#946 - Restrictive for Longer? With Tavi Costa

Real Vision: Finance & Investing

Real Vision

News, Business News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 4 January 2024

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Tavi Costa, member and macro strategist at Crescat Capital, joins Maggie Lake to discuss, the implications of a bounceback bond yields, the market's response to some strong payroll numbers and consumer data, and how he's positioning for the months ahead. On June 5-6, 2024, join over 5,000 attendees at the largest AI event in Asia at SuperAI Singapore. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage to explore the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for the week of June 3-9, with over 150 side events that will make for unparalleled networking opportunities. Visit http://www.realvision.com/superai for 20% off tickets using the code ‘REALVISION.’ Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hi, on the 5th and 6th of June 2024, I'll be speaking at the largest AI events in Asia,
0:06.7	Super AI in Singapore, and the iconic Marina Bay Sands. Alongside, alongside brilliant minds like Edward Snowden, Benedict Devon and
0:15.4	Balaji Shrinovasan, I'll be on a stage exploring the extraordinary potential of AI and
0:21.2	the profound change it represents not just for financial markets but also for the world as we know it.
0:27.6	With over 5,000 attendees and over 150 side events Singapore will become a vibrant hub for a full week from the 3rd and 9th of June.
0:37.0	Visit super AI.com to register and join me with 20% off ticketstickets using the code Real Vision.
0:44.1	Use the link in the description and I'll see you there.
0:47.2	It's going to be incredible. Is Bond volatility here to stay?
0:57.8	Is Bond Volatility here to stay?
0:59.7	Hi everyone, welcome to the Real Vision Daily briefing
1:02.2	with me today is
1:02.8	Tavi Kasta macro strategist at Krescat Capital. Hi Tavi it's great to see you.
1:07.6	Hi Maggie that happy new year thanks for having me again.
1:11.6	Yeah absolutely happy new year to you too a little bit year. Thanks for having me again. Yeah, absolutely.
1:13.0	Happy New Year to you too.
1:14.0	A little bit of a rough start for the market, so mixed bag for stocks.
1:18.0	We have the down rustle up at NASDAQ and S&P lower once again.
1:22.0	I think it's going on five for the NASDAQ now.
1:25.0	The 10 year flirting with that 4% level again and the dollar gave up some ground.
1:30.4	You know, as we look across, I don't think this stock pullback is surprising to anyone
1:34.4	Tavi but what's your thesis as we head into 2024 how are you thinking about
1:39.0	these markets? No it's. The folks that were absolutely nailed in 2022 are also the same people that got everything almost completely wrong in 2023 and the opposite goes to the crowd that got it
	...

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