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

Remember that "Macro Mondays" is THE show to watch every week in global macro! Big tech back in fashion with Kamalanomics? Out on Real Vision , YouTube and Podcast!

#MacroMondays - Is the U.S. Headed for a Recession? ft. Andreas Steno Larsen and Mikkel Rosenvold 👇 KEY TAKEAWAYS: US Recession Indicators: The discussion highlights three key recession indicators - tax data, electricity output, and credit conditions. Monitoring these can provide insights into economic health. UK Real Wage Growth: Despite political uncertainties, UK consumers might regain confidence due to significant real wage growth, presenting a potential upside for the economy in the second half of the year. French Public Spending Risks: France's new coalition government plans substantial public spending, which could lead to fiscal indiscipline. Investors should keep an eye on France's budget targets and EU scrutiny. Gig Economy Impact: The rise of the gig economy complicates traditional economic indicators. Understanding its impact on employment and tax data is crucial for accurate economic analysis. AI's Economic Role: AI and data processing might drive increased electricity output. This could lead to higher productivity despite potential job losses, suggesting a nuanced impact of AI on the economy. Liquidity Trends: The US Treasury's increased spending in July and August could positively impact liquidity. Investors should consider this when making market decisions. Political Stability: The election outcomes in the UK and France have significant implications for economic policies and market sentiment. Stability in these regions can influence broader market trends. Watch the FULL episode on YouTube: https://lnkd.in/etvAhTuW #recession #macro #macroeconomics #useconomy #financialmarkets

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🗣️ Liquidity cycles 🗣️ Significance of central bank policies 🗣️ Global debt refinancing dynamics. They explore how liquidity injections correlate with market behavior and how different economic factors, including government policies and demographic trends, shape this complex landscape. [5 key takeaways:] 1/ The "Everything Code" Thesis: Raoul Pal’s theory hinges on the debt refinancing cycle that started post-2008’s financial collapse. Liquidity influx, due to currency debasement, happens roughly every four years. Liquidity drives major bull markets in technology and cryptocurrency. 2/ Liquidity Hierarchy and Drivers: Mike Howell highlights the pyramid structure of liquidity, where central bank balance sheets form the apex, supported by offshore deposits and collateral's role in the shadow banking system. Key drivers include the Federal Reserve (Fed), People’s Bank of China (PBOC), and collateral volatility, measured by indices like MOVE. 3/ Global Cross-Border Flows: Investment flows have become global, significantly impacting markets. The debasement effect increases P/E ratios across time, diluting value investing principles. 4/ Central Bank Strategies: U.S. Treasury’s strategies to manage the market, such as the issuance of short-dated bills, and the Fed’s balance sheet decisions. Implementing Basel IV regulations could force banks to hold more bonds, impacting market liquidity. 5/ Emerging Markets Dynamics: Discussion on China's economic state, capital flight, and the impact on the global economy. The interplay of China’s liquidity measures and U.S. policies.

Raoul Pal dropping knowledge bombs left and right. This episode is a treasure trove for anyone serious about crypto. Excited about the release.

A few insights from this week's #MacroMondays with Andreas Steno Larsen as we break down the biggest market moves. From #Bitcoin's staggering inflows to meme #stocks making a comeback, we've got you covered: 1/ #BitcoinETFs are seeing unprecedented inflows, with nearly $900M in a single day. What does this mean for the crypto market? We dissect the trends and what to watch for next. 2/ Mount Gox is back in the spotlight as creditors are set to receive 41K #BTC. Will this flood the market or will long-term holders keep their assets? We explore the potential impacts. 3/ #MemeStocks like #GameStop are surging again. What's driving this renewed interest, and how does it relate to recent rate cuts by global central banks? Get the full scoop on the correlation. 4/ #CentralBank Moves: The Fed, ECB, and others are cutting rates despite ongoing inflation. How will this affect risk-taking and market dynamics? We analyze the implications for your portfolio. 5/ #Mexico's Economy: With the recent election and a strong peso, Mexico's role in the global economy is evolving. What does this mean for US labor markets and the gig economy? We delve into the details. 6/ US #LaborMarket: Low hiring, low firing - what's really happening in the US job market? Explore the trends and what they mean for the future of employment and economic growth. 7/ Global #Market Insights: We cover everything from liquidity trends to inflation forecasts. How will these factors shape the financial landscape in the coming months? Whether you're an investor or just curious about the market's direction, watch the full episode to stay informed and ahead of the curve. https://lnkd.in/ewxWh8fZ #MacroMondays

Is It Time to Take Profits in Nvidia? with Mish Schneider - #1043 Mish Schneider, chief strategist at MarketGauge, joins Maggie Lake to discuss the surge in Nvidia stock, whether it's a good time to invest in commodities, and the latest developments in the crypto market. Keen to really dig into learning how to trade, but need the comfort of an expert guiding you along the way? RV members get an exclusive discount to Mish’s Ultimate Trading Program and her crypto trading service, CryptoPulse, here: https://lnkd.in/eaDy2sg4

Can Tech Lead the Market Higher? w/ Liz Ann Sonders - #1042 Liz Ann Sonders, managing director and cheif investment strategist at Charles Schwab, joins Maggie Lake to discuss how the recent slump in U.S. Treasury yields has provided a tailwind for stocks, why disappointing economic data and strong tech earnings have propped up equities, and her expectations for Fed policy moving forward.

#1041 - What's the New 60/40 Portfolio? With Jim Bianco Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss the ongoing rally in equities and crypto, why Nvidia earnings are as important as CPI and payroll numbers, where rates are heading, and what's driving the spike in crypto.