Adventures In Finance: A Real Vision Podcast

DB-Sep13,2021:Weston Nakamura says now’s the time to go long Japan—he unpacks his bull case here. He also examines further Chinese regulation and crackdowns as China tech stocks tumble with the government’s announcement to break up Alipay, crypto market action with Litecoin spiking, and the ongoing commodities rally with crude oil reaching its 6-week high. Interviewed by Jack Farley. Drop your questions for Weston here on the Exchange: https://rvtv.io/3C9JgNa Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep10,2021: On today’s Daily Briefing, Real Vision CEO and co-founder Raoul Pal talks with senior editor Ash Bennington about how his macro framework is evolving when it comes to the dollar, bonds, and crypto. Raoul and Ash cover today’s sharp rise in the U.S. producer price index and what impact this will have on the Federal Reserve. Ash reports on Apple Inc ($AAPL) shedding over $80 billion in market capitalization after an unfavorable court ruling threatens one of its most profitable businesses. And still to come on this busy half hour, Raoul gives viewers a behind-the-scenes preview of his new weekly show on Real Vision, "Raoul Pal's Adventures in Crypto," where Raoul sits down with the greatest minds to figure out just where this digital asset and crypto revolution will lead us all. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep09,2021: TG Macro’s Tony Greer is now going long on Bitcoin—where does he see the future of crypto going? He explains here why he’s changed his tune, and he updates his thoughts on commodities—particularly oil—and whether the ECB’s announcement to slow the pace of their bond-buying program will have an impact on the assets that have benefited from the economy’s inflationary pulse. Interviewed by Maggie Lake. Submit your questions on the Exchange: https://rvtv.io/38UoKUs Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep08,2021: Darius Dale, founder and CEO of 42 Macro, anticipates that the Goldilocks regime will be persisting in the U.S. for awhile longer yet, offering fertile ground for asset prices to continue to perform. Drawing upon his macro indicators and analysis, he addresses the increasing bearish consensus being priced into risk assets and how tapering later in the year may have an impact on this dynamic. Interviewed by Jack Farley. Drop your questions for Darius here on the Exchange: https://rvtv.io/3trKr7O Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep07,2021: Jared Dillian, editor of The Daily Dirtnap, joins the Daily Briefing to discuss his thoughts on why he sees the potential for inflation to fly even higher in the coming months. He also shares his perspective on what this means for commodities, particularly for uranium, as well as crypto’s flash crash. Interviewed by Maggie Lake. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep03,2021: With a major miss today in the August nonfarm payrolls report, Jim Bianco, president of Bianco Research LLC, updates his perspective on the economic recovery and inflation as well as what it means for price action going forward. Bianco also discusses the major rallies for various layer 1 smart contract protocols as Solana, Polkadot, and Ethereum are soaring higher. Interviewed by Ash Bennington. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep02,2021: Imran Lakha, founder of Options Insight, shares his latest insights into current market dynamics, sectors set up for outperformance, and the state of the U.S. economy. With jobless claims reaching a new low since the early days of COVID-19, Lakha discusses what the August nonfarm payrolls data may also reveal about the labor market and what that means for Fed tapering. He also dives into what the options market is signaling about investor sentiment and volatility, and he updates his perspective on Bitcoin and Ethereum. Interviewed by Jack Farley. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep01,2021: On today's special edition of the Daily Briefing, Real Vision CEO & co-founder Raoul Pal celebrates the history and future of Real Vision. Raoul describes the company's founding in September 2014 and its journey as a financial media company dedicated to truth in finance. He also shares his own personal journey that's been adjacent to Real Vision's evolution, discussing how his framework has been shaped, challenged, and expanded for the past seven years. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Aug31,2021:As the S&P 500 posts a monthly gain for the seventh time in a row, Tony Greer of TG Macro returns to the Daily Briefing to share how the renewed dovishness of the Federal Reserve is shaping his outlook for commodities, stocks, and the dollar. In conversation with Real Vision’s Jack Farley, Greer contemplates the possibility of S&P 500 hitting the 5000 mark and explains why he remains bullish on copper, oil, aluminum, and other commodities. To post questions for tomorrow’s Daily Briefing with Real Vision CEO Raoul Pal, click this link on the Real Vision Exchange: https://rvtv.io/3mQmZzE Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Aug30,2021: Darius Dale, founder and CEO of 42 Macro, updates his macro framework for markets after Jay Powell announced at Jackson Hole that the Fed may begin to reduce stimulus this year and before the August nonfarm payrolls report drops later in the week. With monetary stimulus expected to taper off, Dale also examines if the same should be expected for fiscal policy, and he provides his perspective on Bitcoin and Ethereum as billionaire John Paulson calls crypto a “worthless” bubble. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Aug27,2021: Tommy Thornton, founder of Hedge Fund Telemetry, weighs in on Federal Reserve Chair Jerome Powell’s speech at the​​ virtual Jackson Hole Symposium, indicating tapering could start in 2021, but signaling there’s no rush to hike interest rates. He also revisits the inflation debate with a rise in personal income and spending. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Aug26,2021: Weston Nakamura and Petr Pinkhasov of Real Vision’s “The Exchange” join the Daily Briefing as markets anticipate the Jackson Hole Economic Symposium, which begins tomorrow. Plus, the team looks at how blockchain platform Tezos is growing inside big banks and baseball fields. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Aug25,2021: Max Wiethe joins the Daily Briefing to break down the day’s price action, including Gamestop ($GME) soaring upwards of 27% with the return of the meme stocks, as well as the SEC reinforcing its tough stance on Chinese tech with the threat of delisting in the U.S. Max also provides an update on the FX markets and his tips for successful momentum investing. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Aug24,2021:Real Vision senior editor Ash Bennington welcomes Tony Greer of TG Macro to address a broad-base rally in stocks, the hacker behind $600 million Poly Network heist returning the stolen funds, and his thoughts on Chinese tech regulation and price action. Greer also provides an update to his framework, the assets he's been watching, and his perspective on the macroeconomy. Drop your questions here on the Exchange: https://rvtv.io/38cvfBE Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Aug23,2021: Maggie Lake welcomes markets reporter Dion Rabouin and Darius Dale, founder and CEO of 42 Macro, to discuss the rebound in the major US equity indices on Monday and Japan’s PMI getting hit as well as the Eurozone demonstrating strengthening PMI numbers. Providing an update on his outlook, Dale examines whether the mixed PMI data is a foreshadowing for the future of global growth. Dale also shares his thoughts on whether there is more persistent inflation building up under the hood of the economy as well as Bitcoin’s jump to the $50k level. Drop your questions for Michael here on the Exchange: https://rvtv.io/3B2oyOM Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Aug20,2021: Real Vision senior editor Ash Bennington welcomes Michael Green, chief strategist and portfolio manager at Simplify Asset Management, to discuss the day’s price action as well as Green’s thoughts on Chinese tech and the eviction moratorium in the U.S. With Chinese tech companies listed in the U.S. set to have their worst declines in more than a decade, Green explains his perspective on what China’s clampdown means for the sector. He also tackles the Biden administration’s intention to continue the latest eviction moratorium while rental assistance makes its way to tenants and landlords as well as what this may indicate about the health of the economy. Drop your questions for Michael here on the Exchange: https://rvtv.io/2WaEfol Learn more about your ad choices. Visit megaphone.fm/adchoices

BD-Aug19,2021: Real Vision senior editor Ash Bennington welcomes Tommy Thornton, founder of Hedge Fund Telemetry, to update his framework for the U.S. economy and inflation as well as his outlook for equities, bonds, and commodities. After talks of tapering coming out of the FOMC minutes released yesterday, Thornton analyzes the market’s response with relatively little action in the major U.S. indices as well as the dollar's continued rise and commodities like oil and copper taking a hit. He offers his perspective on the state of antitrust concerns with the FAANGs with tech giants like Amazon’s plans to open department stores and Facebook’s move into the metaverse while a new antitrust suit is submitted against them by the FTC. Drop your questions for Tommy here on the Exchange: https://rvtv.io/2Xxhew2 Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Aug18,2021:Real Vision senior editor Ash Bennington welcomes back Darius Dale, founder and CEO of 42 Macro, to dig deep into the Fed minutes released today and discuss whether there’s signs of tapering on the horizon and what that means for the economy. Dale shares his perspective on the ways in which the Fed’s decision to taper, and when, will shape his outlook for future inflation and growth as well as his thoughts on how it will impact various asset classes such as bonds, equities, and commodities. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Aug17,2021: Real Vision senior editor Ash Bennington welcomes back to Tony Greer of TG Macro to provide an update on his framework, the sectors he’s watching, and his thoughts on inflation. Greer analyzes whether the 1.1% fall in U.S. retail sales in July points toward more of a shift in consumer preferences or whether it’s more indicative of price inflation pressures, and he and Bennington also discuss what sort of knock-on effects China’s crackdown on tech will have on markets, particularly on the tech sector, as the NASDAQ Golden Dragon Index continues to suffer from declines. Finally, Bennington provides a brief update on the Poly Network hack. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Aug16,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Jared Dillian, editor of The Daily Dirtnap, to examine China’s economic slowdown in July and what risks that might pose to global economic growth as well as the Fed’s consideration of ending asset purchases by mid-2022. Dillian provides an update on his investment framework amidst concerning signals about the risks of an economic slowdown that would undermine the recovery in addition to the timeline of the Fed tapering and what the impact would be on markets. Learn more about your ad choices. Visit megaphone.fm/adchoices