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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#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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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

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#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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Fed Week: How Much Is Too Much? w/ Roger Hirst



Check out Real Vision’s Roger Hirst breakdown and analyze the most important takeaways from Steven Van Metre, Jeffrey Snider, and Darius Dale’s conversation today on Real Vision Essential LIVE!

In about 48 hours, the Federal Reserve could announce the biggest rate hike since 1994 for a second consecutive month.

We’re talking about unprecedented moves to rein in bolting inflation. Markets are pricing in another 75-basis-point move at the conclusion of the Federal Open Market Committee’s meeting on Wednesday.

Jeffrey Snider, the chief strategist at Atlas Financial, thinks the Fed is off base.

“It isn’t some conundrum,” he tweeted. “The rate hikes are just wrong. Again.” Jeff panels up with Steven “The Bond King” Van Metre and Darius Dale, the founder, and CEO of 42 Macro, to assess the road ahead for the U.S. central bank, including forecasts for future rate hikes and coming recessions.

#federalreserve #fed #monetarypolicy

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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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Manifesto: The Real Vision Academy



Welcome to The Real Investing Course – the flagship course from #RealVision aimed to teach you the core principles and frameworks of #investing so that you can apply them to your specific circumstance.

We’re Revolutionizing Investing Education!

Trying to learn about finance and investing in 2022? Learning how to be a better investor shouldn’t feel like learning.

Be the first to join Real Vision’s groundbreaking new experience for everyone who wants to be a better investor.

The brand-new Real Investing Course from Real Vision gives you tools to become a more successful investor in the real world.

Join the course now! https://rvtv.io/RVAcademy

#investingeducation

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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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Is Inflation Spreading? | The Big Conversation | Refinitiv



This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the recent break out in crude oil prices and the ongoing squeeze in agricultural products. US inflation may have peaked in H1, but that doesn’t mean it will quickly drop back to ‘normal’ levels. Furthermore, if it continues to spread from durable goods to essentials such as food and energy, then the Fed may have an even harder job on its hands.

See the full series and access expert data-driven insights and news from Refinitiv: https://refini.tv/2Tq42o2

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#inflation #refinitiv #realvision

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