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
Yesterday
Is Bitcoin on the Way Back to $100,000? | REKT Vision (January 16, 2025)
☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That’s why there’s the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE 🍷 ☀️ Right now it’s BOGO... bring a friend or split the cost ☀️ Get it now: https://rvtv.io/4hYsZ ... Show More
1h 8m
Yesterday
Mixed Global Equities, Dollar Strength, and Crypto Regulation Uncertainty: PALvatar Market Recap, January 16 2026
⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar highlights a mixed global equity backdrop, with U.S. markets steady, Euro ... Show More
5m 41s
Jan 15
Global Equities Rebound, Strong UK & Eurozone Data, and Bitcoin Near $98K: PALvatar Market Recap, January 15 2026
⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar highlights a rebound in global equities driven by strong TSMC earnings, u ... Show More
6m 47s
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