Real Vision Mar 22, 2022
Shortcut: "The Fed Has Everything Backward"
Highlights from Maggie Lake's fascinating interview with Jeffrey Snider.
May 20, 2021
The Looming Unemployment Crisis in the Exponential Age
Technological progress has the power to unlock human potential by delivering remarkable efficiency; however, by so doing, it can also inflict a severe burden on workers whose jobs are the subject of this disruption. This risk is one which Art Bilger, venture capitalist and founder of WorkingNation, has set out to document and alleviate. In this conversation with Coast Capital founder and chief investment officer James Rasteh, Bilger argues that technological trends such as self-driving cars and 3D printing will displace workers and give rise to an unemployment crisis. Bilger and Rasteh discuss the corrosive knock-on effects for society and the potential steps necessary to prepare for this radical transition. Filmed on May 14, 2021. Key learnings: Bilger envisions a world in which cashiers are replaced by iPads and truck drivers are supplanted by self-driving eighteen wheelers, and he argues that the modern workforce needs to prepare for the jobs of the future, such as in green energy or healthcare.
Real Vision Aug 05, 2022
About That Blockbuster Jobs Report ...
Equity futures tanked and Treasury yields spiked this morning after the Bureau of Labor Statistics reported the U.S. economy added 528,000 jobs in July, as investors priced in another 75-basis-point rate hike when the Federal Reserve meets in September. The major U.S. stock indexes rallied, rolled over, and rallied again into the afternoon, reflecting what remains the murkiest macro environment in recent memory. Meanwhile, on the increasingly fraught geopolitical front, China stepped up its military activity around Taiwan, sanctioned Nancy Pelosi, and cut off military and climate talks with the U.S. Maggie Lake welcomes Jeffrey Schulze, a director and an investment strategist at ClearBridge Investments, to the Daily Briefing to talk about today’s jobs report and what it means for the Fed, markets, and investors.
Real Vision Feb 11, 2022
The Past, Present, and Future of the Pandemic Economy
The U.S. government’s policy response to the COVID-19 pandemic has had obvious effects on the economy and society. COVID-19 has already acted as a significant tax on everyday activity, raising questions about whether the costs of cures have caused greater harm than the disease itself. Tomas J. Philipson, president of TJP Economic Consulting and former Acting Chairman of the White House Council of Economic Advisers, joins Real Vision’s Maggie Lake to discuss lessons learned so far during the pandemic. Philipson talks about the impact on labor, health care, and supply-chain economics as well as the future of travel, telemedicine, and video conferencing in the aftermath of behavioral changes made to accommodate a public health crisis. “We needed a pandemic to realize efficiency gains,” he notes. According to Philipson, the economic outlook for 2022 depends on whether we’ve seen the last of the omicron wave. Recorded on February 3, 2022.
Real Vision Jul 06, 2022
Shortcut: The Fed Has Chosen Its Horn
Here are some key takeaways from Ash Bennington’s conversation with Hari Krishnan about the Federal Reserve’s inflation-recession dilemma and why the central bank may not have a way out this time. Recorded on June 27, 2022. You can watch the full interview here: https://rvtv.io/3urE065
Real Vision Oct 26, 2021
Tipping the Scale: Shortcomings of the Labor Market
Has economic recovery hit an air pocket? The "Bond King" Steven Van Metre, president of Steven Van Metre Financial, sits down with 42 Macro CEO and founder Darius Dale to lay out key macro drivers in the labor markets and the inflation story. Examining key trends in job growth and economic stimulus, the pair paint a bleak picture on the supply and demand of labor in the U.S.: boundless job openings, anemic spending, and supply chain bottlenecks. Halloween isn’t the only thing spooking the markets — with firm inflation broadening out to goods and services inflation, the looming question remains: is inflation here to stay? Van Metre makes key predictions on how markets will react to the unfolding macro regime. Filmed on October 19, 2021.
INK Videos May 17, 2022
Dip buying heats up INK preview 17 May 2022
A bullish signal for insiders in the Canadian oil patch just happened. We cover that and more dip buying in the Energy sector.
Real Vision Oct 12, 2021
IMF Cuts Growth Forecast as Record Number of U.S. Workers Quit Their Jobs
Energy prices continue to jump higher, and global supply shortages continue to worsen just as the IMF now cuts their growth forecast to 5.9%, which is 0.1% lower than their July forecast and is rooted in growing inflationary concerns and the potential of tightening monetary policy. Tony Greer of TG Macro joins the Daily Briefing, diving into the energy sector and providing his outlook on oil and natural gas as well as increasing pressures on the economy from inflation to a fledgling recovery in labor markets. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3lzM54U