Real Vision Daily Briefing: Finance & Investing

By Real Vision Podcast Network

Business Investing Business News

What's Real Vision Daily Briefing: Finance & Investing about?

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.

4.1

700 ratings

Download our free app to listen on your phone

LAST EPISODE

Opportunity in Uncertainty:...

01.15.2022

DB-Jan 14,2022: U.S. retail sales fell in December as surging prices hit consumer spending. Raoul Pal discusses what opportunities are available for investors in an environment of rising inflation and why he is looking at the carbon trade. He also ...

Real Vision Daily Briefing: Finance & Investing episodes:

01.15.2022 Opportunity in Uncertainty: Where Raoul Pal's Looking as Inflation Weighs on Consumers DB-Jan 14,2022: U.S. retail sales fell in December as surging prices hit consumer spending. Raoul Pal discusses what opportunities are available for investors in an environment of rising inflation and why he is looking at the carbon trade. He also ...
01.14.2022 Reading the Charts: Expect a Correction Soon DB-Jan 13,2022: In today’s volatile trading environment, charts can be a clear way to make investment decisions. Katie Stockton gives her technical take on the S&P 500 (which she says will enter a corrective phase in 1-2 weeks), FAANGs, 10-year ...
01.13.2022 U.S. Inflation Hits 7%, and HSBC Issues Dire Warning--Here's Why DB-Jan 12,2022:December’s Consumer Price Index (CPI) rose by 7% year-over-year, the biggest jump since 1982. And even worse supply chain disruptions may be on the horizon if Omicron sweeps through Asia and prompts more lockdowns across China. HSBC warns that ...
01.12.2022 Is the Rebound Real? Tech Leads Market Higher as Powell Says Economy Looks Bright DB-Jan 11,2022: During a hearing for his re-confirmation as Fed Chair, Jerome Powell said the central bank will work to relieve inflationary pressures in the economy. Following Powell’s testimony, the Nasdaq rallied for the second day in a row. In ...
01.11.2022 Big Tech Tumbles & Crypto Dips: How Low Can Prices Go? DB-Jan 10,2022: Goldman Sachs expects a more aggressive Fed this year with four interest rate hikes on the horizon in an effort to to tame inflation. The prediction comes as U.S. stocks extend a volatile start to the year and ...
01.08.2022 What Does the December Jobs Report Tell Us About Growth? DB-Jan 07,2022:Non-farm payrolls in the U.S. rose by 199,000 in December, which pales in comparison to the original estimate of 422,000. Despite the actual numbers landing below expectations, unemployment in the country fell to 3.9%, which was actually better than ...
01.07.2022 Market Jitters: Is a Regime Change Imminent? DB-Jan 06,2022:On Wednesday, the S&P 500 fell 1.9%—the worst single-day decline in 11 months and the worst start to a year since 2008. Even crypto is taking a beating. The entire country has turned its attention to the Fed, which ...
01.06.2022 The Fed Amps Up Aggression--Stocks Plunge Immediately DB-Jan 05,2022:The U.S. Fed just released its meeting minutes, hinting that it may get more aggressive with tightening the balance sheet and reducing stimulus. That caused stocks to plunge immediately. China just launched a wallet app for its own digital ...
01.05.2022 Tony Greer's Best Bets for 2022 DB-Jan 04,2022: OPEC+ has agreed to increase its oil production by 400,000 barrels per day in February as it is believed that Omicron will not have a detrimental impact on demand. The Institute for Supply Management revealed a slowdown in ...
01.04.2022 2022 Outlook: Bond Market Moves & Your Asset Allocation DB-Jan 01,2022: Alfonso Peccatiello, the author of the Macro Compass, shares his outlook on 2022 on the first trading day of the year, which saw the S&P 500 and Nasdaq Composite inch higher. Peccatiello discusses how he sees the economy ...
12.31.2021 Bitcoin Hits an Air Pocket--Here's Why There's Turbulence DB-Dec30,2021:December has been a brutal month for Bitcoin — with prices plunging around 30% from their all-time high in November. In this special edition of Crypto Unwrapped, Jim Bianco of Bianco Research and Real Vision’s own Weston Nakamura join Ash ...
12.28.2021 Following the Money as End of Holidays Nears DB-Dec27,2021:What put a floor under global markets last week may not be what you think. Weston Nakamura provides an overview of the global and cross-asset markets in the last week of the year. Nakamura explains that regional market holiday schedules ...
12.24.2021 Here's How to Surf a Volatile 2022 DB-Dec23,2021:What’s going on in Turkey, and why should we keep an eye on it? Daily Dirtnap editor Jared Dillian fills you in on what you need to know about the Turkish Lira. Nikola delivers its first EV truck, boosting its ...
12.23.2021 To What Degree Is Omicron a Threat to the Economic Recovery? DB-Dec22,2021:The number of new cases in South Africa has slowed in recent weeks and is down more than 20% in the past week, pointing to the probability that the Omicron variant has reached its peak. Perhaps this may not be ...
12.22.2021 Markets Bounce Back, Ringing In Holiday Cheer Once Again DB-Dec21,2021:After markets were down yesterday, oil, stocks, and crypto rebounded. Goldman Sachs also recently released their new projection for oil, explaining that oil could potentially reach $100 a barrel within the next two years. TG Macro's Tony Greer, editor of ...
12.21.2021 Stocks, Oil, & Bitcoin Fall on Omicron Fears: A Not-So-Happy Holiday DB-Dec20,2021:The Omicron fear factor has sent the entire market tumbling downhill – what does this mean for 2022? Jeffrey Schulze of ClearBridge discusses how you should protect your investments and prepare for the disruption. Goldman cuts GDP forecast down to ...
12.18.2021 No Santa Rally? What's Behind the Big Tech Sell-Off DB-Dec017,2021:At the year's end, people are normally buying the winning tech stocks. This year, however, people are selling. What is going on? Jim Bianco, president of Bianco Research, talks about the volatility in tech stocks and whether you should buy ...
12.17.2021 Did the Fed Topple Your Assets? Advice for Your Wallet DB-Dec16,2021:As the Fed wages its battle against inflation by signaling raising interest rates in 2022 at a faster pace than expected, Liz Young, Head of Investment Strategy at SoFi, explains who the winners and losers are from the Fed’s decision ...
12.16.2021 This Is What the Fed's Decision Means for You DB-Dec15,2021:In the most highly anticipated decision of the year, the Fed said it would ramp up its pace of tapering and hike rates three times in 2022. So what does that mean for your investments? Darius Dale, founder and CEO ...
12.15.2021 Fed Meeting Begins: What s Next for Stocks, Bitcoin, & Your Portfolio? DB-Dec14,2021:The Fed meeting begins today, and Thomas Thornton joins the Daily Briefing to discuss what that means for stocks and Bitcoin. One thing’s for sure: we can probably expect a hike in interest rates. Gold already retreated 1% today in ...
12.14.2021 How to Navigate a Jittery Market Ahead of the Fed Meeting DB-Dec13,2021:U.S. stocks have kicked off the week in the red amid concerns over the Omicron variant and ahead of the Fed decision on Wednesday. Meme stocks like GameStop and AMC are suffering the most as investors dump risky positions. Dave ...
12.11.2021 U.S. CPI Print Comes in Hot: Is Bitcoin Still an Inflation Hedge? DB-Dec10,2021:Raoul Pal shares his key takeaways from Real Vison’s ‘The Takeover’ in Las Vegas. Where are the leading names in the cryptosphere placing their bets? Plus, U.S. inflation surges to its highest level in 39-years, putting even more pressure on ...
12.10.2021 What Should A Cryptocurrency Portfolio Look Like? DB-Dec09,2021:Ahead of Friday’s CPI print, analysts expect a reading of 6.8%, showing that inflation is still running hot through the economy. After a week-long rebound, Brent Crude fell 0.8% as fuel demand setbacks rise and Omicron fears persist. Bitcoin fell ...
12.09.2021 Pfizer & BioNTech Share Results on Boosters as Job Openings Near All-Time High DB-Dec08,2021:With markets easing on Omicron fears this week and assets across the board beginning to recover from last week’s drawdowns, Pfizer and BioNTech both announced today the initial findings of the effectiveness of their boosters against the Omicron variant, demonstrating ...
12.08.2021 Navigating Omicron: Will the Market Comeback Last? DB-Dec07,2021:Tech stocks are making a comeback today and oil is up over 4%, easing Omicron fears, but can it last? Pfizer CEO Albert Bourla said that while the Omicron variant appears mild, its lightning-speed spreadability could lead to even more ...
12.07.2021 The Secret Formula: A Four Quadrant Approach to Investment DB-Dec06,2021: The Macro Compass is a four-quadrant tool that helps see the macro forest first and then the trees. Alfonso Peccatiello uses this model to determine how to distribute his investment portfolio. Peccatiello discusses on the Daily Briefing investment opportunities ...
12.04.2021 Fear Is Back: Omicron's Grip Threatens Global Disruption DB-Dec 03,2021:The NASDAQ is down today over 300 points, and the VIX continues to edge up to its 52-week high. Jim Bianco discusses the latest tech fallout and where the equities sell-off is concentrated. The Omicron variant is rattling the ...
12.03.2021 Navigating Volatility: Should We Buy the Dip? DB-DEC 02,2021:Steven Van Metre joins the Daily Briefing to share his outlook of the volatility ahead as we close out the year and begin to look forward to an equally unstable 2022. With markets still recovering from major pullbacks in ...
12.02.2021 Omicron: Should Investors Worry? DB-Dec 01,2021: As U.S. equities and oil inventories rise, investors are wondering whether the newly discovered Omicron variant threatens to reverse the recovery the economy has made. While officials instruct people not to panic, the uncertainty has already caused some ...
12.01.2021 Surprise, Surprise: Inflation Is Not Transitory? DB-Nov 30,2021: Fed Chair Jerome Powell just said it’s time to retire the word “transitory”—are you shocked? All the major U.S. market indices fell more than 1% on the announcement while the dollar strengthens and crude oil tanks. Ash Bennington ...
11.30.2021 Turkish Lira in Crisis While Virtual Land Skyrockets DB-Nov 29,2021:Weston Nakamura joins us from Japan to share his insight on why the market went down on Friday and to talk about Turkey, where the stock market is thriving. He also discusses what’s happening to the Turkish Lira and ...
11.25.2021 Jobless Claims Plummet: Throwback to 1969 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 ...
11.24.2021 U.S. to Tap into 50M Barrels of Reserve Oil to Tame Rising Gas Prices 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 ...
11.22.2021 A Brave New World: Biden Reappoints Powell Amid a Coordinated Strategic Oil Reserves Release 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 ...
11.20.2021 Raoul's Big Picture: Bitcoin's Taproot Facelift & the Economy 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 ...
11.19.2021 Will There Be an End of the Year Rally? 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 ...
11.18.2021 Did Biden Get the Economy All Wrong? 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. ...
11.17.2021 'Tis the Season to Shop & Be Merry Despite Inflation 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. ...
11.16.2021 Analyzing the U.S.-Canadian Dollar, European Lockdowns, Tesla's Stock, & Musk's Twitter Tantrum 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 ...
11.13.2021 Consumer Sentiment Hits 10-Year Low While the Great Resignation Continues 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 ...
11.12.2021 Elon Musk Sells $5 Billion in Tesla Stock as Competitors Put on the Pressure 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, ...
11.11.2021 Hottest CPI in 30 Years And Rivian Goes Public 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 ...
11.10.2021 The End of an Era: GE Splits into 3 Companies 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. ...
11.09.2021 House Passes Infrastructure Bill and Twitter Votes for Musk to Sell Tesla Stock 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 ...
11.06.2021 October Jobs Report Beats Expectations with Unemployment Dropping to New Pandemic Low 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 ...
11.05.2021 Bank Of England Defies the Market and Leaves Heads Turning 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 ...
11.04.2021 The FOMC Meeting Begins as the Labor Market Recovery Shows Promise 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 ...
11.03.2021 Countries and Individuals Pledge Billions to Curb Climate Change, But Is It Enough? 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, ...
11.02.2021 Mega Cap Tech Leads the Way--But Is a Market Rotation Around the Corner? 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 ...
10.30.2021 Stumbling Supply Chains, Stirring Inflation, and a Stagnant Labor Market 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 ...

Older episodes