show episodes
 
Understand the complex world of finance, business and the global economy with real in-depth analysis from real experts. We unlock access to the leading financial minds in the world to provide unbiased, in-depth analysis from real experts. The Real Vision podcast features our flagship series The Interview - the premier business and finance interview series in the world; And, the Daily Briefing which provides market analysis every weekday after US markets close and before Asian markets open. S ...
 
Loading …
show series
 
The Interview: Jason Buck of the Mutiny Fund welcomes Mebane Faber, co-founder and chief investment officer of Cambria Investments, for an in-depth conversation on the methods diligent investors can use to build and maintain wealth in all market environments. Faber breaks down his rigorous quantitative models to share fresh insights on bonds, equit…
 
The Interview: Danny Moses, founder of Moses Ventures, joins Mike Green for a conversation on how to make sense of a market characterized by surging equity valuations and ultra-tight credit spreads that is nevertheless prone to gamma squeezes, forced liquidations, and the implosion of billion dollar funds. Moses, an investor profiled in the "The Bi…
 
DB-Jun11,2021: Real Vision managing editor Ed Harrison welcomes Raoul Pal, CEO and co-founder of Real Vision, to the Daily Briefing to discuss the changes in the macro policy paradigm globally. Pal will be analyzing the impact these shifts will have economically, whether global macro investments can still perform in light of these shifts, and wheth…
 
DB- Jun9,2021: Jared Dillian of The Daily Dirtnap returns to the Daily Briefing to update Real Vision’s Jack Farley on how he is gauging market sentiment before tomorrow’s momentous release of key inflation data. The average estimate for the yearly change in the Consumer Price Index (CPI) stands at 4.7%, and Dillian argues that if a figure comes wi…
 
Crypto Wednesday: Darius Sit and Joshua Ho, co-founders of QCP Capital, joins Raoul Pal, Real Vision CEO and co-founder, to discuss Asia's crypto demand, how it differs from the West, and the future of those markets. Sit explains that almost no one in China uses physical dollars any more and that the existing, widespread usage of digital payments p…
 
DB-June8,2021: Real Vision senior editor Ash Bennington welcomes Thomas Thornton to discuss the inflation debate ahead of the US CPI number to be released Thursday and the bullish sentiment present in markets. The pair examines the effect of Bitcoin’s illegal use and confiscation on the downturn that the asset has recently experienced. In addition,…
 
DB-June7,2021: Real Vision managing editor Ed Harrison and senior editor Ash Bennington sit down together on the Daily Briefing to provide their insights into today’s market price action and share their experience at the Miami Bitcoin conference from this past weekend. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
RV Live replay: Paul Hodges of The pH Report and New Normal Consulting returns to Real Vision to update viewers on the health of the global economy and what that means for financial markets. Hodges and his team see big changes on the horizon and, through their analysis of the chemical industry, auto market, and technology sector, see a return to th…
 
The Interview: Danish-born economist Jens Nordvig, founder of Exante Data, a data and analytics firm for institutional investors that specializes in foreign exchange markets and macroeconomic policy, joins Real Vision co-founder and CEO Raoul Pal for a deep-dive conversation on the global economic outlook; the impact of the vaccine rollout on the U…
 
The Interview: Marko Papic, partner and chief strategist at Clocktower Group, joins Michael Green to discuss how and why geopolitics will have major effects on markets in the coming years with a particular focus on U.S.-China relations. They discuss everything from Taiwan and the issue of semiconductor supply chains to other actors like Russia as w…
 
DB-Jun3,2021: Real Vision’s Jack Farley and Weston Nakamura guide viewers through a topsy-turvy day of price action where U.S. stocks and bonds sell off together as the “BANG” meme stocks (Blackberry, AMC, Nokia, and GameStop) pare some of yesterday’s gains. They also roll a pre-recorded segment of Real Vision managing editor Ed Harrison and crypto…
 
DB-Jun2,2021: Real Vision’s Jack Farley and Weston Nakamura cover the resurgence of “meme stocks” such as AMC Entertainment Holdings ($AMC) and Bed Bath & Beyond ($BBBY). They analyze the seemingly inexorable rise of commodities like oil as well as growth stocks such as Tesla Inc ($TSLA) that may be struggling to regain their footing. Nakamura also…
 
Crypto Wednesday: Darius Sit and Joshua Ho, co-founders of QCP Capital, joins Raoul Pal, Real Vision CEO and co-founder, to discuss Asia's crypto demand, how it differs from the West, and the future of those markets. Sit explains that almost no one in China uses physical dollars any more and that the existing, widespread usage of digital payments p…
 
Real Vision Live Replay: Diego Parrilla, portfolio manager at Quadriga Asset Managers and the author of "The Anti-Bubbles," weighs in on the ongoing conversation around bubbles in this interview with Real Vision CEO and co-founder Raoul Pal. Parrilla goes in-depth on where he thinks markets are providing the most opportunity as well as where they'r…
 
The Interview: The Alaska Permanent Fund is the $75 billion sovereign wealth fund of the state of Alaska, and since oil was discovered in Alaska in the 1970s, the APF has been receiving royalties and investing that capital on behalf of Alaskan citizens. Every year, it pays out a dividend—a form of UBI—to the citizens, who also do not pay any state …
 
The Interview: Marko Papic, partner and chief strategist at Clocktower Group, joins Michael Green to discuss how and why geopolitics will have major effects on markets in the coming years with a particular focus on U.S.-China relations. They discuss everything from Taiwan and the issue of semiconductor supply chains to other actors like Russia as w…
 
DB- May28,2021: Real Vision senior editor Ash Bennington welcomes Raoul Pal, CEO and co-founder of Real Vision, to discuss his macro outlook, inflation, and crypto markets. Pal will be sharing his observations of the crypto selloff from last week and taking questions from the audience about his current market thinking. In observance of Memorial Day…
 
DB-May27,2021: Real Vision managing editor Ed Harrison welcomes Jim Bianco, president of Bianco Research, back to the Daily Briefing to update viewers on how the bond market is reacting to the re-opening of the economy and the sustained dovishness of the Federal Reserve. Bianco analyzes how the Fed’s bias towards employment within its dual mandate …
 
DB-May26,2021: Jared Dillian, Bloomberg Opinion columnist and publisher of The Daily Dirtnap, returns to the Daily Briefing to update viewers on his inflation thesis and the re-opening trade. He tells Real Vision’s Jack Farley why he thinks the re-opening might already be fully priced in and shares advice to investors on how to manage their risk in…
 
Crypto Wednesday: Brad Mills, host of Magic Internet Money Podcast and partner at Xsquared Ventures, joins Ash Bennington, Real Vision senior editor, to discuss everything Bitcoin—from the Block Size Debate in 2017 to the philosophical vs investment reasons for owning Bitcoin and misinformation around the Bitcoin narrative, this interview covers it…
 
DB-May25,2021: Tommy Thornton, founder of Hedge Fund Telemetry, joins Real Vision senior editor Ash Bennington to sharing his latest insights on market activity as U.S. consumer confidence falls slightly for May and questions about inflation’s permanence still linger. Thornton considers the implications of the repo market displaying surging levels …
 
DB- May24,2021: Real Vision managing editor Ed Harrison and editor Jack Farley break down today’s most important market-moving stories—from China’s clampdown on commodity speculation and Bitcoin mining to the supply chain bottlenecks that may at last spur durable capex investment from companies in order to meet demand. Harrison and Farley cover the…
 
Real Vision Live Replay: Here at Real Vision, we are exploring the question, "Is Everything a Bubble?" To many investors though, that question doesn't even begin to scratch the surface of what needs to be considered in the current environment. In this live interview, Alex Gurevich, founder and CIO of HonTe Advisors, joins Real Vision CEO and co-fou…
 
DB-May21,2021: Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison and editor Jack Farley to make sense of an action-packed week. They interpret the bullish PMIs coming from Europe and the U.S., the latest news from the credit markets, and a crypto market trying to regain its footing. They also discuss what the new electric F…
 
DB-May20,2021: Real Vision senior editor Ash Bennington is joined by managing editor Ed Harrison to tackle the Treasury’s call for crypto transfers equaling $10,000 and above to be begin being reported to the IRS. Ed discusses his thoughts about how the reflation trade has buoyed the most speculative areas of the market, crypto being included, due …
 
DB-May19, 2021: Real Vision’s Jack Farley and Weston Nakamura host the Daily Briefing on this action-packed day where almost every asset class seemed to plummet: stocks, commodities, and, most dramatically, crypto. In an emergency dispatch with senior editor Ash Bennington, Real Vision CEO and co-founder Raoul Pal helps viewers make sense of a cryp…
 
DB-May18,2021: Real Vision senior editor Ash Bennington welcomes Tony Greer of TG Macro for a live Daily Briefing to analyze the tape and provide an update on his thoughts concerning the direction of inflation and the commodities trade. Greer touches on metals and mining as well as oil and discusses how likely it will be that inflation will become …
 
Real Vision Live Replay: Warren Irwin, president and CIO of Rosseau Asset Management and one of the most successful natural resources investors of the past few decades, joins Real Vision’s Max Wiethe to discuss why he is investing in uranium, copper, nickel, and metallurgical coal producers as his bet on the green energy trend. Irwin argues that nu…
 
The Interview: Even with birthrates slowing and rapid aging in the developed world, years like 2021 where deaths outpace new births are a huge demographic outlier. In this interview with Ed Harrison, Neil Howe, author and managing director of demographics at Hedgeye, helps viewers make sense of the outsized impact that events like this can have on …
 
The. Interview: It’s no secret that crypto has gone from a retail phenomenon to something increasingly embraced by institutions and professional investors. As well, the size of the market has gotten to a point that governments in the West and the East can no longer ignore it. In this interview with Kyle Bass, founder and CIO of Hayman Capital, Pete…
 
DB-May15,2021: Real Vision managing editor Ed Harrison welcomes Raoul Pal, co-founder and CEO of Real Vision, to review the first week of the campaign, “Welcome to the Exponential Age.” Ed and Raoul explore how the past week’s interviews have either reinforced or dispelled Raoul’s macro thinking as well as what surprised him most. Raoul will also p…
 
DB-May13,2021: Real Vision managing editor Ed Harrison welcomes Tommy Thornton, founder of Hedge Fund Telemetry, to contextualize yesterday’s sell-off and whether it is indicative of longer-term market troubles. Thornton will update his thinking concerning what sectors he has his eye on and how he’s positioning his trades since a full re-opening in…
 
DB- May13,2021: Real Vision managing editor Ed Harrison and senior editor Ash Bennington discuss the huge inflationary print that is roiling equity markets. For our Listeners : Join Arca's 4th annual FO256 conference virtually, Tuesday May 25th by registering at www.ar.ca/21FO256. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
DB-May11,2021: Dave Floyd, founder of Aspen Trading, joins Real Vision senior editor Ash Bennington to provide an update on the markets as U.S. equities continued their decline this morning as inflation pressure looms large on the horizon. As the U.S. 5-year breakeven inflation rates reaches a 15-year high, Floyd will be sharing his perspective on …
 
DB- May10,2025 - On today’s live edition of the Daily Briefing, Real Vision’s Jack Farley welcomes Kyla Scanlon, investment partner at On Deck and financial content creator, for a conversation on the most important market stories driving markets, including Amazon’s eight-part bond issue, the NASDAQ’s slump, hacking of the Colonial fuel pipeline, an…
 
The Interview: Mike Green, portfolio manager and chief strategist at Simplify Asset Management, and Peter Schiff, chief economist and global strategist of Euro Pacific Capital, sit down with Real Vision's king of neutrality, Ash Bennington, for a debate on the merits of MMT vs Austrian Economics, other questions around what the defining characteris…
 
The Interview: Narratives around the reflation trade and asset prices are currently pointing towards a full recovery and a period of extended growth as the world exits lockdowns. In this interview with Real Vision managing editor Ed Harrison, Daniel Lacalle, chief economist and CIO at Tressis, argues that this is being fueled by nothing more than h…
 
The Interview: Even before COVID, global deficits had already expanded—but in the last year, they have exploded to levels that almost guarantee increases in taxes. We can already see the effects as high-net-worth individuals and businesses leave high tax areas like California for lower tax areas like Florida, Texas, and the Cayman Islands. Dominic …
 
DB-May7,2021: Managing editor Ed Harrison welcomes Raoul Pal, Real Vision CEO and co-founder, to introduce Real Vision’s latest campaign, “Welcome to the Exponential Age.” Raoul will be going in-depth on his new macro framework, the Exponential Age, and he and Ed tease their interview that’s being released on Monday. They also contextualize today’s…
 
DB-May6,2021: Real Vision managing editor Ed Harrison and editor Jack Farley evaluate price action in markets as the bond market refuses to budge, some chaos in single stocks today has been hidden by relatively flat U.S. equity indexes, and gold is breaking out of its range, surging beyond $1800. Ed also takes an in-depth look at today's economic d…
 
Real Vision Crypto Wednesday: Michael Krieger, creator of Liberty Blitzkrieg, joins Brent Johnson, CEO of Santiago Capital, to discuss their discovery of Bitcoin, the subculture, and the probability of a government shutdown. Krieger describes Bitcoin as a representation of a path or blueprint for humanity to follow: not just with money, but with ne…
 
DB-May4,2021: Real Vision senior editor Ash Bennington welcomes Tony Greer of TG Macro to discuss Treasury Secretary Janet Yellen’s statement today on interest rates, Bank of America’s warning of transitory hyperinflation, and Q1 earnings. Greer shares his perspective on Yellen’s assertion on the possible need to raise interest rates and how it imp…
 
DB-May3,2021: Real Vision managing Ed Harrison and editor Jack Farley break down today’s market action in stocks, bonds, and commodities. Farley interprets Warren Buffett’s latest comments at the Berkshire Hathaway annual shareholders’ meeting, and he and Harrison discuss Buffett’s statements on inflation and equity performance as well as the annou…
 
Real Vision Live Replay: Luke Gromen, founder and president of FFTT, joins Real Vision managing editor Ed Harrison to discuss why he believes the strength or weakness of the dollar cannot be left to market forces. Gromen argues that, if left to market forces, the sheer size of the U.S. Government deficit would crowd out global dollar markets, sendi…
 
The Interview: With bonds selling off alongside equities and the volatility of both asset classes rising, there is perhaps no better time to hear from The Convexity Maven himself, Harley Bassman. In this interview with Logica Capital Advisors partner, chief strategist, and PM Mike Green, Bassman outlines his view that this move higher in rates is t…
 
The. Interview: Legendary independent investor Jim Rogers joins Real Vision CEO and co-founder Raoul Pal to share his outlook on markets and the lessons he learned on his storied career. Rogers tells Pal that this current market environment, marked by record-low mutual fund cash levels and high levels of investing on margin, reminds him somewhat of…
 
DB-Apr30,2021: Real Vision crypto editor Ash Bennington welcomes managing editor Ed Harrison to make sense of a crazy week in markets in this live edition of the Daily Briefing. Alongside Real Vision’s Jack Farley, they examine how the momentous earnings announcements, particularly in big tech, impact valuations. Ash gives his take on the latest go…
 
DB-Apr29,2021: Real Vision’s Jack Farley and Weston Nakamura break down an action-packed day of earnings, economic data, and price movement. Farley shares updates on Amazon’s eye-popping earnings and the U.S. GDP growth figure of 6.4% (measured by annualized quarter-over-quarter change), and Nakamura makes sense of the equity market reaction to the…
 
DB-Apr28,2021:Real Vision managing editor Ed Harrison welcomes back Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, to discuss his takeaways from today’s FOMC meeting. He expresses his concerns about Powell’s assessment of intensifying inflationary pressures as being only transitory and anticipates the bond market con…
 
Crypto Wednesday:: Abra CEO Bill Barhydt joins Raoul Pal, Real Vision CEO and co-founder, to discuss Abra, the future role of banks, and security. Barhydt describes Abra as moving towards the vision of being a full bank for cryptocurrency as it offers trading and investing in over a hundred crypto assets as well as the option to earn interest and b…
 
Loading …

Quick Reference Guide

Copyright 2021 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login