Real Vision: Finance & Investing
Episodes
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...
This Is What the Fed's Decision Means for You
16 Dec 2021
Contributed by Lukas
DB-Dec15,2021:In the most highly anticipated decision of the year, the Fed said it would ramp up its pace of tapering and hike rates three times in 20...
Fed Meeting Begins: What s Next for Stocks, Bitcoin, & Your Portfolio?
15 Dec 2021
Contributed by Lukas
DB-Dec14,2021:The Fed meeting begins today, and Thomas Thornton joins the Daily Briefing to discuss what that means for stocks and Bitcoin. One thing’...
How to Navigate a Jittery Market Ahead of the Fed Meeting
14 Dec 2021
Contributed by Lukas
DB-Dec13,2021:U.S. stocks have kicked off the week in the red amid concerns over the Omicron variant and ahead of the Fed decision on Wednesday. Meme ...
U.S. CPI Print Comes in Hot: Is Bitcoin Still an Inflation Hedge?
11 Dec 2021
Contributed by Lukas
DB-Dec10,2021:Raoul Pal shares his key takeaways from Real Vison’s ‘The Takeover’ in Las Vegas. Where are the leading names in the cryptosphere ...
What Should A Cryptocurrency Portfolio Look Like?
10 Dec 2021
Contributed by Lukas
DB-Dec09,2021:Ahead of Friday’s CPI print, analysts expect a reading of 6.8%, showing that inflation is still running hot through the economy. After...
Pfizer & BioNTech Share Results on Boosters as Job Openings Near All-Time High
09 Dec 2021
Contributed by Lukas
DB-Dec08,2021:With markets easing on Omicron fears this week and assets across the board beginning to recover from last week’s drawdowns, Pfizer and...
Navigating Omicron: Will the Market Comeback Last?
08 Dec 2021
Contributed by Lukas
DB-Dec07,2021:Tech stocks are making a comeback today and oil is up over 4%, easing Omicron fears, but can it last? Pfizer CEO Albert Bourla said that...
The Secret Formula: A Four Quadrant Approach to Investment
07 Dec 2021
Contributed by Lukas
DB-Dec06,2021: The Macro Compass is a four-quadrant tool that helps see the macro forest first and then the trees. Alfonso Peccatiello uses this model...
Fear Is Back: Omicron's Grip Threatens Global Disruption
04 Dec 2021
Contributed by Lukas
DB-Dec 03,2021:The NASDAQ is down today over 300 points, and the VIX continues to edge up to its 52-week high. Jim Bianco discusses the latest tech fa...
Navigating Volatility: Should We Buy the Dip?
03 Dec 2021
Contributed by Lukas
DB-DEC 02,2021:Steven Van Metre joins the Daily Briefing to share his outlook of the volatility ahead as we close out the year and begin to look forwa...
Omicron: Should Investors Worry?
02 Dec 2021
Contributed by Lukas
DB-Dec 01,2021: As U.S. equities and oil inventories rise, investors are wondering whether the newly discovered Omicron variant threatens to reverse t...
Surprise, Surprise: Inflation Is Not Transitory?
01 Dec 2021
Contributed by Lukas
DB-Nov 30,2021: Fed Chair Jerome Powell just said it’s time to retire the word “transitory”—are you shocked? All the major U.S. market indices...
Turkish Lira in Crisis While Virtual Land Skyrockets
30 Nov 2021
Contributed by Lukas
DB-Nov 29,2021:Weston Nakamura joins us from Japan to share his insight on why the market went down on Friday and to talk about Turkey, where the stoc...
Jobless Claims Plummet: Throwback to 1969
25 Nov 2021
Contributed by Lukas
DB-Nov 24,2021: Are we back in 1969? At only 199,000, last week’s initial jobless claims were the lowest in over half a century since November 1969....
U.S. to Tap into 50M Barrels of Reserve Oil to Tame Rising Gas Prices
24 Nov 2021
Contributed by Lukas
DB-Nov 23,2021:The U.S. Department of Energy announced it will release 50 million barrels of crude oil from the Strategic Petroleum Reserve to battle ...
A Brave New World: Biden Reappoints Powell Amid a Coordinated Strategic Oil Reserves Release
22 Nov 2021
Contributed by Lukas
DB-Nov 22,2021:President Biden nominates Fed Chairman Jerome Powell for a second term. The question on everyone’s mind is, what does it mean for the...
Raoul's Big Picture: Bitcoin's Taproot Facelift & the Economy
20 Nov 2021
Contributed by Lukas
DB-Nov 19,2021: Bitcoin just got its biggest upgrade yet with Taproot, which will streamline transaction processing and make everything more efficient...
Will There Be an End of the Year Rally?
19 Nov 2021
Contributed by Lukas
DB-Nov 18,2021: Katie Stockton, founder, and managing partner at Fairlead Strategies joins to chat about her outlook for stocks as we head into the en...