Adventures In Finance: A Real Vision Podcast

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 examines the price action of the newly launched ProShares Bitcoin ETF, which saw a 3% jump in its trading debut. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3C23QiY Learn more about your ad choices. Visit megaphone.fm/adchoices

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 perspective on how it will continue to influence its trading going forward. Floyd also shares his thoughts on other assets and sectors he's looking at now, such as the ARK Innovation ETF, which he says “will be key for bulls and bears this week”. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3BXDDC7 Learn more about your ad choices. Visit megaphone.fm/adchoices

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. This week’s strong bank earnings triggered the markets' latest rally, signaling a continued strong recovery and easing slowdown concerns. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3vg6rmQ Learn more about your ad choices. Visit megaphone.fm/adchoices

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 hurt by a worker shortage. Jack Farley and Ash Bennington together examine the market environment. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3veeEIn Learn more about your ad choices. Visit megaphone.fm/adchoices

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 are faltering, including JP Morgan ($JPM) despite their Q3 earnings topping analyst estimates. Darius Dale, founder and CEO of 42 Macro, joins to discuss the rapidly rising probability of realizing stagflation in Q4. Interviewed by Jack Farley. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3ADpJna Learn more about your ad choices. Visit megaphone.fm/adchoices

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, diving into the energy sector and providing his outlook on oil and natural gas as well as increasing pressures on the economy from inflation to a fledgling recovery in labor markets. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3lzM54U Learn more about your ad choices. Visit megaphone.fm/adchoices

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