Real Vision

🚀 Navigating Digital Assets Beyond $BTC & $ETH We've partnered with Kraken Digital Asset Exchange to bring you a timely online festival to help us all not f*ck this up! Bookmark your APR 18-19 agenda for a deep dive into digital assets: altcoins, meme coins & NFTs 👇 Best of all? It's FREE s://rvtv.io/49wiUp6

#1024 - Has the Fed Lost Its Way? with Jim Bianco Jim Bianco, president of Bianco Research, joins Ash Bennington to discuss how mixed tech earnings are propping up the market, the potential for 10-year yields to surpass 5%, and his analysis of the recent price pressure in the crypto market.

📉 Thomas Thornton breaks down the looming rate cut debate: Wanting to slash rates versus having the data to justify it are two different beasts. But what's really keeping investors up at night? Hint: It's not a soft economy. 📈 #DailyBriefing #macro #finance #macroeconomics

#1023 - Is This What Stagflation Looks Like? w/ Tom Thornton Tom Thornton, founder of Hedge Fund Telemetry, joins Ash Bennington to dissect the market’s reaction to today’s disappointing GDP data, what it means for the economy and monetary policy through the remainder of 2024, and what his system of technical signals suggests about the near-term trajectory of tech stocks, oil, metals, and more.

#1022 - Is the Bull Run for Stocks Over? | With Jurrien Timmer Jurrien Timmer, director of global macro at Fidelity Investments, joins Maggie Lake to share his current macro perspective. They discuss whether a soft landing is still possible for the Fed, Jurrien's rate cut expectations, and the influence of AI on his investment thesis. This episode is brought to you by Chintai, your trusted partner in asset tokenization. Licensed and regulated by Singapore's MAS and powered by the innovative $CHEX token, Chintai offers a compliant, one-stop solution for bringing real-world assets on-chain. Chintai enables the tokenization of virtually any asset — from carbon credits to corporate debt, private funds, and real estate — enhancing liquidity and optimizing efficiency for all. With billions of dollars in client deals facilitated, explore how you too can take advantage of tokenization by visiting https://lnkd.in/dctttVde.

#1021 - Should You Steer Clear of Autos? | With Kevin Muir Kevin Muir, author of The MacroTourist newsletter, joins Maggie Lake to discuss his current macro framework, his expectations for interest rates, the significance of the auto sector in current market conditions, and his approach to investing in precious metals

#1020 - Will Earnings Help Stocks Rebound? | With Dale Pinkert Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to analyze the current price action and technical levels in equities, the bond market moves, strategies for trading precious metals, and where he sees the tech sector headed this earnings season.

#1019 - How Global Conflict Impacts Markets | With Jacob Shapiro Jacob Shapiro, director of geopolitical analysis at Cognitive Investments, joins Ash Bennington, to discuss the evolving conflict in the Middle East following Israel's retaliatory attack on Iran. They explore potential longer-term market implications if the situation escalates further and discuss opportunities in alternative regions amid ongoing uncertainty.

Raoul Pal shares his updated framework for the technology space and why we have 6 years to accumulate as much wealth as possible. #newsletter #macro #finance

#1018 - What Can We Learn From the Current Cycle? | With Jamie Coutts Jamie Coutts, chief crypto analyst at Real Vision, joins Ash Bennington to explore how the macro landscape is influencing the crypto cycle, the potential impact of the upcoming bitcoin halving, and key takeaways from Day 1 of the Festival of Learning.