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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1
Have We Reached Peak Hawkishness?
"We have made substantial progress," tweeted Darius Dale, "but we are not out of the woods yet."
28 min
2
Why This Energy Crisis Will Get Hotter
A report that Germany will keep at least three nuclear power plants running is a concession to reality.
33 min
3
Is All the Bad News Priced In?
Or is this just another bear-market rally?
33 min
4
The Next Big Trade - Jeff Snider on the “Grotes...
The Next Big Trade - Jeff Snider on the “Grotesquely Upside Down” Eurodollar Futures Curve
51 min
5
My Life in 4 Trades - Sergio Silva Is a Study i...
My Life in 4 Trades - Sergio Silva Is a Study in Resilience
44 min
6
The Market Doesn't Have to Crash
As Raoul tweeted on Wednesday, "It doesn't need to be a 2001 or 2008 redux."
34 min
7
Is a Soft Landing a Pipe Dream?
Federal Reserve officials are pushing back against the idea of any "pivot" in the foreseeable future.
33 min
8
Have We Reached Peak Inflation?
Investors have paused to enjoy the view from what looks like a four-decade summit, without knowing what comes next.
32 min
9
"It Is All About Oil Prices"
Easing pressures on supply chains also suggest inflation has peaked.
34 min
10
"Listen to What the Market Is Saying"
"If you come in with views and opinions, you're fighting a fight you can't win," says technical analyst Dave Floyd.
33 min
11
The Next Big Trade - Lawson Steele on Energy an...
The Next Big Trade - Lawson Steele on Energy and the Future of Europe
27 min
12
Introducing the Real Vision Academy
Introducing the Real Vision Academy
116 min
13
My Life in 4 Trades - Paul Hodges Believes Mark...
My Life in 4 Trades - Paul Hodges Believes Markets Will Refocus on Price Discovery
37 min
14
About That Blockbuster Jobs Report ...
Can an economy in recession really add half a million jobs?
33 min
15
The Bank of England Goes Big and Gets Scary
Inflation pressures are not going away anytime soon, for anybody, anywhere.
34 min
16
"No More Candy for You"
Are markets listening to the words coming out of Federal Reserve officials' mouths?
35 min
17
Pelosi Goes To Taiwan
And China will now conduct military exercises all around the East Asian country.
35 min
18
What Does the Data Say?
With the Fed abandoning "forward guidance," it's critical to understand the numbers policymakers are following.
39 min
19
The Next Big Trade - Rob Dugger Spots Potholes ...
The Next Big Trade - Rob Dugger Spots Potholes of Economic Growth
46 min
20
My Life in 4 Trades - Harley Bassman Has a Stro...
My Life in 4 Trades - Harley Bassman Has a Strong Message for Young Traders
37 min
21
Why the "Inflation Is Over" Rally Will Fall
Recent data suggest inflation hasn't peaked and won't for a while.
34 min
22
What's the Bond Market Telling Us?
Stocks are rallying hard again today despite the fact that U.S. GDP declined for a second consecutive quarter.
32 min
23
When Will the Fed Figure Out Inflation?
Jerome Powell insists "the FOMC has the tools to restore price stability."
34 min
24
Global Growth Engines Are Stalling
Wal-Mart's second profit warning in just over two months speaks directly to the issues facing the global economy.
33 min
25
And These Small-Caps Shall Lead Us Out of This ...
Stocks surged and yields sagged at the open of this most fateful of quiet summer weeks.
33 min
26
The Next Big Trade - Doomberg, Michael Kao, and...
The Next Big Trade - Doomberg, Michael Kao, and Harry Melandri Gather for a High-Level Energy Summit
67 min
27
My Life in 4 Trades - Noel Smith Shares Lessons...
My Life in 4 Trades - Noel Smith Shares Lessons Learned, From Enron to the GFC
48 min
28
Buy Bonds and the "Exponential Age"
"It's a bit tricky to navigate, but the picture for the next six months is super clear," according to Raoul Pal.
43 min
29
Are We Fated to Stagflation?
Europe has joined the inflation fight, as U.S. economic data seems to be softening. What can the Fed do?
38 min
30
If Not Now, When Will Inflation Peak?
Harry Melandri sees "a lot of upward pressure in U.S. year-over-year CPI until October."
36 min
31
A Tale of a Textbook Turnaround Setup
Have investors already priced in a disappointing earnings season? And what exactly is the energy market telling us?
32 min
32
Now Comes the Global Energy Crisis
After that, and a likely recession, it'll be time to address the systemic sovereign debt crisis.
36 min
33
The Next Big Trade - Shawn Hackett on the Art o...
The Next Big Trade - Shawn Hackett on the Art of Trading Agricultural Commodities
56 min
34
My Life in 4 Trades - The Mental Keys of Tradin...
My Life in 4 Trades - The Mental Keys of Trading - Michael Gayed
10 min
35
Let's Do Some Inflation Math
Have we seen bottoms for oil, gold, and stocks and a top in the dollar? Jared Dillian thinks so.
31 min
36
Inflation Whammy! (Twitter Spaces)
Inflation Whammy! (Twitter Spaces)
148 min
37
Get Ready for More (Shadow and Traditional) Ban...
The "Notorious Crypto Skeptic" is here to discuss inflation, Voyager, and what comes next for the financial system.
35 min
38
How Will Stocks Respond to Lower Earnings?
Inflation is not abating, at least at the headline level, and that s all the Fed needs to keep tightening.
34 min
39
From Euro-Dollar Parity to a Global Energy Crisis
The common currency fell to a 20-year low against the greenback as concerns about natural gas supplies deepen.
32 min
40
Has the Fed Already Gone Too Far?
According to Michael Howell, "The economic cost of this big liquidity squeeze is world recession."
32 min
41
The Next Big Trade - Legendary Investor Jim Rog...
The Next Big Trade - Legendary Investor Jim Rogers Talks About the Federal Reserve, War in Eastern Europe, and Commodities
29 min
42
My Life in 4 Trades - Anne Stevenson-Yang Predi...
My Life in 4 Trades - Anne Stevenson-Yang Predicted Evergrande’s Collapse
45 min
43
Raoul Pal's Take on the World
Real Vision's co-founder and CEO returns to the Daily Briefing at a critical geopolitical-macroeconomic moment.
48 min
44
The Market Is Playing Tug of War With the Fed
Central bankers are still fighting inflation. Investors are more concerned about growth.
33 min
45
The Fed's Focus Is "Singular" Right Now
Despite mounting evidence of slowing economic activity, the central bank is all about inflation.
32 min
46
Oil Slips Hard as Recession Risk Rises
A steep, short-term pullback for crude probably means speculators are paring bets on growth concerns.
33 min
47
The Next Big Trade - Steve Saretsky Says Canada...
The Next Big Trade - Steve Saretsky Says Canada’s Red-Hot Housing Market Will Cool
45 min
48
My Life in 4 Trades - Dogged Curiosity Is the K...
My Life in 4 Trades - Dogged Curiosity Is the Key to Jason Buck’s Success
56 min
49
Risk Management Is the Most Important Thing
Whether we're talking bonds, equities, or crypto, it's the key to the game, according to Mark Ritchie II.
35 min
50
How Do You Solve a Problem Like Stagflation?
"This is the onset of a vicious stagflationary environment," according to Tavi Costa.
35 min
51
When Rates Rise, Growth Slows
But Fed Chair Jerome Powell still believes in the strength of U.S. household finances.
31 min
52
What Does Commodity Price Action Tell Us About ...
Stocks have already notched multiple "worsts" this year. And recession expectations are rising.
31 min
53
Are Markets Right To Dismiss Russia's Default?
High energy prices mean Moscow has the resources to pay all its debts. Sanctions are on the way.
34 min
54
The Next Big Trade - Egon Von Greyerz Explains ...
The Next Big Trade - Egon Von Greyerz Explains Why We Must Prepare for the Worst, Now More Than Ever
55 min
55
My Life in 4 Trades - Dan Morehead Explains How...
My Life in 4 Trades - Dan Morehead Explains How Bitcoin Is Still One of His Best Trades
47 min
56
Stocks Rally To Close a Strong Week
But will the Federal Reserve be able to meet its monetary tightening goals without killing the economy?
33 min
57
It's Time to Talk About Slowing Growth
Evidence that tighter monetary conditions are impacting real economic activity is beginning to accumulate.
37 min
58
The Reality Is Higher Rates Slow Growth
"A recession is inevitable within the next 12 to 18 months."
31 min
59
Is This the Beginning of Something Bigger?
The "Fed Put" is gone, and growth appears to be slowing. So, what's underneath today's bounce?
33 min
60
The Next Big Trade - Nick Halaris Explains Why ...
The Next Big Trade - Nick Halaris Explains Why He’s Still Bullish on the U.S. Housing Market
62 min
61
My Life in 4 Trades - Michael Gayed Talks About...
My Life in 4 Trades - Michael Gayed Talks About How To Learn From Your Losses
54 min
62
Things Are Even Tougher All Over
It's 10 down weeks out of the last 11 for stocks, as investors strain to see signs of an end to the selling.
31 min
63
When Will This Volatility End?
We should focus not on the blood in the streets but on the catalyst that cleans it all up.
35 min
64
What Comes After the Biggest Rate Hike in 28 Ye...
The Federal Open Market Committee boosts the federal funds rate by 75 basis points.
33 min
65
Keep Calm and Manage the Volatility
The Federal Reserve, with no good options, will let markets suffer until inflation is tamed.
32 min
66
We Have a Bear Market. Is a Recession Next?
"If we are going into a recession, then you want to be long gold," says Jared Dillian.
31 min
67
The Next Big Trade - Paul Hodges Says Investors...
The Next Big Trade - Paul Hodges Says Investors Should Stop Fed-Watching
57 min
68
My Life in 4 Trades - Jared Dillian Believes Ev...
My Life in 4 Trades - Jared Dillian Believes Every Trader Is an Artist
47 min
69
Headline CPI Hits Another 40-Year High
That core CPI was down for a second straight month in May registered with neither consumers nor investors.
38 min
70
Investors Hold for Fresh Inflation Data
"It's a chop-fest type of day," tweeted Thomas Thornton about price action ahead of CPI Friday.
36 min
71
Have You Heard About the Yen?
Japan's currency has fallen to historic lows against the U.S. dollar. This could be cause for serious concern.
37 min
72
These Are the Prices We Must Watch
The Bloomberg Commodity Index is approaching its Russia-Ukraine-invasion peak.
30 min
73
Is It a Bear-Market Bounce or a New Bull Run?
Technical analysis can tell us a lot about price action.
29 min
74
The Next Big Trade - Dominic Frisby Has High Ho...
The Next Big Trade - Dominic Frisby Has High Hopes for Tin
33 min
75
My Life in 4 Trades - Benjamin Cowen Shares His...
A Nuclear Engineer Turned Crypto Quant Talks About How to Trade Digital Assets.
48 min
76
Jobs Friday: When Good News Is Bad News
Hiring was strong again in May, giving the Fed more tightening fuel.
36 min
77
Inflationary Pressures Persist as Signs of a Sl...
The Federal Reserve is trying to navigate a treacherous course.
34 min
78
Are We Headed for Recession or Not?
Recent economic data suggest it remains an open question.
26 min
79
High Energy Prices Are Giving Way to Higher Ene...
Supply constraints now, demand destruction later?
32 min
80
My Life in 4 Trades - A Special Bonus Trade Fro...
My Life in 4 Trades - A Special Bonus Trade From Peter Boockvar
8 min
81
The Next Big Trade - Perth Tolle Explains Why F...
The Next Big Trade - Perth Tolle Explains Why Freer Emerging Markets Have Tremendous Upside
47 min
82
My Life in 4 Trades - Peter Boockvar Delivers a...
My Life in 4 Trades - Peter Boockvar Delivers a Masterclass on Managing Losses
43 min
83
Are Markets and the Economy at Major Turning Po...
Raoul talks about recession, risk aversion, and opportunity.
37 min
84
It's a Big Day for the Dow
Stocks are rallying again today. But investors can't forget about commodities in this macro environment.
31 min
85
Fed Notes Potential Need for "Restrictive Policy"
The minutes to the Federal Open Market Committee's May meeting have investors on their heels.
32 min
86
The Whipsaws Will Continue Until the Fed Finish...
Intraday volatility is a sign of a market adjusting to what's no longer a perma-zero-rate environment.
33 min
87
Here's the Good News About a Recession
"What is needed is optimism," says Jared Dillian, "or else we will fail."
30 min
88
My Life in 4 Trades - A Special Bonus Trade Fro...
My Life in 4 Trades - A Special Bonus Trade From Serial Entrepreneur, Howard Lindzon
5 min
89
The Next Big Trade - Legendary Investor, David ...
The Next Big Trade - Legendary Investor, David Rosenberg, Believes We're Going Into A Bear Market
50 min
90
My Life in 4 Trades - Serial Entrepreneur, How...
My Life in 4 Trades - Serial Entrepreneur, Howard Lindzon, on The Value of Investing for Both Profit and Joy
44 min
91
The Fed Will Sacrifice Investors To Beat Inflation
Its focus on stabilizing consumer prices at the risk of crashing share prices is becoming painfully clear.
35 min
92
"A Perfect Storm" Promises More Pain
Multiples are compressing, profit margins are rolling over, and prospects of an economic slowdown are growing.
38 min
93
Retail Gloom Spells Stock Market Doom
The journey from inflation to deflation will be volatile and painful.
38 min
94
Will It Be Good News When Inflation Peaks?
"Inflation should be stuck at a 'plateau of death' of 7% this summer," says Vincent Deluard.
38 min
95
Can Stocks Overcome Historic Headwinds?
A global pandemic, a war in Eastern Europe, and runaway inflation make for an impressive wall of worry.
34 min
96
The Next Big Trade - Tavi Costa Envisions a Bri...
The Next Big Trade - Tavi Costa Envisions a Bright Future for Precious Metal Exploration
43 min
97
My Life in 4 Trades - Carson Block on Why Activ...
My Life in 4 Trades - Carson Block on Why Activist Short Sellers Are Misunderstood
45 min
98
Stocks Rally as Investors Shrug Off Consumers' ...
Persistent inflation has darkened Americans' views of the economy.
35 min
99
When "Peak Inflation" Seems Like a Myth
Although yields have retreated on growth fears, bonds are having one of their worst years ever.
35 min
100
Is the Fed Tightening Fast Enough? Or Too Fast?
April consumer price index data suggest inflation has gone from "transient" to "persistent."
35 min