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 ...
 
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show series
 
Real Vision managing editor Ed Harrison welcomes Jack Farley for a Thanksgiving “Ask Me Anything” special edition of the Daily Briefing. Sourcing questions from the Real Vision Exchange, Jack asks Ed questions about whether the U.S. will enter a second round of lockdowns, and whether the equity market could once again undergo a major crash. Ed shar…
 
Max Wiethe and Real Vision managing editor, Ed Harrison, discuss Ed's outlook for a winter double-dip recession in the U.S. and the most important questions for determining the breadth, depth, and market implications of this prediction. How bad will the pandemic get before this wave can be arrested? How severe an economic brake will have to occur t…
 
Senior editor Ash Bennington welcomes back Tony Greer of TG Macro to make sense of today’s price action as the equity markets roar to all-time highs. After the pair briefly discusses the significance of the news that Janet Yellen will likely be named Treasury Secretary, Tony shares his analysis on the value rotation away from the tech giants into c…
 
Real Vision editor Jack Farley hosts Tyler Neville of Real Vision for a spirited debate about the fate of risk assets. Tyler makes the case that U.S. equities have a lot more room to run, basing his case on tight credit spreads and the Federal Reserve’s ever-expanding balance sheet. Tyler incorporates market breadth as well as venture capital fundi…
 
Raoul Pal, CEO and co-founder of Real Vision, welcomes back Keith McCullough, founder and CEO of Hedgeye Risk Management, to analyze how divergent indicators in inflation and growth are revealing trading signals for bonds, commodities, and equities going forward. McCullough breaks down his "Quad"-based investment process, going in greater depth on …
 
Bill Campbell, portfolio manager for Global Bond Strategy at DoubleLine Capital, sits down with Ed Harrison to discuss how he is making sense of the massive paradigm shift to central bank digital currencies. Campbell argues that central banks are late to the party as over 95% of global transactions are already digital, and together they explore the…
 
With a phenomenal investment track record greater than perhaps even Warren Buffett and George Soros, Joel Greenblatt is renowned as one of the world's greatest investors in history. Yet recently, he has turned his gaze beyond markets to focus his attention on fixing problems in society, ranging from banking and retirement to education and even immi…
 
Real Vision managing editor Ed Harrison is joined by editor Jack Farley to break down the economic impact of the partial lockdowns U.S. officials are implementing day-by-day as cases and deaths from COVID-19 spiral out of control. Ed evaluates the latest rise in joblessness claims, the exponential increase in hospitalizations, the looming expiratio…
 
Real Vision Managing editor Ed Harrison hosts Tommy Thornton, founder of Hedge Fund Telemetry, to discuss the opportunities and risks on the investment horizon. Tommy explores whether the ongoing rotation into value will continue, sharing his views on sectors such as energy, financials, and retail. He and Ed then investigate whether bonds’ rally is…
 
Real Vision senior editor, Ash Bennington, welcomes Dave Floyd of Aspen Trading Group back to the Daily Briefing to evaluate price action in the S&P 500, the U.S. 10 year Treasury note, and a variety of currency pairs. Dave shares his framework for trading these asset classes, incorporating technical indicators such as moving averages, stochastic o…
 
Real Vision managing editor, Ed Harrison, and senior editor, Ash Bennington, discuss the all-time highs being set in the S&P 500 and the Dow Jones Industrial Average as the news of Moderna’s vaccine being 94.5% effective in preventing COVID-19 breathes life into U.S. equities. Ed evaluates the price action through his risk-on framework, exploring t…
 
Michael Pettis, senior fellow at the Carnegie-Tsinghua Center for Global Policy, and Kyle Bass of Hayman Capital Management are both keenly focused on the complex task of discerning China's economic reality. In this interview, Bass and Pettis attack the important issues of capital flight, China's massive economic inequality, and their domestic debt…
 
Jeffrey Gundlach, CEO of DoubleLine Capital, has evolved his investment style over the years, and although he is still the "bond king", increasingly he has become multi-asset with a focus on getting the macro right. In this interview with Real Vision CEO Raoul Pal, Gundlach explains how he thinks about time frames, position sizing based on asset cl…
 
Real Vision CEO, Raoul Pal, and senior editor, Ash Bennington, discuss the growing shutdown measures in the U.S. even as the S&P 500 makes all-time highs. Looking at declining mobility data, Pal explores how the prospect of a full lockdown in the U.S will depress economic activity as well as perhaps markets. He and Ash then discuss default risk and…
 
Real Vision managing editor, Ed Harrison, is joined by editor, Jack Farley, to break down a day of heavy selling across sectors as COVID-19 cases surge to unseen levels. Ed interprets what the Citigroup Economic Surprise Index means and shares his views on how, shutdown or not, the rise of coronavirus will likely depress economic activity. Ed and J…
 
Senior editor, Ash Bennington, and managing editor, Ed Harrison, break down the pausing of the rotation out of growth and into value as cases and hospitalization in the U.S. surge to unseen levels. Ash breaks down Bill Ackman’s hedge against investment grade credit, and Ed explores how much central bank liquidity there is on the sidelines waiting t…
 
Senior editor, Ash Bennington, joins Tony Greer, editor of the Morning Navigator, to examine the latest euphoric episode in markets. Greer discusses how the rotation in the markets demonstrates their renewed focus on a post-pandemic world as the pattern from the last several months of trading is coming undone. He shares his thoughts on the appropri…
 
NOTE: THIS DAILY BRIEFING WAS FILMED THURSDAY, NOVEMBER 5. Fielding questions from Real Vision subscribers, senior editor, Ash Bennington, and managing editor, Ed Harrison, analyze how the various outcomes of the 2020 U.S. election will impact markets. Ash and Ed talk about the future of Real Vision content, price action across bitcoin, bonds, and …
 
Howard Lindzon, general partner at Social Leverage, tells Real Vision CEO Raoul Pal why he is bullish on the digital future of business despite acknowledging the harsh economic realities that have emerged since COVID. Lindzon argues that there is a shortage of investible opportunities to capitalize on this trend and this is what we are seeing in st…
 
Kiril Sokoloff sits down with Raoul Pal to discuss why he believes the bull market for precious metals is only in its fourth inning. All-in costs of gold production are under $1000 compared to the current price of $1900, creating profit margins never seen before in the industry. In effect, the gold mining companies have become free-cash flow machin…
 
Managing editor, Ed Harrison, and senior editor, Ash Bennington, review this past week’s “everything rally” and key macro indicators against the backdrop of political uncertainty and COVID-19. Ed explains the two different narratives around the market rally — either the markets’ growing comfort over a split government or the markets had priced in m…
 
Managing editor, Ed Harrison, is joined by Jay Pelosky, co-founder and CIO of TPW Investment Management, to provide an update on his current outlook amid a turbulent election and uncertain future with stimulus and COVID-19. Pelosky argues that markets are getting closer to end of this period of peak uncertainty around these variables and that deep …
 
Real Vision senior editor Ash Bennington welcomes Hari Krishnan, head of volatility strategies at SCT Capital, to break down the hidden forces driving markets on U.S. election day. Disagreeing with the linear narratives about how election results impact markets, Krishnan instead analyzes the market plumbing, looking at the trend spike in the Federa…
 
Real Vision senior editor, Ash Bennington, welcomes Tommy Thornton, president of Hedge Fund Telemetry, to break down his framework for trading markets as the U.S. Presidential election rapidly approaches. Thornton looks at market sentiment and trader positioning, concluding that investors are net long this market, which limits upside potential, wit…
 
Michael Saylor, chairman & CEO of MicroStrategy Inc., joins Real Vision CEO, Raoul Pal, to discuss MicroStrategy’s major Bitcoin acquisitions. Saylor describes his background, what led up to the creation of MicroStrategy, and its recent push to bring Bitcoin into the corporate world. He explains his first encounter with cryptocurrencies and how his…
 
Not only is art one of the oldest asset classes in the world, but it also is one of the best performing. In this interview with Real Vision’s Max Wiethe, Scott Lynn, CEO of Masterworks, makes the case for investing in “blue-chip art” and explains how his company is bringing this asset class traditionally reserved for the ultra-rich to a whole new c…
 
Strauss Zelnick, chairman and CEO of Take-Two Interactive and partner at ZMC, joins headhunter Christian Alexander of Macro Link to share the lessons he learned on his journey to the top of the media world. Take-Two Interactive is one of the largest gaming companies, and its stock is up over 900% since Zelnick became its CEO in 2011. Zelnick discus…
 
Managing editor, Ed Harrison, welcomes Stephen Kalayjian, chief market strategist of Ticker Tocker, to discuss the elevated levels of volatility and his forward outlook for markets over the coming months. With the U.S. election coming up in less than a week, Kalayjian describes how not only are markets are being worn down by the torrent of uncertai…
 
Real Vision senior editor Ash Bennington is joined by managing editor Ed Harrison for a special edition of the Daily Briefing. Ed gives an update on his thesis, now that U.S. and European equities have continued to tumble, and analyzes how the halting of economic activity in Europe will likely cause a double dip recession that is very bad for risk …
 
Senior editor Ash Bennington welcomes Tony Greer of TG Macro back to the Daily Briefing to make sense of price action in equities, bonds, currencies, and commodities. Tony reviews Monday’s rout in U.S. stocks and corresponding pop in the VIX, and explores why FX volatility was so low. He and Ash then discuss Bitcoin’s surge upon the news that Paypa…
 
Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to talk through the social, political, and economic ramifications of the various U.S. presidential election outcomes in tandem with the risk of a more forceful and perhaps lethal second wave of COVID-19. Ash and Ed discuss how the policy outcomes in a Biden administration are more l…
 
Real Vision CEO, Raoul Pal, breaks down the events leading to the recent tidal wave of interest in Central Bank Digital Currencies. He touches on the various crises that have encouraged the rampant printing by central banks and the destructive consequences this has left in its wake. Touting Bitcoin as the unkillable “cockroach of finance” and the l…
 
Are charter schools a wise addition to your investment portfolio? Charter schools receive less public funding from local and state taxes and federal programs than their district school counterparts, so they seek private funding in efforts to be able to operate to their fullest capacity. Programs like the New Market Tax Credit (NMTC) and opportunity…
 
Real Vision CEO, Raoul Pal, arrives to the Daily Briefing frothing at the mouth with Bitcoin bullishness. Senior editor, Ash Bennington, tries in vain to contain Raoul’s enthusiasm, but with Bitcoin up over 20% this month, Raoul’s zeal simply cannot be restrained, and he proceeds to go at length about how this asset will become a global reserve ass…
 
Managing editor, Ed Harrison, talks to Peter Boockvar, chief investment officer of Bleakley Advisory Group, about some of the most recent macroeconomic data releases such as jobless claims and existing home sales and what they portend for the economy. Boockvar also explains why recent comments from the Fed and the level on the 10-year Treasury bond…
 
Senior editor, Ash Bennington, joins Jared Dillian, editor of The Daily Dirtnap, to discuss the art of portfolio construction and his current outlook on markets. Dillian shares his thoughts on why investors whose sole focus is on returns fail and how to structure a portfolio that properly accounts for risk. He also breaks down how he gets exposure …
 
Senior editor, Ash Bennington, joins Thomas Thornton, founder of Hedge Fund Telemetry, to discuss earnings, stimulus intervention, and investment time horizons. Thornton talks about how, despite stronger Q3 earnings, Q4 could demonstrate a pullback and whether the upcoming U.S. election could serve as a catalyst either to upside or downside. He als…
 
Senior editor, Ash Bennington, is joined by managing editor, Ed Harrison, to interpret how the rising COVID-19 infections in Europe and the U.S. will impact markets. Ed conducts a deep dive on best practices for containing the virus while mitigating the economic damage, reviewing protocols in Norway, Sweden, Belgium, and New Zealand, and Ash looks …
 
Everyone knows Jeremy Grantham as the face of GMO, the behemoth money manager that has become legendary for its work on asset allocation, but Ben Inker, head of asset allocation at GMO since 1998, seems to be next in line for the throne. In this interview with Ed Harrison, Inker helps viewers make sense of the post-COVID investment landscape from t…
 
Alex Saunders, CEO and founder of Nugget's News, joins Real Vision CEO, Raoul Pal, to explain the reinvention of the monetary system through new crypto payments systems based on Bitcoin, Ethereum, and stable coins. He tells Raoul the story of his introduction into the crypto world. Saunders also breaks down the expansion of global e-commerce throug…
 
Senior editor, Ash Bennington, and managing editor, Ed Harrison, look forward to the relevant themes. Ed adds to David Rosenberg’s recent comments that “organically, the economy is still in recession,” and he and Ash reflect on (the? a bit awk) recent success of Sweden’s pandemic shutdown response. They then put a week of bank earnings into context…
 
Managing editors Ed Harrison and Roger Hirst analyze a choppy day of global market action. They look at European equities as well as currency swings in the Euro and the Australian dollar. Roger looks at gold, and Ed analyzes the effect of narrowing net interest margins on bank earnings and yield curves. They also discuss central banks’ role in faci…
 
|Credit Markets| IPOs | Bond Issuance | Real Vision managing editor, Ed Harrison, is joined by editor, Jack Farley, to break down today’s bank earnings reports and look forward to the fate of the credit markets. Ed shares his framework for understanding the K-shaped bifurcation between investment banks relying on a flurry of IPOs and bond issuance …
 
Daily Briefing | JPMorgan Chase| Citigroup |Finance | Investing Real Vision senior editor Ash Bennington welcomes Tony Greer of TG Macro back to the Daily Briefing to make sense of big moves today in equities, bonds, and the dollar. Greer analyzes the latest CPI reading through the lens of the ECB’s piggy-back announcement that it too would let inf…
 
S&P 500 | VIX |Economics | Trading | Investing Managing editor Ed Harrison and senior editor Ash Bennington answer questions from the Real Vision audience in this special edition of the Daily Briefing. They discuss everything from the latest jobs numbers, to the regulatory hurdles that banks are facing, to the Real Vision editorial process. They al…
 
Asia | China | Europe | GeoPolitics | Macro Technology After years living abroad in China and Vietnam, professor Chris Balding has returned to the U.S. because of concerns for his safety due to his role in exposing the data collection operations of Shenzen Zhenhua Data Technology. In this interview with Michael Green of Logica Capital Advisors, Bal…
 
Real Vision CEO and co-founder, Raoul Pal, kicks off an exciting two weeks of content on Real Vision by explaining why we are endeavoring to answer the ultimate question, "has everything changed?" As well, Pal switches hats into his role as head of GMI to update viewers on his "unfolding" thesis and his own view on the question, "has everything cha…
 
Real Vision CEO Raoul Pal is joined by senior editor Ash Bennington to look back at market action and make sense of several secular trends. Raoul shares several of the lessons from his interview with “The Bond King” Jeffrey Gundlach, which leads into a discussion about changes to risk appetite and time horizon within the hedge fund industry. Raoul …
 
Ed Harrison and Roger Hirst break down some of the most significant price action they're seeing in markets. Real Vision reporter Haley Draznin explains the back-and-forth on fiscal stimulus negotiations and why the Fed could issue a monetary policy offset to try and sustain economic momentum. Learn more about your ad choices. Visit megaphone.fm/adc…
 
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