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EssentialDaily Briefing

Investors and Markets Are Stuck Between Two Monsters

Featuring Darius Dale and Alfonso Peccatiello

February 23 at 9:00PM • 33 minutes

Essential

Daily Briefing

Investors and Markets Are Stuck Between Two Monsters

The prospect of war in Eastern Europe and the reality of rising interest rates have everyone on edge.

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Featuring Darius Dale and Alfonso Peccatiello

February 23 at 9:00PM • 33 minutes

Investors face a dilemma of seemingly mythological proportions, stuck between the Scylla of the Russia-Ukraine conflict and the Charybdis of the Federal Reserve’s tightening cycle. And one monster theoretically feeds the other, as rising geopolitical tensions continue to drive crude oil and natural gas prices higher and add to inflation pressures in the United States. President Joe Biden’s sanctions regime appears to be targeting Russian President Vladimir Putin’s inner circle, as he navigates a complex set of international and domestic problems. Ukrainian banks and government websites are under cyber attack and Russian troops have crossed its borders, as this 21st century struggle continues to unfold. How will literal war in Eastern Europe play into the Fed’s figurative war on inflation, with market rates already creeping up? Darius Dale, founder and CEO of 42 Macro, joins Real Vision’s Alfonso Peccatiello to assess financial markets in context of the present geo-macro situation. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3sdD0SD

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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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