Emad Mostaque tells Raoul why advancements in generative AI will be bigger than the financial crisis and the pandemic.
When Raoul last spoke with Emad just four months ago, he called it “the most important interview in the history of Real Vision.”
Since that time, ChatGPT and generative AI have exploded into the mainstream.
In this follow-up interview, the founder of Stability AI talks about what’s coming next, just how quickly AI is transforming the way we live and work, and why even he can’t predict what the world will look like by this time next year.
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 March 9, 2023.
CHAPTERS: 1 What's Happened Since Raoul & Emad's Last Interview? 01:10 2 I Can't Even Think About One Year From Now, Let Alone Five Years 0:11:35 3 Where Does Stability.ai Fit In? 0:25:28 4 Let's Get Philosophical 0:36:19 5 How Can We Keep Up? 0:46:18 6 The Takeaways 0:57:38
Thanks for watching Real Vision Finance!
#raoulpal #realvision #ai
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision’s insights for only $𝟭 (seriously!) rvtv.io/RVfor1dollar
🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! rvtv.io/RVAcademy
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.
AI is The Biggest Economic Impact of All Time w/ Raoul Pal & Emad MostaqueReal Vision Finance2023-03-22 | 🔥 Get a 14-day 𝐅𝐑𝐄𝐄 trial to Real Vision 👉 http://rvtv.io/unfk
Emad Mostaque tells Raoul why advancements in generative AI will be bigger than the financial crisis and the pandemic.
When Raoul last spoke with Emad just four months ago, he called it “the most important interview in the history of Real Vision.”
Since that time, ChatGPT and generative AI have exploded into the mainstream.
In this follow-up interview, the founder of Stability AI talks about what’s coming next, just how quickly AI is transforming the way we live and work, and why even he can’t predict what the world will look like by this time next year.
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 March 9, 2023.
CHAPTERS: 1 What's Happened Since Raoul & Emad's Last Interview? 01:10 2 I Can't Even Think About One Year From Now, Let Alone Five Years 0:11:35 3 Where Does Stability.ai Fit In? 0:25:28 4 Let's Get Philosophical 0:36:19 5 How Can We Keep Up? 0:46:18 6 The Takeaways 0:57:38
Thanks for watching Real Vision Finance!
#raoulpal #realvision #ai
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision’s insights for only $𝟭 (seriously!) rvtv.io/RVfor1dollar
🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! rvtv.io/RVAcademy
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Whens the Next Shoe Going to Drop?Real Vision Finance2023-03-24 | This episode is sponsored by KraneShares’s KRBN ETF, the first, largest and most liquid carbon ETF. Please read prospectus before investing at www.kraneshares.com/krbn/. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).
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 out next.
We want to hear from you, so get your questions in.
#tiktok #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Peter Zeihan: China, Food Supply Chains, Energy, Ukraine & The Future of HumanityReal Vision Finance2023-03-23 | 🔥 Get a 14-day 𝐅𝐑𝐄𝐄 trial to Real Vision 👉 http://rvtv.io/unfk
Geopolitical strategist and author Peter Zeihan acknowledges how the warmer weather has blessed us this winter season, easing pressure from what could have been a disastrous energy crisis.
But, he still observes how the global systems surrounding energy and food are extremely fragile. He joins Real Vision’s Maggie Lake for an update on the war in Ukraine one year later, China, and more. Recorded on March 7, 2023
CHAPTERS: 1 What's Your Current Assessment of China and the Ukraine War? 09:10 2 Has Europe Averted or Only Delayed Their Energy Problem? 09:23 3 How Fragile Is the Global Food Supply Chain? 0:16:21 4 Semiconductors and Deglobalization 0:24:09 5 The Ambiguous Path Forward for China 0:31:29 6 The Rise of Authoritarianism and the Ukraine War 0:42:19 7 The Economic Impact of Reshoring 0:47:26 8 What Are the Most Underappreciated Geopolitical Risks Right Now? 0:51:41 9 The Takeaways 0:56:49
Thanks for watching Real Vision Finance!
#geopolitics #chinanews #peterzeihan
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! rvtv.io/RVAcademy
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Tick Tock, is it Time to Buy Tech?Real Vision Finance2023-03-23 | This episode is sponsored by KraneShares’s KRBN ETF, the first, largest, and most liquid carbon ETF. Please read the prospectus before investing at kraneshares.com/KRBN/?adsource=realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).
U.S. tech stocks led markets for much of the day, even after TikTok CEO Shou Chew testified to Congress for the first time today. Maggie Lake is joined by Nadian Terman, the founder, CEO, and CIO of Solstein Capital, to break down the knock-on effects of yesterday’s FOMC decision, why tech is rallying, and if we can trust it. We’ll also hear why Real Vision co-founder and CEO Raoul Pal says that more QE is on the way.
You can watch that entire interview here: rvtv.io/3G99FiT and find more of Nadine’s work here: https://www.solsteincapital.com.
We want to hear from you, so get your questions in.
#tiktok #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Did the Fed Just Acknowledge the Deposit Crisis?Real Vision Finance2023-03-22 | This episode is sponsored by KraneShares’s KRBN ETF, the first, largest, and most liquid carbon ETF. Please read the prospectus before investing at kraneshares.com/KRBN/?adsource=realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).
The Federal Reserve unanimously hiked interest rates by a quarter point today, continuing its fight against inflation while acknowledging concern for the apparently delicate U.S. banking system. So where does that leave investors from here? In this special 1-hour Fed Day Daily Briefing, Andreas Steno Larsen is joined by Real Vision’s Mike Coolbaugh for an instant reaction to Fed Chair Jerome Powell’s press conference and how markets are responding. Then the one and only Darius Dale, founder of 42 Macro, joins the show to share his macro outlook and discuss what just changed for investors.
And if you missed any of the interviews from our latest series, How to Unf*ck your Future, catch up right here: rvtv.io/3mUOxWK
We want to hear from you, so get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Dario Perkins: The Early Stages of a New Macro RegimeReal Vision Finance2023-03-21 | 🔥 Get a 14-day 𝐅𝐑𝐄𝐄 trial to Real Vision 👉 http://rvtv.io/unfk
We are in the very early stages of a new macro regime, and investors need to adapt.
In the second installment of our two-week special, How To Unf*ck Your Future series, Dario Perkins explains why he thinks we’re leaving behind the regime of the past 50 years and currently entering a new multi-decade supercycle.
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 stock market will start to reflect the economy a little bit more and where the balance of power between labor and capital in the economy is tilted toward labor. In his view, that means it will require a lot more effort for investors to eke out returns. Recorded on Friday, March 3, 2023.
CHAPTERS: 1 We're at a Turning Point 00:47 2 Expect More Volatility in Inflation 08:15 3 Changing the Way We Invest 0:23:58 4 Volatility Will Rule in the Bond Market 0:33:26 5 Focus on Emerging Markets 0:39:29 6 The Tangible 20s 0:42:59 7 The Takeaways 0:56:05
Thanks for watching Real Vision Finance!
#macroeconomics #realvision #macro
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision’s insights for only $𝟭 (seriously!) rvtv.io/RVfor1dollar
🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! rvtv.io/RVAcademy
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Does the Fed Have a Hand to Play?Real Vision Finance2023-03-21 | This episode is sponsored by KraneShares’s KRBN ETF, the first, largest, and most liquid carbon ETF. Please read the prospectus before investing at kraneshares.com/KRBN/?adsource=realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).
Taken over by their competitor UBS at the behest of the Swiss government, Credit Suisse is still sending ripples throughout the market over concerns about their AT1 bank bonds being wiped out. And while First Republic’s stock plunged more than 30% in intraday trading, shares of some regional banks like New York Community Bancorp are rallying broadly. 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 benefitting from the chaos.
We want to hear from you, so be sure to get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Is First Republic Bank Next to Go?Real Vision Finance2023-03-20 | This episode is sponsored by KraneShares’s KRBN ETF, the first, largest, and most liquid carbon ETF. Please read the prospectus before investing at kraneshares.com/KRBN/?adsource=realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).
Taken over by their competitor UBS at the behest of the Swiss government, Credit Suisse is still sending ripples throughout the market over concerns about their AT1 bank bonds being wiped out. And while First Republic’s stock plunged more than 30% in intraday trading, shares of some regional banks like New York Community Bancorp are rallying broadly. 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 benefitting from the chaos.
We want to hear from you, so be sure to get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Dwight Anderson: The Bullish Case for #CopperReal Vision Finance2023-03-20 | 🔥 Get a 14-day 𝐅𝐑𝐄𝐄 trial to Real Vision 👉 http://rvtv.io/unfk
The man #RaoulPal calls "the best commodity investor in the world" lays out the case for copper.
When Raoul spoke to Dwight Anderson nearly a year ago, his predictions for the commodity complex were spot on.
In this thought-provoking interview, the famed investor gives Raoul an update on his thoughts on copper and other commodities.
In the short term, Dwight believes the demand for copper will be muted. But for the longer term, he explains why we’re setting up for something “explosive” and gives his take on what might benefit.
As Raoul puts it: “The depth of Dwight’s knowledge is breathtaking,” so you don’t want to miss this one when thinking about how to prepare for the future. Recorded on March 14, 2023.
Thanks for watching Real Vision Finance!
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.What Do You do When Everything Happens All at Once?Real Vision Finance2023-03-17 | 🔥 Get 𝐅𝐑𝐄𝐄 access to How to Unf*ck Your Future at http://rvtv.io/unfk
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 extended version of the show, Maggie Lake is joined by the co-founder and CEO of Real Vision Raoul Pal, Real Vision senior editor Andreas Steno Larsen, and David Mattin, editor of the “New World Same Humans” newsletter, for a full review of markets and a look at what the future could have in store.
Don’t miss this interview with Stability AI founder Emad Mostaque: rvtv.io/3Lr1uBR
We want to hear from you, so be sure to get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) realvision.com/discount10
What Do You do When Everything Happens All at Once?
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.John Ciampaglia: Pay Attention to Copper & Critical MineralsReal Vision Finance2023-03-17 | 🔥 Get a 14-day 𝐅𝐑𝐄𝐄 trial to Real Vision 👉 http://rvtv.io/unfk
How the energy transition is fueling inflation and the potential for uranium. Thanks for watching Real Vision Finance!
As central banks battle to bring inflation under control, there may be a further inflationary tailwind linked to the energy transition in the coming years.
Sprott Asset Management CEO John Ciampaglia outlines his concerns for the global energy complex, why he expects an era of higher commodity prices, and the potential for uranium to provide a sustainable solution to our energy issues.
Andreas Steno Larsen concludes by providing his takeaways on this critical theme. Recorded on March 8, 2023.
#copper #realvision #commodities
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! rvtv.io/RVAcademy
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Stenos Signals: A New Month, a New Macro RegimeReal Vision Finance2023-03-16 | 🔥 Get a 14-day 𝐅𝐑𝐄𝐄 trial to Real Vision 👉 http://rvtv.io/unfk
Watching these three key variables is critical for tracking a macro environment that continues to be in flux.
Real Vision’s Andreas Steno Larsen has his eye on what he considers “the three main fundamental variables for the economy” — liquidity, inflation, and growth.
Going into March, he’s observing the macro regime shifting once again, and he walks us through each of these variables to point to where it’s headed. Recorded on February 28, 2023.
Thanks for watching Real Vision Finance!
#macro #financialmarkets #inflation
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision’s insights for only $𝟭 (seriously!) rvtv.io/RVfor1dollar
🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! rvtv.io/RVAcademy
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Are Central Banks Fighting the Wrong Fight?Real Vision Finance2023-03-16 | 🔥 Get 𝐅𝐑𝐄𝐄 access to How to Unf*ck Your Future at http://rvtv.io/unfk
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 Republic Bank. Maggie Lake is joined by Ed Harrison, senior editor at Bloomberg, and the man who started the original Daily Briefing at Real Vision back in 2020. Ed joins us on the show’s 3-year anniversary to talk about the banking crisis, the next asset class at risk, and where markets are headed.
Plus, we’ll hear from Emad Mostaque on why AI will be “massively deflationary.” You can watch that entire interview here: rvtv.io/3Lr1uBR
We want to hear from you, so be sure to get your questions in.
MI2 Partners Home - MI2 Partners Markets Are Noisy. We Make Calm out of the Chaos. Go Deeper Macro Intelligence 2 Partners A global independent macroeconomic research firm established in 2011. Our team generates research that guides you through market fundamentals; helping you anticipate resulting movements and execute timely trades.
We look at how economies move by analyzing the macroeconomic variables […] Est. reading time: 4 minutes
We want to hear from you, so be sure to get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) realvision.com/discount10
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Contagion and Fear Hit Credit Suisse, What s Next?Real Vision Finance2023-03-15 | 🔥 Get 𝐅𝐑𝐄𝐄 access to How to Unf*ck Your Future at http://rvtv.io/unfk
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 hit record lows after its largest shareholder, the Saudi National Bank, declined to add to its investment. Oil also took a spill, down nearly 6% as of this writing. On the market’s worst day since July 2022, Maggie Lake is joined by Julian Brigden of MI2 Partners and Cem Karsen of Kia Volatility to explain what’s driving the selloff at Credit Suisse and where the troubles could spring up next.
You can catch more of Julian on our Pro Macro Tier and find more of his work here: mi2partners.com and more of Cem’s work here: kaivolatility.com
We want to hear from you, so be sure to get your questions in.
MI2 Partners Home - MI2 Partners Markets Are Noisy. We Make Calm out of the Chaos. Go Deeper Macro Intelligence 2 Partners A global independent macroeconomic research firm established in 2011. Our team generates research that guides you through market fundamentals; helping you anticipate resulting movements and execute timely trades.
We look at how economies move by analyzing the macroeconomic variables […] Est. reading time: 4 minutes
We want to hear from you, so be sure to get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) realvision.com/discount10
Contagion and Fear Hit Credit Suisse, What s Next?
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Dario Perkins & Roger Hirst: The BIG Macro Turning PointReal Vision Finance2023-03-15 | 🔥 Get a 14-day 𝐅𝐑𝐄𝐄 trial to Real Vision 👉 http://rvtv.io/unfk
We are in the very early stages of a new macro regime, and investors need to adapt.
In the second installment of our two-week special, How To Unf*ck Your Future series, Dario Perkins explains why he thinks we’re leaving behind the regime of the past 50 years and currently entering a new multi-decade supercycle.
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 stock market will start to reflect the economy a little bit more and where the balance of power between labor and capital in the economy is tilted toward labor.
In his view, that means it will require a lot more effort for investors to eke out returns. Recorded on Friday, March 3, 2023.
Thanks for watching Real Vision Finance!
#financialmarkets #macro #realvision
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! rvtv.io/RVAcademy
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Raoul Pal & Fidelitys Jeff More: The BIG Bond OutlookReal Vision Finance2023-03-14 | 🔥 Get a 14-day 𝐅𝐑𝐄𝐄 trial to Real Vision 👉 http://rvtv.io/unfk
"We haven't had the 'aha' crisis moment that we had in 2008 because the mortgage market is incredibly healthy."
Jeff Moore runs more than a trillion and a half dollars for Fidelity’s fixed-income portfolio. The veteran portfolio manager has had skin in the game for the past 23 years, so when Raoul wants to know what’s going on in the bond market, he turns to Jeff.
In this fascinating discussion, the pair dissect whether we’re in a generational trend shift in bonds, what that means for markets, and where opportunity still exists for investors.
As he notes, “this is a pretty decent time for bonds,” so be sure to pay attention. Recorded on February 27, 2023
CHAPTERS: 1 Jeff's Big Picture Framework 01:56 2 Why Isn't Anyone Talking About Growth? 0:17:32 3 This is the Anti 2008 0:20:10 4 Focus on Bond Market Liquidity 0:26:27 5 Can the Fed Really Keep Rates Up? 0:32:07 6 Is QE Dead or is it Coming Back? 0:39:50 7 The Takeaways 0:51:08
Thanks for watching Real Vision Finance!
#raoulpal #bond #fidelityinvestments
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Ding Dong... Is QT Dead?Real Vision Finance2023-03-14 | 🔥 Get 𝐅𝐑𝐄𝐄 access to How to Unf*ck Your Future at http://rvtv.io/unfk
U.S. equities rebounded after yesterday’s SVB-driven rout, with cooling February CPI data easing investor anxieties of another interest rate hike. Maggie Lake is joined by Tony Greer, editor of the Morning Navigator, and Michael Howell, CEO of CrossBorder Capital. We’ll cover today’s price action and a short-term trader’s perspective with Tony, before hearing what Michael is watching in global liquidity and how financial stress could ripple through other parts of the world.
We want to hear from you, so be sure to get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) realvision.com/discount10
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Did the Banks Just Break?Real Vision Finance2023-03-13 | 🔥 Get 𝐅𝐑𝐄𝐄 access to How to Unf*ck Your Future at http://rvtv.io/unfk
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 secure their funds from SVB and Signature Bank, and U.S. 2-Year Treasury yields endured the steepest decline since the stock market crash of 1987. Maggie Lake is joined by Daniel Lacalle, chief economist at Tressis, to give us a breakdown of the banking risks and how contagion could spread across the globe.
Plus, we hear from Forkast Labs co-CEO Angie Lau on the impact SVB is having and why this issue is far from over. Check out that entire interview here: rvtv.io/3mMpLbf and you can find more of Daniel’s work here: dlacalle.com/en
We want to hear from you, so be sure to get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) realvision.com/discount10
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Raoul Pal: Escape the Rut and Forge Your Best FutureReal Vision Finance2023-03-13 | 🔥 Get a 14-day 𝐅𝐑𝐄𝐄 trial to Real Vision 👉 http://rvtv.io/unfk
“Let’s make promises to our future selves and unfu*k our future.” — Raoul Pal
Amid massive issues with debt, aging demographics, broken political systems, and geopolitics, there are reasons to be concerned, but as Raoul points out in this mind-blowing video, there are also major opportunities for investors.
In this piece, Raoul sets up what you can expect from Real Vision over the next two weeks in our new series ‘How to Unfu*k Your Future.’ He lays out the reasons why we’re in trouble, but more importantly, how we can position ourselves for it. He’ll tell you exactly what he’s investing in to set up for a changing world, and specifically, how to unfu*k your future.
So settle in, grab a pen and paper, and listen up, you don’t want to miss this. Recorded on February 28, 2023.
CHAPTERS: 1 What to Expect from How To Unf&*k Your Future 00:01 2 The Secular Thesis 0:10:35 3 The Exponential Age 0:15:41 4 Investing in the Exponential Age 0:29:52 5 Focus on Digital Assets 0:45:51 6 Why India is So Important 0:49:32 7 Cyclical Opportunities for 2023/4 0:51:29 8 What The F*ck Comes Next? 0:56:48
Thanks for watching Real Vision Finance!
#raoulpal #financialmarkets #realvision
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.A Legendary Fund Manager: Mike Greens Epic TradesReal Vision Finance2023-03-12 | 🔥 Get a 14-day 𝐅𝐑𝐄𝐄 trial to Real Vision 👉 http://rvtv.io/unfk
Mike Green’s market expertise is forged from crisis. From navigating the bursting of the dot-com bubble to riding the commodity boom and surviving the Great Financial Crisis, he learned that investing requires much more than just understanding balance sheets.
In this episode of My Life in 4 Trades, Mike shares the lessons he’s learned on his way to becoming one of the most respected fund managers in the business. Recorded on February 16th, 2023.
CHAPTERS: 1 Trade 1: The Dumbest Man Alive 05:10 2 Trade 2: A Chemical Miscalculation 0:17:22 3 Trade 3: When a Small Position Becomes Much Bigger 0:35:47 4 Trade 4: Warn Your Enemies 0:44:52
Thanks for watching Real Vision Finance!
#tradingstrategy #realvision #youtubepodcast
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! rvtv.io/RVAcademy
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.What the Hell Just Happened?Real Vision Finance2023-03-10 | 🔥 Get 𝐅𝐑𝐄𝐄 access to How to Unf*ck Your Future at http://rvtv.io/unfk
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 banking sector sparked a massive selloff in yields. It didn’t take long for U.S. equities to follow suit. Ash Bennington is joined by Warren Pies, co-founder of 3Fourteen Research, to discuss whether regulators shutting down Silicon Valley Bank is a sign of wider contagion in the sector, and what the Fed will do next. As Warren sees it, timing is everything.
Plus, we’ll hear from Alex Gurevich on how central banks are monopolistic entities just like Apple. Catch that entire interview here: rvtv.io/3ZBbjl1 and you can find more of Warren’s work here: 3fourteenresearch.com
We want to hear from you, so be sure to get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) realvision.com/discount10
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Steno Signals: Why You Cant Fully Trust Recent U.S. DataReal Vision Finance2023-03-09 | 🔥 Get a 14-day 𝐅𝐑𝐄𝐄 trial to Real Vision 👉 http://rvtv.io/unfk
Watch this to find out how 50 percent of the current rebound was created in a spreadsheet.
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.
Watch this edition of Steno’s Signals to find out why seasonal adjustments may be sending misleading signs about how the economy is actually faring. Recorded on February 21, 2023.
CHAPTERS: 1 The Most Important Chart in Global 01:01 2 Is the Comeback Real or Fake? 04:58 3 Case Studies 08:23 4 Pullback in Liquidity Trends 0:15:46 5 A Warning from Andreas 0:21:15
Thanks for watching Real Vision Finance!
#financialmarkets #macro #CPI
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Should We Still Ride The Inflation Winners?Real Vision Finance2023-03-09 | 🔥 Get 𝐅𝐑𝐄𝐄 access to How to Unf*ck Your Future at http://rvtv.io/unfk
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 manager at Horizon Kinetics, to discuss whether investors should continue allocating with another inflation wave in mind. Are the inflation winners still working, or is it time to look elsewhere? Plus, we hear from Alex Gurevich on why he remains steadfast in his view that deflation is on the way. Check out the entire How to Unf*ck Your Future series here: rvtv.io/3yfCpBR and find more of James’ work here: horizonkinetics.com
We want to hear from you, so be sure to get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) realvision.com/discount10
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Peter Zeihan: Decoding Chinas DestinyReal Vision Finance2023-03-09 | 🔥 Get a 14-day 𝐅𝐑𝐄𝐄 trial to Real Vision 👉 http://rvtv.io/unfk
Geopolitical strategist and author Peter Zeihan acknowledges how the warmer weather has blessed us this winter season, easing pressure from what could have been a disastrous energy crisis.
But, he still observes how the global systems surrounding energy and food are extremely fragile. He joins Real Vision’s Maggie Lake for an update on the war in Ukraine one year later, China, and more. Recorded on March 7, 2023
Thanks for watching Real Vision Finance!
#geopolitics #chinanews #peterzeihan
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! rvtv.io/RVAcademy
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Is There a Canary in the Coal Mine?Real Vision Finance2023-03-08 | 🔥 Get 𝐅𝐑𝐄𝐄 access to How to Unfuck Your Future at http://rvtv.io/unfk
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 by Doomberg, editor of the self-titled Substack newsletter, to break down the action unfolding across the energy sector — specifically in coal, LNG, and nuclear power.
Plus, we’ll hear from geopolitical expert Peter Zeihan on why Russia will never be involved in the global supply chain and how that could impact Germany. Check out that entire series here: rvtv.io/3yfCpBR and find more of Doomberg’s work here: doomberg.substack.com
We want to hear from you, so be sure to get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) realvision.com/discount10
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Mortgage Market Insights w/ Raoul Pal & Jeff MooreReal Vision Finance2023-03-08 | 🔥 Get a 14-day 𝐅𝐑𝐄𝐄 trial to Real Vision 👉 http://rvtv.io/unfk
"We haven't had the 'aha' crisis moment that we had in 2008 because the mortgage market is incredibly healthy."
Jeff Moore runs more than a trillion and a half dollars for Fidelity’s fixed-income portfolio. The veteran portfolio manager has had skin in the game for the past 23 years, so when Raoul wants to know what’s going on in the bond market, he turns to Jeff.
In this fascinating discussion, the pair dissect whether we’re in a generational trend shift in bonds, what that means for markets, and where opportunity still exists for investors.
As he notes, “this is a pretty decent time for bonds,” so be sure to pay attention. Recorded on February 27, 2023
Thanks for watching Real Vision Finance!
#raoulpal #mortgages #mortgagerates
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Eric Udoffs Top Value Stocks: Golf, Pets & SemiconductorsReal Vision Finance2023-03-07 | 🔥 Get a 14-day 𝐅𝐑𝐄𝐄 trial to Real Vision 👉 http://rvtv.io/unfk
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 and co-CIO of Marlowe Partners, provides just that with his stock picks for this episode of 3 Ideas.
Together, he and Real Vision managing editor Samuel Burke explore the long-term value opportunities Eric is seeing in golf, pet care, and semiconductors.
You can track the performance of all our guests' 3 Ideas here: bit.ly/RV3Ideas. Recorded on February 17, 2023.
CHAPTERS: 1 Eric's Global Macro Outlook 00:37 2 Idea #1: Long Topgolf Callaway Brands 02:29 3 Idea #2: Long CVS Group 0:13:07 4 Idea #3: Long Lam Research 0:24:03 5 The Takeaways 0:34:14
Thanks for watching Real Vision Finance!
#stockstowatch #stockstobuy #stocks
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! rvtv.io/RVAcademy
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Did Powell Let The Bond Bears Out?Real Vision Finance2023-03-07 | 🔥 Get 𝐅𝐑𝐄𝐄 access to How to Unfuck Your Future at http://rvtv.io/unfk
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 than previously predicted.” U.S. equities tumbled in response, while bond volatility picked up. Maggie Lake is joined by Greg Weldon, CEO of Weldon Financials, to hear how he’s finding opportunities in gold, energy, agriculture, and short bonds. Plus, we’ll hear from Dario Perkins on why this is the start of a vastly different macro environment. That interview is part of our 2-week 'How to Unf*ck Your Future' series, and you can watch the entire interview here: rvtv.io/3Jk2AO6 and find more of Greg’s work here: http://www.weldononline.com
We want to hear from you, so be sure to get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) realvision.com/discount10
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Is This the Calm Before the Storm?Real Vision Finance2023-03-06 | 🔥 Get 𝐅𝐑𝐄𝐄 access to How to Unfuck Your Future at http://rvtv.io/unfk
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 Real Vision’s Mike Coolbaugh, founder and CIO at Strom Capital Management, and Dave Floyd, founder of Aspen Trading Group, for a discussion on how to trade this price action and the broader macro landscape. As a discretionary macro trader, Mike will update us on how the market is pricing in the Fed and other macro trends he’s watching. Then, Dave will join for a technical breakdown of how he’s trading this environment.
Plus, we’ll hear from Real Vision co-founder and CEO Raoul Pal on why this might be the best time to buy and hold Tech for the next 20 years. Check out that entire interview here: rvtv.io/3ITzWCb. You can find more of Mike’s work here: https://www.elementmacro.com. And you can follow Dave’s trades here: https://www.aspentrading.com.
We want to hear from you, so get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) realvision.com/discount10
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Raoul Pal & David Dredge: Profiting From the UnexpectedReal Vision Finance2023-03-03 | 🔥 Get a 14-day 𝐅𝐑𝐄𝐄 trial to Real Vision 👉 http://rvtv.io/unfk
"As it turns out, things that are expected to happen rarely have asymmetric returns."
David Dredge is in the business of creating convexity in portfolios to make them perform their best when unexpected things happen, rather than targeting performance on an expected outcome.
In this interview with Raoul, the CIO of Convex Strategies, who has over 30 years of experience managing risk across global markets, explains why he thinks conventional finance wisdom simply doesn’t work, and instead, structures portfolios so they’re resilient in the face of unknown conclusions.
Don’t miss this high-level interview where David explains how he profits from challenging the herdlike mentality and standard investment-industry norms. Recorded on Friday, February 3, 2023.
CHAPTERS: 1 David's Path to Understanding Risk & Volatility 01:34 2 Creating Portfolios That Perform The Best When Unexpected Things Happen 0:13:17 3 David's Japanese Volatility Theory 0:30:58 4 How Do You Structure It? 0:51:30 5 JPY Rate Vol 0:55:02 6 What Looks Interesting Outside of Japan? 0:56:10 7 What Looks Interesting Outside of Japan? 01:05:57 8 The Takeaways 01:21:30
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Thanks for watching Real Vision Finance!
#riskmanagement #raoulpal #portfoliomanagement
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision’s insights for only $𝟭 (seriously!) rvtv.io/RVfor1dollar
🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! rvtv.io/RVAcademy
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.How High Will Rates Fly?Real Vision Finance2023-03-03 | 🔥 Get 𝐅𝐑𝐄𝐄 access to How to Unfuck Your Future at http://rvtv.io/unfk
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 Dominique Dwor-Frecaut, senior macro strategist at Macro Hive, to discuss the market’s positive response to today’s ISM services data and why she thinks the Fed is falling behind against inflation. We’ll also review what our other Daily Briefing guests this week said when asked what they think about the Fed’s current framework.
In the second half of today’s extended Daily Briefing, we’ll dive into Dominique’s three reasons why she is still calling for an 8% terminal fed funds rate. You can find more of Dominique’s work here: http://MacroHive.com.
We want to hear from you, so get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) realvision.com/discount10
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.If Cash Is King, Are Stocks Trash?Real Vision Finance2023-03-02 | 🔥 𝐅𝐑𝐄𝐄 Newsletter: Understand What’s Moving Markets — In Minutes! http://www.realvision.com/rvdb
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 over 4%, with a confluence of economic data in the States and Europe muddying the macro picture. Maggie Lake is joined by Tavi Costa, partner and portfolio manager at Crescat Capital, to hear why he believes this is the beginning of an exciting period for macro and value investors.
Plus, we’ll also hear from Andreas on what persistent services inflation means for the U.S. and the rest of the world. Watch that entire interview here: rvtv.io/3J3ny3I. And you can check out more from Tavi here: https://www.crescat.net.
We want to hear from you, so get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) realvision.com/discount10
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Is Inflation Actually Slowing in the US Now?Real Vision Finance2023-03-02 | 🔥 𝐅𝐑𝐄𝐄 Newsletter: Understand What’s Moving Markets — In Minutes! http://www.realvision.com/rvdb
The latest CPI report gives investors pause over whether the U.S. is actually experiencing disinflation.
The U.S. Consumer Price Index report for January showed that inflation cooled off only slightly — less than most economists’ expectations. Andreas Steno Larsen dives deeper into the numbers to find out whether U.S. inflation is, in fact, retreating.
He also takes a step back to look at liquidity on a global scale as the Bank of Japan picks Kazuo Ueda to become its next governor. Recorded on February 15, 2023.
CHAPTERS: 1 Is Inflation Still Slowing? 00:41 2 Has Global Liquidity Bottomed Already? 0:14:46 3 Conclusion 0:22:26
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#inflationrate #inflation #cpi
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision’s insights for only $𝟭 (seriously!) rvtv.io/RVfor1dollar
🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! rvtv.io/RVAcademy
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Time To Tune In To Heavy Metals?Real Vision Finance2023-03-01 | 🔥 𝐅𝐑𝐄𝐄 Newsletter: Understand What’s Moving Markets — In Minutes! http://www.realvision.com/rvdb
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 is joined by Michele “Mish” Schneider, the Director of Trade Education and Research at MarketGauge.com, to hear where she thinks this market is headed and how she’s playing everything from metals, energy, and agriculture to tech.
Plus, we’ll hear from bond market veteran Jeff Moore in a conversation with Raoul about why inflation is so pivotal to the next move in bonds. You can watch that entire interview here: rvtv.io/3ENUNpk and see more of Mish’s work here: https://marketgauge.com.
We want to hear from you, so get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) realvision.com/discount10
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Breaking Down the Latest CPI Print & What It Means for YouReal Vision Finance2023-03-01 | Watch this if you want insight into the risks that most investors aren't talking about.
Nancy Davis wants to make sure investors are accurately assessing the risk of higher-for-longer inflation.
The founder of Quadratic Capital Management points out that with markets currently pricing in disinflation, more volatility and dislocation between stocks and bonds could be coming down the road.
In this interview with Maggie Lake, the pair discuss the importance of diversification in this type of environment, why inflation-linked assets may be a good option, and the big red flags investors may be missing right now.
Stick around after the interview as Maggie and Mike Coolbaugh break down the discussion to help investors understand what risks may be lurking in their portfolios. Recorded on February 14, 2023.
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Thanks for watching Real Vision Finance!
#inflationrate #inflation #cpi
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision’s insights for only $𝟭 (seriously!) rvtv.io/RVfor1dollar
🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! rvtv.io/RVAcademy
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Does This Oil Bounce Back Have Legs?Real Vision Finance2023-02-28 | 🔥 𝐅𝐑𝐄𝐄 Newsletter: Understand What’s Moving Markets — In Minutes! http://www.realvision.com/rvdb
U.S. Treasury yields added to their monthly gains and equities chopped along as investors weighed the consequence of tighter monetary policy for longer. Meanwhile, oil rallied 2% on more bullish news coming out of China. Maggie Lake is joined by Tony Greer, founder of TG Macro and the editor of the Morning Navigator, to hear his views on stocks, metals, an energy rotation, and the dollar breakout. Plus, we’ll hear from Jamie McDonald on why investors need to pay attention to copper. You can watch that entire interview here: rvtv.io/3ZoqlKg. And check out more of Tony’s work here: https://tgmacro.substack.com.
We want to hear from you, so get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) realvision.com/discount10
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.What Are Global Money Flows Telling Us?Real Vision Finance2023-02-28 | 🔥 𝐅𝐑𝐄𝐄 Newsletter: Understand What’s Moving Markets — In Minutes! http://www.realvision.com/rvdb
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 January 2007. Maggie Lake is joined by Geo Chen, director of Three Quays Pte. Ltd. and the author of Fidenza Macro, to hear how bond market volatility and global liquidity dynamics are moving markets. Plus, we’ll hear from Simplify chief strategist Mike Green, who explains why he’s so worried that the current environment looks like 1929. You can watch that entire interview here: rvtv.io/3IYdyZB
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) realvision.com/discount10
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Raoul Pal: Everything You Need to Know About The RV CollectiveReal Vision Finance2023-02-26 | For more information on The RV Collective please visit http://www.realvision.com/collective
Raoul breaks down all the key details about The RV Collective
Raoul heard your questions and comments so he decided to film a quick video to help further break down all the key details surrounding The RV Collective and the upcoming NFT mints.
From the artwork and artists, to allow lists and key dates, Raoul breaks it all down for you our valued community. Recorded on February 26, 2023.
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Thanks for watching Real Vision Finance!
#raoulpal #realvision #web3
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision’s insights for only $𝟭 (seriously!) rvtv.io/RVfor1dollar
🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! rvtv.io/RVAcademy
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Are People Evacuating Soft Landing Island?Real Vision Finance2023-02-24 | 🔥 𝐅𝐑𝐄𝐄 Newsletter: Understand What’s Moving Markets — In Minutes! http://www.realvision.com/rvdb
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 more than expected last month. Jim Bianco, President of Bianco Research joins Maggie Lake to talk about the current battle with inflation, how the Fed is handling the fight and what’s coming later in 2023. In the second half of the show, we’ll dive into credit markets and answer your questions! Plus, we’ll get a peek into the latest episode of My Life in 4 Trades featuring Mike Green. He says beware of the liquidity trap in this current economic environment. That interview will be released on Monday. Don’t miss it!
We want to hear from you, so be sure to get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) realvision.com/discount10
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.LIVE AMA: Raoul Pals BIG Reveal That Will Change Everything!Real Vision Finance2023-02-23 | 🚀 Join the RV Collective realvision.com/collective
Something BIG is coming...
Stay tuned for an announcement by Real Vision's Co-Founder & CEO, Raoul Pal, that will change everything in the world of Crypto, NFTs, and Web3.
Don't miss this Ask-Me-Anything sesh at 5:00pm ET.
He will be answering as many questions from the audience as he can!
Drop your questions in the LIVE Chat.
#raoulpal #askmeanything #web3
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Andres Steno Larsen: Why Energy Is UnderperformingReal Vision Finance2023-02-23 | China is open for business, so why is energy struggling?
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’s going on with everyone’s favorite sector of 2022?
Andreas Steno Larsen lays out the bearish case for oil and gas and offers his take on what commodities you should be buying instead. Recorded on February 8, 2023.
CHAPTERS 1 The Most Important Chart in Global Macro 01:32 2 China Re-opening Momentum Fizzling 02:51 3 Energy is the Weakest Sector of Them All 08:01 4 Watch the USD 0:17:19
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#financialmarkets #commodities #energy
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision’s insights for only $𝟭 (seriously!) rvtv.io/RVfor1dollar
🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! rvtv.io/RVAcademy
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Is There Pain Ahead for Risk Assets?Real Vision Finance2023-02-23 | 🔥 𝐅𝐑𝐄𝐄 Newsletter: Understand What’s Moving Markets — In Minutes! http://www.realvision.com/rvdb
U.S. equities continue to chop after falling from the recent highs, as investors weigh recent Fed comments and conflicting economic data. Maggie Lake sits down with the Dale Pinkert, head of trader development at TradeGatehub, to help us understand the many factors driving price across asset classes. Plus, we’ll hear from Andreas Steno Larsen on why he thinks a U.S. recession is coming in the second half of 2023. You can watch that entire interview here: rvtv.io/3XX6VLt
We want to hear from you, so be sure to get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) realvision.com/discount10
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Why You Shouldnt Get Too Comfortable Holding Risk AssetsReal Vision Finance2023-02-22 | What's the "Waller Rule," and what does it have to do with dollar liquidity and your investments?
Following a speech last week by FOMC member Christopher Waller, Andreas Steno Larsen presents what he calls the “Waller Rule,” which suggests that QT will either need to slow or pause if USD reserves become equal to 10-11% of U.S. GDP.
He then breaks down why this potential scenario might be bad news for risk assets in the second half of 2023. Recorded on January 24, 2023.
TIMESTAMPS 1 A Look Back: Inflation, China, and Liquidity 00:46 2 "The Waller Rule" and Its Link to a Recession 09:04 3 Conclusion 0:18:12
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Thanks for watching Real Vision Finance!
#indiaeconomy #inflation #chinaeconomy
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision’s insights for only $𝟭 (seriously!) rvtv.io/RVfor1dollar
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Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Can Anyone Out-Hawk the Fed?Real Vision Finance2023-02-22 | 🔥 𝐅𝐑𝐄𝐄 Newsletter: Understand What’s Moving Markets — In Minutes! http://www.realvision.com/rvdb
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. The minutes confirmed that most Fed members are on board with the continued fight against inflation. Maggie Lake sits down with Michael Kao, the CEO of Akanthos Capital Management, to discuss the price action, his outlook for the global economy, and why he’s concerned that too many investors are engaged in a dangerous, self-fulfilling cycle of over-exposure.
Plus, we’ll hear from Jacob Shapiro, the Director of Geopolitical Analysis at Cognitive Investments, on why there’s opportunity in supply chains even if they don’t ease. You can watch that entire interview here: rvtv.io/3YUly3j We want to hear from you, so be sure to get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
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Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Raoul Pal & David Dredge: Unleash Your Portfolios ResilienceReal Vision Finance2023-02-22 | "As it turns out, things that are expected to happen rarely have asymmetric returns."
David Dredge is in the business of creating convexity in portfolios to make them perform their best when unexpected things happen, rather than targeting performance on an expected outcome.
In this interview with Raoul, the CIO of Convex Strategies, who has over 30 years of experience managing risk across global markets, explains why he thinks conventional finance wisdom simply doesn’t work, and instead, structures portfolios so they’re resilient in the face of unknown conclusions.
Don’t miss this high-level interview where David explains how he profits from challenging the herdlike mentality and standard investment-industry norms. Recorded on Friday, February 3, 2023.
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#realvision #portfoliomanagement #raoulpal
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision’s insights for only $𝟭 (seriously!) rvtv.io/RVfor1dollar
🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! rvtv.io/RVAcademy
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Why Its a Good Time to Buy if Youre Thinking Long-TermReal Vision Finance2023-02-21 | Tesla isn't the only name on Ross Gerber's radar.
Ross Gerber from @Gerberkawasaki 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 3 Ideas, find out why he still thinks Musk is the visionary Tesla needs, and more importantly, why he’s bullish on the stock.
Stick around to hear what other names Gerber likes and why China’s reopening is a major part of his bullish thesis. Recorded on Friday, February 3, 2023.
CHAPTERS: 1 Ross's Macro View 00:37 2 Idea #1: Tesla 02:06 3 Idea #2: Disney 0:17:39 4 Idea #3: MGM Resorts 0:25:49 5 The Takeaways 0:33:37
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#stocks #stockstowatch #teslastock
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision’s insights for only $𝟭 (seriously!) rvtv.io/RVfor1dollar
🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! rvtv.io/RVAcademy
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Are Markets in for a Rough Ride?Real Vision Finance2023-02-21 | 🔥 𝐅𝐑𝐄𝐄 Newsletter: Understand What’s Moving Markets — In Minutes! http://www.realvision.com/rvdb
U.S. equities are tumbling as the 10-Year Treasury yield rose to 3-month highs as investors worry about interest rates ahead of tomorrow’s FOMC minutes reveal.
Maggie Lake is joined by Jared Dillian, editor of the Daily Dirtnap to discuss current market sentiment, which direction he sees markets heading in the short-term, the apparent re-rating of the risk happening in bond markets, and where he’s looking for value in the chop.
Plus, we’ll hear from Nancy Davis, founder of Quadratic Capital Management, about why the $8 trillion U.S. balance sheet is a monster lurking that no one is paying attention to. You can watch that entire interview here: rvtv.io/3XLP0ac
We want to hear from you, so be sure to get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) realvision.com/discount10
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Understanding NFTs: Raoul Pals Definitive ThesisReal Vision Finance2023-02-21 | 🚀 𝐅𝐑𝐄𝐄 Newsletter: Get Raoul's insights & analysis directly to your inbox! http://www.realvision.com/raic
Raoul breakdowns everything he's learned about NFTs...
In this very special episode of Adventures in Crypto, Raoul synthesizes everything he’s learned about NFTs since he began his crypto journey all those years ago and presents his unified thesis on where he sees it all going.
In particular, Raoul touches upon the ETH/NFT nexus when it comes to pricing and trading NFTs, the role network effects play, as well as how NFTs could serve as an ideal technology to address the growing issues of digital identity. So get yourself a nice beer or wine, crack open that notepad, and get prepared for a masterclass on NFTs. Recorded on February 13, 2023.
CHAPTERS: 1 NFTs, Smart Contracts & Layer 1s 00:21 2 NFTs and Network Effects 0:22:13 3 NFTS, Memes and Digital ID 0:32:21 4 NFTs and Web3 0:37:57 5 Final Thoughts 0:53:00
👉 Do you want even more content like this? And to see this video before we release it here? Become a member of Real Vision -- get started here: rvtv.io/membership
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision’s insights for only $𝟭 (seriously!) rvtv.io/RVfor1dollar
🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! rvtv.io/RVAcademy
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly or implicitly, or suggest any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.How Aggressive Does the Fed Need to Get?Real Vision Finance2023-02-17 | 🔥 𝐅𝐑𝐄𝐄 Newsletter: Understand What’s Moving Markets — In Minutes! http://www.realvision.com/rvdb
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, president of Sri-Kumar Global Strategies, joins Maggie Lake to break down the latest price action and discuss the monumental task facing the Fed. This is another extended Friday edition of the show, and in Part 2 Dr. Sri-Kumar will explain what’s driving central bank decisions around the globe. That will be available only to Real Vision members.
We’ll also hear an update from Andreas Steno Larsen on global liquidity, and why he thinks liquidity may have already bottomed. You can watch that entire Steno’s Signals episode here: rvtv.io/3Itusiw
That will be available only to Real Vision members, and you’re not going to want to miss it. If you want in on the action, you can start a 7-day trial for $1 and see what you think. Sign up here: realvision.com/discount10
We want to hear from you, so be sure to get your questions in.
#macro #realvision #financialmarkets
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) realvision.com/discount10
Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.Fed vs. Markets: Who Will Prevail? w/ Danielle DiMartino BoothReal Vision Finance2023-02-16 | Is it the Fed's real goal to tame inflation or is it truly to tighten financial conditions even further?
With the upcoming FOMC meeting this week, Quill Intelligence CEO Danielle DiMartino Booth notes that it’s “an extraordinary sight” that “there has never been this much division on the Federal Reserve Board … and yet there seems to be this concerted effort to prevent any dissent from escaping from the Eccles Building.”
The course of QT in 2023 may carry on longer than most expect, and she along with Real Vision’s Andreas Steno Larsen discuss whether the Fed may be gearing up to defy markets. Recorded on January 20, 2023.
CHAPTERS: 1 A Divided Federal Reserve Board and Its Curious Lack of Dissent 00:59 2 Will the Fed Defy Markets? 06:59 3 What Is the Current Assessment of Economic Growth in the Fed? 0:11:39 4 The U.S. Employment Picture 0:17:17 5 Is Powell Trying to Break the Back of the Fed Put? 0:24:18 6 Tighter for Longer on One Hand, Dollar Liquidity Injections on the Other 0:31:43 7 Conclusion 0:41:22 8 The Takeaways 0:46:33
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#monetarypolicy #financialmarkets #fed
About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision’s insights for only $𝟭 (seriously!) rvtv.io/RVfor1dollar
🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! rvtv.io/RVAcademy
Disclaimer: This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.