Real Vision Daily Briefing: Finance &...
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1126
The Future of SaaS Investing, Machine Learning,...
Gordon Ritter & Raoul Pal discuss the evolution of the software sector, the SaaS investing market, the future of machine learning, and more.
67 min
1127
The GameStop Gamma Wall Breaks Down as Virus Va...
Ash, Ed, and Jack debate whether the Robinhood ban on trading is unfair and if it reveals unseen holes in the functioning of capital markets.
54 min
1128
Robinhood on Shaky Ground and Potential Market ...
Dave Floyd talks about the newest developments in the GameStop story and the market implications of elevated activity in options trading.
32 min
1129
The Robinhood Revolt as an Expression of the Fo...
Ed Harrison discusses how he is making sense of the retail assault on short-sellers as an expression of the unfolding of The Fourth Turning.
29 min
1130
Bitcoin & The Future of Regulation (w/ Caitlin ...
Caitlin Long joins Raoul Pal to discuss Bitcoin, Wyoming at the forefront of regulations, and the problems of custody for crypto assets.
64 min
1131
"GameStonk" Lunacy: Is Speculative Fervor Reach...
Tommy Thornton reflects on a day of absurd price action as GameStop skyrocketed 90% today and zoomed an additional 46% during afterhours trading.
44 min
1132
Reflation Misgivings and The GameStop Gamma Squ...
Ed Harrison and Jack Farley break down the logic-defying price action in highly speculative stocks like Blackberry, AMC, and, most notably, GameStop.
39 min
1133
The Insolvency Phase: Why the Market is Mispric...
Matt Rowe provides a deeper dive into how both credit and equity markets are totally mispricing the insolvency risks looming large post-COVID.
63 min
1134
USD's Reserve Status, the Eurodollar System, an...
Hugh Hendry welcomes Lyn Alden for a wide-ranging discussion on international trade and the Eurodollar system.
59 min
1135
Teddy Vallee on the Dollar, Hard Assets, and th...
Teddy Vallee on how a rise in real rates will impact the U.S. dollar, technology and energy stocks, gold, and bitcoin.
51 min
1136
COVID-19 Spiraling Out of Control, Whipsawing C...
Real Vision CEO Raoul Pal joins senior editor Ash Bennington to share his latest thoughts on COVID-19, market froth, and cryptocurrency.
41 min
1137
The Fed's Quandary: Speculative Fervor Around I...
Michael Lebowitz joins Ed Harrison to discuss where inflation is headed and whether the market's bet on the Fed getting it right this time has merit.
32 min
1138
Buy the Reflation Rumor and Sell the Recovery N...
Ed Harrison updates his views on how yield curve steepening is affecting equity markets and his three potential outcomes for the reflation trade.
26 min
1139
Discerning the Phases of a Crypto Bull Market( ...
Ari Paul joins Raoul Pal to discuss the launch of Paul's fund, value accrual in the crypto space, & how far along we are in this crypto bull market.
77 min
1140
Tony Greer - When the Bond Market Speaks, I Lik...
Tony Greer tells Ash Bennington why he has derisked as market sentiment spikes and the bond market continues to sell-off.
32 min
1141
Ask Me Anything with "The Young Bucks": DB-Jan1...
Max Wiethe and Jack Farley source questions from Real Vision members via The Exchange in this special, pre-recorded edition of The Daily Briefing.
53 min
1142
COVID-19 and The Acceleration of Secular Deflat...
Jeff Booth & Raoul Pal discuss how the pandemic has catalyzed secular deflationary trends by contextualizing it within the current market environment.
69 min
1143
The Incoming Commodity Supercycle ( w/ Tian Yan...
Tian Yang and Simon White argue a new inflationary regime will propel commodities such as gold, silver, oil, gas, & coal to unseen heights.
50 min
1144
Looking Forward at Interest Rates, the U.S. Dol...
Raoul Pal joins Ed Harrison for a nuanced discussion of how the economic recovery will evolve over the next few months.
41 min
1145
Real Vision's New President on the Dollar, Bond...
Managing editor Ed Harrison welcomes Real Vision s new president, Travis Kimmel, to the Daily Briefing.
39 min
1146
Why Bond Yields Are the True Reflation Toggle: ...
Ed Harrison & Max Wiethe discuss why he thinks US treasury yields--and not the dollar--is the key to the success or failure of the reflation trade.
19 min
1147
The Perfect Macro Story( w/ Mike Novogratz & R...
Novogratz breaks down how he allocates his own crypto portfolio and touches on some of the lessons he learned in the 2017 crypto bubble.
53 min
1148
How Inflationary Risk Could Corner the Fed: DB-...
Peter Boockvar discusses how the full force of inflation that could emerge in 2021 could pose a significant risk to the Fed's ability to execute.
33 min
1149
Bitcoin's Stumble and the Bond Market's Moment ...
Ed breaks down the interplay between rates & duration, why lower rates cause growth stocks to run higher, & what rising yields means for the dollar.
28 min
1150
Central Bank Omnipotence ( w/ Jeff Snider and ...
Jeff Snider discusses central bank power and whether it is enough to lift growth and inflation.
61 min