Real Vision Daily Briefing: Finance & Investing Real Vision Podcast Network

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Real Vision co-founder Damian Horner welcomes Josh Young, founder and CIO of energy hedge fund Bison Interests, for an exploration of his 3 favorite investment ideas in the energy equity space and why global oil demand will not slow any time soon.
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Peter Boockvar, CIO of Bleakley Financial Group and author of The Boock Report, joins Maggie Lake to analyze this week’s economic data, look ahead to next week's inflation print, and discuss the other key factors that he sees driving global markets.If you want access to the type of research that Peter sends institutional trading desks each morning — including real-time data analysis, risk asset positioning, and coverage of equities, bonds, commodities, and currencies — now’s your chance. Real Vision members get an exclusive discount on The Boock Report right here: realvision.com/peter
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Shehzad Qazi, managing director and COO at China Beige Book International, joins Maggie Lake to discuss the nuances of China's improving economic data, the measures being taken to address the country's property woes, and the potential impact of the U.S. election on the looming specter of a trade war.
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Jeff Dorman, co-founder and CIO of Arca, joins Ash Bennington to explore how recent macroeconomic data impacts cryptocurrencies, what the SEC Wells notice to Robinhood means for the broader crypto industry, and how digital asset supply-demand dynamics are evolving.
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Doomberg, pseudonymous author of the Doomberg Substack newsletter, joins Ash Bennington to discuss what recent inflation data means for the commodities sector, how geopolitical tensions in the Middle East impact energy markets, and China's plans to take over the semiconductor industry.
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Brent Donnelly, president of Spectra Markets, joins Maggie Lake to discuss how the latest jobs data impacts Fed rate cut expectations, what a weakening dollar means for global currencies and fixed income, what’s driving the recent volatility in the yen, and more.If you are an Investor looking for actionable analysis, clear directional views, and trade ideas, the am/FX newsletter helps you surf the macro narratives and spot new emerging themes. Real Vision members get an exclusive discount in the RV Marketplace: https://rvtv.io/48emQuq
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