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To help you navigate through current market conditions, Fidelity's leaders have come together for a series called Fidelity Viewpoints®: Market Sense. Each week, they'll cover the latest market happenings, actions you might consider, and answers to common questions. © 2023 FMR LLC. All rights reserved.
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We arm you with the knowledge, the tools, and the network to succeed on your financial journey. The Daily Briefing includes market analysis every weekday after US markets close and before Asian markets open. Subscribe today and get the best expert analysis for free. Brought to you from Real Vision.
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show series
 
🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Jurrien Timmer, director of global macro at Fidelity Investments, joins Maggie Lake to share his current macro perspective. They discuss whether a soft landing is still possible for the Fed, Jurrien's rate cut expectations, and the influence of AI on…
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🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Dan Tapiero, founder, CEO, and CIO of 10T Holdings, joins Maggie Lake to take us on a fascinating journey from his childhood in New York City to a career in high-stakes trading alongside investment legends like Julian Robertson. Dan shares the four trades that defined his career and what he's…
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🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M 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. Unlock the potential to showcase your brand t…
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🔥 ENDS TODAY: Get 30% OFF RV Crypto https://rvtv.io/3WaWTsV 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 researc…
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🔥 30% OFF RV Crypto until May 10 https://rvtv.io/3WaWTsV 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 tr…
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🔥 30% OFF RV Crypto until May 10 https://rvtv.io/3WaWTsV 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. We can finally share that t…
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For the first time this year, the markets have seen some volatility that even strong tech earnings can’t seem to completely shake. Stubborn inflation and a more hawkish stance from the Fed have investors bracing for what’s next. From equities to bonds, on this episode of Market Sense our Fidelity Professionals weigh in on the opportunities and risk…
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🔥 Start your "The Exponentialist" trial for $1 https://rvtv.io/4b6OY4n 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 in…
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🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M 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…
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🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Real Vision editor-in-chief Samuel Burke welcomes Dee Smith, CEO of Strategic Insight Group, to discuss the potential long-term impacts of Iran's recent missile strike on Israel. Could the conflict lead to a more direct confrontation, or is it more l…
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🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Maggie Lake welcomes Clocktower Group’s partner and chief strategist, Marko Papic, for an in-depth geopolitical analysis of last Saturday’s drone and missile attack by Iran on Israel and its potential ramifications. With global voices urging restrain…
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🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Cullen Roche, founder and CIO of Discipline Funds, joins Maggie Lake to discuss the market reaction to today's jobs data, renewed expectations for rate cuts moving forward, and the bond market response. This episode is brought to you by Chintai, your…
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🔥 LIMITED OFFER: Join Real Vision Crypto https://rvtv.io/3WaWTsV Real Vision co-founder and CEO Raoul Pal, Options Insight founder Imran Lakha, and David Mattin, author of New World Same Humans, join Maggie Lake to discuss the latest breakthroughs in technology, the transformative impact of AI on financial markets, and investment strategies for nav…
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Lots of investors have money “parked” in short-term instruments like Treasury bills, CDs, and money market funds because of high short-term interest rates. As those CDs and Treasurys mature, investors may be faced with what to do with that cash -- could it be fuel for the next market rally? Our panelists weigh in on that, plus the latest data on in…
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🔥 LIMITED OFFER: Join Real Vision Crypto https://rvtv.io/3WaWTsV Darius Dale, founder of 42 Macro, joins Maggie Lake to analyze the market reaction to today's Fed interest rate decision, Fed Chair Jerome Powell's press conference remarks, the key economic data points from the week, and the potential market trajectory going forward. 🔥 Chintai: Explo…
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🔥 LIMITED OFFER: Join Real Vision Crypto https://rvtv.io/3WaWTsV Mish Schneider, chief strategist at MarketGauge, joins Maggie Lake to discuss the recent market pullback, the latest action in commodities (specifically uranium), how the AI narrative is impacting not only tech but the utility sector, and how she views the crypto landscape at the mome…
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🔥 LIMITED OFFER: Join Real Vision Crypto https://rvtv.io/44e8Yj0 🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Peter Zeihan, geopolitical strategist and author at Zeihan on Geopolitics, joins Maggie Lake to discuss the emerging risks around the world, from recent attacks in the Middle East to on…
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🔥 LIMITED OFFER: Join Real Vision Crypto https://rvtv.io/3WaWTsV 🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Real Vision co-founder and CEO Raoul Pal welcomes Jana Kreilein and David Garrett, co-founders of Club dVIN, for an amazing conversation about their global wine club, their discovery of…
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🔥 LIMITED OFFER: Join Real Vision Crypto https://rvtv.io/44e8Yj0 🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Senior host and crypto editor Ash Bennington welcomes Chris Sullivan, co-founder and co-portfolio manager of crypto hedge fund Hyperion Decimus, for a deep dive into his three favorite …
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🔥 LIMITED OFFER: Join Real Vision Crypto https://rvtv.io/3WaWTsV 🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Jim Bianco, president of Bianco Research, joins Ash Bennington to discuss how mixed tech earnings are propping up the market, the potential for 10-year yields to surpass 5%, and his ana…
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🔥 LIMITED OFFER: Join Real Vision Crypto https://rvtv.io/3WaWTsV 🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Tom Thornton, founder of Hedge Fund Telemetry, joins Ash Bennington to dissect the market’s reaction to today’s disappointing GDP data, what it means for the economy and monetary policy…
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On this week’s episode of Market Sense, we’re taking a look at the big takeaways from the first Quarter of 2024. What were the challenges investors faced in Q1? What can investors expect in Q2, and will the Fed cut rates in Q2? Plus, how to consider adjusting your portfolio, accordingly. Read the View the slides Watch the video replay © 2024 FMR LL…
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🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Kevin Muir, author of The MacroTourist newsletter, joins Maggie Lake to discuss his current macro framework, his expectations for interest rates, the significance of the auto sector in current market conditions, and his approach to investing in preci…
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🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to analyze the current price action and technical levels in equities, the bond market moves, strategies for trading precious metals, and where he sees the tech sector headed …
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🔥 Kraken Pro: Experience it today at realvision.com/krakenpro Raoul Pal joins us for one of his legendary solo episodes explaining his thought process on the crypto and macro big picture. Get your RV notes app ready because this one is packed with charts and might even require a second viewing. Enjoy…! Recorded on April 8, 2024. The Festival of Lea…
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🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Denise Shull takes us through her extraordinary journey from an introspective youth in Akron to a renowned performance coach and trading psychologist on Wall Street. In this episode of My Life In 4 Trades, the performance and strategy advisor, and founder of The ReThink Group, joins Maggie La…
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🔥 Something Special is Coming Soon... Join the Waitlist https://rvtv.io/4b1IXWd 🔥 Kraken Pro: Experience it today at realvision.com/krakenpro Jacob Shapiro, director of geopolitical analysis at Cognitive Investments, joins Ash Bennington, to discuss the evolving conflict in the Middle East following Israel's retaliatory attack on Iran. They explore…
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🔥 Festival of Learning: Get your FREE TICKET https://rvtv.io/4ayljku Join Ash Bennington and Maggie Lake from Real Vision as they dive into the highlights and key takeaways from the first day of Real Vision's Festival of Learning. They share insights gathered from conversations with industry professionals and experts, providing viewers with a compr…
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🔥 Festival of Learning: Get your FREE TICKET https://rvtv.io/4ayljku Greg Weldon, CEO of Weldon Financial, joins Maggie Lake to explore the U.S. dollar's impact on equities, the potential for a continued rally in gold, the significance of Asian currencies in the current market landscape, and more. Real Vision Members can now get a discount on Greg'…
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Economic indicators point to a strong economy, but a cultural historian at Fidelity explains why a growing number of people have a distorted view of the economy and their financial reality. A branch leader explains how this can lead to poor decisions, and how to not let it sidetrack you. Read the View the slides Watch the video replay © 2024 FMR LL…
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🔥 Festival of Learning: Get your FREE TICKET https://rvtv.io/4ayljku Tony Greer, editor of The Morning Navigator, joins Maggie Lake to analyze the market action following Fed Chair Jerome Powell's comments that "rates need to stay higher for longer," Tony's outlook for oil is amid rising tensions in the Middle East, and where he sees a safe haven d…
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🔥 Festival of Learning: Get your FREE TICKET https://rvtv.io/4ayljku Maggie Lake is joined by Jacob Shapiro, director of geopolitical analysis at Cognitive Investments, and Marko Papic, partner and chief strategist at Clocktower Group, to discuss Iran's on Israel, the market's reaction, why the upcoming U.S. election is a global focal point, and th…
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🔥 Get FREE access to digital asset insights to equip you with tools and know-how to supercharge your investment framework https://rvtv.io/3U1GFAD In this special episode, we bring you Impact Theory’s debate between Raoul Pal and longtime bitcoin critic Peter Schiff. Raoul and Peter get into whether bitcoin is here to stay and what role it can play …
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🔥 Get FREE access to future-forward insights on trends, technology, and society in our digital age with Raoul Pal and David Mattin https://rvtv.io/3xviaTB With increased inflation volatility and several assets reaching record highs, it’s increasingly complicated for investors to navigate the markets. RW Advisory CIO & macro-tactical strategist Ron …
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🔥 Festival of Learning: Get your FREE TICKET https://rvtv.io/4ayljku Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss why he believes recessions may be a thing of the past, how the Fed has seemingly abandoned its 2% inflation target, and strategies for your portfolio in an inflationary environment. Un…
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🔥 Festival of Learning: Get your FREE TICKET https://rvtv.io/4ayljku Jeff Snider, host of EuroDollar University, sits down with Ash Bennington to dissect the recent inflation data, discuss rising deflationary risks in China, and examine why the surging price of gold is more of an interest rate story than a reflection of inflationary pressures. You …
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🔥Get FREE access to digital asset insights to equip you with tools and know-how to supercharge your investment framework https://rvtv.io/3U1GFAD George Goncalves, head of U.S. macro strategy at MUFG, joins Maggie Lake to analyze the market's reaction to today's inflation data, the implications for future Fed policy, why he's monitoring the U.S. deb…
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🔥Get FREE access to digital asset insights to equip you with tools and know-how to supercharge your investment framework https://rvtv.io/3U1GFAD Kath Jones, chief fixed income strategist at Charles Schwab & Co., joins Maggie Lake to discuss why good news for the economy is currently bad news for markets, how bonds are reacting to the unwinding of r…
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The Market Sense team is marking America Saves Week by answering your questions about “Saving for What Matters Most.” What does it really take to meet long-term goals like emergency savings, college, and retirement? And how can investing help? Plus, the market headlines including the March Jobs report and whether or when the Fed might start lowerin…
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🔥 Get FREE access to future-forward insights on trends, technology, and society in our digital age with Raoul Pal and David Mattin https://rvtv.io/3xviaTB Mike Alfred, founder and managing partner of Alpine Fox LP, joins Maggie Lake to explore what this week's slate of inflation data could mean for Fed policy and risk assets moving forward, where w…
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🔥 Sign up at www.realvision.com/krakenpro 🔥 Get FREE access to future-forward insights on trends, technology, and society in our digital age with Raoul Pal and David Mattin https://rvtv.io/4artw9x Real Vision co-founder and CEO Raoul Pal welcomes Dr. Bill Kapp, co-founder and CEO of Fountain Life, to explore the intersection of health and emerging …
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🔥 Sign up at www.realvision.com/krakenpro 🔥 Get FREE access to future-forward insights on trends, technology, and society in our digital age with Raoul Pal and David Mattin https://rvtv.io/4artw9x The path ahead for investors is riddled with uncertainty, so it can be easy to feel disempowered as a result. Today in Part 6 of our How to Unf*ck Your F…
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🔥 Sign up at www.realvision.com/krakenpro Jared Dillian, editor of the Daily Dirtnap, joins Maggie Lake to finish the week. Up for discussion: Today's jobs report and its significance amidst broader economic trends, his expectations for rate cuts this year, and how he is evaluating gold as it passes $2,300 and heads for its third straight week of g…
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🔥 Sign up at www.realvision.com/krakenpro Michael Howell, CEO of CrossBorder Capital, joins Maggie Lake to a raft of recent economic data and what it means, the upward trajectory of US 10-year Treasury yields, and the risk of policymakers stimulating an accelerating economy - which could become a problem in 2025. Discover the power of Kraken Pro, t…
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🔥 Sign up at www.realvision.com/krakenpro Darius Dale, founder of 42 Macro, joins Maggie Lake to dig into today's release of ISM and private payroll data, the factors behind the resurgence in yields, and an analysis of Fed Chair Jerome Powell's recent remarks made during a session at Stanford University. Discover the power of Kraken Pro, the advanc…
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The Market Sense team discuss tax sensitive strategies designed to help keep more money in your portfolio and explain how our Fidelity professionals can help. Plus, they provide an economic “check-up" with the release of several new key gauges of economic data including some new inflation numbers. Fidelity does not provide tax advice. Read the View…
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🔥 Sign up at www.realvision.com/krakenpro Tony Greer, editor of the Morning Navigator, joins Maggie Lake to discuss the market drawdown kicking off Q2, the spike in yields, and his perspectives on the recent pullback in Bitcoin. The Morning Navigator is a trade publication where Tony applies his inimitable method of following markets and boils them…
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🔥 Sign up at www.realvision.com/krakenpro Harry Melandri, Advisory at Macro Intelligence 2 Partners, sits down with Maggie Lake to discuss the trajectory of the US economy, why the "higher for longer" camp has been right so far, and how upcoming elections might influence the markets. Discover the power of Kraken Pro, the advanced trading platform t…
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🔥 Sign up at www.realvision.com/krakenpro The rise of AI marks a transformative technological, economic, and societal inflection point — one with extreme implications for how we live and invest. So, how can investors take advantage of the trend? Jordi Visser, former CIO and chairman of Weiss Multi-Strategy Advisers, welcomes Beth Kindig, CEO and le…
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🔥 Sign up at www.realvision.com/krakenpro Ben Miller, Founder of Fundrise, sits down with Maggie Lake to discuss the current state of the economy, the lag effects associated with higher rates, and the disruptive potential of AI on economic growth. Plus, Ben lays out three possible scenarios he envisions unfolding (and their consequences). Discover …
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