MacroVoices welcomes Bianco Research founder Jim Bianco to the show to discuss the latest CPI data and Federal Reserve statement and press briefing. Then we’ll get Jim’s insights on news most people missed: China’s announcements that they’ll stop reporting COVID case counts, and effectively let Omicron burn through while relaxing Zero Covid policies. We’ll a ... Show More
Jul 2
MacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They discuss the Hormuz crisis, China’s role in tempering global oil demand, and the outlook for what comes next as negotiations evolve in the middle east. https://bit.ly/4eIFMaO 🔻Download Big Picture Trading Ch ... Show More
58m 17s
Jun 25
MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss the Hormuz crisis, Fed policy under new leadership, budget deficits, the AI trade, and AI's mounting demands on energy markets. https://bit.ly/4oJoM7q 🔻Download Big Picture Trading Chartbook 📈📉: https ... Show More
1 h
Jun 18
MacroVoices #537 Brent Johnson: There’s No Turning Back
MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They’ll discuss the Iran deal, Brent’s outlook for the U.S. dollar, and much more. https://bit.ly/4xRl8ga 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4eOilN4 ✅Sign up for a FREE 14-day trial at ... Show More
1h 28m
Sep 2023
Jim Bianco, Mark Yusko, & Jurrien Timmer on Real Interest Rates, Banking System, and Crypto (Panel at Permissionless 2023)
Jack Farley hosts Jim Bianco of Bianco Research, Mark Yusko of Morgan Creek Capital, and Jurrien Timmer, Director of Global Macro at Fidelity Investments, for a panel on whether the near-term macro situation will be a headwind or tailwind for crypto.
Filmed on September 12, 2023, ... Show More
40m 33s
Jun 2024
Crypto: The Wealth Machine with James from InvestAnswers
🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M
Real Vision co-founder and CEO Raoul Pal welcomes James from InvestAnswers for a fascinating conversation on the future of crypto, technology, and global macro. Together, they explore James’ journey as an investor and pop ... Show More
1h 19m
Jul 2021
China's Didi Crackdown, Controlling Data (Podcast)
Leland Miller, CEO of China Beige Book International, discusses China's crackdown on Didi. Jordan Jackson, VP, Global Market Strategist at J.P. Morgan Investment Management, talks markets. Dan Devorsetz, CIO and Executive VP at Horizon Technology Finance, talks about opportunity ... Show More
25m 21s
Jul 2024
Cem Karsan on The Economy's Path Forward (2024)
🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M
Cem Karsan, founder of Kai Volatility Advisors, joins Ash Bennington to share his long-term macro framework. Cem analyzes the potential societal and market implications of current monetary policy, highlighting key dates a ... Show More
59m 19s
Mar 2024
Broadcom Earnings, China Eco Policy
Featuring:
Peiqian Liu, Asia Economist at Fidelity International, joins the program to discuss China economic policy, Bank of Japan rate cuts, and more.
Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437
Spotify: https://open.spotify.com/show/0Ccfg ... Show More
8m 16s