Real Vision Daily Briefing: Finance &...

Understand the complex world of finance, business and the global economy with real in-depth analysis from real experts. We unlock access to the leading financial minds in the world to provide unbiased, in-depth analysis from real experts. The Real Vision podcast features our flagship series The Interview - the premier business and finance interview series in the world; And, the Daily Briefing which provides market analysis every weekday after US markets close and before Asian markets open. Subscribe today to get both of these shows totally free. Brought to you from Real Vision.

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Investing
News
1
U.S. Jobs Report Flexes on Markets
The markets have a choice to make. These are the 5 potential outcomes that investors need to know.
32 min
2
Is This the Beginning of a New Bull Market?
More tightening from the Fed could be on the horizon this year. Investors are charging ahead anyway.
35 min
3
The Fed Has Much More Work To Do
After today's interest rate hike from the Federal Reserve, futures markets are still pricing in cuts this year.
34 min
4
What's the Housing Market Telling Us?
The stock market remains resilient, but is the U.S. housing market sending different signals to the Fed?
31 min
5
Will Tech Earnings Deliver?
With tech earnings and the Fed's next interest rate decision coming this week, which way will the pendulum swing?
32 min
6
The Nuclear Investment Opportunity
"There are titanic forces at play bringing back nuclear."
41 min
7
Will China's Economy Come Out Swinging?
Investors are betting on the nation's reopening to be a force of nature -- but will it be as grand as they hope?
19 min
8
What's Actually Priced In?
Is good news good enough? Why chaotic conditions and bullish technicals are aligning for this big trade.
31 min
9
Recession: Past, Present, or Future?
Did GDP just confirm that a soft landing is possible? Or is a data discrepancy telling a totally different story?
33 min
10
The Options Market Has a Message
Stocks continue to swing as options traders call the Fed's bluff in a major way.
34 min
11
When Will the Green Shoots Narrative End?
Business conditions contracted again as traders try to determine how much more upside this market contains.
33 min
12
Is This Stock Breakout a Fake-out?
Stocks are breaking out, but does the global macro landscape support a move higher?
33 min
13
Is This the End of US Dominance?
A confluence of extraordinary circumstances has disrupted post-World War II power structures, perhaps for good.
51 min
14
Why Consumer Prices Will Plummet (And How to Pl...
Andreas Steno Larsen breaks down the most important themes in global macro. This week it's falling inflation.
21 min
15
Is it Time to Take Profits?
Will cooler heads prevail at the Fed? Jared Dillian joins the show to discuss what s driving the market action and what might happen next.
31 min
16
Is the Bear Market Back to Bite Us Again?
Stocks feel some gravity as investors try to decide when to trust a rally.
35 min
17
BoJ Sends a Message to the Markets
Are you paying close enough attention to what's happening in Japan?
37 min
18
The State of Play for Commodities
Bank earnings warn of a recession on the horizon. Do commodities agree?
29 min
19
5 Questions, 3 Guests: Joseph Wang, Andy Consta...
Real Vision brings you this series to help prepare investors for the year ahead
10 min
20
5 Questions, 2 Guests: Felix Zulauf and Cullen ...
If 2023 is as turbulent as 2022, patience is the name of the game.
8 min
21
From Hurricane to Mild recession, What Changed?
The global macro landscape is shifting. Will earnings season bring the markets back down to earth?
30 min
22
Is the Market Mispricing the Fed?
Has the Fed lost all credibility, or is a "soft landing" really on the horizon?
35 min
23
Inflation and China Take Center Stage
Will China's reopening wreak havoc on the recession narrative?
33 min
24
What a Drought Would Mean for Inflation?
With extreme flooding in California is a drought really in the cards?
34 min
25
Just Another Bear Market Rally?
Tech led the recent equity rally higher on Monday. Can this price action last, or is another landmine looming?
33 min
26
5 Questions, 2 Guests: Milton Berg and Mish Sch...
Uncertainty breeds opportunity. Keep your eye out for the best performing assets in 2023.
8 min
27
5 Questions, 3 Guests: Mike Coolbaugh, Diego Pa...
2023 is here -- be prepared "embrace volatility"
10 min
28
Is This What a Soft Landing Looks Like?
Peter Boockvar joins Maggie Lake to explain what it will take for the market to find a bottom.
32 min
29
Melt up to Melt Down
Michael Gayed and Andreas Steno Larsen on the market setup and a steamy U.S. labor market.
34 min
30
The Fed Stays Strong: Higher Rates for Longer
Darius Dale joins Maggie Lake to make sense of the market’s response to the latest FOMC minutes.
33 min
31
New Year, Same Energy Playbook?
Tony Greer joins Andreas Steno Larsen to discuss what lies ahead for U.S. equities and energy markets in 2023.
30 min
32
Make or Break: Inflation - Everything Has Chang...
The global economy is totally different, too. But different does not mean dystopian, according to Jim Bianco.
73 min
33
Raoul Pal the Journey Man - A New Paradigm
We're in the midst of a turbulent transition from an "intangible" to a "tangible" economy.
45 min
34
The Essential Conversation - What Will the Worl...
That's Maggie Lake's key question for geopolitical strategist Peter Zeihan in this compelling interview.
68 min
35
The Kyle Bass Interviews - If We Don't Get it R...
The CEO of one of the largest energy investors lays out why emissions goals will likely be very hard to achieve.
78 min
36
The Exponential Age - "This Is the Most Importa...
Emad Mostaque wants to put the most advanced AI technology in the hands of as many people as possible.
61 min
37
December's Stock Sell-Off Rages On
Jared Dillian and Maggie Lake try to make sense of this latest market pullback
30 min
38
Did Markets Shrug Off the BoJ Decision?
Andreas Steno Larsen and Darius Dale make sense of the of the latest developments in global markets.
34 min
39
Bank of Japan Leaves Capital Markets Shook
Weston Nakamura tells us what we’re missing in the BOJ’s yield curve control policy shift.
37 min
40
Is the Santa Rally Off?
Will the past week's selloff accelerate into 2023?
32 min
41
The Next Big Trade - Don't Take Your Eyes Off Gold
Charting Legend Peter Brandt Lets You In On His Insights For 2023
50 min
42
My Life in 4 Trades - My Raoul Pal: My Life in ...
Raoul Pal goes deep with Maggie Lake about how he became the investor he is today.
43 min
43
Do Central Bankers Need Their Eyes Checked?
What a sharp deceleration of inflation would mean for markets
32 min
44
Will Central Banks Ruin Christmas?
Stocks plunge as investors weigh the cost of more rate hikes into a recession.
35 min
45
The Fed is Sticking to Higher for Longer
Inflation may be easing, but that's not an all clear signal.
38 min
46
All Clear? Let's Hear from the Fed
Stocks erased the morning's gains as investors turn their attention from inflation to the Fed.
37 min
47
What Card Can the Fed Play Next?
Between CPI and another Fed rate hike announcement, the next two trading sessions may finally bring some answers.
31 min
48
How to Position into the Fed Meeting
Brent Donnelly joins Maggie Lake to discuss why the bearish bets are piling up
38 min
49
From Crisis to Recovery
Many investors are waiting for the next shoe to drop. But are we overlooking a potential revival?
32 min
50
Is It All Over for Energy Bulls?
Crude oil prices have reached their lowest level since December 2021.
29 min
51
What’s the Matter With Big Tech?
Investors are becoming more concerned about the growth picture.
32 min
52
From the Macro to the Micro
Why has everyone suddenly turned bearish again?
30 min
53
The Next Big Trade - Michael Gayed: This Bear’s...
The Next Big Trade - Michael Gayed: This Bear’s Got Long Legs
42 min
54
My Life in 4 Trades - You Can’t Control Events,...
My Life in 4 Trades - You Can’t Control Events, but You Can Profit From Them
45 min
55
Too Early To Signal a Pivot?
Jobs data for November has inflation hawks wary of a wage-price spiral.
37 min
56
What About Growth?
Central bankers may be softening their monetary policy stance – perhaps for good reason (i.e., bad data).
35 min
57
Shall We Call This a Pivot?
In a speech today, Fed Chair Jerome Powell all but confirmed a step-down in the pace of interest rate increases.
30 min
58
Weston Nakamura on the WTFinance Podcast
Weston Nakamura on the WTFinance Podcast
62 min
59
Mr. Market Wants More Data
As Federal Reserve policy is still the market’s main driver, people are preoccupied with this coming Jobs Friday.
33 min
60
It’s a Whole New China Syndrome
How will President Xi Jinping’s response to demonstrations against “COVID Zero” impact the economy?
32 min
61
Are We Seeing the Fed’s Lag Effects?
Weston Nakamura and Andreas Steno Larsen separate hawks and doves on the eve of Turkey Day.
33 min
62
How Long Can This Rally Last?
Today, at least, little to no news is good news.
32 min
63
It’s the Return of the Safety Trade
Is something major happening?
31 min
64
The Next Big Trade - Is China Still Open for Bu...
The Next Big Trade - Is China Still Open for Business?
51 min
65
My Life in 4 Trades - Lifelong Learning Is Todd...
My Life in 4 Trades - Lifelong Learning Is Todd Edgar’s Key to Success
46 min
66
Be Careful What You Wish For
Is peak inflation bad news for equities?
31 min
67
How Do We Navigate This Market?
Central bankers’ collective pirouette continues, as investors struggle for clarity.
31 min
68
Has the Buck Topped Here?
There’s plenty of evidence to suggest we’ve reached extreme levels.
30 min
69
Is the Market Getting Ahead of Itself?
It seems like investors are already pricing in the Federal Reserve’s response to recent inflation data.
32 min
70
Is It Time To Take a Deep Breath?
Markets are dealing with a whole lot of stuff right now, including the implications of slowing inflation.
37 min
71
The Next Big Trade - Justin Huhn on Why We’re G...
The Next Big Trade - Justin Huhn on Why We’re Going Nuclear
51 min
72
My Life in 4 Trades - Anthony Scaramucci on Fai...
My Life in 4 Trades - Anthony Scaramucci on Failure, Authenticity, and the Future of Crypto
55 min
73
So When Comes the Powell Pivot?
The October CPI print came in softer than expected, stoking a face-ripping “Inflation Is Over!” stock-market rally.
40 min
74
The US Dollar: Where It All Begins
A global liquidity squeeze driven by Federal Reserve policy is starting to expose the overleveraged.
39 min
75
Let’s Talk Election Day Price Action
And is FTX the first monkey JPEG in the proverbial coal mine?
31 min
76
Around the World in 30 Minutes
Are we too pessimistic about the geopolitical situation? Not pessimistic enough?
39 min
77
The Next Big Trade - Luke Gromen on Why It's Be...
The Next Big Trade - Luke Gromen on Why It's Best to "Be Long Energy" Right Now
50 min
78
My Life in 4 Trades - Why Crypto's Ferocious Fr...
My Life in 4 Trades - Why Crypto's Ferocious Free Market Is Good for Investors
42 min
79
The Labor Market Is Still Intact
But how will the Fed read this kind of resilience?
34 min
80
Easy Money Has Hard Consequences
“Is inflation the painful medicine the global economy needs?” is a question Vincent Deluard thinks it’s time we ask.
29 min
81
What Kind of a Hike Was It?
The Fed boosted its benchmark interest rate by another 75 basis points but used different words to frame this move.
31 min
82
What Will China Do?
The Hang Seng Index surged almost 7% on rumors “COVID zero” could be coming to an end.
32 min
83
Energy Crisis Dos and Don'ts With Doomberg
The U.S. equity rally paused ahead of Wednesday’s policy announcement from the Federal Open Market Committee.
37 min
84
The Next Big Trade - Dan Rasmussen on When It’s...
The Next Big Trade - Dan Rasmussen on When It’s Time for Small-Value Stocks
55 min
85
My Life in 4 Trades - Trading Is Not a Game of ...
My Life in 4 Trades - Trading Is Not a Game of “Perfect”
46 min
86
Why It’s Not the End of the World as We Know It
But is this merely the melt-up before the meltdown?
31 min
87
Do Central Banks Have Control?
Weston Nakamura joins Maggie Lake to answer that question live in our New York studio for today’s Daily Briefing.
34 min
88
When Will the Fed Get the Message?
Bond market participants and a growing number of policymakers see an #actualrecession on the near term horizon.
33 min
89
Are the Bulls Back in Charge?
U.S. stocks are up for the third straight trading session.
32 min
90
It's All About the Numbers
A big week for earnings begins with a major sell-off of U.S.-listed Chinese stocks.
30 min
91
My Life in 4 Trades - How To Be a Calculated Ri...
My Life in 4 Trades - How To Be a Calculated Risk-Taker
50 min
92
To Go Too Far or Not Far Enough
The Federal Reserve's dilemma is to prevent inflation from becoming "sticky" without breaking the economy.
29 min
93
Will the Market Pick a Direction?
It turns out the head of lettuce did outlast Liz Truss.
30 min
94
Yields Spike, Stocks Sag, the Fed Fiddles
Have central banks lost control of the global bond market?
31 min
95
It’s as Simple as Supply vs. Demand
Political leaders continue to tinker around the edges of the global crude oil market.
32 min
96
It’s a Broad-Based Up Day
A confluence of technical factors drove a big rally for U.S. equity indexes on Monday.
29 min
97
The Next Big Trade - The Godfather of MMT Expla...
The Next Big Trade - The Godfather of MMT Explains It All
49 min
98
My Life in 4 Trades - How Bill Browder Took on ...
My Life in 4 Trades - How Bill Browder Took on Putin’s Oligarchs
48 min
99
A Break From the Whipsaw
What the heck is going on?
30 min
100
Ask Me Anything w/ Raoul Pal
Ask Me Anything w/ Raoul Pal
62 min