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Real Vision: Finance & Investing

#947 - Is Inflation Still a Worry? With Mish Schneider

Real Vision: Finance & Investing

Real Vision

News, Business News, Investing, Business

4.11.1K Ratings

🗓️ 5 January 2024

⏱️ 36 minutes

🧾️ Download transcript

Summary

🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Mish Schneider, chief strategist at MarketGauge joins Maggie Lake to recap this week in markets, discuss investors’ reaction to today’s jobs report and ISM data, a potential commodity supercycle, the prospects of a secondary inflation wave, and the potential impact of a bitcoin ETF. Keen to really dig into learning how to trade, but need the comfort of an expert guiding you along the way? Mish’s Ultimate Trading Program might be exactly what you’re looking for. Instead of paying $5,091, Real Vision members can get Mish’s Ultimate Trading Program for just $797. Head to https://rvtv.io/48emQuq 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,

0:46.1

and I'll see you there.

0:47.1

It's going to be incredible. Is inflation still a worry?

0:55.0

Hi everyone, welcome to the Real Vision Daily briefing with me today is

1:02.0

Ms Schneider, chief strategist at marketgage.com and a member of the RV marketplace.

1:08.3

If you want to get regular research from Mission, market gauge, just hit the RV Marketplace tab at the top of your RV home page

1:17.2

and it'll take you to that site. Hey, Miss, great to have you on with us right out of the gate for this new year.

1:24.0

Hi Maggie and everyone happy new year to you all.

1:27.0

So yeah we were we've been joking all week have not a happy new year though if you're if you're trying to hope that the US stock market went out because we've had an interesting first week. A bit of a seems like a sentiment reset for the markets. U.S. stocks have been selling off. They continued to do that today, even though it looked like they were going to try to do a battle to hold into positive territory. It didn't seem like it really happened as we settle here. And we've seen, oh actually I think we did dip into positive

1:56.1

territory. Okay, they fought back, but it was it was a battle right to the end. But we

2:00.6

saw the 10-year yield flirting back again up above 4%. So it seems like everyone's sort of really rethinking that really dovish fed scenario that dominated at the end of Q4. We had a payroll number today. We had a couple

2:15.0

payroll numbers out this week, private sector and weekly, and the government

2:18.5

number today, all of them a bit higher than expected. So let's just start with it. It's the 800 pound gorilla, right? How are you thinking

2:27.0

about inflation and rates here? It's the question I know you've been getting, we've been talking about all week. What are you thinking about here?

2:34.0

Well, I sort of, you know, it's interesting because there is what the evidence is right now,

2:42.0

which can certainly support that many areas

...

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