Real Vision Daily Briefing: Finance &...
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951
Is the Sell-Off Over? Making Sense of a Market...
Peter Boockvar shares his insights into market expectations of economic growth as stocks continue to move higher and inflation fears wane.
33 min
952
Tony Greer's Market Update: Inflation, Equities...
Tony Greer discusses his impression of the Monday selloff and what that spells for equities, bonds, commodities, and the dollar going forward.
32 min
953
Global Equity Markets Recoil as Delta Variant C...
Darius Dale shares his updated framework on equity markets, bond yields, and oil prices as delta variant concerns force a market correction.
32 min
954
Christian Angermayer: Investing in the Therapeu...
Angermayer discusses how he founded startups at the cutting edge of research into how psychedelics could transform treatment of mental health issues.
66 min
955
VC Legend Bill Tai: The "New Era" of Valuations
Bill Tai shares what makes an exponential valuation and how the low interest rate environment has richly rewarded high-growth tech companies.
68 min
956
When Opportunity Meets Reality: Real Estate in ...
Jim Rehlaender shares his insights on the US housing market, Covid-19's impact on real estate, and the effects of rising raw materials prices.
77 min
957
Raoul Pal: Takeaways from "After the Hype: Real...
40 min
958
Has the FED's Goal of Substantial Employment Pr...
Jared Dillian joins the Daily Briefing to discuss a pandemic low for jobless claims and market reactions to recently released manufacturing surveys.
30 min
959
Jimmy Song: A Philosophical Approach to Bitcoin
Jimmy Song discusses how his thoughts on Bitcoin have been evolving over the last year, its future, alt-season, and the path to decentralization.
62 min
960
Making Sense of June's CPI
Tommy Thornton joins the Daily Briefing to discuss the CPI print released today, equity pricing, and earnings season.
32 min
961
Are Markets Mispricing Inflation Expectations?
Darius Dale joins the show to discuss his updated outlook on inflation expectations & market sentiment as the S&P 500 hits a new intra-day high.
32 min
962
Building a Portfolio that Benefits from Inflati...
The risk of inflation is clearly one of the top market narratives for 202 -- but how do you actually build a portfolio to benefit from inflation?
62 min
963
Tail Wagging the Dog: How Options Gamma Drives ...
Imran Lakha and Brent Kochuba are veterans of the options market, and they shed light on how options exert a hidden pressure on the stock market.
40 min
964
Dario Perkins: Rebooting the Fiscal Software
Dario Perkins argues that we are seeing a global regime shift in economic policy from monetary dominance to fiscal dominance.
56 min
965
Equities Surge as the U.S. Bond Rally Relents
Ash Bennington, Weston Nakamura, & Jack Farley discuss how the surge in job openings surge in the U.S. is reshaping the American labor market.
32 min
966
Stocks Crash Worldwide as Reflation Trades Back...
Peter Boockvar joins Real Vision to make sense of the risk-off sentiment that dragged down almost every stock index worldwide deep in the red.
34 min
967
Oil Crashes as Bond Yields Slide to 5-Month Low
Darius Dale is back to discuss his updated outlook on FAANG stocks, the retreat from Chinese tech stocks, & the release of the FED's FOMC minutes.
34 min
968
Sygnum: Paving a New Banking System with Heritage
Mathias Imbach discusses his background, Sygnum's services, European regulations, central banks, and the future of digital currencies.
51 min
969
OPEC+ stalls as China's Increases Regulatory St...
Weston Nakamura returns to the Daily Briefing to discuss his updated outlook on oil prices as OPEC+ struggles to strike a deal.
30 min
970
David Rosenberg: Is US Economic Strength Here t...
When the mainstream narrative revolves around the risk of an overheating US economy and inflation, David Rosenberg is the ultimate contrarian voice.
65 min
971
Equities Surge as U.S. Jobs Increase Beats Expe...
Ash Bennington and Jack Farley welcome Mark Ritchie II to share his thoughts about the June jobs report and capital markets price action.
28 min
972
OPEC Set to Boost Oil Production as Unemploymen...
Jack Farley, Samuel Burke, and Weston Nakamura discuss the decline in U.S. jobless claims & surging oil prices as OPEC agrees to increase production.
35 min
973
The Ideological Trade: Value, Oil, and Inflatio...
Jared Dillian returns to the Daily Briefing to share his thoughts on U.S. Treasury yields, commodity prices, and delta variant concerns.
32 min
974
Decentralized Finance (DeFi): The Future of Fin...
John Quinn discusses the fastest growing sector of the crypto market today -- decentralized finance (DeFi).
17 min
975
Are Investors Correctly Pricing Delta Variant R...
Ash Bennington welcomes Samuel Burke and Tommy Thornton to discuss Bitcoin's rebound and market sentiment as delta variant fears grow.
34 min