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 3, 2024 • 39min
#1029 - Fresh Signs of a Soft Landing? with Cullen Roche | Jobs Data, the Fed, & Rate Expectations
Cullen Roche, founder of Discipline Funds, discusses market reaction to jobs data, rate cut expectations, and bond market response. Topics include navigating investments, bond strategies, inflation hedging with real assets, Fed's rate decisions under political pressure, global uncertainties, and investment opportunities in current financial landscape.
May 2, 2024 • 1h 3min
#1028 - How to Navigate the AI Trends with Raoul, Imran Lakha, & David Mattin | AI, Apple & Google
Raoul Pal, Imran Lakha, and David Mattin discuss the transformative impact of AI on financial markets, navigating volatility in tech, exploring Nvidia's dominance, and investment opportunities in the AI-driven economy. They also delve into strategic trading approaches, the energy revolution, and the future challenges in the AI chip market.
May 1, 2024 • 43min
#1027 - Higher For Longer… Then What? with Darius Dale? | Inflation, Rates, & The Fed
Darius Dale, founder of 42 Macro, discusses market reactions to Fed policy, potential market trajectory, tokenization of real assets, gold IRA investments, Treasury market analysis, investor positioning, market trends, market signals, economic themes, AI vs human judgment, and a new crypto product.
Apr 30, 2024 • 41min
#1026 - Sell in May or Chop Away? with Mish Schneider | Netflix, Commodities, & Crypto
Mish Schneider, Chief strategist at MarketGauge, discusses market pullback, commodities like uranium, AI's impact on tech sector, and views on crypto landscape. Topics include rising treasury yields, stock declines, inflation concerns, market uncertainties, sector performance, precious metals and crypto analysis, investment strategies, and introduction to RV crypto service.
Apr 29, 2024 • 56min
#1025 - The Biggest Geopolitical Risks to Markets? with Peter Zeihan | Middle East Conflict, China & the U.S. Election
Geopolitical strategist Peter Zeihan discusses emerging risks worldwide, from Middle East attacks to conflicts like Ukraine-Russia War. Topics include China's demographic challenges, geopolitical implications of chip exports, college protests impact on voting, and global shifts like Russian influence in US politics.
Apr 28, 2024 • 1h 20min
Raoul Pal: Unlocking the Secret Cellar with Club dVIN
Joining the podcast are Jana Kreilein and David Garrett, founders of Club dVIN, unveiling the world's biggest wine collector and discussing blockchain integration into winemaking. They explore rare wine auctions, authentication technologies, and the use of digital tokens in wine communities. Dive into the disruptive power of blockchain in the wine industry and its potential impact on supply chains.
5 snips
Apr 27, 2024 • 1h 8min
Chris Sullivan: 3 Crypto Ideas That Could Change the World
Chris Sullivan, co-founder of Hyperion Decimus, discusses 3 game-changing crypto ideas: DeFi, L1 SCPs, and DePIN. They explore the impact of decentralized finance on traditional services, the risks and freedoms associated with DeFi, and the future of market trends.
Apr 26, 2024 • 47min
#1024 - Has the Fed Lost Its Way? with Jim Bianco | Rates, Inflation, & Bitcoin
Jim Bianco, President of Bianco Research, talks about the potential for 10-year yields to surpass 5%, mixed tech earnings propping up the market, and analysis of recent price pressure in the crypto market. Topics include economic outlook, rate hike speculation, bond market shifts, inflation impact, asset allocation strategies, and navigating the economic landscape.
9 snips
Apr 25, 2024 • 49min
#1023 - Is This What Stagflation Looks Like? with Tom Thornton | Inflation, Tesla, & Meta
Tom Thornton, founder of Hedge Fund Telemetry, discusses the market's reaction to disappointing GDP data, near-term trajectory of tech stocks, oil, and metals. Topics include inflation, Tesla's earnings, impact of higher interest rates on equity markets, and stock trading strategies for Intel, Apple, Tesla, and ARK Invest.
Apr 24, 2024 • 40min
#1022 - Is the Bull Run for Stocks Over? | With Jurrien Timmer
Jurrien Timmer, Director of global macro at Fidelity Investments, discusses the possibility of a soft landing for the Fed, rate cut expectations, and AI's influence on investments. They explore asset tokenization benefits, US economy resilience post-COVID, inflation concerns, and rethinking asset allocation in the market. The conversation also covers tech stocks, the AI revolution, and market value analysis.
