I thought it would be useful to provide an update on our death cross rally discussion from a couple of weeks ago. Not sure how I ended up rambling for an hour, but hope you enjoy!
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
“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
Thanks for watching Real Vision Finance!
#raoulpal #mortgages #mortgagerates
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.
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.
“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
Thanks for watching Real Vision Finance!
#raoulpal #bond #fidelityinvestments
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.
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.
The solutions to contain deposit flight may lead us right back to QE and rate cuts.
In this special edition of Steno’s Signals, Andreas Steno Larsen goes live to provide an update on what’s required to contain deposit flight and to answer Essential members’ questions. To view Andreas’s chart deck, go here: https://rvtv.io/40wavO6
CHAPTERS:
1 Price Action in Rates Markets 00:32
2 How to Measure Deposit Flight 08:56
3 Credit Standards and Bank Vulnerability 0:14:04
4 Viewer Questions 0:19:41
5 The Takeaways 0:27:19
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.
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.
New data has just revealed exactly how long and how bad this bear market will get. THIS is how I am preparing my Crypto Portfolio right now! Join Miles Deutscher in today’s episode of Crypto Banter DeFi to find out which Altcoins are best to accumulate and DCA during this bear market!
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-Simply transfer $1000 into your Bybit Leverage account and then click the link below to claim your trade.
-Only eligible for people who have never traded futures.
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Crypto Banter is a live streaming channel that brings you the hottest crypto news, market updates and fundamentals of the world of digital assets – “straight out of the bull’s mouth”!! Join the fastest growing crypto community to get notified on the most profitable trades and latest market news!
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Disclaimer:
Crypto Banter is a social podcast for entertainment purposes only.
All opinions expressed by the hosts, guests and callers should not be construed as financial advice. Views expressed by guests and hosts do not reflect the views of the station. Listeners are encouraged to do their own research.
The job market is finally starting to soften up with the most recent report from the US Department of Labor. As job openings go down, it makes sense to assume that unemployment will start to rise. As that happens, we will likely find ourselves in a recession where the #Fed will be forced to do something. While we are not yet at that point, these are important considerations to think about with regards to managing your risk.
The probability of a 50 bps or 75 bps rate hike in November continues to be all over the place. Investors remained somewhat perplexed about just how far the #Fed will go to curb #inflation. In this video we talk about general expectations with regards to the #Fed as we head into the end of the year, and how it could affect risk assets like #Bitcoin, #SPX, #NDQ, and #DJI.
The Federal Reserve will pivot at some point in the future. However, what are the implications of this pivot? Does a pivot by the Fed always immediately lead us into risk-on markets? Let us dive in and see! We also talk about inflation, unemployment, and interest rates.
