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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. S ...
 
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DB-Nov 24,2021: Are we back in 1969? At only 199,000, last week’s initial jobless claims were the lowest in over half a century since November 1969. That was the pre-internet and pre-cell phone era. Is this a signal for the recovery of the economy or are people just starting their own small businesses? Another throwback to a historical era, inflati…
 
DB-Nov 23,2021:The U.S. Department of Energy announced it will release 50 million barrels of crude oil from the Strategic Petroleum Reserve to battle gas prices and tame inflation. Gold and silver prices have also slipped lately – so it may be time to be bullish. Tony Greer joins us once more for TG Tuesdays to discuss oil and gold on today’s Daily…
 
DB-Nov 22,2021:President Biden nominates Fed Chairman Jerome Powell for a second term. The question on everyone’s mind is, what does it mean for the economy? Could Biden’s pick signal that the administration is opting for policy continuity? Powell faces a completely different economy from when he was sworn in, and he will have to pivot from previou…
 
DB-Nov 19,2021: Bitcoin just got its biggest upgrade yet with Taproot, which will streamline transaction processing and make everything more efficient. In the U.S., the House finally passes President Joe Biden’s $1.9 trillion Build Back Better spending bill, but there might be further revisions from the Senate. In Austria, days after issuing a lock…
 
DB-Nov 18,2021: Katie Stockton, founder, and managing partner at Fairlead Strategies joins to chat about her outlook for stocks as we head into the end of the year. The major indices remain in consolidation phases that she views as healthy pauses within their uptrends. Katie’s short-term indicators are mixed for a neutral takeaway, but she expects …
 
DB-Nov 17,2021: After weeks of backlog in the L.A. ports, officials say they’ve finally made some progress and cleared about 29% of the cargo. Last month’s retail sales report resulted in a gleeful leap in stocks and the U.S. dollar. As inflation continues to rage through the economy with the highest CPI in 30 years, President Obama’s former econom…
 
DB-Nov 16,2021: Tony Greer returns to the Daily Briefing to discuss a spike in retail sales in October, even in the face of rising inflation. Not only are sales up 1.7% from the previous month, but also up 16.3% year-over-year. This is as a result of the combination of U.S. households having extra cash from the stimulus money and a frenzy to get ho…
 
DB-Nov 15,2021: Dave Floyd, founder of Aspen Trading, joins Maggie Lake to talk about the U.S. dollar against the Canadian dollar, Austria’s enforcement on a lockdown on the unvaccinated, and why Boris Johnson, who until now has been resistant to more lockdowns, warns that one may soon be possible given the struggling NHS. Floyd discusses the impli…
 
DB-Nov 12,2021: The government has engaged in endless borrowing and endless wasting since World War II, and at some point, according to the latest issue of Macro Link, we’ll have to meet the consequences of that. Consumer spending is at the lowest level in a decade, according to The University of Michigan Consumer Sentiment Index, which dropped to …
 
DB-Nov 11,2021: Elon Musk sells over 4.5 million Tesla shares this week after posting a poll on Twitter about whether he should unload a tenth of his stake in the company and spurring controversy about taxation of the ultra-wealthy. Meanwhile, Rivian’s IPO, one of the US’s largest since Facebook, lifts off with an almost $88 billion valuation at ma…
 
DB-Nov 10,2021: There’s no question about it: inflation is not transitory. The latest Consumer Price Index revealed prices of everything except food and energy went up 4.6%, the quickest spike since August 1991. The CPI also showed a 6.2% surge from October last year. U.S. consumers are feeling the hike in energy prices—oil is at nearly $82 a barre…
 
DB-Nov09,2021:What’s going on with General Electric? After a decade of being only a shell of its former self, the manufacturing giant founded by Thomas Edison is splitting up into three separate companies, each focused on aviation, health care, and energy. Tony Greer discusses why U.S. stocks suspended the longest rally since 2017 amid surging trea…
 
DB-Nov 08,2021:The House passed a $1 trillion bipartisan infrastructure bill on Friday to revamp the country’s transportation, utilities, and broadband structures. Meanwhile, despite Friday’s positive news of the October jobs report, U.S. treasury bonds still fell. This happened after the Fed’s announcement earlier last week to begin tapering bond …
 
DB-Nov 05,2021: We’re ringing in the holiday season with some good news: U.S. non-farm payrolls increased by 531,000 in October, beating the estimate of 450,000. Spreading more cheer, unemployment fell to 4.6%, a new pandemic low. As more people head back outside and hit the gym, a jewel of the pandemic, Peloton, suffers major blows to its stock to…
 
DB-Nov 04,2021: The Fed announced their long-awaited taper to begin later this month with room for adjustment based on changes in the economic outlook. While the Fed focuses on keeping the inflation rate at 2%, the Bank of England’s market-defying announcement to hold rates steady at the 0.1% benchmark has investors scratching their heads over the …
 
DB-Nov 03,2021: The FOMC meeting begins today as Fed officials come together to decide on the tapering of their asset purchase program. The economic recovery seems to be slowly but surely underway with the ADP survey for October demonstrating unexpected strength with a 571,000 gain in jobs and the ISM Services index showing rapid growth at 66.7%. D…
 
DB-Nov 02,2021: Tony Greer is back on the Daily Briefing, this time discussing the events surrounding energy this week and the price action around oil, natural gas, uranium, and more. With COP26 underway in Scotland this week and next week, world leaders are discussing ways to fight climate change. So far, President Joe Biden has backed a plan to r…
 
DB-Nov 01,2021: Seasonal effects on the markets are in play with heightened volatility and earnings causing aggressive price movement across asset classes. Katie Stockton, CMT, founder of Fairlead Strategies, dives into the charts to examine tech, commodities, precious metals, and cryptocurrencies. With mega cap tech stocks such as Tesla, Apple, an…
 
DB-Oct 29,2021: The Core PCE Index's rise of 3.6% is the latest inflation pressure that has the markets beat. Real Vision CEO and co-founder Raoul Pal joins to unpack the latest in the supply chain deterioration saga amid a weak labor market. With Facebook's latest announcement to change the company’s name to Meta, Raoul discusses why the metaverse…
 
DB-Oct 28,2021: The last time Harry Melandri of MI2 Partners was on the Daily Briefing, he urged people to sell their Euro Dollars due to high inflation and a strengthening economy. Those factors continue to prevail, and Melandri says he expects inflation to soar higher and continue to apply pressure. Naked Wines, an online wine retailer in the U.K…
 
DB-Oct27,2021: Orders for durable goods, big-ticket items that are meant to last over three years, have fallen 0.4% in September, the first decline since April of this year. This comes amid continuing labor shortages and increased material costs. General Motors and Boeing Co. specifically have felt the brunt of the supply chain issues with the rele…
 
DB-Oct26,2021: Earnings season continues with Microsoft, Twitter, Alphabet, Visa, and Robinhood due to release their reports today after market close. With the VIX also rising today, earnings thus far have beaten investor and analysts' expectations, lifting equities to all-time highs. Jared Dillian, editor of the Daily Dirtnap, maintains that it’s …
 
DB-Oct25,2021: Markets are up as stocks rally across the board ahead of weeklong releases of earning reports from tech giants Facebook, Microsoft, Alphabet, Amazon, and Apple. PayPal also jumped 2.6% after it backed away from acquiring Pinterest. In the crypto world, last week’s Bitcoin ETF’s created a record $1.5 billion inflow. Tony Greer joins u…
 
DB-Oct22,2021: Former President Donald Trump’s new social media company is skyrocketing on Wall Street, sparking speculation about whether this is the next meme stock. Meanwhile, current U.S. President Joe Biden backs away from hiking corporate taxes to fund his infrastructure and spending bill and is devising how to end the filibuster role in the …
 
DB-Oct21,2021: Tesla stock jumped midday after reporting better-than-expected Q3 earnings, a particularly commendable feat given the major supply chain issues plaguing several industries, while the Russell 2000 fell today in intraday trading. Notably, PayPal is shaking up the equities market with talks to acquire popular social media platform Pinte…
 
DB-Oct20,2021: Bitcoin hits its all-time high at nearly $67,000 in intraday trading following the launch of the ProShares Bitcoin Futures ETF yesterday. VanEck may soon follow step with the launch of their own Bitcoin ETF as early as next week. Darius Dale, CEO and founder of 42 Macro, joins the Daily Briefing to break down Bitcoin's exuberant pric…
 
DB-Oct19,2021: After languishing for a decade, uranium prices are finally rising, which is now, in part, being driven up by enthusiastic, individual traders. Tony Greer of TG Macro joins to discuss how this resurgence of interest for the commodity will play out for the energy sector in light of also rising oil and natural gas prices. Greer also exa…
 
DB-Oct 18,2021: Bitcoin continued to climb to all-time highs with ProShares planning to launch the first ever Bitcoin-linked ETF, which will track the Bitcoin futures market, tomorrow on the NYSE. Dave Floyd, founder of Aspen Trading, joins the Daily Briefing to examine the trading around Bitcoin since the ETF was announced and will share his persp…
 
DB-Oct 15,2021: Amid supply chain issues and inflation fears, the crypto wave continues strong with Bitcoin topping $60,000, nearing a record high. Real Vision CEO and co-founder Raoul Pal discusses the massive arbitrage opportunity that the Bitcoin Futures ETF provides and what this means for the retail investor and the crypto industry as a whole.…
 
DB-Oct 14,2021: With markets rallying across the board, Bank of America and Citigroup both reported stronger-than-expected results as the economy continues to improve. However, labor shortages persist. Thousands of workers at Deere & Co. went on strike Thursday for the first time in more than three decades to demand better pay. Even Domino’s is hur…
 
DB-Oct 13,2021: September’s CPI report revealed that, as energy and food prices climbed, consumer prices rose 0.4%, pushing the year-over-year inflation to an uncomfortably hot 5.4%. Yield curves flattened after the CPI released with shorter-dated yields rising and longer-dated yields falling. Tech stocks are advancing while banks and energy stocks…
 
DB-Oct12,2021: Energy prices continue to jump higher, and global supply shortages continue to worsen just as the IMF now cuts their growth forecast to 5.9%, which is 0.1% lower than their July forecast and is rooted in growing inflationary concerns and the potential of tightening monetary policy. Tony Greer of TG Macro joins the Daily Briefing, div…
 
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 alre…
 
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 …
 
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 marke…
 
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, a…
 
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 …
 
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. I…
 
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 regulato…
 
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 CE…
 
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 edi…
 
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 su…
 
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 q…
 
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 e…
 
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 s…
 
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 equit…
 
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 ri…
 
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 …
 
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 Raboui…
 
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…
 
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