Why a Post-Lockdown China Is Raising Red Flags for India



China’s reopening is making Andreas worry about the standout market of 2022.

Andreas Steno Larsen explains why China’s reopening is a negative for last year’s market darling, India. Plus, he gives an update on U.S. dollar liquidity and a sneak peek into his new show, Buy-side Meets Sell-side, available to Plus members starting on Friday. Recorded on January 31, 2023.

👉 Do you want even more content like this? And to see this video before we release it here? Become a member of Real Vision — get started here: https://rvtv.io/membership

Thanks for watching Real Vision Finance!

#chinanews #chinaeconomy #india

About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.

🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision’s insights for only $𝟭 (seriously!) https://rvtv.io/RVfor1dollar

🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! https://rvtv.io/RVAcademy

Connect with Real Vision™ Online:
RV Crypto: http://rvtv.io/RealVisionCrypto
Twitter: https://rvtv.io/twitter
Instagram: https://rvtv.io/instagram
Facebook: https://rvtv.io/facebook
Linkedin: https://rvtv.io/linkedin​​​​​​​​​​​​​​​

#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.

source

Raoul Pal on The Exponential Age and the Everything Code: AI, Crypto, QE and Beyond



Raoul Pal is the CEO of Real Vision.

0:00 – Introduction
1:50 – The Everything Code
24:46 – Hidden Forces
28:37 – Debt Monetization or GDP Hit
31:21 – The Exponential Age
38:51 – The Multipolar World
43:43 – De-Dollarization
46:27 – Crypto is Agency
49:20 – Money for a Trustless World
54:34 – AI Breaking Consensus Reality
1:00:32 – Dealing with the Biggest Disinflationary Shock Ever
1:12:32 – AI Safety
1:23:02 – Who is going to Regulate AI?
1:26:43 – AI is breaking the Internet Business Model
1:30:12 – What’s the Next Exponential Catalyst?
1:35:16 – Massive Metaverses vs Privacy
1:37:40 – Wrapping Up – Macro
1:40:07 – Problems in The Banking System
1:45:07 – Wrapping Up – Crypto & AI

Enjoying this content?

SUBSCRIBE to the Podcast
Apple: https://podcasts.apple.com/podcast/id1438693620?at=1000lSDb
Spotify: https://open.spotify.com/show/538vuul1PuorUDwgkC8JWF?si=ddSvD-HST2e_E7wgxcjtfQ
Google: https://podcasts.google.com/feed/aHR0cHM6Ly9ubHdjcnlwdG8ubGlic3luLmNvbS9yc3M=

Join the discussion: https://discord.gg/VrKRrfKCz8

Follow on Twitter:
NLW: https://twitter.com/nlw
Breakdown: https://twitter.com/BreakdownNLW
Join the discussion at discord.gg/VrKRrfKCz8.

source

Dario Perkins & Roger Hirst: The BIG Macro Turning Point



🔥 Get a 14-day 𝐅𝐑𝐄𝐄 trial to Real Vision 👉 http://rvtv.io/unfk

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.

Thanks for watching Real Vision Finance!

#financialmarkets #macro #realvision

About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.

🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! https://rvtv.io/RVAcademy

Connect with Real Vision™ Online:
RV Crypto: http://rvtv.io/RealVisionCrypto
Twitter: https://rvtv.io/twitter
Instagram: https://rvtv.io/instagram
Facebook: https://rvtv.io/facebook
Linkedin: https://rvtv.io/linkedin​​​​​​​​​​​​​​​

#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.

source

Dario Perkins: The Early Stages of a New Macro Regime



🔥 Get a 14-day 𝐅𝐑𝐄𝐄 trial to Real Vision 👉 http://rvtv.io/unfk

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

About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.

🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision’s insights for only $𝟭 (seriously!) https://rvtv.io/RVfor1dollar

🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! https://rvtv.io/RVAcademy

Connect with Real Vision™ Online:
RV Crypto: http://rvtv.io/RealVisionCrypto
Twitter: https://rvtv.io/twitter
Instagram: https://rvtv.io/instagram
Facebook: https://rvtv.io/facebook
Linkedin: https://rvtv.io/linkedin​​​​​​​​​​​​​​​

#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.

source

FOMC



Let us talk about the most recent #FOMC! Powell had quite a lot to say about the #labor market, #recessions, #inflation, and the #banking crisis. What do the markets think about the next FOMC meeting?

Into The Cryptoverse Premium:
https://intothecryptoverse.com

Into The Cryptoverse Newsletter:
https://newsletter.intothecryptoverse.com/

LIFETIME OPTION:
https://intothecryptoverse.com/product/subscription-to-the-premium-list-lifetime/

Alternative Option:
https://www.patreon.com/intothecryptoverse

Merch:
https://store.intothecryptoverse.com/

Disclaimer: The information presented within this video is NOT financial advice.

Telegram: https://t.me/intocryptoverse
Twitter: https://twitter.com/intocryptoverse
TikTok: tiktok.com/@benjamincowencrypto
Instagram: https://www.instagram.com/bjcowen/
Discord: https://discord.gg/UGwc6eR
Facebook: https://www.facebook.com/groups/intothecryptoverse
Reddit: https://www.reddit.com/r/intothecryptoverse/
Website: https://intothecryptoverse.com/

source

Steno's Signals: Liquidity Will Soon Be Drier than a Martini



Will the old adage “sell in May and go away” apply in 2023?

Andreas Steno Larsen examines how liquidity trends are turning negative and macro fundamentals are weakening alongside an equity rally that may be exhausting. Find out what comes next on Steno’s Signals.

CHAPTERS:
1 Examining The First Republic Bank Deal By JP Morgan 01:55
2 The Global Liquidity Outlook Is Worsening 09:06
3 Viewer Questions 0:23:06

👉 Do you want even more content like this? And to see this video before we release it here? Become a member of Real Vision — get started here: https://rvtv.io/membership

Thanks for watching Real Vision Finance!

#financialmarkets #liquidity #realvision

About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.

🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision’s insights for only $𝟭 (seriously!) https://rvtv.io/RVfor1dollar

🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! https://rvtv.io/RVAcademy

Connect with Real Vision™ Online:
RV Crypto: http://rvtv.io/RealVisionCrypto
Twitter: https://rvtv.io/twitter
Instagram: https://rvtv.io/instagram
Facebook: https://rvtv.io/facebook
Linkedin: https://rvtv.io/linkedin​​​​​​​​​​​​​​​

#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.

source

Do Precious Metals Fit In Your Portfolio?



Commodities have generally outperformed since the beginning of the pandemic in early 2020.

But precious metals haven’t really shone during this period. Gold’s performance has been particularly lackluster given inflation continues to print at 40-year highs.

Could quantitative tightening and the “normalization” of the Federal Reserve’s balance sheet be a catalyst to at least reconsider the shiny rocks? Larry McDonald of The Bear Traps Report and Adrian Day of Adrian Day Asset Management talk about where we are in the cycle and why it matters when it comes to miners.

Adrian also shares his thoughts on royalty companies and their suitability for precious metals exposure, the current status of global silver production, and how a “green” revolution will amplify powerful pre-existing supply-demand dynamics for metals such as copper. Recorded on August 16, 2022.

Thanks for watching Real Vision Finance!

#preciousmetals #goldmarket #silver

About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.

Connect with Real Vision™ Online:
🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision’s insights for only $𝟭 (seriously!)
https://rvtv.io/RVfor1dollar
Twitter: https://rvtv.io/twitter
Instagram: https://rvtv.io/instagram
Facebook: https://rvtv.io/facebook
Linkedin: https://rvtv.io/linkedin​​​​​​​​​​​​​​​

#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.

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.

source

Total Nonfarm Employees



The total nonfarm employees and the monthly change of this metric is actually useful in looking at recession risks. In this video we dive into the macroverse to better understand how this metric can be used to identify recessions, and of course, the implications that would have on financial markets.

Into The Cryptoverse Premium:
https://intothecryptoverse.com

Into The Cryptoverse Newsletter:
https://newsletter.intothecryptoverse.com/

LIFETIME OPTION:
https://intothecryptoverse.com/product/subscription-to-the-premium-list-lifetime/

Alternative Option:
https://www.patreon.com/intothecryptoverse

Merch:
https://store.intothecryptoverse.com/

Disclaimer: The information presented within this video is NOT financial advice.

Telegram: https://t.me/intocryptoverse
Twitter: https://twitter.com/intocryptoverse
TikTok: tiktok.com/@benjamincowencrypto
Instagram: https://www.instagram.com/bjcowen/
Discord: https://discord.gg/UGwc6eR
Facebook: https://www.facebook.com/groups/intothecryptoverse
Reddit: https://www.reddit.com/r/intothecryptoverse/
Website: https://intothecryptoverse.com/

source

Composite Leading Indicator



The Composite Leading Indicator (CLI) is a tool composed of a combination of various economic indicators, such as business sentiment, consumer confidence, and industrial production, which are used to forecast future economic activity. The CLI is normalized to fluctuate around its long-term average of 100.

The CLI is designed to provide early signals of turning points in business cycles. Its relationship with recessions is that a decline in the CLI is often seen as a warning of a potential downturn in the economy and can signal that a recession may be on the horizon. It is worth noting that CLI alone is not enough to predict a recession and other indicators should be consulted to confirm the recession. However, it can provide valuable insight into the direction of the economy and help anticipate changes in economic activity.

Into The Cryptoverse Premium:
https://intothecryptoverse.com

Into The Cryptoverse Newsletter:
https://newsletter.intothecryptoverse.com/

LIFETIME OPTION:
https://intothecryptoverse.com/product/subscription-to-the-premium-list-lifetime/

Alternative Option:
https://www.patreon.com/intothecryptoverse

Merch:
https://store.intothecryptoverse.com/

Disclaimer: The information presented within this video is NOT financial advice.

Telegram: https://t.me/intocryptoverse
Twitter: https://twitter.com/intocryptoverse
TikTok: tiktok.com/@benjamincowencrypto
Instagram: https://www.instagram.com/bjcowen/
Discord: https://discord.gg/UGwc6eR
Facebook: https://www.facebook.com/groups/intothecryptoverse
Reddit: https://www.reddit.com/r/intothecryptoverse/
Website: https://intothecryptoverse.com/

source

The Fed Is Scared of Stock Market Animal Spirits



In today’s episode, NLW looks at the macro landscape that will set the tone for the markets in 2023. According to the minutes of the December Federal Open Markets Committee Meeting, released on Wednesday, the Federal Reserve is concerned about investor enthusiasm regarding a theoretical future pivot undermining monetary policy tightening.

Enjoying this content? SUBSCRIBE to the Podcast Apple: https://podcasts.apple.com/podcast/id1438693620?at=1000lSDb Spotify: https://open.spotify.com/show/538vuul1PuorUDwgkC8JWF?si=ddSvD-HST2e_E7wgxcjtfQ Google: https://podcasts.google.com/feed/aHR0cHM6Ly9ubHdjcnlwdG8ubGlic3luLmNvbS9yc3M= Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

“The Breakdown” is written, produced by and features Nathaniel Whittemore aka NLW, with today’s editing by Michele Musso and research by Scott Hill. Jared Schwartz is our executive producer and our theme music is “Countdown” by Neon Beach. Image credit: Drew Angerer/Saff/Getty Images, modified by CoinDesk. Join the discussion at discord.gg/VrKRrfKCz8.

source