logo
episode-header-image
Feb 2021
34m 39s

The Triggers for a Bond Bubble Pop Are N...

Real Vision Podcast Network
About this episode
DB:Feb 9, 2021. Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision senior editor Ash Bennington to discuss the oil market rally, signals of incoming inflation and the central bank response to it, and the drop in junk bond yields. Boockvar observes how oil is the last of the major commodities to join the rally as demand starts to catch up and t ... Show More
Up next
Apr 15
New Survey Reveals Growing Problem With AI | Trading the Markets With AI, April 15, 2026
Real Vision contributor Kris Bullock and Bijan Maleki are back with their weekly look at the biggest news stories about AI and how traders can utilize it. Through enhanced research, coding apps, dashboards, and creating one's own technical indicators, Kris gets into it all with a ... Show More
1 h
Apr 13
Iran Talks Collapse: A New Surge in Inflation? | Macro Mondays: April 13, 2026
Geopolitics is still in focus after failed talks between the U.S. and Iran in Pakistan over the weekend and President Donald Trump's threat of a blockade of the Strait of Hormuz from today. Andreas Steno and Mikkel Rosenvold break down the implications of another oil spike, wheth ... Show More
34m 36s
Apr 10
Raoul Gives an Update on Crypto, Macro, AI | REKT Vision, April 10, 2026
This week on REKT Vision, Bijan Maleki, filling in for Mando, sits down with Raoul Pal for his highly anticipated update on the business cycle, macroeconomic conditions, crypto price action, AI's breakneck evolution, and lifestyle tips. Binance is the world’s leading blockchain e ... Show More
1h 4m
Recommended Episodes
Apr 2022
Michael Zezas: An Optimistic Look at Bonds
tail spinning
2m 40s
Oct 2023
Matthew Hornbach: The Impact of Policy on Bond Markets
<p>As the U.S. Federal Reserve keeps rates elevated, investors are selling off bonds in anticipation of new issues with higher yields, triggering a historic rout in the world's biggest bond markets.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. ... Show More
3m 37s
Sep 2023
Andrew Sheets: A Murky Forecast for Equities and High-Yield Bonds
<p>Both equities and high-yield bonds could benefit from an end to ratings hikes, but may still face risks from company earnings revisions, a potential U.S. government shutdown and other events on the horizon.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on t ... Show More
3 m
Aug 2022
Analysts can't agree on where stocks are headed next!
Lack of direction is what investors will be suffering until we see clearer signs of inflation abating. And that will take time, as we must see a couple of encouraging data points to call the central banks’ inflation fight successful. The lack of clear direction is driving the mar ... Show More
11m 11s
Feb 2023
CNBC Special Report: Taking Stock 2/16/23
<p>CNBC’s Brian Sullivan reports on the Fed and your money. U.S. stock futures slipped after the major averages suffered declines amid concerns of stubbornly high inflation metrics. St. Louis Federal Reserve President James Bullard said he backed a 50 basis point interest rate hi ... Show More
36m 31s
Aug 2023
IBKR's Sosnick: Inflation is here until something breaks
Steve Sosnick, chief market strategist at Interactive Brokers, says investors should be thinking defensively and looking at dividend stocks rather than hoping that central bankers will pivot and start cutting rates to boost the market, because he thinks the Fed will stick with hi ... Show More
1 h
Jul 2022
What the Fed's Big Balance Sheet Unwind Means for Markets
The Federal Reserve recently began shrinking its massive balance sheet, unwinding trillions of dollars worth of bond purchases that it started making during the depths effort to offset the effects of the Covid-19 pandemic. It's not the first time that the Fed has undertaken 'quan ... Show More
47m 18s
May 2023
Andrew Sheets: Unresolved Questions Create Market Uncertainty
<p>Optimistic investors have pushed stocks and bond yields to the high end of the recent range. But inflation, banks and the debt ceiling status are still raising questions that have gone unanswered.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. ... Show More
3m 12s
Sep 2021
Andrew Sheets: The Fed Shuffles Toward the Exit
<p>This week, the Fed hinted that a taper announcement in November could be in store, adding one more wrinkle into events that investors will need to navigate this fall.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cros ... Show More
3m 18s
Listen to millions of songs and podcasts on Anghami