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
Feb 11, 2024 • 32min
Steno's Signals: What the Red Sea Crisis Means for Inflation
Crypto expert Andreas Steno Larsen analyzes the risk factors for rising inflation due to the Red Sea crisis and increasing freight rates. They discuss the implications of attacks on ships, potential large-scale attacks, and the failures of US reassurance. They also explore the impact of the crisis on inflation, retail spending, and financial markets.
Feb 10, 2024 • 1h 2min
3 Ideas: How to Invest in a World in Transition
Nick Lawson, CEO of Ocean Wall Ltd., shares 3 investment ideas for 2024, including uranium, sovereign debt, and electric vehicles. They discuss the opportunities and challenges in the market, the dynamics and geopolitical factors affecting the uranium market, and the potential of Uranium Energy Corp. They also explore oil production targets, restructuring, and the transition to electric vehicles.
Feb 9, 2024 • 39min
#971 - Surfing a Surging Market With Brent Donnelly
Brent Donnelly, president of Spectra Markets, joins to discuss the rally that won't stop, market behemoth Nvidia, currency market developments, and why household surveys have captured Brent's attention. They also explore unique characteristics of the current economic cycle, Occam's razor, tech dominance, market bubbles vs bull markets, risks for regional banks, and AI in trading.
Feb 8, 2024 • 37min
#970 - Has China Bottomed? With Noelle Acheson
Noelle Acheson, author of the Crypto is Macro Now newsletter, joins Maggie Lake to discuss the ongoing equity rally, the market turmoil in China, and the significance of bitcoin reclaiming the $45,000 level. They also explore the risks in the Chinese market, the potential of Bitcoin ETFs, and the benefits of using a crypto tax calculator.
17 snips
Feb 7, 2024 • 38min
#969 - U.S. Economy: Half Full or Half Empty? With Michael Kao
Michael Kao, CEO of Akanthos Capital Management, discusses the complexities of economic data for investors and the global market dynamics. Topics include the potential impact of interest rate cuts on controlling inflation, factors affecting the US economy, and the credibility of the Federal Reserve's easing cycle.
Feb 6, 2024 • 37min
#968 - Who Wins the Bond Battle? With Tony Greer & Jared Dillian
Tony Greer, editor of the Morning Navigator, and Jared Dillian, editor of the Daily Dirtnap, discuss the recent price action in bonds, oil prices, and panic in Chinese markets. They also talk about the Nigerian stock market crash, rate cuts, positive earnings, bearish case against stocks, and the current state of the uranium market.
Feb 5, 2024 • 54min
#967 - What’s Really Going on With the U.S. Economy? | With Julien Bittel
Julien Bittel, Head of macro research at Global Macro Investor, discusses the macro landscape and business cycle trackers. Topics include the confusing state of the economy, the dangers of groupthink, investment approach and portfolio allocation strategies, analyzing performance and pricing in different sectors, and understanding the business cycle.
Feb 4, 2024 • 54min
My Life in 4 Trades: James Altucher's Wrenching Journey
James Altucher, who experienced personal and financial setbacks but eventually found new success, talks about the importance of resilience and open-mindedness in trading and investing. He shares his personal account of being near Ground Zero during the 9/11 attacks and discusses his experiences during the great financial crisis. He also explores a trade involving energy company preferred stocks and reflects on setting up a Bitcoin store and the role of discipline and patience in achieving success.
Feb 3, 2024 • 1h 16min
Jan van Eck: ETFs, Global Macro, Tokenization
Jan van Eck, CEO of VanEck Funds, discusses ETFs, global macro investing, India's economy, and the promise of crypto. They explore the connection between macro economics, cryptocurrency, and technology, analyze financial spaces and emerging markets, and highlight the benefits of ETFs. They also delve into the state of financial markets, investing in emerging markets like China and India, the debt growth cycle, and Bitcoin as a competitor to gold and the scalability of blockchain technology.
Feb 2, 2024 • 38min
#966 - Does the Jobs Data Paint the Real Picture? with Peter Boockvar
Peter Boockvar, CIO of Bleakley Financial Group and author of The Boock Report, discusses the conflicting data in the recent jobs report, the macroeconomic environment, and strategies to navigate economic uncertainty. They also highlight the importance of avoiding recency bias in investing.
