Real Vision: Finance & Investing
Real Vision Podcast Network
Welcome to the Real Vision Podcast, your go-to source for cutting-edge insights and expert analysis in the world of finance and investing.Our mission is to arm you with the knowledge, tools, and network you need to succeed on your financial journey.In each episode, we bring you in-depth interviews with the brightest minds in finance, including top investors, analysts, and industry leaders, to help you navigate the complexities of the global economy and make informed investment decisions.Join us as we explore market trends, investment strategies, and the forces shaping the financial landscape.Whether you're a seasoned investor or just starting, Real Vision is here to empower you with the information you need to achieve your financial goals.Subscribe today and access the best curated knowledge for FREE.
Episodes
Mentioned books
May 17, 2020 • 1h 13min
The Interview - Corona Crisis: The View from The Valley
Balaji Srinivasan is a highly accomplished investor, entrepreneur, executive, and academic. In this conversation with Real Vision’s Ash Bennington, Srinivasan unpacks his tech-centric view of combating the coronavirus — informed by his background in the medical testing space and his Ph.D. work in microbial genetics at Stanford. Srinivasan also served as the Chief Technical Officer at the digital currency behemoth CoinBase and as a general partner at the storied Silicon Valley venture capital firm Andreessen Horowitz. Srinivasan also shares his perspective on what changes the US government needs to institute in order to compete with China to control the coronavirus outbreak. Learn more about your ad choices. Visit podcastchoices.com/adchoices
May 15, 2020 • 37min
Daily Briefing - May 15, 2020
Real Vision's CEO and co-founder, Raoul Pal, joins Senior Editor Ash Bennington to update viewers on his "Unfolding" thesis about the trajectory of the COVID crisis and its effects on the economy and markets. He also unpacks his views about the solvency risks in the BBB bond market and reviews highlights from his interviews with legendary investors Howard Marks and Kyle Bass. Learn more about your ad choices. Visit podcastchoices.com/adchoices
May 14, 2020 • 31min
Daily Briefing - May 14, 2020
Real Vision’s Managing Editor Ed Harrison is joined by Roger Hirst to discuss the latest developments in markets, macro, and the coronavirus crisis. Peter Cooper talks about how China, Hong Kong, and South Korea are facing setbacks with a new wave of cases. Learn more about your ad choices. Visit podcastchoices.com/adchoices
May 13, 2020 • 37min
Daily Briefing - May 13, 2020
Real Vision's senior editor Ash Bennington sits down with managing editor Roger Hirst to discuss the latest in macro, markets, and coronavirus. They dive into the psychological and economic repercussions that the shutdown has had on both New York City and London. They also talk about how the Fed's intervention in markets has played a role in supporting asset prices, the level of uncertainty about where they will go in the future, and why currency markets are the optimal place to express a macro position. Learn more about your ad choices. Visit podcastchoices.com/adchoices
May 12, 2020 • 34min
Daily Briefing - May 12, 2020
Real Vision's Ash Bennington and managing editor Ed Harrison discuss the latest developments in macro, markets, and coronavirus. They dive into the havoc wrecked on the jobs market, the continuously moving plans to reopen the US economy, and Dr. Fauci's warning today to the US senate. They also review what's happening in the Eurozone and which European economies may be a model for the US's own reopening. Learn more about your ad choices. Visit podcastchoices.com/adchoices
May 11, 2020 • 54min
The Interview - The Fed's New Unwritten Mandate
Professor Mark Blyth and Professor Adam Tooze explore how coronavirus is laying bare the hidden risks embedded within our financial systems and how central banks worldwide are scrambling to paper over those chasms of danger. To them, it seems that the Federal Reserve has rewritten its remit, and they discuss how rather than try and keep prices stable or keep unemployment low, the sole focus of the Fed right now seems to be supporting asset prices at any cost, even if that means bailing out leveraged entities who took on too much risk. They also discuss Europe and how this crisis is heightening the contradictions within the Eurozone and pushing the European banking system to the brink. Learn more about your ad choices. Visit podcastchoices.com/adchoices
May 11, 2020 • 56min
The Interview - An International Perspective on COVID-19
With every day of lockdown and every dollar of stimulus, policy and markets are becoming more and more intertwined. That is why Pedro da Costa has been conducting a series of interviews with central bankers, policymakers, and the economists who inform their views. Pedro continues this series with Dr. Adam Posen, president of the Peterson Institute for International Economics. Together they examine the efficacy of the current fiscal and monetary policy response and how this crisis is affecting globalization, emerging markets, and the state of the European Union. Learn more about your ad choices. Visit podcastchoices.com/adchoices
May 11, 2020 • 36min
Daily Briefing - May 11, 2020
Real Vision's Ash Bennington and Managing Editor Ed Harrison discuss Raoul's Expert View, "Global Recession - What's Next?", which was released today. Bennington and Harrison then take a deep dive into the real economy with a special focus on the risks posed by debt deflation. The pair also talk about the reopening of the global economy with an eye toward recent events in Germany. In the intro, Jack Farley looks at a dramatic new chapter in the WeWork saga. Learn more about your ad choices. Visit podcastchoices.com/adchoices
May 8, 2020 • 37min
Daily Briefing - May 8, 2020
Ash Bennington hosts Real Vision Co-Founder and CEO Raoul Pal as they look forward to the biggest voyage Real Vision has ever gone on: Global Recession: What's Next? Over the course of this two-week content campaign, some of the brightest minds in finance will be sharing their views with you. Raoul and Ash also discuss the broad impact and context of the coronavirus crisis and look ahead to what we will learn in the coming weeks from economic data. In the intro, Jack Farley analyzes the unprecedented labor statistics and shares the story of one U.S. worker who lost his life on the job. Learn more about your ad choices. Visit podcastchoices.com/adchoices
May 8, 2020 • 57min
The Interview ( Bonus Episode ) - Another Great 'Mortgage Meltdown'
Columnist for HousingWire, Logan Mohtashami of AMC Lending Group sits down with Real Vision's Ash Bennington to discuss the "complete meltdown" he sees in the residential mortgage space during the coronavirus crisis. Mohtashami and Bennington discuss housing prices, the dynamics in the mortgage market in a time of crisis, and the overall lending environment. The pair also touch on the economics of US demography, commercial real estate, and the quantum shifts in retail property in commercial real estate. Learn more about your ad choices. Visit podcastchoices.com/adchoices
