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EssentialDaily Briefing

Are Markets and the Economy at Major Turning Points?

Featuring Raoul Pal and Andreas Steno Larsen

May 27 at 8:00PM • 36 minutes

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10

Essential

Daily Briefing

Are Markets and the Economy at Major Turning Points?

Raoul talks about recession, risk aversion, and opportunity.

Featuring Raoul Pal and Andreas Steno Larsen

May 27 at 8:00PM • 36 minutes

“The next several weeks are going to be rather brutal for markets,” says Raoul, “and bonds are likely to be your only friend as the market begins to price in an immediate, sharp recession, then a Fed pivot in the summer.” Real Vision’s co-founder and CEO joins Andreas Steno Larsen to expand on that forecast as chatter about “peak inflation” and a “soft landing” are rising, global equity fund inflows are surging, and stocks are closing out their first positive week in the last nine. Are we at a major turning point? Or is this simply a bounce within a bear market? Raoul shares his current thoughts about the economy, stocks, bonds, and crypto, emphasizing caution now with an eye on opportunities in the future. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3MQzC7Y. Watch Raoul’s special flash update here: https://rvtv.io/3LYrYHo. Show More

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

More Episodes

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

More Episodes

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