aftermath of Russia’s invasion of Ukraine remains the dominant theme across global financial markets, with energy and food supplie...

Trading Geopolitical Risk Part 2

07 Mar 2022

Contributed by Lukas

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

My First Million With Our Very Own Raoul Pal

06 Mar 2022

Contributed by Lukas

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 i...

Energy, Food, and War in Eastern Europe

05 Mar 2022

Contributed by Lukas

Volatility remains the dominant theme for financial markets, as prices for energy and food commodities continue to rise along with hostilities in East...

Will Russia's Invasion of Ukraine Raise Inflationary Pressures?

04 Mar 2022

Contributed by Lukas

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 hold...

When the Promise of a Quarter-Point Rate Hike Is Good News

03 Mar 2022

Contributed by Lukas

The war in Eastern Europe has led to a meaningful shift in the market’s perception of what the Federal Open Market Committee will do when it meets i...

"We Cannot Say How the Conflict Will End in the Short Term"

02 Mar 2022

Contributed by Lukas

A Russian military convoy continues to bear down on Kyiv, Ukraine’s capital and its most populous city. Its progress has been slow, much like the br...

Volatility Reigns as Sanctions Regime Takes Shape

01 Mar 2022

Contributed by Lukas

Bond yields retreated and U.S. equity indexes swung from red to green and back again, as the global community continues to respond to Russia’s invas...

How to (and not to) Trade Geopolitical Risk

28 Feb 2022

Contributed by Lukas

The crisis that had erupted in Ukraine over the past week, as Russian forces had launched their invasion to worldwide condemnation and multilateral so...

The Power of Seduction

27 Feb 2022

Contributed by Lukas

A brand isn’t a thing or a service, it’s an emotion. Feelings are what drive commerce. Marketing and brand visionary Jonathan Cropper has lived on...

How Will War in Eastern Europe Impact the Battle Against Inflation?

26 Feb 2022

Contributed by Lukas

U.S. equity indexes soared on Friday, with the Dow Jones Industrial Average posting a near 800-point gain and the S&P 500 Index and the Nasdaq Composi...

Russia's Invasion of Ukraine Shocks Global Markets

25 Feb 2022

Contributed by Lukas

Russia’s invasion of Ukraine has shocked global financial markets, highlighted by a 31% spike in the spot price for European natural gas. Brent crud...

Investors and Markets Are Stuck Between Two Monsters

24 Feb 2022

Contributed by Lukas

Investors face a dilemma of seemingly mythological proportions, stuck between the Scylla of the Russia-Ukraine conflict and the Charybdis of the Feder...

What Are Markets Telling Us About Russia s Invasion of Ukraine?

23 Feb 2022

Contributed by Lukas

The crisis in Eastern Europe has escalated to new levels, as Russian President Vladimir Putin authorized the deployment of troops to rebel-held areas ...

How The Bank of Japan Uses Media to Test Policies

20 Feb 2022

Contributed by Lukas

In the previous part 1 video of Weston Nakamura’s series on the Bank of Japan, Weston explains how BOJ Yield Curve Control works, and discusses the ...

Hunting Volatility: The Winning Strategies for You and Your Portfolio

20 Feb 2022

Contributed by Lukas

Independent volatility trader, Darrin Johnson, believes trading volatility is the key to success in the market. In this invaluable episode, Johnson si...

How Will Hedge Funds Adjust to Tighter Monetary Policy?

19 Feb 2022

Contributed by Lukas

Christian Alexander of Macro Link is one of the best-connected insiders in the hedge fund industry -- a "Jerry Maguire" figure with a broad and deep l...

There Is No Gold But Gold

18 Feb 2022

Contributed by Lukas

“GOLD.” That’s it; that’s the tweet Jared Dillian has published twice in the last couple days, as the yellow metal has surged more than 2%. A ...

Is There Light at the End of the Inflation Tunnel?

17 Feb 2022

Contributed by Lukas

As detailed in the just-released minutes of the January meeting of the Federal Open Market Committee, U.S. central bankers are going to tighten faster...

Investors Shrug Off the PPI as Ukraine Tensions Ease

16 Feb 2022

Contributed by Lukas

The Producer Price Index, a measure of wholesale prices and a key input for consumer prices, rose 1% in January, doubling the 0.5% consensus forecast....

No Love Lost This Valentine's Day as Markets Brace for War

15 Feb 2022

Contributed by Lukas

Equity indexes faded into the close today, as investors continue to weigh prospects for a diplomatic solution to the simmering problem in Eastern Euro...

Inefficiency vs. Risk Premium

14 Feb 2022

Contributed by Lukas

Renowned author, professional trader and quantitative analyst Euan Sinclair describes the subtle difference between inefficiency and risk premium in o...

Why Global Markets are Addicted to the Bank of Japan

13 Feb 2022

Contributed by Lukas

Inflation is rampant globally, and the world’s major central banks are all taking decisive measures to tighten policy in their respective ways, with...

Will the Fed Be Forced To Make a Move Before March?

12 Feb 2022

Contributed by Lukas

The University of Michigan Consumer Sentiment Index for February read 61.7, down from 67.2 in January, well short of a median estimate of 67, and the ...

Pressure on the Fed Rises as the CPI Hits a 40-year High

11 Feb 2022

Contributed by Lukas

The Bureau of Labor Statistics reported this morning that the Consumer Price Index for January 2022 was up 0.6% and 7.5% year over year. St. Louis Fed...

Between "Inflation and Deflation" Lies More Volatility

10 Feb 2022

Contributed by Lukas

Japan Machine Tool Orders, the best leading indicator of the global industrial cycle, accelerated in January. And recent data suggest the backlog at L...

Did Macron Convince Putin Not To Invade Ukraine?

09 Feb 2022

Contributed by Lukas

President Emmanuel Macron of France met with President Vladimir Putin of Russia in Moscow on Monday and emerged with what seemed like good news: There...

Can Small-Cap Stocks Help You Beat Inflation?

08 Feb 2022

Contributed by Lukas

The small-cap Russell 2000 Index posted an impressive 14.8% gain during 2021, but nearly all of it came in the first quarter. And weakness over the en...

Exploring China's Political and Economic Climate

07 Feb 2022

Contributed by Lukas

Mike Green sits down with Louis Vincent Gave, CEO of Gavekal Research, to examine the political and economic climate of China. They look at China's 'o...

Post-Trade Analysis: Long Position SONY/Short XLK

06 Feb 2022

Contributed by Lukas

Weston Nakamura closes his long Sony Corp. (NYSE: SONY)/short Technology Select SPDR Fund (NYSE: XLK) market-neutral pair trade, as SONY shares rallie...

"Whiplash Week" Ends With a Jobs Jolt

05 Feb 2022

Contributed by Lukas

It wasn’t just the nonfarm payrolls data for January that moved markets on Friday. Upward revisions to prior months’ reports put a fresh glow on t...

The ECB Joins the Inflation Fight

04 Feb 2022

Contributed by Lukas

European Central Bank President Christine LaGarde now concedes the potential need for a rate hike in 2022 in the face of record-high inflation on the ...

The Fed Probably Won't Raise Rates Seven Times in 2022

03 Feb 2022

Contributed by Lukas

The ADP employment report for January showed a net loss of jobs, consumer spending is slowing, and President Biden is sending 3,000 troops to Eastern ...

Commodity Markets Rise to the Drums of War

02 Feb 2022

Contributed by Lukas

It’s already been a good year for hydrocarbons, with crude oil and natural gas prices rising along with geopolitical tensions in Central Europe. The...

Equity, Bond Prices Suffer Ahead of Fed Tightening Cycle

01 Feb 2022

Contributed by Lukas

Stocks surged on the last trading day of the month, but it was still the worst January for the Nasdaq since 2008. According to Mark Ritchie, managing ...

Exchanging Lanes: Are We Misreading Inflation?

31 Jan 2022

Contributed by Lukas

Brad Snyder and Weston Nakamura, a trucker and a trader, are back with Exchanging Lanes to challenge conventional macro data analysis, using real-worl...

Hot War in Cold Places: How a Brewing U.S. - Russia Clash Could Impact Global Markets

30 Jan 2022

Contributed by Lukas

Pippa Malmgren, who served as Special Assistant to the President of the United States for Economic Policy under George W. Bush, says financial markets...

Inflation and Yields and War, Oh My

29 Jan 2022

Contributed by Lukas

A favorite Federal Reserve inflation gauge, the core personal consumption expenditures index, measured 4.9% year over year for December. It hasn’t b...

GDP Comes in Hot as Investors Prepare for Higher Interest Rates

28 Jan 2022

Contributed by Lukas

The Commerce Department reported the fastest annualized rate of U.S. gross domestic product growth since 1984 for the fourth quarter of 2021. But it’...

Stocks Surrender Gains, Treasury Yields Rise Following FOMC Statement

27 Jan 2022

Contributed by Lukas

The Federal Open Market Committee said today “it will soon be appropriate to raise the target range for the federal funds rate.” And it issued a s...

Geo-Macro Tensions, Central Bank Questions Exacerbate Selling Pressures

26 Jan 2022

Contributed by Lukas

The U.S. appears to be ramping up its support of NATO forces to counter Russia’s threat to Ukraine. And, after selling off along with all risk asset...

Great Power Games Could Leave Europeans Out in the Cold

25 Jan 2022

Contributed by Lukas

The Biden administration is preparing to deploy troops and equipment to Eastern Europe and the Baltics to counter Russia’s threat to Ukraine, as UK ...

It's the End of the Pandemic Rally As We Knew It

22 Jan 2022

Contributed by Lukas

Cryptocurrencies are crashing, stocks are tanking, bonds are rallying, and central banks are diverging. That all spells “risk off,” as the pandemi...

It's Beginning to Look a Lot Like Another Commodity "Super Cycle"

21 Jan 2022

Contributed by Lukas

The commodity “super cycle” chorus will only get louder with crude oil touching eight-year highs, nickel reaching levels not seen in a decade, and...

Equity Indexes Reflect Investor Uncertainty Amid Rising Inflation

20 Jan 2022

Contributed by Lukas

U.S. equity indexes bounced between “green” and “red” today, reflecting investor uncertainty amid a spike in volatility. Portfolio positioning...

Yields Surge to Pre-Pandemic Levels as Investors Anticipate Fed Action

19 Jan 2022

Contributed by Lukas

Bond yields rose across the curve Tuesday and stocks sank, as investors began to price in the potential impact of as many as four Federal Reserve rate...

Opportunity in Uncertainty: Where Raoul Pal's Looking as Inflation Weighs on Consumers

15 Jan 2022

Contributed by Lukas

DB-Jan 14,2022: U.S. retail sales fell in December as surging prices hit consumer spending. Raoul Pal discusses what opportunities are available for i...

Reading the Charts: Expect a Correction Soon

14 Jan 2022

Contributed by Lukas

DB-Jan 13,2022: In today’s volatile trading environment, charts can be a clear way to make investment decisions. Katie Stockton gives her technical ...

U.S. Inflation Hits 7%, and HSBC Issues Dire Warning--Here's Why

13 Jan 2022

Contributed by Lukas

DB-Jan 12,2022:December’s Consumer Price Index (CPI) rose by 7% year-over-year, the biggest jump since 1982. And even worse supply chain disruptions...

Is the Rebound Real? Tech Leads Market Higher as Powell Says Economy Looks Bright

12 Jan 2022

Contributed by Lukas

DB-Jan 11,2022: During a hearing for his re-confirmation as Fed Chair, Jerome Powell said the central bank will work to relieve inflationary pressures...

Big Tech Tumbles & Crypto Dips: How Low Can Prices Go?

11 Jan 2022

Contributed by Lukas

DB-Jan 10,2022: Goldman Sachs expects a more aggressive Fed this year with four interest rate hikes on the horizon in an effort to to tame inflation. ...

What Does the December Jobs Report Tell Us About Growth?

08 Jan 2022

Contributed by Lukas

DB-Jan 07,2022:Non-farm payrolls in the U.S. rose by 199,000 in December, which pales in comparison to the original estimate of 422,000. Despite the a...

Market Jitters: Is a Regime Change Imminent?

07 Jan 2022

Contributed by Lukas

DB-Jan 06,2022:On Wednesday, the S&P 500 fell 1.9%—the worst single-day decline in 11 months and the worst start to a year since 2008. Even crypto i...

The Fed Amps Up Aggression--Stocks Plunge Immediately

06 Jan 2022

Contributed by Lukas

DB-Jan 05,2022:The U.S. Fed just released its meeting minutes, hinting that it may get more aggressive with tightening the balance sheet and reducing ...

Tony Greer's Best Bets for 2022

05 Jan 2022

Contributed by Lukas

DB-Jan 04,2022: OPEC+ has agreed to increase its oil production by 400,000 barrels per day in February as it is believed that Omicron will not have a ...

2022 Outlook: Bond Market Moves & Your Asset Allocation

04 Jan 2022

Contributed by Lukas

DB-Jan 01,2022: Alfonso Peccatiello, the author of the Macro Compass, shares his outlook on 2022 on the first trading day of the year, which saw the S...

Bitcoin Hits an Air Pocket--Here's Why There's Turbulence

31 Dec 2021

Contributed by Lukas

DB-Dec30,2021:December has been a brutal month for Bitcoin — with prices plunging around 30% from their all-time high in November. In this special e...

Following the Money as End of Holidays Nears

28 Dec 2021

Contributed by Lukas

DB-Dec27,2021:What put a floor under global markets last week may not be what you think. Weston Nakamura provides an overview of the global and cross-...

Here's How to Surf a Volatile 2022

24 Dec 2021

Contributed by Lukas

DB-Dec23,2021:What’s going on in Turkey, and why should we keep an eye on it? Daily Dirtnap editor Jared Dillian fills you in on what you need to kn...

To What Degree Is Omicron a Threat to the Economic Recovery?

23 Dec 2021

Contributed by Lukas

DB-Dec22,2021:The number of new cases in South Africa has slowed in recent weeks and is down more than 20% in the past week, pointing to the probabili...

Markets Bounce Back, Ringing In Holiday Cheer Once Again

22 Dec 2021

Contributed by Lukas

DB-Dec21,2021:After markets were down yesterday, oil, stocks, and crypto rebounded. Goldman Sachs also recently released their new projection for oil,...

Stocks, Oil, & Bitcoin Fall on Omicron Fears: A Not-So-Happy Holiday

21 Dec 2021

Contributed by Lukas

DB-Dec20,2021:The Omicron fear factor has sent the entire market tumbling downhill – what does this mean for 2022? Jeffrey Schulze of ClearBridge di...

No Santa Rally? What's Behind the Big Tech Sell-Off

18 Dec 2021

Contributed by Lukas

DB-Dec017,2021:At the year's end, people are normally buying the winning tech stocks. This year, however, people are selling. What is going on? Jim Bi...

Did the Fed Topple Your Assets? Advice for Your Wallet

17 Dec 2021

Contributed by Lukas

DB-Dec16,2021:As the Fed wages its battle against inflation by signaling raising interest rates in 2022 at a faster pace than expected, Liz Young, Hea...