Adventures In Finance: A Real Vision Podcast

Tavi Costa, portfolio manager at Crescat Capital, joins Maggie Lake to discuss his views on the U.S. debt deficit, the forces influencing Treasury yields and September's rate decision, why the Fed is backed into a corner, and the setup for precious metals.You can find more of Tavi's work here: www.crescat.net Learn more about your ad choices. Visit podcastchoices.com/adchoices

How do we think about the business cycle in a world of abundance? Investment and finance expert, Jordi Visser, president and CIO of Weiss Multi-Strategy Advisers, welcomes tech visionary, Sultan Meghji, CEO and co-founder of Frontier Foundry, to discuss whether talk of recession and inflation will soon be markers of a bygone era. According to Sultan, AI and emerging exponential technologies such as fusion, protein folding, and LK99 have transformative properties that will change the way the global economy — and human life — functions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dive deep into the transformative world of AI in this compelling episode. Unravel the controversies surrounding Tesla's self-driving lawsuits and discover groundbreaking insights into how DoorDash is leveraging AI for a futuristic food delivery experience. From the intricacies of OpenAI's Chat GPT & its enterprise implications to the fascinating intersection of Chomsky's linguistic theories and AI's language processing, we traverse the landscape of modern AI applications and debates. Plus, the legal intricacies of 'Wugs' and their relevance in today's tech-savvy world are laid bare. Join Ash Bennington and Mikhail Voloshin as they shed light on AI's monumental role in our future. Subscribe for more insights on AI's impact on our economy, job market, and daily lives. CHAPTERS 00:08.55 - Introduction with Ash Bennington 01:11.383 - Tesla lawsuit: Driver fatalities '19 03:58.751 - Data: Self-driving vs. Human drivers 06:53.707 - Ethics: Self-driving & the trolley issue 13:16 - DoorDash and AI's role 13:41 - AI'

Noelle Acheson, editor of the Crypto is Now Macro newsletter, joins Ash Bennington to discuss the wide range of jobs data this week, how employment could influence the Fed's outlook for the rest of the year, and what impacts this will have on crypto after a significant legal victory for Grayscale's BTC ETF. You can find more of Noelle's work here:https://noelleacheson.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Warren Pies, founder of 3Fourteen Research, joins Ash Bennington to discuss the price action we’ve seen following some softening economic data, what specific data points he is monitoring to frame his outlook, and the driving forces that investors need to watch in the energy sector. You can find more of Warren's work here: https://t.co/vM9jt9PPQe Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jesse Felder, founder of Felder Investment Research, joins Ash Bennington to discuss his outlook on the Federal Reserve and its policies, the impacts of rapidly rising rates on the broader market, and why he believes the U.S. equity market is severely mispriced. You can find more of Jesse's work here: https://t.co/bvf4IL8Oha Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tony Greer, editor of The Morning Navigator, joins Maggie Lake to discuss a potential breakout in the tech sector, the factors driving price in commodites, and how he is positioning his portfolio at the moment. You can find more of Tony's work here: https://t.co/IuOqbaQY1a Learn more about your ad choices. Visit podcastchoices.com/adchoices

Geo Chen, author of the Fidenza Macro blog, joins Maggie Lake to address the troubling economic situation emerging in China, discuss which global indicators have him most concerned, and explore the potential ripple effects of China's exporting deflation. You can find more of Geo's work here: https://fidenza.substack.com/archive Learn more about your ad choices. Visit podcastchoices.com/adchoices

Kevin Muir, author of The MacroTourist newsletter, sees a future with much higher than average, volatile inflation. Alongside Tony Greer of TG Macro and The Morning Navigator, Kevin explores how this threatens the long-standing negative correlation between stocks and bonds and how this profoundly impacts portfolio construction. Kevin Muir kindly shared 5 of his paywalled articles exclusively for RV members. Find them here: https://tinyurl.com/msnhewp9 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dive into the inaugural episode of "AI Fire Hose" with hosts Ash Bennington and Mikhail Voloshin. This podcast sets the stage for a captivating exploration of the state and potential of artificial intelligence. With the combined expertise of journalist Ash and AI maven Mikhail, this episode promises to provide a nuanced conversation on AI's current landscape and its trajectory for the coming decade. From breakthroughs in deep learning to the real-world integration of AI tools, our hosts dissect the most recent developments and speculate on the ripple effects across industries, economies, and societies. This deep dive is not just about the technology but also its ethical, economic, and societal implications. Whether you're an AI aficionado, a tech professional, or just curious about the innovations defining our times, this episode is your gateway to understanding the force that is AI. CHAPTERS: (00:00) Intro to "AI Fire Hose" (00:30) Ash & Mikhail's backgrounds (01:33) Guest: Mikhail's cat (02:10) Mention of

The Daily Dirtnap editor Jared Dillian sits down with Maggie Lake to discuss the price action post-NVDA earnings, his takeaways after Powell spoke at Jackson Hole, and what he is expecting to happen in the bond market. You can find more of Jared's work here: https://t.co/G7ZK0pEnK2 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Grab a drink and join Raoul as he answers audience questions to help educate and navigate you through this very confusing economic environment. Plus, you may even learn a little something about wine...! Learn more about your ad choices. Visit podcastchoices.com/adchoices

President of Spectra Markets, Brent Donnelly, sits down with Maggie Lake to discuss Nvidia's earnings, explore the economic data that may have the U.S. see a slower Q4, and his outlook for China's economy. You can find more of Brent's work here: https://t.co/uhDIKridTE Learn more about your ad choices. Visit podcastchoices.com/adchoices

Darius Dale, founder and CEO of 42 Macro, joins Maggie Lake to discuss what to expect from Fed Chair Jerome Powell’s speech at Jackson Hole on Friday, why one major tech stock has much broader market implications, and how Darius is navigating these volatile market conditions. You can find more of Darius' work here: https://42macro.com Learn more about your ad choices. Visit podcastchoices.com/adchoices