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 financia... More
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 financia... More
Available Episodes
5 of 1217
What Are The Safe Haven Plays In This Messy Market? w/ Amelia Bordeau
Maggie Lake is joined by Amelia Bourdeau, managing director at Diamond Standard, to give us her take on NVIDIA’s price action and the impact from the debt ceiling talks, along with her views on the US Dollar. You can find more of Amelia’s work here: https://www.diamondstandard.co
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25/05/2023
34:09
Can Nvidia Top Lofty Expectations? w/ Thomas Thornton
Maggie Lake is joined by Tom Thornton, founder of Hedge Fund Telemetry, to discuss the debt ceiling deadline, how it will impact bonds, and what it means for inflation moving forward. Tom will also share his thoughts on mega-cap tech and the AI race. You can find more of Tom's work here: https://t.co/mAfhsH0qdL
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24/05/2023
35:52
Time To Take Profits in Tech? w/ Greg Weldon
Greg Weldon, CEO of Weldon Financial, joins Maggie Lake to give us his take on the debt ceiling, the US Dollar, impacts on bonds, and how he’s thinking about commodities. You can find more of Greg’s work here: https://t.co/z73MeGwuwA and you can follow him on Youtube: https://www.youtube.com/@GregoryWeldon
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23/05/2023
31:24
The Debt Ceiling, Are You Ready For It? w/ Peter Boockvar
Peter Boockvar, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report, joins Maggie Lake to break down recent remarks from the Federal Reserve, provide valuable insight into retail earnings, and identify potential areas of strength in the economy. More of Peter’s work at https://t.co/x9RdjtPQus
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22/05/2023
34:35
Steno's Signals: Liquidity Will Soon Be Drier than a Martini
Andreas Steno Larsen examines how liquidity trends are turning negative and macro fundamentals are weakening alongside an equity rally that may be exhausting. Find out what comes next on Steno’s Signals.
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About Real Vision Daily Briefing: Finance & Investing
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. Subscribe today to get both of these shows totally free. Brought to you from Real Vision.
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