Real Vision: Finance & Investing

Real Vision Podcast Network
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Apr 14, 2017 • 1h 10min

Adventures in Finance 11 - Broken Promises: The Impending Global Pension Crisis

The financial system will soon witness a collision between an unstoppable force and an immovable object. Pensions around the world are being crushed under the weight of trillions in unfunded liabilities while hundreds of millions of Baby Boomers are advancing to retirement in ever greater numbers, creating a perfect storm for the next crisis that is all but mathematically certain to happen. In 'Things I Got Wrong', Preston Pysh (@PrestonPysh), co-host of The Investors Podcast, shares crucial lessons about applying value investing principles in times of crisis. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Apr 7, 2017 • 51min

Adventures in Finance 10 - Carson Block: Short-selling Legend and Market Vigilante

Carson Block, Founder of Muddy Waters Research, single-handedly dismantles fraudulent companies and his research can cause stocks to plummet 90% in market cap. As one of the world's preeminent short-sellers, Carson shares his incredible story and process for identifying fraudulent targets. In 'Things I Got Wrong', Dr. Steve Keen, professor of economics at Kingston University London, fesses up to misjudging the Australian real estate bubble. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Mar 30, 2017 • 1h 3min

Adventures in Finance 9 - Reflation: American Dream or Political Nightmare?

Deconstruct the Trump Reflation Trade as unsightly political realities emerge from the shadows. In 'Things I Got Wrong', David Hay, CIO of Evergreen Gavekal, confesses to underestimating central bank firepower and the usefulness of extreme market sentiment readings. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Mar 23, 2017 • 1h 3min

Adventures in Finance 8 - Over the Barrel: A Journey From Boom to Bust

The repercussions of a boom-bust energy cycle and massive infrastructure investment means a supply glut and potentially lower oil prices for much longer than anyone expects. In 'Things I Got Wrong', Michael Lewitt sets aside his ego and trusts in the machines and artificial intelligence. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Mar 17, 2017 • 58min

Adventures in Finance 7 - The Triggering: Article 50 and Brexit

Uncertainty reigns, as political and economic forces build before the historic negotiations which could alter the shape of Great Britain and the EU forever. In 'Things I Got Wrong', Bill Fleckenstein, CEO of Fleckenstein Capital discusses the mistakes he made in underestimating the folly and largesse of Central Bankers. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Mar 9, 2017 • 56min

Adventures in Finance 6 - Satellites, Big Data and Finance

Explore how satellite imagery data is being utilized to drive financial insights, with advice from James Crawford, CEO of Oribital Insights. In ‘The Things I Got Wrong’, Jawad Mian, Founder of Stray Reflections, sits down to share his slip-ups about silver and managing your ego. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Mar 2, 2017 • 54min

Adventures in Finance 5 - China’s One Belt One Road

Unearth unprecedented investment opportunities in China’s One Belt One Road strategy – something we haven’t seen since the BRICS. Plus, Ben Hunt, Chief Investment Strategist at Salient Partners shares what he got wrong about Europe. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Feb 23, 2017 • 52min

Adventures in Finance 4 - Analyzing Cyclical Market Behavior

Understand how to leverage financial cycles & forecast future markets with veteran investor Robin Griffiths. Also on this week, Brent Johnson, CEO of Santiago Capital, tells us his misjudgments’ on gold and being a true contrarian. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Feb 9, 2017 • 54min

Adventures in Finance 3 - Opportunities in German Real Estate

Uncover the huge untapped potential in Germany’s real estate market and the interesting cultural and fundamental dynamics driving this opportunity. Mark Yusko, CEO and CIO of Morgan Creek Capital Management, also shares what he got wrong about volatility and leverage in 2008. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Feb 2, 2017 • 57min

Adventures in Finance 2 - Geopolitical Framework for Investing

Marco Papic, Chief Geopolitical Strategist at BCA Research, and Louis Gave, Co-founder of Gavekal Research, dive into the crucial role geopolitics plays in investment decisions. They discuss Putin's strategies and the influence of populism in Europe on markets. Gave reflects on his past misjudgments regarding capital liberalization in China. The conversation also touches on the transition to a multipolar world and the rise of automation in the job market, emphasizing the evolving landscape investors must navigate.

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