Will There Be Enough Energy for Europe This Winter?



European energy markets have been relatively quiet the past several weeks, at the same time the continent is enjoying an unusually warm fall.

With natural gas prices down almost 70% from their August peak and storage capacity throughout the EU nearly maxed out, is the worst of the crisis behind us?

As Real Vision Senior Markets Editor Andreas Steno Larsen sees it, this is only the beginning.

As he recently tweeted, “The bottom is close to being in” for natural gas. In conversation with Maggie Lake, Andreas assesses recent data on natural gas storage, flows, and consumption patterns in Europe and reaches a stark conclusion: Markets are now too complacent. Recorded on October 31, 2022.

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#energycrisis #europenews #europeanunion

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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.

Note this video is intended to be informative of the process only, and not investment advice or encouragement to invest at all. If you find this, or any other content to be an interesting investment opportunity, as always, do you own research.

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This is What Will Happen To Europe's Energy Emergency



It’s no secret Europe’s energy emergency is as dire as ever with fall and winter approaching.

Already facing potentially years of supply rationing, European Union authorities are floating proposals to separate electricity prices from natural gas prices. It’s enough to force countries like Germany to reconsider decisions to mothball nuclear power plants and to keep them operating beyond 2022. Are we on the verge of a nuclear renaissance that will free Europe from Russian natural gas and other external suppliers? Mark Nelson, the managing director of the Radiant Energy Group, joins Real Vision’s Andreas Steno Larsen for an in-depth conversation about the energy crisis and the factors contributing to Europe’s predicament. Mark addresses lingering fears and questions about nuclear power production and makes the case for the immediate revival of existing capacity and commencement of new projects as well. Recorded on August 22, 2022.
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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.

Note this video is intended to be informative of the process only, and not investment advice or encouragement to invest at all. If you find this, or any other content to be an interesting investment opportunity, as always, do you own research.

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A Tale of Two Cities: ISM vs S&P Global Readings



On one hand, the U.S. labor market is strong. On the other hand, we’ve seen two consecutive quarters of GDP contraction.

So, is this a “real” recession, or even a “technical” recession? And what data will signal a material breakdown in the labor market? Peter Boockvar, the chief investment officer of Bleakley Advisory Group, joins Real Vision’s Andreas Steno Larsen to share his insights on recent PMI data from both the Institute of Supply Management and S&P Global, noting the contrast between the readings in the two reports.

Peter explains how S&P Global takes into account small and mid-size enterprises (SMEs) as well as larger corporations, unlike the ISM, and breaks down why SME health is a leading indicator for larger companies, corporate earnings, and labor.

He also addresses the price pressures SMEs face, such as energy, and how spill-over effects in Europe and Asia will impact the U.S. economy. Recorded on September 6, 2022.

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#recession #labormarket #gdp

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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.

Note this video is intended to be informative of the process only, and not investment advice or encouragement to invest at all. If you find this, or any other content to be an interesting investment opportunity, as always, do you own research.

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Can Europe Keep the Home Fires Burning?



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Headlines will tell you that Europe is in for a tough winter, with Vladimir Putin cutting off Russian natural gas exports at the onset of the heating-demand season.

But is this “crisis” overblown? Real Vision’s Senior Markets Editor Andreas Steno Larsen joins Maggie Lake to separate fact from the narrative when it comes to the European energy story – and to explain why he’s bearish on natural gas over the next three to four months.

“Europe is not going to freeze,” Andreas forecasts, “but they are stuck in a big mess this winter.” Andreas and Maggie also talk about the differences between the U.S. and the E.U. when it comes to growth as well as polarization and disinformation in the energy space and whether authorities have a plan (or even the power) to counter these problems.

“We need to look at what’s already priced in” when it comes to Europe, notes Andreas. That’s the key to how he’s trading energy right now. Recorded on September 8, 2022.

Thanks for watching Real Vision Finance!

#energycrisis #energysector #europenews

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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.

Note this video is intended to be informative of the process only, and not investment advice or encouragement to invest at all. If you find this, or any other content to be an interesting investment opportunity, as always, do you own research.

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Full Episode: More Fuel For The Inflation Fire



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The jury is out on whether massive government spending in response to the COVID-19 pandemic contributed to today’s inflation.

However, as politicians stare down a potential recession, they face a critical dilemma: by stimulating growth will they also further stimulate prices?

Dario Perkins, the managing director of global macro at TS Lombard, joins Real Vision’s Andreas Steno Larsen to talk about the consequences of the European energy crisis, including a vicious cycle of expansionary fiscal policy that would only exacerbate existing systemic problems.

Perkins also shares his thoughts on the “romance” with Modern Monetary Theory and describes what he considers a “true” recession. Recorded on August 18, 2022.

TIMESTAMPS:

00:01:39 What are the Odds of a Recession Now?
00:04:23 A Glimmer of Hope?
00:06:25 Technical Versus True Recession
00:08:32 Inflation Blame Game
00:11:48 Lessons Learned
00:13:59 Policy Response to Rising Energy Costs
00:16:20 Stuck in a Vicious Cycle?
00:20:07 “The Cure for High Prices is High Prices”
00:21:57 New Regime for Inflation
00:27:21 Demographic Economics
00:30:25 Reshoring Manufacturing Jobs
00:31:49 The MMT Romance
00:35:16 A Question of Trust
00:37:41 The New Policy Mix
00:43:00 The Hunt for Clarity
00:46:04 Market Disconnects
00:47:00 The Takeaways

Thanks for watching Real Vision Finance!

#inflation #energycrisis #fiscalpolicy

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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.

source

How a Nuclear Renaissance Can Save Europe



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It’s no secret Europe’s energy emergency is as dire as ever with fall and winter approaching. Already facing potentially years of supply rationing, European Union authorities are floating proposals to separate electricity prices from natural gas prices. It’s enough to force countries like Germany to reconsider decisions to mothball nuclear power plants and to keep them operating beyond 2022.

Are we on the verge of a nuclear renaissance that will free Europe from Russian natural gas and other external suppliers? Mark Nelson, the managing director of the Radiant Energy Group, joins Real Vision’s Andreas Steno Larsen for an in-depth conversation about the energy crisis and the factors contributing to Europe’s predicament.

Mark addresses lingering fears and questions about nuclear power production and makes the case for the immediate revival of existing capacity and commencement of new projects as well. Recorded on August 22, 2022.

TIMESTAMPS:
00:01:21 What’s Your Take on the European Energy Crisis Now?
00:07:59 What Is the Political Backdrop that Led to This Crisis?
00:12:31 How the Fukushima Daiichi Nuclear Accident Changed Europe
00:21:58 What’s Happening at France’s Nuclear Plants?
00:28:06 Is Nuclear Really the Solution to Europe’s Energy Issues?
00:36:17 What Do We Do About Nuclear Waste?
00:42:06 Will There Be a Revival in Nuclear Energy?
00:53:25 The Takeaways

Thanks for watching Real Vision Finance!

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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’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.

source

A More Regionalized Global Economy is Inflationary



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The 1970s episode of sustained high inflation was structurally different from what we’re experiencing today.

The prevailing environment can’t be compared to the “Great Inflation” era of the 1960s and ’70s, according to Ehren Stanhope.

Stanhope, a principal at O’Shaughnessy Asset Management, joins Maggie Lake to explain why and how the situations are not the same, focusing on key differences in monetary policy, fiscal policy, the global energy market, and personal and corporate taxation.

Stanhope, who believes inflation is likely to settle at a higher level, also shares his thoughts on where to invest in such a regime. Recorded on Tuesday, September 13, 2022.

Thanks for watching Real Vision Finance!

#inflation #energycrisis #energymarkets

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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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Bonds Are The Standout Trade w/ David Rosenberg



A Real Vision favorite returns, as Raoul welcomes back David Rosenberg to follow up on their conversation from late 2021.

Raoul and Dave talk about where we are now, including an update on Dave’s recession call, what he thinks about inflation, and how the Federal Reserve will react. Raoul also gets Dave’s view on what markets will do and whether he agrees with Raoul’s “buy bonds, wear diamonds” call.

As ever, a conversation between Raoul and Dave is a must-watch, even if their views don’t match your own. These are difficult times, and we need to account for all possible scenarios. Recorded on July 28th, 2022.

Thanks for watching Real Vision Finance!

#raoulpal #bonds #recession

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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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Europe’s Energy Crisis



This episode is sponsored by Nexo.io, Chainalysis and FTX US.

European energy markets have been roiled as the price of energy futures rockets to up to 30 times the five-year average. In the U.K., restrictions on the cost of energy have been lifted, increasing prices by two to five times overnight. Across Europe, governments are considering radical interventions. NLW breaks down what’s going on with the European energy crisis.

Nexo is a security-first platform where you can buy, exchange and borrow against your crypto. The company safeguards your crypto by relying on five key fundamentals including real-time auditing and insurance on custodial assets. Learn more at nexo.io.

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I.D.E.A.S. 2022 by CoinDesk facilitates capital flow and market growth by connecting the digital economy with traditional finance through the presenter’s mainstage, capital allocation meeting rooms and sponsor expo floor. Use code BREAKDOWN20 for 20% off the General Pass. Learn more and register at coindesk.com/ideas.

“The Breakdown” is written, produced by and features Nathaniel Whittemore aka NLW, with editing by Rob Mitchell and research by Scott Hill. Jared Schwartz is our executive producer and our theme music is “Countdown” by Neon Beach. Music behind our sponsors today is “The Now” by Aaron Sprinkle and “The Life We Had” by Moments. Image credit: SEAN GLADWELL/Getty Images, modified by CoinDesk. Join the discussion at discord.gg/VrKRrfKCz8.

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Raoul Pal & David Rosenberg: The Two-Year Recession



A Real Vision favorite returns, as Raoul welcomes back David Rosenberg to follow up on their conversation from late 2021.

Raoul and Dave talk about where we are now, including an update on Dave’s recession call, what he thinks about inflation, and how the Federal Reserve will react. Raoul also gets Dave’s view on what markets will do and whether he agrees with Raoul’s “buy bonds, wear diamonds” call.

As ever, a conversation between Raoul and Dave is a must-watch, even if their views don’t match your own. These are difficult times, and we need to account for all possible scenarios. Recorded on July 28th, 2022.

Thanks for watching Real Vision Finance!

TIMESTAMPS

00:01:04 We Are in the Early Stages of a 2-Year Recession
00:09:59 We’re in a Recession but the Fed is Tightening Policy!
00:16:36 Recoveries Start More Than a Year After the Last Rate Hike
00:25:49 Let’s Pitch In and Buy the Fed a Bloomberg Terminal
00:32:35 Inflation is Going to Come Down Materially in the Next Year
00:49:51 Bonds are the Standout Trade
00:55:00 We are Locked Into a Six-Quarter Recession

#raoulpal #bonds #recession

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

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