Mortgage Market Insights w/ Raoul Pal & Jeff Moore



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“We haven’t had the ‘aha’ crisis moment that we had in 2008 because the mortgage market is incredibly healthy.”

Jeff Moore runs more than a trillion and a half dollars for Fidelity’s fixed-income portfolio. The veteran portfolio manager has had skin in the game for the past 23 years, so when Raoul wants to know what’s going on in the bond market, he turns to Jeff.

In this fascinating discussion, the pair dissect whether we’re in a generational trend shift in bonds, what that means for markets, and where opportunity still exists for investors.

As he notes, “this is a pretty decent time for bonds,” so be sure to pay attention. Recorded on February 27, 2023

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#raoulpal #mortgages #mortgagerates

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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

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This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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Raoul Pal & Fidelity's Jeff More: The BIG Bond Outlook



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“We haven’t had the ‘aha’ crisis moment that we had in 2008 because the mortgage market is incredibly healthy.”

Jeff Moore runs more than a trillion and a half dollars for Fidelity’s fixed-income portfolio. The veteran portfolio manager has had skin in the game for the past 23 years, so when Raoul wants to know what’s going on in the bond market, he turns to Jeff.

In this fascinating discussion, the pair dissect whether we’re in a generational trend shift in bonds, what that means for markets, and where opportunity still exists for investors.

As he notes, “this is a pretty decent time for bonds,” so be sure to pay attention. Recorded on February 27, 2023

CHAPTERS:
1 Jeff’s Big Picture Framework 01:56
2 Why Isn’t Anyone Talking About Growth? 0:17:32
3 This is the Anti 2008 0:20:10
4 Focus on Bond Market Liquidity 0:26:27
5 Can the Fed Really Keep Rates Up? 0:32:07
6 Is QE Dead or is it Coming Back? 0:39:50
7 The Takeaways 0:51:08

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#raoulpal #bond #fidelityinvestments

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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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Dario Perkins & Roger Hirst: The BIG Macro Turning Point



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We are in the very early stages of a new macro regime, and investors need to adapt.

In the second installment of our two-week special, How To Unf*ck Your Future series, Dario Perkins explains why he thinks we’re leaving behind the regime of the past 50 years and currently entering a new multi-decade supercycle.

The Managing Director for Global Macro at TS Lombard tells Roger Hirst that we’re in the very early stages of a new macro environment where the stock market will start to reflect the economy a little bit more and where the balance of power between labor and capital in the economy is tilted toward labor.

In his view, that means it will require a lot more effort for investors to eke out returns. Recorded on Friday, March 3, 2023.

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#financialmarkets #macro #realvision

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Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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Dario Perkins: The Early Stages of a New Macro Regime



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We are in the very early stages of a new macro regime, and investors need to adapt.

In the second installment of our two-week special, How To Unf*ck Your Future series, Dario Perkins explains why he thinks we’re leaving behind the regime of the past 50 years and currently entering a new multi-decade supercycle.

The Managing Director for Global Macro at TS Lombard tells Roger Hirst that we’re in the very early stages of a new macro environment where the stock market will start to reflect the economy a little bit more and where the balance of power between labor and capital in the economy is tilted toward labor. In his view, that means it will require a lot more effort for investors to eke out returns. Recorded on Friday, March 3, 2023.

CHAPTERS:
1 We’re at a Turning Point 00:47
2 Expect More Volatility in Inflation 08:15
3 Changing the Way We Invest 0:23:58
4 Volatility Will Rule in the Bond Market 0:33:26
5 Focus on Emerging Markets 0:39:29
6 The Tangible 20s 0:42:59
7 The Takeaways 0:56:05

Thanks for watching Real Vision Finance!

#macroeconomics #realvision #macro

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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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The Big Bond Investor's View



The rate cycle drives everything. #RaoulPal always says that “bonds are the truth.” And that’s the basis of Raoul’s discussion with Jeff Moore, who oversees part of the $1 trillion Fidelity Investments bond portfolio.

Jeff is a macro guy and a tactical asset allocator, so he talks the language of markets, economies, and central banks and understands the big picture secular trends and the business cycle. Jeff outlines his views on the rate cycle and what it means for government bonds, the U.S. dollar, and credit markets.

When bonds are driving the business cycle, we need to listen to the Big Bond Investor. Recorded on May 6, 2022.

Thanks for watching Real Vision Finance!

#bonds #macroeconomics

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Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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