What is the Treasury Market Telling Us?

Real Vision: Finance & Investing

Real Vision

News, Business News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 9 November 2023

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj U.S. equities take a slide as bond yields bounce back. Warren Pies, co-founder of 3Fourteen Research, joins Ash Bennington to discuss the market action since the last FOMC meeting and explain the potential lag effects the economy will experience from higher interest rates.You can find more of Warren's research here: https://www.3fourteenresearch.com And don’t forget to check out the Exponentialist — a new research service from Raoul Pal and David Mattin detailing how exponential technologies are reshaping our world… and what that means for investors: https://www.realvision.com/thefuture 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	People are going to lose their minds. This is a moment in history unlike anything humanity's gone through.
0:05.2	It's a very different world for humans to come.
0:06.9	Take a step back and see the broad picture, which is the way all these technologies are interlinked.
0:13.4	Because this is all about exponential
0:15.0	and humans can't think in exponential terms.
0:18.0	How consequential do you want to say machine intelligence is?
0:21.0	It's almost certainly as consequential as writing.
0:24.6	How long did writing take to disseminate through the human population, you know, hundreds, thousands
0:29.8	of years?
0:30.8	And we're dealing with it now on a scale of months. But in this kind of world you're
0:34.7	compounding 100% growth every year and the numbers become astronomical. AI is going to
0:41.0	spot patterns in the world that were just completely invisible to us.
0:45.3	Even if you think that the AI and the robots are your demise,
0:48.9	you might as well be investing and make some money out of it.
0:51.5	If not, you're just going to be angry man shaking your
0:54.0	fist at the clouds. Has J Powell doused the rally?
1:07.0	Daily briefing. It's Thursday at Novak. Jay Powell doused the rally. Welcome to Real Vision Daily Briefing.
1:14.0	It's Thursday, November 8, 2023.
1:16.8	I'm Ash Bennington.
1:17.9	I'm joined today by Warren Pies,
1:19.8	co-founder of 314 Research.
1:22.2	Warren, welcome.
	...

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