Real Vision: Finance & Investing
Business:Investing
As a Thanksgiving treat, we’re bringing all members one of our favorite Real Vision Plus pieces of the year. Enjoy.
In this episode, Julien Bittel, head of macro research at GMI, explains how the leading and lagging indicators for inflation, employment, liquidity, and more drive shifts in the business cycle and dictate market sentiment. Recorded on October 8, 2023.
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Is The Fed's Plan Finally Working?
A New Digital Gold Rush?
Is Inflation Disappearing?
Argentina: Investable, or Not Yet?
Is the Good News Already Priced In?
Immaculate Disinflation?
Is Gold ready to shine?
Is The Fed Done Raising Rates?
Will Risk Assets Keep Rallying Into 2024?
The End of China as We Know It?
Is the Real Rates Tsunami Incoming?
AI's Impact on Macro Trends With Andreas Steno's Larsen and Alex Campbell
The State of Macro? Let’s Hear from the Pros With Julian Brigden, Barry Knapp, Steven McClurg, Leo Mizuhara, and Matt Hougan
How Long Can the Fed Hold Rates? With Noelle Acheson
Inflation Is Down, but Is It Contained? With Mish Schneider
Is the Green Transition at a Crossroads?
The Present and Future of Chainlink
Drinks with Raoul Pal - Ask Me Anything
Is the Goldilocks Forecast Too Good to be True?
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