SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance

Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to discuss the impact of today's U.S. inflation data, explore the U.S. dollar's recent movements, and to help us understand the reasons behind bond market volatility.

You can find more of Dale's work here: https://tradegatehub.com

Learn more about your ad choices. Visit podcastchoices.com/adchoices

SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance

Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss his "Trampoline Landing" theory, why he sees a second wave of inflation coming, and what's making him so bearish equities. In the second half of the show, Vincent explores whether the U.S. has peaked and where to find value in international investments.

You can find more of Vincent's work here: https://marketintel.intlfcstone.com/MIPublic/Landing

Learn more about your ad choices. Visit podcastchoices.com/adchoices

SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance

Tony Greer, editor of The Morning Navigator, joins Maggie Lake to discuss what the recent volatility in bonds means for markets, the impact of recent downgrades on the credit rating of several banks, and what investors should expect from this week's inflation data.

You can find more of Tony's work here: https://tgmacro.substack.com

Learn more about your ad choices. Visit podcastchoices.com/adchoices

SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance

Neil Dutta, head of economic research at Renaissance Macro Research, joins Maggie Lake to discuss the impact of recent economic data on investor confidence, what to expect from CPI data this week, and the likelihood of a recession. 

You can find more of Neil's work here: https://renmacaccess.com

Learn more about your ad choices. Visit podcastchoices.com/adchoices

A look back at where we've come from, and a big update from Raoul on where we're going. Let us know what you think in the comments. 

Learn more about your ad choices. Visit podcastchoices.com/adchoices

As we move to a world where users begin to own their data, how we leverage it will revolutionize everything. David Mattin, founder of the New World Same Humans newsletter, welcomes data futurist Michael Clark to explore how data will transform markets. Plus, why AI and the augmented world will change life as we know it. Note: This video has been edited from its original live version to clean up some technical issues we encountered during our live session.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jared Dillian, editor of the Daily Dirtnap, sits down with Maggie Lake to discuss the mixed data from today's jobs report, current sentiment across assets, and why he thinks now may actually be the time to buy bonds. Also, we've just launched Season 2 of the Real Vision Collective. See what we're up to here: https://www.realvision.com/collective

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dr. Komal Sri-Kumar, president and founder of Sri-Kumar Global Strategies, joins Maggie Lake to discuss why recent economic data has economists questioning the Fed's policy decisions, and where the central bank’s quest for 2% inflation will land the U.S. economy. You can find more of Sri's work here: https://srikonomics.substack.com

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss how cushioned of a landing he thinks the Fed can pull off. Plus, Jim examines the impact of Friday's U.S. jobs data, where oil prices could send inflation, and what the bond market is telling investors.You can find more of Jim's work here:  biancoresearch.com

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Harry Melandri, advisor at MI2 Partners, joins Maggie Lake to discuss two competing fundamental macro stories that are shaping the current landscape, the potential for further Fed interest rate hikes, and the broad impacts of "higher rates for longer."

You can find more of MI2 Partners' work here: https://mi2partners.substack.com

Learn more about your ad choices. Visit podcastchoices.com/adchoices