Maggie sits down with Michael Gayed to discuss the turmoil in the banking sector and the risks he sees in markets going into April. This episode is sponsored by KraneShares’s KRBN ETF, the first, largest and most liquid carbon ETF. Please read the prospectus before investing at https://rvtv.io/krbn. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

Geopolitical strategist and author Peter Zeihan joins Real Vision’s Maggie Lake for an update on the war in Ukraine one year later, China, and more. Recorded on March 7, 2023. This episode is sponsored by KraneShares’s KRBN EFT is the 1st, largest and most liquid carbon ETF. Please read prospectus before investing at https://rvtv.io/krbn Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

This discussion is a must-watch if you want to understand the pace at which AI is changing our lives and to get ahead for the future. Recorded on March 9, 2023. This episode is sponsored by KraneShares’s KRBN EFT is the 1st, largest and most liquid carbon ETF. Please read prospectus before investing at https://rvtv.io/krbn Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

Maggie Lake is joined by Paul Hodges, author of the pH Report and chairman of New Normal Consulting, to talk about where financial stress will break out next. This episode is sponsored by KraneShares’s KRBN EFT is the 1st, largest and most liquid carbon ETF. Please read prospectus before investing at https://rvtv.io/krbn Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

Maggie Lake is joined by, Nadian Terman, CEO & CIO of Solstein Capital, who breaks down what she thought of yesterday’s Fed decision and what the knock-on effects it may have on broader markets. This episode is sponsored by KraneShares’s KRBN EFT is the 1st, largest and most liquid carbon ETF. Please read prospectus before investing at https://rvtv.io/krbn Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Federal Reserve unanimously hiked interest rates by a quarter point today, continuing its fight against inflation while acknowledging concern for the apparently delicate U.S. banking system. So where does that leave investors from here? This episode is sponsored by KraneShares’s KRBN EFT is the 1st, largest and most liquid carbon ETF. Please read prospectus before investing at https://rvtv.io/krbn Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ash Bennington is joined by Jeremy Schwartz, global CIO of WisdomTree Asset Management, to examine the Fed’s options — and the implications — ahead of tomorrow’s interest rate decision. This episode is sponsored by KraneShares’s KRBN EFT is the 1st, largest and most liquid carbon ETF. Please read prospectus before investing at https://rvtv.io/krbn Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

Real Vision’s Ash Bennington and Jared Dillian, editor of The Daily Dirtnap, will explore the extent of the banking crisis and why gold is benefitting from the chaos. This episode is sponsored by KraneShares’s KRBN ETF, the first, largest and most liquid carbon ETF. Please read prospectus before investing at https://rvtv.io/krbn Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

This is the first installment of our two-week special How To Unf*ck Your Future series. Amid massive issues with debt, aging demographics, broken political systems and geopolitics, there are reasons to be concerned, but as Raoul points out in this mind-blowing video, there are also major opportunities for investors. In this piece, Raoul sets up what you can expect from Real Vision over the next two weeks in our new series ‘How to Unf*ck Your Future.’ He lays out the reasons why we’re in trouble, but more importantly, how we can position ourselves for it. He’ll tell you exactly what he’s investing in to set up for a changing world, and specifically, how to unf*ck your future. So settle in, grab a pen and paper and listen up, you don’t want to miss this. Recorded on February 28, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Real Vision’s Andreas Steno Larsen has his eye on what he considers “the three main fundamental variables for the economy” — liquidity, inflation, and growth. Going into March, he’s observing the macro regime shifting once again, and he walks us through each of these variables to point to where it’s headed. Recorded on February 28, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

U.S. markets continue to chop as investors wonder whether the recent pain in banking was the the beginning of something bigger. On today’s special extended version of the show, Maggie Lake is joined by the co-founder and CEO of Real Vision Raoul Pal, Real Vision senior editor Andreas Steno Larsen, and David Mattin, editor of the “New World Same Humans” newsletter, for a full review of markets and a look at what the future could have in store. Don’t miss this interview with Stability AI founder Emad Mostaque: https://rvtv.io/3Lr1uBR And you can find more of David’s work here: https://newworldsamehumans.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

The ECB raised key interest rates another 50 basis points and U.S. markets continue to rebound as large institutions come to the rescue of First Republic Bank. Maggie Lake is joined by Ed Harrison, senior editor at Bloomberg, and the man who started the original Daily Briefing at Real Vision back in 2020. Ed joins us on the show’s 3-year anniversary to talk about the banking crisis, the next asset class at risk, and where markets are headed. Plus, we’ll hear from Emad Mostaque on why AI will be “massively deflationary.” You can watch that entire interview here: https://rvtv.io/3Lr1uBR And find more of Ed’s work here: https://www.bloomberg.com/account/newsletters/the-everything-risk Learn more about your ad choices. Visit podcastchoices.com/adchoices

U.S. markets sold off as fears of contagion in the banking sector have crossed the Atlantic. This morning, shares of Swiss banking giant Credit Suisse hit record lows after its largest shareholder, the Saudi National Bank, declined to add to its investment. Oil also took a spill, down nearly 6% as of this writing. On the market’s worst day since July 2022, Maggie Lake is joined by Julian Brigden of MI2 Partners and Cem Karsen of Kia Volatility to explain what’s driving the selloff at Credit Suisse and where the troubles could spring up next. You can catch more of Julian on our Pro Macro Tier and find more of his work here: https://mi2partners.com and more of Cem’s work here: https://www.kaivolatility.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

U.S. equities rebounded after yesterday’s SVB-driven rout, with cooling February CPI data easing investor anxieties of another interest rate hike. Maggie Lake is joined by Tony Greer, editor of the Morning Navigator, and Michael Howell, CEO of CrossBorder Capital. We’ll cover today’s price action and a short-term trader’s perspective with Tony, before hearing what Michael is watching in global liquidity and how financial stress could ripple through other parts of the world. You can find more of Tony’s work here: https://tgmacro.substack.com and more of Michael’s work here: http://www.crossbordercapital.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

U.S. markets saw more turmoil today as the fallout from Silicon Valley Bank’s failure continues to unfold. The Fed has stepped in to help depositors secure their funds from SVB and Signature Bank, and U.S. 2-Year Treasury yields endured the steepest decline since the stock market crash of 1987. Maggie Lake is joined by Daniel Lacalle, chief economist at Tressis, to give us a breakdown of the banking risks and how contagion could spread across the globe. Plus, we hear from Forkast Labs co-CEO Angie Lau on the impact SVB is having and why this issue is far from over. Check out that entire interview here: https://rvtv.io/3mMpLbf and you can find more of Daniel’s work here: https://www.dlacalle.com/en/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

With an uncertain macro outlook for 2023, it may prove beneficial to investors to home in on the micro instead — and Eric Udoff, managing partner and co-CIO of Marlowe Partners, provides just that with his stock picks for this episode of 3 Ideas. Together, he and Real Vision managing editor Samuel Burke explore the long-term value opportunities Eric is seeing in golf, pet care, and semiconductors. You can track the performance of all our guests' 3 Ideas here: https://bit.ly/RV3Ideas. Recorded on February 17, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Recent data has shown the consumer made a comeback in the first month of the year, but as Andreas Steno Larsen reveals, that may be only half true. Watch this edition of Steno’s Signals to find out why seasonal adjustments may be sending misleading signs about how the economy is actually faring. Recorded on February 21, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The U.S. added 311,000 jobs in February while unemployment rose from 3.4% to 3.6%. That quickly became background noise though, as trouble in the banking sector sparked a massive selloff in yields. It didn’t take long for U.S. equities to follow suit. Ash Bennington is joined by Warren Pies, co-founder of 3Fourteen Research, to discuss whether regulators shutting down Silicon Valley Bank is a sign of wider contagion in the sector, and what the Fed will do next. As Warren sees it, timing is everything.Plus, we’ll hear from Alex Gurevich on how central banks are monopolistic entities just like Apple. Catch that entire interview here: https://rvtv.io/3ZBbjl1 and you can find more of Warren’s work here: https://www.3fourteenresearch.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

All eyes are on tomorrow’s jobs report as stocks struggle to hold their footing into the weekend. Maggie Lake is joined by James Davolos, portfolio manager at Horizon Kinetics, to discuss whether investors should continue allocating with another inflation wave in mind. Are the inflation winners still working, or is it time to look elsewhere? Plus, we hear from Alex Gurevich on why he remains steadfast in his view that deflation is on the way. Check out the entire How to Unf*ck Your Future series here: https://rvtv.io/3yfCpBR and find more of James’ work here: https://horizonkinetics.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Job openings declined in January, as Fed Chair Jerome Powell prepares the market for more rate hikes. But what are we missing? Maggie Lake is joined by Doomberg, editor of the self-titled Substack newsletter, to break down the action unfolding across the energy sector — specifically in coal, LNG, and nuclear power. Plus, we’ll hear from geopolitical expert Peter Zeihan on why Russia will never be involved in the global supply chain and how that could impact Germany. Check out that entire series here: https://rvtv.io/3yfCpBR and find more of Doomberg’s work here: doomberg.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices