Real Vision: Finance & Investing

Darius Dale, founder and CEO of 42 Macro, joins Maggie Lake to discuss what to expect from Fed Chair Jerome Powell’s speech at Jackson Hole on Friday, why one major tech stock has much broader market implications, and how Darius is navigating these volatile market conditions. You can find more of Darius' work here: https://42macro.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

🔥 THE NEW REAL VISION - join the waitlist https://www.realvision.com/waitlist Imran Lakha, founder of Options Insight, joins Ash Bennington to discuss the recent surge in market volatility and what to expect from central banks as the Fed prepares to meet in Jackson Hole. Plus, Imran will share his perspective on what Nvidia's earnings release will mean for the technology sector and the broader market. You can find Imran's Options Academy course here: https://rvtv.io/41Wtu63 And find more of Imran's Trade ideas here: https://www.options-insight.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

🔥 THE NEW REAL VISION - join the waitlist https://www.realvision.com/waitlist Dealing with danger, tragedy, or failure can often cloud our future, making it nearly impossible to predict where the path may lead. The same can apply to life’s highest points. Sa’ad Shah, managing partner and co-founder of Noetic Fund, joins Maggie Lake to share how his life experiences and career journey, both joyous and painful, have brought him to where he is today. Learn more about your ad choices. Visit podcastchoices.com/adchoices

🔥 THE NEW REAL VISION - join the waitlist https://www.realvision.com/waitlist Oil and copper have seen significant upward movement in the last couple of months. This recent price action — coupled with widening energy crack spreads, a weakening U.S. dollar, and renewed optimism for the Chinese economy — could be a signal of new bull market cycle in commodities. Andreas Steno is joined by the internet’s favorite green chicken, Doomberg, to explore whether the current macro and geopolitical picture favors more upside in commodities — and what that means for the rest of the global economy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

🔥 THE NEW REAL VISION - join the waitlist https://www.realvision.com/waitlist David Mattin, founder of the New World Same Humans newsletter, joins Maggie Lake to discuss the AI and super-computing power race between the U.S. and China, its impact on chip manufacturing, and what happens when two AI leaders come together. You can find more of David's work here: https://t.co/XXK68Vk9L9 Learn more about your ad choices. Visit podcastchoices.com/adchoices

​🔥 For MarketGauge Trading Strategies with Mish, there’s a 20% discount exclusively for the Real Vision community at https://www.realvision.com/mish Bond yields are surging and U.S. equities dipped again as more uncertainty sets into markets. Michele "Mish" Schneider, chief strategist at MarketGauge, joins Maggie Lake to discuss what rising bond yields mean for investors across the market landscape, what comes next for stocks and commodities, and why she is taking profits here in the growth and AI stocks. THE NEW REAL VISION - join the waitlist https://www.realvision.com/waitlist 🔥 𝐅𝐑𝐄𝐄 Newsletter: Understand What’s Moving Markets — In Minutes! http://www.realvision.com/rvdb Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jeff Snider, host of Eurodollar University, joins Maggie Lake to discuss the volatility in interest rates, why he sees a nasty global trade recession coming, and the potential repercussions of the ongoing economic turmoil in China. You can find more of Jeff's work here: https://www.youtube.com/@eurodollaruniversity Also, it's the last day to mint Season 2 of the RV Collective! MINT HERE https://www.realvision.com/collective Learn more about your ad choices. Visit podcastchoices.com/adchoices

SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance Tom Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake to discuss why the Fed does not have enough data to decide on a September rate hike, what he sees going on in the energy market, and the challenges and opportunities facing the Technology sector. You can find more of Tom's work here: hedgefundtelemetry.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 U.S. stock averages remain in correction while bonds markets indicate lower prices and higher yields. Steve Miley, chief analyst, COO, and co-founder at TradeDay, joins Maggie Lake for a wide-ranging discussion on equities, bonds, the dollar, commodities, and more. Also, we've just launched Season 2 of the Real Vision Collective! Check it out here: https://www.realvision.com/collective Learn more about your ad choices. Visit podcastchoices.com/adchoices

SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance "The Fed is in a monetary conundrum; it has 3 policy options going forward and none of them are good," says EJ Antoni. Ash Bennington welcomes EJ to dive deep into the trap the central bank finds itself in, how it got there, and why history suggests that the U.S. economy may replay the nightmares of the late 1970s and early 1980s. Learn more about your ad choices. Visit podcastchoices.com/adchoices

SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance Richard Koo, chief economist at Nomura Research Institute, is renowned for his expertise on balance sheet recessions. He joins Discipline Funds CIO Cullen Roche in this can’t-miss, peer-to-peer review of Koo's economic framework, the impact and efficacy of QE in balance sheet recessions, the potential GDP dominance of emerging economies like China and India, and the possibility of U.S. real estate stagnation. Learn more about your ad choices. Visit podcastchoices.com/adchoices

SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance Peter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, joins Maggie Lake to discuss this week's economic data, potential challenges facing the tech sector, and the implications of bond market volatility. You can find more of Peter's work here: https://peterboockvar.substack.com Also, we've just launched Season 2 of the Real Vision Collective! Check it out here: https://www.realvision.com/collective Learn more about your ad choices. Visit podcastchoices.com/adchoices

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

Maggie Lake is joined by Michael Kao, CEO of Akanthos Capital Management, to explore how much longer the rally in U.S. equities can last, the potential economic impacts of "higher rates for longer,” and look into the ripple effects of the U.S. dollar's wrecking ball. You can find more of Michael's work here: https://t.co/LWqgZ0p4pt Learn more about your ad choices. Visit podcastchoices.com/adchoices

Slowly but surely, recession calls are being called off by consensus — but is the risk of it still alive? Andreas Steno Larsen dives into the reasons why everyone misunderstood the probabilities of a slowdown. 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

Ollari Consulting founder Christophe Ollari joins Andreas Steno Larsen to update us on his macro view for 2023 and examine current market positioning. They'll discuss whether China is rebounding, Christophe's base case for U.S. and Europe, and where he thinks inflation goes next. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ben Miller, co-founder and CEO of Fundrise, joins Maggie Lake to discuss this week's rate hikes from the ECB and Federal Reserve and the BOJ's yield curve control loosening. Plus, we’ll explore Ben's thesis: "The Great Lag.” You can find more of Ben's work here: https://fundrise.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Cem Karsan, founder of Kia Volatility Advisors, joins Maggie Lake to unravel the market action following strong economic data and Q2 earnings. Cem will also explore what sectors are signaling concern and where he sees opportunity. You can find more of Cem's work here: https://t.co/HwLmOP6aIA Learn more about your ad choices. Visit podcastchoices.com/adchoices

Darius Dale, founder of 42 Macro, and Andreas Steno Larsen join Maggie Lake to react to this afternoon's historic interest rate hike by the Federal Reserve, explore the potential impact on markets, and look at what it means for the macro landscape going forward. Plus they'll be taking questions from Real Vision members.For more access to Andreas’ independent research, there’s a 40% discount exclusively for the Real Vision community using the code RV40 at Steno Research: https://www.realvision.com/steno If you want to level up or lock in your membership, right this way: https://www.realvision.com/levelup Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tony Greer, editor of The Morning Navigator, sits down with Maggie Lake to explore today’s price action, the growing impact of AI on markets, and what the recent move in Oil means for the energy sector. You can find more of Tony's work here: https://t.co/yMmmxohxUJ If you want to level up or lock in your membership, right this way: https://www.realvision.com/levelup Learn more about your ad choices. Visit podcastchoices.com/adchoices

Sam Burns, the chief strategist at Mill Street Research, joins Maggie Lake to discuss the significance of the lineup of central bank rate decisions this week and analyze some recent economic data out of China. Plus, Sam will share which parts of the world he believes are ripe for investment. You can find more of Sam's work here: https://www.millstreetresearch.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ben Harburg, founder and managing partner at MSA Capital, has been at the intersection of the U.S., China, and emerging markets for years. He joins Maggie Lake to share the highs and lows — and the lessons learned — of a career focused on China tech, Asian private markets, and the Middle East. Join Rick Rule in person at the Rule Symposium on Natural Resource Investing in Florida, July 23-27. Access to industry insiders: elite bullion dealers, gold council members, and uranium pros. In-person and virtual seats available at http://realvision.com/rick Learn more about your ad choices. Visit podcastchoices.com/adchoices

With current market conditions signaling potential macro headwinds, it's crucial to fortify your portfolio against negative returns. Tavi Costa, portfolio manager at Crescat Capital, joins Real Vision’s Maggie Lake to share how to navigate this inflationary era and mitigate risks associated with historically high valuations. Join Rick Rule in person at the Rule Symposium on Natural Resource Investing in Florida, July 23-27. Access to industry insiders: elite bullion dealers, gold council members, and uranium pros. In-person and virtual seats available at http://realvision.com/rick Learn more about your ad choices. Visit podcastchoices.com/adchoices

Markets look to end this week on a positive note ahead of next week's Fed meeting. Noelle Acheson, editor of the Crypto is Macro Now newsletter, joins Maggie Lake to discuss the price action we saw this week, the implications of a weakening dollar on risk assets, and explore the possibility of a Fed rate hike next week. Plus, we'll dive into what regulation could do for the crypto space. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tech stocks and bonds take a breather after more strong jobs data and some earnings hiccups. Jared Dillian, editor of The Daily Dirtnap newsletter, joins Maggie Lake to discuss current market sentiment, what his "Old Mom Indicator" says about this rally, and why he’s urging investors to exercise patience as FOMO around this equity rally sets in. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Join Raoul Pal for a Q&A session and some post-market drinks. Pour yourself a glass and join Raoul for an update on his current macro thesis and his perspective on current global market conditions. Plus, Raoul will give us a sneak peek at some of the features that have him most excited about the new-look Real Vision. Raoul’s taking questions, so join the live stream to ask yours now. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tom Thornton, the founder of Hedge Fund Telemetry, joins Ash Bennington to discuss the current market action and why his indicators suggest a widening divergence between fundamentals and reality is underway. Plus, Tom will discuss his bearish case on Tesla, and other trades monitoring in this market. Join Rick Rule in person at The Rule Symposium on Natural Resource Investing in Florida, July 23-27. Access to industry insiders: elite bullion dealers, gold council members, and uranium pros. Special pricing on in-person and virtual seats available at http://realvision.com/rick Also, make sure to check out Raoul's "Past, Present, and Future of Real Vision" video to learn about some big changes coming to the platform: https://rvtv.io/3NZ98To If you want to level up or lock in your membership, right this way: https://realvision.com/levelup Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dale Pinkert, head of trader development at TradeGateHub, joins Ash Bennington to share his perspective on "the good, the bad, and the ugly" stocks that are driving this equity rally,. Plus, they'll discuss what a falling dollar means for gold, and why Dale remains focused on the Japanese yen.Join Rick Rule at The Rule Symposium on Natural Resource Investing in Boca Raton, Florida, July 23-27. Access to industry insiders: elite bullion dealers, gold council members, and uranium pros. Special pricing on in-person and virtual seats available at http://realvision.com/rickAnd make sure to watch Raoul's "Past, Present, and Future of Real Vision" video to learn about some big changes coming to the platform: https://rvtv.io/3NZ98ToIf you want to level up or lock in your membership, right this way: https://realvision.com/levelup Learn more about your ad choices. Visit podcastchoices.com/adchoices

Both Raoul and Jordi Visser, president and CIO of Weiss Multi-Strategy Advisers, have embarked on similar journeys, commencing their careers in macro and traditional markets before venturing into the realm of exponential technologies. Together, they delve into the disruptive potential of crypto and emerging tech and shed light on how AI will propel us into a new era at a pace that surpasses our wildest imaginations. Recorded on June 23, 2023. This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://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

With sustained, blow-out household spending in the Eurozone, inflation can continue for longer than anticipated. Seamus Murphy, founder and managing director of Carraighill, joins Harry Melandri of MI2 Partners to discuss why European banks could outperform asset managers and private equity in this scenario. This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://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

Darius Dale, founder of 42 Macro, joins Maggie Lake to discuss today's this week's market action, how cooling inflation and strong bank earnings are driving the rally, and the key data points that will drive markets through the rest of the summer. You can find more of Darius' work here: https://42macro.com This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Mark Ritchie II, managing partner and CIO of RTM Capital Advisors, joins Maggie Lake to discuss the encouraging inflation data this week, what it means for the current global macro environment, and whether this rally can breakout further. Plus, Mark will dive into some specific assets he’s monitoring. This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Mish Schneider, chief strategist at MarketGauge, joins Ash Bennington to discuss the market reaction to today's CPI report and what we learned about the makeup of U.S. inflation. Plus, in the second half of the show, Mish will zoom in on some specific trading opportunities. Oh, and Raoul Pal will be stopping by with a special message! You can find more of Mish's work here: https://marketgauge.com This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tony Greer, founder of TG Macro and editor of The Morning Navigator, joins Ash Bennington to discuss the state of markets on the eve of tomorrow's CPI print. Plus, he'll share his views on the recent oil supply cuts, their implications for energy markets, and other sectors with upside. You can find more of Tony's work here: https://tgmacro.com This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Imran Lakha, founder of Options Insight, joins Ash Bennington to discuss how options traders are positioning ahead of the next market event. Plus, he'll share why everyone hates UK assets and the dynamics behind a strengthening yen. This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Andreas Steno Larsen is back to examine what’s happening in commercial real estate, how it ties into the inflation cycle, and what that means for investors. 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

This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). With U.S. regional banks already having faltered this year, commercial real estate looks like the next pain point as 60% of CRE debt is held by banks. Ash Bennington welcomes Stijn Van Nieuwerburgh, Earle W. Kazis, and Benjamin Schore professor of real estate at Columbia Business School, to examine the systemic risks CRE poses and what can be done to avoid a crisis. Learn more about your ad choices. Visit podcastchoices.com/adchoices

This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Yesterday's ADP private jobs report smashed expectations while today's nonfarm payrolls report fell short for the first time in over a year. Peter Boockvar, CIO of Bleakley Financial Group, joins Ash Bennington to help investors make sense of this divergence and analyze the price action in yields, the U.S. dollar, and the yen. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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 https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. New jobs added were more than double expectations in June, according to today's ADP jobs report. Dave Mazza, chief strategy officer at Roundhill Investments, joins Maggie Lake to discuss whether markets will be taking a “well-deserved breather” as we head into the third quarter of this year. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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 https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Julian Brigden, co-founder and president of MI2 Partners, joins Maggie Lake to discuss the market’s reaction to today's June FOMC minutes and explore what may happen with unemployment leading up to the U.S. jobs report on Friday. Plus, Julian will look at the mechanics of the U.S. dollar and discuss its trajectory from here. Want to learn more from Julian? You can reserve your spot at the MI2 Partners Global Macro Summit here: https://mi2partners.com/global-macro-summit-early-bird-rv/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

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 https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Ben Harburg, founder, and managing partner at MSA Capital, has been at the intersection of the U.S., China, and emerging markets for years. He joins Maggie Lake to share the highs and lows — and the lessons learned — of a career focused on China tech, Asian private markets, and the Middle East. Learn more about your ad choices. Visit podcastchoices.com/adchoices