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Real Vision: Finance & Investing

Can We Tame Inflation Without Tanking Growth?

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.11.1K Ratings

🗓️ 10 May 2022

⏱️ 36 minutes

🧾️ Download transcript

Summary

The Dow Jones Industrial average was down 1.3%, the S&P 500 2.4%, and the Nasdaq Composite 3.4%, late in Monday’s trading, as last week’s sell-off continues. Ongoing supply chain problems, new pandemic-related lockdowns in China, and Russia’s war on Ukraine only make the Federal Reserve’s choices more complex as it tries to restrain inflation without tanking the economy. The yield curve steepened sharply, with the difference between the five-year note and the 30-year bond widening to a six-week high. “The bond market is doing the Federal Reserve’s job for them,” notes Jared Dillian. “The Fed is too slow in raising the federal funds rate, so the bond market is taking over.” Dillian, editor of The Daily Dirtnap, joins Real Vision’s Maggie Lake for today’s Daily Briefing to talk about what the bond market knows, what the equity market is figuring out, and what investors can do to protect themselves amid surging volatility. And we hear from Pierre Andurand, CIO of Andurand Capital, about how structural issues plaguing commodities markets could trigger a global financial crisis. Watch the full interview with Pierre Andurand and Raoul Pal here: https://rvtv.io/3MYL3dx Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3N0C0IX Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

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0:05.5

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0:10.4

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0:12.8

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0:17.6

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0:20.2

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0:22.4

Discounts available to Eon Next customers in 30th of December 2023, Teas and Seas, eligibility

0:27.2

criteria and geographical restrictions apply.

0:31.0

Inflation. Recession. Stagflation. Just what the hell is going on?

0:38.0

Hi there and thanks for tuning in to another Real Vision podcast, so what the hell is going

0:42.3

on?

0:43.3

We all want to know, here at Real Vision, we've debuted a special series called Global Recession

0:48.4

is everyone wrong.

0:49.4

We've caught on the world's best experts, including Juliet DeClerk, David Rosenberg,

0:54.0

Peter Zahehan, Pierre Anderem, and many more to try and help us make sense of things.

0:59.4

These real experts will be giving Real Vision members in-depth, long-form analysis on the

1:03.6

real stuff that's happening, and best of all, you can get access to all 14 days of Global

1:09.2

Recession is everyone wrong for just $1.

1:12.0

Yep, $1.

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So head over to RealVision.com slash Global Recession.

1:17.7

That's RealVision.com slash Global Recession to join us on this epic two-week journey of discovery.

1:29.4

Hi everyone, welcome to the Real Vision deli briefing.

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