Adventures In Finance: A Real Vision Podcast

DB-Oct11,2021: As the rotation out of mega-cap tech into energy & financials in equity market continues, Mark Ritchie II, Manager of RTM Capital, weighs in on whether there is an expiration on this trade. With Bitcoin rallying after a few weeks' lull Ritchie will also share his current technical views on crypto. At a lofty $80 a barrel, oil is already towering at a 7-year high. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3v3lmRp Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Oct8,2021: The U.S. nonfarm payrolls data revealed that a mere 194,000 jobs were added in September, a major miss on the 500,000 median estimate and the slowest month in U.S. job growth so far in 2021. Meanwhile, U.S. crude futures peaked at $80 a barrel, the highest it's been since November 2014, as energy supply remains tight. Tune in to hear Jared Dillian's thoughts on this week's volatile price action, slowing economic growth, and the global energy crisis. Interviewed by Jack Farley. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3FxQZr8 Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Oct7,2021: Lawmakers have reached an agreement to extend the debt ceiling through early December, which allows the debt limit to increase by $480 billion. With equities’ high volatility this week continuing to roil markets, economists are warning that the U.S. defaulting on its debt would lead to a recession and violent swings in financial markets. Natural gas and oil also are reaching astronomical levels, keeping investors on edge about the supply bottlenecks affecting Europe and the U.S. in the colder months to come. Steven Van Metre, president of Steven Van Metre Financial, joins the Daily Briefing to address the macro factors fueling this week’s market dynamics. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/2ZZLiBH Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Oct06,2021: With stocks rocking back and forth, crypto exploding, the ADP jobs report revealing a positive surprise, and natural gas gyrating up and down, this week's price action thus far has been very volatile. Darius Dale of 42 Macro returns to Daily Briefing to dig more into his macro framework and how he's thinking about inflation lately, and Jack Farley provides a quick update on the Evergrande crisis. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3uQdGlo Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Oct05,2021: Markets have made a comeback today with major European and US indices recovering most of yesterday’s losses. However, with September payroll data coming out later this week, will this rebound hold? Tony Greer of TG Macro joins us to discuss his outlook for markets this week and revisit his thoughts on stocks, bonds, commodities, and Bitcoin, as well as monetary and fiscal policy. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3uIpcz2 Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Oct04,2021: U.S. equities begin the new week on unsteady footing with tech stocks taking a blow as the S&P 500 dips below its 100-day moving average and NASDAQ falls more than 2%. Dave Floyd, founder of Aspen Trading, joins us to share his outlook on bonds, equities, and currencies as well as the technical levels and indicators he is tracking. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3irZ0DZ Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Oct01,2021: Jim Bianco, president of Bianco Research, gives us a recap of traditional markets from the past couple weeks, Fed talk, and Biden’s infrastructure bill. He also shares his thoughts on how both the Biden administration and Fed Chair Powell are keenly interested in imposing stricter regulations on stablecoins such as Tether as regulators fear the possibility of how stablecoins could cause instability in the financial system. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3ioz8sH Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep30,2021: Bed Bath & Beyond has plunged more than 20% in today’s trading after the company had downgraded their earnings outlook due to slowing consumption and ongoing supply chain bottlenecks. With Kohl's and Carmax following suit and the holiday season just around the corner, what does this signal about Q4 growth? Darius Dale, founder and CEO of 42 Macro, shares his updated thoughts on why the current inflation market regime “will prove anything other than transitory,” why he thinks dollar strength is occurring, and what he believes will be the posture of Fed policy in the coming months. Interviewed by Dion Rabouin. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3iFGUP5 Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep29,2021: The DXY is extending its rally from Tuesday, breaking the 94 level for the first time since the end of October last year. With yields now falling today and Senator Warren’s strong opposition toward Powell’s renomination as the Federal Reserve chair, calling him a “dangerous man,” Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, joins us to discuss what might be the course for tapering, rate policy, and fiscal stimulus and their consequences on markets and the economy. Interviewed by Dion Rabouin. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/2YcT0Ij Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep28,2021: As the European energy crisis surges, concerns of its affects beyond the UK and EU manifest themselves in risk-off sentiment today in U.S. and European equities. With energy rates rising, Tony Greer of TG Macro joins us to discuss whether this signals another driver of a commodity supercycle. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/2Y0EBP6v Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep27,2021: With Evergrande’s looming collapse and China’s ban on all crypto transactions, Jared Dillian, editor of The Daily Dirtnap, sees that the next crisis will be coming from China—here, he shares his thoughts on if it’s time to go short and how the nature of denial affects an investor’s psyche. Interviewed by Jack Farley. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/2XOjbV8 Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep24,2021: China says goodbye to cryptocurrencies as the PBOC officially declares that all crypto transactions are now illegal. The crackdown comes as China plans to unveil its official digital Yuan early next year. Overnight crypto market action brings Real Vision CEO and co-founder Raoul Pal to the scene to discuss where China fits into the ever-evolving cryptocurrency regulatory narrative and what it portends for the future of the space. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3AELHqV Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep23,2021: With the Fed’s announcement that tapering may be coming as soon as November, Steven Van Metre of Steven Van Metre Financial joins financial reporter Dion Rabouin to share his thoughts on the Fed’s next moves and how that will shape markets and the economy in the coming months. Van Metre also discusses Evergrande’s increasingly dire situation and whether he believes contagion will spread outside of China. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3EHHghv Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep22,2021: With the FOMC meeting now coming to a close, Darius Dale, founder and CEO of 42 Macro, returns to examine Fed policy guidance on tapering and also shares his perspective on the risks facing markets going forward as Evergrande announces that it will pay at least one bond due tomorrow. Dale evaluates today's overwhelming rally in equities and shares his updated macro risk matrix. Interviewed by Real Vision's Jack Farley. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3u40SqZ Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep21,2021: With a potential shock to China’s financial system from Evergrande’s looming debt default and with Europe facing an energy crisis, Tony Greer of TG Macro joins financial reporter Maggie Lake to share how these dynamics can have an impact on commodities such as natural gas, oil, metals, and more. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3hRIfl6 Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep20,2021: Equities globally are in tumult, and volatility is rising sharply—Peter Boockvar, editor of the Boock Report and CIO of Bleakley Advisory Group, joins financial reporter Dion Rabouin to provide his perspective on further market action this week as investors’ fears surrounding Chinese property developer Evergrande intensify. Boockvar also discusses weakening sentiment among home builders and what that says about ongoing inflationary pressure on the economy. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/2ZabcSV Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep17,2021: Markets are down again today, bracing for potential impact by Evergrande and the FOMC’s upcoming meeting—Jim Bianco, president of Bianco Research, cuts through the market noise and provide his perspective on the unfolding saga of Evergrande. He also updates his thoughts on bonds and crypto. Interviewed by financial report Dion Rabouin. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3lFTr5M Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep16,2021: In light of down day for U.S. markets and mixed economic data, Jack Farley, Ash Bennington, and Dion Rabouin come together to discuss the likelihood of a Fed taper announcement coming soon with the September FOMC meeting quickly rolling up. They also address the increasing anxiety around Evergrande as the Chinese property developer’s prospects continue to look more grim. Drop your questions here in the Exchange: https://rvtv.io/2Xpd5uI Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep15,2021: Darius Dale, founder and CEO of 42 Macro, returns to the Daily Briefing to update viewers on the triple threat that Chinese risk assets face: the alarming slowdown in economic growth, the looming default of Evergrande, and the harsh regulatory crackdown by the Chinese government on companies, most recently Chinese gambling stocks such as Sands China Ltd and Galaxy Entertainment Group Ltd. Dale then shares with Real Vision's Jack Farley his thoughts on inflation and the recent strength in commodities such as oil and aluminum. Drop your questions in the Exchange here: https://rvtv.io/398jAE6 Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep14,2021: With oil demand projected to continue strengthening for the rest of the year and OPEC upping their 2022 demand forecast, Tony Greer of TG Macro joins financial journalist Maggie Lake to analyze the sustainability of oil’s ongoing rally. Greer also shares an updated perspective on inflation as the CPI begins to cool off while prices remain elevated as well as on his long Bitcoin position. Learn more about your ad choices. Visit megaphone.fm/adchoices