Real Vision: Finance & Investing

🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz Julian Bridgen, co-founder of MI2 Partners, and Raoul Pal, co-founder and CEO of Real Vision, share the latest updates to their macro frameworks. This discussion was originally part of September's monthly Insider Talks for Pro Macro members. Then, in a snippet from a recent RVIP event in London, we’ll hear Roger Hirst discuss how investors can better understand the many competing narratives at play in markets today. Learn more about your ad choices. Visit podcastchoices.com/adchoices

🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz While an economic slowdown looms, elevated inflation remains a risk for investors. Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss why he thinks the U.S. economy will be hit with a three-punch combo this month, why the steepening of the yield curve may not be over yet, and what it means for risk assets across the board. You can find more of Vincent's work here: https://marketintel.intlfcstone.com/MIPublic/Landing Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in Kraneshares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company Learn more about your ad choices. Visit podcastchoices.com/adchoices

🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz Tom Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake to discuss the pullback in bond yields, the global economic implications of the Israel-Hamas War, and where he's spotting potential opportunities in this market environment. You can find more of Tom's work here: https://t.co/op6Mf4pLsD Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz Jared Dillian, editor of the Daily Dirtnap newsletter, joins Ash Bennington to discuss how the ongoing conflict in the Middle East has increased risk in the energy sector — and the wide-ranging broader market implications. Plus, Jared and Ash will examine the potential market outcomes of the recent spike in bond yields, and what this week's inflation data could mean for rates. You can pre-order Jared's new book, Now Worries: How to Live a Stress-Free Financial Life, right here: https://t.co/TYFi4jwsdC Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz For part nine of our Crash or Boom series, Rick Rule, president and CEO of Rule Investment Media, sits down with Tracy Shuchart, CEO and founder of Hilltower Resource Advisors. Join these two commodities heavyweights as they unpack the macro implications and outlook for energy and commodities in this hazy global economic environment. Learn more about your ad choices. Visit podcastchoices.com/adchoices

🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz In part 8 of our Crash or Boom series, Ash Bennington welcomes Harris “Kuppy” Kupperman, founder and CIO of Praetorian Capital, and Louis-Vincent Gave, CEO of Gavekal Research to learn their global economic outlook and why they think a boom is coming for emerging markets and uranium. Learn more about your ad choices. Visit podcastchoices.com/adchoices

🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz Peter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, joins Maggie Lake to help us understand the market's reaction to this morning's jobs report, the key factors driving investor sentiment, and the action in bond markets. Peter will explain what caused a spike in the U.S. 10-year Treasury yield and why yields are so pivotal in forecasting future economic growth. You can find more of Peter's work here: https://t.co/F4bYnWoq3x This episode is sponsored by KraneShares’s KRBN ETF — the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at kraneshares.com/krbn/realvision. 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

​🔥 JOIN THE NEW REAL VISION for just $20.14 https://rvtv.io/3ZyY70t Darius Dale, founder of 42 Macro, joins Maggie Lake to discuss the latest market action, the impact of some critical economic data releases, and how volatility in FX markets is impacting global liquidity.You can find more of Darius' work here: https://t.co/HbJL5Tpvyq This episode is sponsored by KraneShares’s KRBN ETF — the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at kraneshares.com/krbn/realvision. 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

​🔥 JOIN THE NEW REAL VISION for just $20.14 https://rvtv.io/3ZyY70t Mish Schneider, chief strategist at MarketGauge, joins Maggie Lake to share what her framework suggests about junk bonds and investment-grade bonds, what she's watching in commodity markets, and how to structure a portfolio to navigate both bull and bear markets.For MarketGauge Trading Strategies with Mish, there’s a 20% discount exclusively for the Real Vision community right here: https://www.realvision.com/mish This episode is sponsored by KraneShares’s KRBN ETF is the 1st, largest, and most liquid carbon ETF. Please read the prospectus before investing at kraneshares.com/krbn/realvision. 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

​🔥 JOIN THE NEW REAL VISION for just $20.14 https://rvtv.io/3ZyY70t Tony Greer, editor of the Morning Navigator and Founder of TG Macro, joins Maggie Lake to discuss what's causing bond yields to surge, how that impacts the entire risk asset complex, and why he's approaching the oil trade with much more caution this week.You can find more of Tony's work here: https://t.co/IuOqbaQY1a This episode is sponsored by KraneShares’s KRBN ETF — the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at kraneshares.com/krbn/realvision. 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

​🔥 JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t Noelle Acheson, editor of the Crypto is Macro Now newsletter, joins Maggie Lake to delve into the launch of ether-futures ETFs and Bitcoin's notable rally, reaching its highest levels since August. Additionally, they explore today’s higher-than-expected ISM reading and preview the impending jobs and inflation data expected in the subsequent days. You can find more of Noelle's work here: https://noelleacheson.substack.com This episode is sponsored by KraneShares’s KRBN ETF is the 1st, largest, and most liquid carbon ETF. Please read the prospectus before investing at kraneshares.com/krbn/realvision. 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

​🔥 JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t In the fourth installment of our Crash or Boom series, New York Times bestselling author Larry McDonald, founder of The Bear Traps Report, is joined by Luke Gromen, founder and president of Forest for the Trees, to discuss how to think about the U.S. dollar in today’s environment. They analyze how the dollar drives monetary policy, the commodity cycle, and financial repression in this era of fiscal dominance and multipolarity. Recorded on September 11, 2023. To find more of Larry’s work, visit: https://www.thebeartrapsreport.com Larry has also provided some supplementary charts, which you can view here: https://rvtv.io/3LiElQX Learn more about your ad choices. Visit podcastchoices.com/adchoices

​🔥 JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t In the fourth installment of our Crash or Boom series, Maggie Lake welcomes two star financial analysts — Liz Ann Sonders, chief investment strategist at Charles Schwab, and David Rosenberg, chief economist of Rosenberg Research & Associates — for a peer-to-peer review of just what lies ahead for global markets. According to Liz Ann, “an ongoing rolling recession” may be the best scenario. David, meanwhile, believes we’re in economic purgatory with only one way out. Together they share their insights on inflation, business cycles, and more. Learn more about your ad choices. Visit podcastchoices.com/adchoices

​🔥 JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t Dale Pinkert, trading coach at TradeGateHub, joins Maggie Lake to discuss the recent surge in the U.S. dollar and what the bond market is signaling about looming risks ahead. Plus, Dale will share how he deciphers between valuations, technological advancements, and market performance of mega-cap tech. You can find more of Dale's work here: https://www.forexanalytix.com Join fellow visionaries at Blockchain Jungle in Costa Rica on November 16. You’ll get the early bird special and an additional Real Vision discount appears when you use our special link: realvision.com/costarica Learn more about your ad choices. Visit podcastchoices.com/adchoices

​🔥 JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t Cem Karsen, founder of Kia Volatility Advisors, sits down with Maggie Lake to discuss the seasonality of market trends, how a government shutdown and an increase in structured product issuance would impact markets, and what investors need to know about Wall Street’s new favorite dispersion and index.You can find more of Cem's work here: https://www.kaivolatility.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

​🔥 JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t Maggie Lake is joined by Real Vision co-founder and CEO Raoul Pal, Ash Bennington, Nico Brugge, and Samuel Burke for a round table discussion about Real Vision's journey, the evolution of our mission, and where we're headed next. We'll reminisce on the best moments in Real Vision history, highlight the top features of the new and improved platform, and look at how we can push your financial journey forward in the years to come. If you’re already a member and want to level up your learning journey from information to knowledge to wisdom — or jump ahead in the queue for access to the new platform — check out https://rvtv.io/3ZyY70t Learn more about your ad choices. Visit podcastchoices.com/adchoices

​🔥 JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t Jared Dillian, editor of the Daily Dirtnap newsletter, joins Maggie Lake to discuss today's market turbulence, why investors keep getting the bond trade all wrong, and what's really happening under the hood of the economy. You can find more of Jared's work here: https://dailydirtnap.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Surging prices and renewed challenges in the energy sector mean that bonds and stocks "have to do the dirty work." Andreas Steno Larsen, senior editor at Real Vision and the founder of Steno Research, joins Maggie Lake to discuss the major implications of cyclically higher energy prices, why the traditional 60/40 portfolio may not be suited for today's market conditions, and how AI is reshaping the investment landscape.For more access to Andreas’ independent research, there’s a 40% discount exclusively for the Real Vision community using the code RV40 at https://www.realvision.com/steno Learn more about your ad choices. Visit podcastchoices.com/adchoices

In the second installment of our Crash or Boom series, Andreas Steno Larsen welcomes Mikael Sarwe, head of equity strategy and quant at Nordea, for an in-depth exploration of recessionary risks in the U.S., Europe, and China. Are financial markets pricing these risks correctly? And, how should investors think about asset allocation in this economic environment? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Raoul Pal, co-founder and CEO of Real Vision, joins Maggie Lake to break down the interviews from the second week of our Crash or Boom series. Then he addresses questions from the viewers. To learn more about Crash or Boom? How to Profit From What's Coming, go to http://realvision.com/crashorboom. We're offering new members a special 1-month Essential membership for just $20.14 so you don't miss it. It's that important. Learn more about your ad choices. Visit podcastchoices.com/adchoices

U.S. 10-Year Treasury yields hit 16-year highs a day after the Fed’s decision to hold interest rates unchanged. Darius Dale, founder and CEO of 42 Macro, joins Ash Bennington to analyze the market action following the Fed’s decision to pause rate hikes. With the VIX spiking and yields surging, will equities continue to suffer?To learn more about our new series, Crash or Boom? How to Profit From What's Coming, go to http://realvision.com/crashorboom. We're offering new members a special 1-month Essential membership for just $20.14 so you don't miss it. It's that important. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Fed has chosen to keep rates steady, but what does that mean for markets and the economy as a whole? he FOMC has announced its decision, and rates remain unchanged for September. Does this mean rate hikes have reached their peak for this cycle? What does that mean for markets and the economy going forward? Michael Howell, CEO of CrossBorder Capital, joins Andreas Steno Larsen to delve into the decision and explore its potential repercussions. To learn more about our new series, Crash or Boom? How to Profit From What's Coming, go to http://realvision.com/crashorboom. We're offering new members a special 1-month Essential membership for just $20.14 so you don't miss it. It's that important. Learn more about your ad choices. Visit podcastchoices.com/adchoices

As yields and oil prices climb, will the Fed hike rates or hold steady? With equities falling and yields rising, Tony Greer, editor of The Morning Navigator, joins Ash Bennington to discuss the price action ahead of tomorrow's pivotal FOMC interest rate decision.To learn more about our new series, Crash or Boom? How to Profit From What's Coming, go to http://realvision.com/crashorboom. We're offering new members a special 1-month Essential membership for just $20.14 so you don't miss it. It's that important. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Equities and bonds make modest moves as crude oil hits its highest levels since last November. With the September FOMC meeting coming up on Wednesday, Jim Bianco, president of Bianco Research, joins Ash Bennington to discuss how energy prices surging to yearly highs impacts decision-making from central banks around the globe. Learn more about your ad choices. Visit podcastchoices.com/adchoices

🔥 THE NEW REAL VISION - Join for only $20,14 https://rvtv.io/3sIJviO Now that the Jackson Hole Economic Symposium has concluded, Real Vision’s Andreas Steno Larsen brings together Danielle DiMartino Booth, CEO and chief strategist of QI Research, and Dennis Lockhart, former president of the Federal Reserve Bank of Atlanta. They discuss the expected path of central bank policy and offer their macroeconomic perspectives for the upcoming months. Learn more about your ad choices. Visit podcastchoices.com/adchoices

AI in cars, VTubers, virtual dating, and more. In Real Vision’s ongoing Crash or Boom series, Ash Bennington and Mikhail Voloshin investigate the recent revival of AI after a lengthy phase referred to as “AI winter.” They gauge the power of contemporary chatbots with a look at AI implementations in Mercedes-Benz automobiles, elder care, and VTubers (virtual YouTubers). Finally, they wrap up the discussion by exploring AI’s impact on the world of virtual dating. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Raoul Pal, co-founder and CEO of Real Vision, joins Maggie Lake for this extended show to break down the interviews from the first week of our Crash or Boom series. Then he addresses questions from the viewers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Resilient economic data and IPO enthusiasm send stocks higher for the day. Peter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, joins Maggie Lake for a look at the market response to this week’s economic data. They’ll discuss everything from CPI and PPI to retail sales and explore whether there are subtle nuances being missed by these initial moves. Learn more about your ad choices. Visit podcastchoices.com/adchoices

🔥 THE NEW REAL VISION - Join for only $20,14 https://rvtv.io/3PwLpw2 Tom Thornton, founder of Hedge Fund Telemetry, sits down with Maggie Lake to dissect today’s slightly hotter-than-expected CPI report. Plus, Tom will share why he's bullish on energy, worried about U.S. Treasury bond issuance, and what he thinks about Tesla’s recent upgrade and rebound.You can find more of Tom's work here: http://hedgefundtelemetry.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

🔥 THE NEW REAL VISION - Join for only $20,14 https://rvtv.io/3PwLpw2 Real Vision’s Maggie Lake welcomes Shehzad Qazi, managing director and COO at China Beige Book International, to look at the state of the Chinese economy, the health of its property sector, U.S-China relations, and the global ripple effects that China exerts. Learn more about your ad choices. Visit podcastchoices.com/adchoices

🔥 THE NEW REAL VISION - Join for only $20,14 https://rvtv.io/3sIJviO Maggie Lake is joined by Andy Constan, CEO of Damped Spring Advisors, to discuss his perspective on the global macro landscape. They delve into where he believes rates, bond issuance, and asset prices are headed next — and what it means for broader markets. You can find more of Andy’s work here: https://dampedspring.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Last year, Alpine Macro's chief global strategist Chen Zhao shared his global macro views with us, highlighting his optimism for the US economy and questioning Xi's policies for China. Reuniting with Clocktower Group’s chief strategist, Marko Papic, the pair will delve into China's possible implosion, the unexpected strength of the US economy, their outlook for markets, and the Ukrainian situation. To watch Marko and Chen’s conversation last year, please follow this link: https://www.realvision.com/shows/the-essential-conversation/videos/heres-what-you-wont-read-in-the-ft-xL8X Learn more about your ad choices. Visit podcastchoices.com/adchoices

JOIN the New Real Vision http://www.realvision.com/pricingNavigate the ever-evolving landscape of artificial intelligence as we examine its role in journalism, the art of sermon writing, financial advisories, and more. From Gannett newspapers leveraging AI for sports news to the controversial use of AI in religious sermons, this episode sheds light on the cutting-edge implications and challenges of AI integration in today’s world. We also touch on the intriguing interplay between technology and traditional job roles, offering a fresh perspective on the AI-driven future. Join us for a stimulating discourse and stay ahead in the AI conversation. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jeremy Schwartz, global CIO at WisdomTree Asset Management, joins Maggie Lake to break down the recent price action in mega cap tech, China-U.S. relations after China's recent ban on the iPhone, and the factors influencing September's interest rate decision.You can find more of Jeremy's work here: https://t.co/7r8WAngKUp Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tavi Costa, portfolio manager at Crescat Capital, joins Maggie Lake to discuss his views on the U.S. debt deficit, the forces influencing Treasury yields and September's rate decision, why the Fed is backed into a corner, and the setup for precious metals.You can find more of Tavi's work here: www.crescat.net Learn more about your ad choices. Visit podcastchoices.com/adchoices

🔥 JOIN the New Real Vision http://www.realvision.com/pricing Paul Hodges, author of The pH Report and chairman of New Normal Consulting, joins Maggie Lake to discuss the current inflation outlook, how the geopolitical landscape is driving energy and food prices, and how today's ISM services data could impact the Federal Reserve's September interest rate decision.Plus in the second half, Paul will share his outlook on China and emerging markets.You can find more of Paul's work here: https://t.co/d5mkV0QuBb Learn more about your ad choices. Visit podcastchoices.com/adchoices

🔥 JOIN the New Real Vision http://www.realvision.com/pricing Darius Dale, founder of 42 Macro, sits down with Maggie Lake to explore the latest market moves, what further oil supply cuts mean for the broader energy sector, and how the latest jobs data could shift the Federal Reserve's decision-making. You can find more of Darius' work here: https://t.co/HbJL5Tpvyq Learn more about your ad choices. Visit podcastchoices.com/adchoices

🔥 JOIN the New Real Vision http://www.realvision.com/pricing Andreas Steno Larsen is joined by investment analyst and economic writer Mike “Mish” Shedlock of MishTalk to discuss whether the Fed will reach its 2% inflation target and what obstacles stand in its way. They also dig into the U.S. Treasury's recent credit downgrade, the health of the bond market, and more. Learn more about your ad choices. Visit podcastchoices.com/adchoices

How do we think about the business cycle in a world of abundance? Investment and finance expert, Jordi Visser, president and CIO of Weiss Multi-Strategy Advisers, welcomes tech visionary, Sultan Meghji, CEO and co-founder of Frontier Foundry, to discuss whether talk of recession and inflation will soon be markers of a bygone era. According to Sultan, AI and emerging exponential technologies such as fusion, protein folding, and LK99 have transformative properties that will change the way the global economy — and human life — functions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dive deep into the transformative world of AI in this compelling episode. Unravel the controversies surrounding Tesla's self-driving lawsuits and discover groundbreaking insights into how DoorDash is leveraging AI for a futuristic food delivery experience. From the intricacies of OpenAI's Chat GPT & its enterprise implications to the fascinating intersection of Chomsky's linguistic theories and AI's language processing, we traverse the landscape of modern AI applications and debates. Plus, the legal intricacies of 'Wugs' and their relevance in today's tech-savvy world are laid bare. Join Ash Bennington and Mikhail Voloshin as they shed light on AI's monumental role in our future. Subscribe for more insights on AI's impact on our economy, job market, and daily lives. CHAPTERS 00:08.55 - Introduction with Ash Bennington 01:11.383 - Tesla lawsuit: Driver fatalities '19 03:58.751 - Data: Self-driving vs. Human drivers 06:53.707 - Ethics: Self-driving & the trolley issue 13:16 - DoorDash and AI's role 13:41 - AI's impact on food delivery jobs 20:15 - AI implications in job market 21:00 - AI's impact on future economy 22:18 - Intro to Chat GPT & OpenAI Enterprise 24:11.345 - ChatGPT Enterprise features & benefits 27:59.631 - Future of GPT & Competitions 31:11.238 - Why discuss Wugs? 32:38.247 - Wugs: Legal Controversy 34:56.53 - Chomsky theories & AI's language process 39:38.89 - Ash's closing thoughts Learn more about your ad choices. Visit podcastchoices.com/adchoices

Noelle Acheson, editor of the Crypto is Now Macro newsletter, joins Ash Bennington to discuss the wide range of jobs data this week, how employment could influence the Fed's outlook for the rest of the year, and what impacts this will have on crypto after a significant legal victory for Grayscale's BTC ETF. You can find more of Noelle's work here:https://noelleacheson.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Warren Pies, founder of 3Fourteen Research, joins Ash Bennington to discuss the price action we’ve seen following some softening economic data, what specific data points he is monitoring to frame his outlook, and the driving forces that investors need to watch in the energy sector. You can find more of Warren's work here: https://t.co/vM9jt9PPQe Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jesse Felder, founder of Felder Investment Research, joins Ash Bennington to discuss his outlook on the Federal Reserve and its policies, the impacts of rapidly rising rates on the broader market, and why he believes the U.S. equity market is severely mispriced. You can find more of Jesse's work here: https://t.co/bvf4IL8Oha Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tony Greer, editor of The Morning Navigator, joins Maggie Lake to discuss a potential breakout in the tech sector, the factors driving price in commodites, and how he is positioning his portfolio at the moment. You can find more of Tony's work here: https://t.co/IuOqbaQY1a Learn more about your ad choices. Visit podcastchoices.com/adchoices

Geo Chen, author of the Fidenza Macro blog, joins Maggie Lake to address the troubling economic situation emerging in China, discuss which global indicators have him most concerned, and explore the potential ripple effects of China's exporting deflation. You can find more of Geo's work here: https://fidenza.substack.com/archive Learn more about your ad choices. Visit podcastchoices.com/adchoices

Kevin Muir, author of The MacroTourist newsletter, sees a future with much higher than average, volatile inflation. Alongside Tony Greer of TG Macro and The Morning Navigator, Kevin explores how this threatens the long-standing negative correlation between stocks and bonds and how this profoundly impacts portfolio construction. Kevin Muir kindly shared 5 of his paywalled articles exclusively for RV members. Find them here: https://tinyurl.com/msnhewp9 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dive into the inaugural episode of "AI Fire Hose" with hosts Ash Bennington and Mikhail Voloshin. This podcast sets the stage for a captivating exploration of the state and potential of artificial intelligence. With the combined expertise of journalist Ash and AI maven Mikhail, this episode promises to provide a nuanced conversation on AI's current landscape and its trajectory for the coming decade. From breakthroughs in deep learning to the real-world integration of AI tools, our hosts dissect the most recent developments and speculate on the ripple effects across industries, economies, and societies. This deep dive is not just about the technology but also its ethical, economic, and societal implications. Whether you're an AI aficionado, a tech professional, or just curious about the innovations defining our times, this episode is your gateway to understanding the force that is AI. CHAPTERS: (00:00) Intro to "AI Fire Hose" (00:30) Ash & Mikhail's backgrounds (01:33) Guest: Mikhail's cat (02:10) Mention of "Dopamine" novel (02:40) Podcast's origin story (03:02) AI: hype vs reality (03:59) Brain-computer interfaces intro (04:34) Unbabel device spotlight (05:11) Understanding EMG (06:48) How Unbabel device works (08:02) Predictive algo & LLM (08:59) Hawking & ALS tech (10:12) Unbabel's future (10:49) Another brain-tech intro (11:20) UCSF research & patient (11:56) Brain signals for speech (12:28) AI & sci-fi movie refs (13:03) AI's role in speech synthesis (13:36) Tech's impact on speech issues (14:10) OpenAI & tech market topic (14:41) OpenAI's 2022 losses (15:12) OpenAI's AGI mission (15:49) OpenAI's expenses (16:27) OpenAI's revenue streams (16:58) OpenAI's hiring & salaries (17:35) Machine learning market trends (18:11) OpenAI infrastructure costs (18:45) NVIDIA in tech market (19:22) Neural network deep dive (19:55) Why "neural network"? (21:08) Evolution of neural nets (21:38) AI & copyright in arts (22:10) AI content's copyright status (22:42) AI & human content collab (24:17) Spell checks & copyrights (24:45) Grammarly & AI copyrights (25:12) Article source & bias (25:38) Legalities & tech advances (26:18) AI in coding & CodeLama (27:23) GPT history & code gen (29:06) Naming tech tools (30:10) AI in Dev Environments (30:48) Advice to young engineers (33:02) End discussion insights (33:28) Tech market vs hype (35:07) Show's closing remarks Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Daily Dirtnap editor Jared Dillian sits down with Maggie Lake to discuss the price action post-NVDA earnings, his takeaways after Powell spoke at Jackson Hole, and what he is expecting to happen in the bond market. You can find more of Jared's work here: https://t.co/G7ZK0pEnK2 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Grab a drink and join Raoul as he answers audience questions to help educate and navigate you through this very confusing economic environment. Plus, you may even learn a little something about wine...! Learn more about your ad choices. Visit podcastchoices.com/adchoices

President of Spectra Markets, Brent Donnelly, sits down with Maggie Lake to discuss Nvidia's earnings, explore the economic data that may have the U.S. see a slower Q4, and his outlook for China's economy. You can find more of Brent's work here: https://t.co/uhDIKridTE Learn more about your ad choices. Visit podcastchoices.com/adchoices