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
7 snips
Dec 3, 2023 • 29min
Is Inflation Disappearing?
The podcast discusses the softness in inflation readings, the impact of medical care disinflation on achieving 2% inflation, analyzing bond performance and inflation trends, predicting inflation based on indicators, exploring advancements in technology, trends in the oil market, and portfolio strategies.
5 snips
Dec 2, 2023 • 45min
Argentina: Investable, or Not Yet?
The podcast discusses Argentina's upcoming election and its potential impact on the economy and markets. It explores different candidates, endorsements, and the benefits and drawbacks of dollarization in the country. The speakers also analyze past elections and predict volatility in the Argentine stock market. Additionally, they discuss the potential profitability of investing in AI and robots.
9 snips
Dec 1, 2023 • 35min
Is the Good News Already Priced In?
Discussion on Fed Chair Powell's uncertainty about rate cuts next year, market reactions to inflation and ISM manufacturing data, the potential of exponential technologies reshaping the world, and challenges faced by China's economy and investor confidence.
12 snips
Nov 30, 2023 • 43min
Immaculate Disinflation?
Edward Snowden, Benedict Evans, and Balaji Srinivasan discuss 'immaculate disinflation' and market positioning. They explore inflation readings, labor market stability, recession indicators, Fed meeting expectations, and impact of Europe's stability on currency market. They also highlight the importance of adapting to AI era in democratic countries.
Nov 29, 2023 • 39min
Is Gold ready to shine?
Edward Snowden, Benedict Evans, and Balaji Srinivasan discuss the recent movements in the treasury bond market, the potential decline of the dollar, and the bullish sentiment surrounding gold. They also highlight the importance of being prepared for 2024 and diversifying into asset classes that would benefit from a weakening dollar.
4 snips
Nov 28, 2023 • 35min
Is The Fed Done Raising Rates?
Tony Greer, founder of TG Macro and editor of the Morning Navigator, joins Maggie Lake to discuss the decline in bond yields and the spike in oil prices. They also explore market sentiment, trading opportunities, and the wisdom of Warren Buffett amidst market chaos.
Nov 27, 2023 • 36min
Will Risk Assets Keep Rallying Into 2024?
Harry Melandri, advisor at MI2 Partners, and Vincent Deluard, Director of Global Macro at StoneX, discuss risk assets and the global economy. They also delve into Vincent's Macro Roadmap and potential QE by 2026.
5 snips
Nov 26, 2023 • 59min
The End of China as We Know It?
George Magnus, a distinguished economist and China Centre research associate at Oxford University, discusses critical junctures in China's economy, including real estate turbulence, demographic woes, and new global trade strategies. They explore China's transition into a new business model and its impact on the Chinese economy. They also examine China's rise as a global car exporter, the impact of the trade war on China-West trade patterns, the early days of crypto, the impact of demographics on inflation in China, and potential solutions for China's debt burden.
Nov 25, 2023 • 1h 5min
Is the Real Rates Tsunami Incoming?
The podcast discusses the resurgence of higher real rates and offers insights on crafting a balanced portfolio. They explore the impact of COVID-19 on the debt-to-GDP ratio and compare gold and Bitcoin as stores of value. The speakers also discuss the consequences of exponential technological advancements and the opportunity to invest in AI.
5 snips
Nov 24, 2023 • 47min
AI's Impact on Macro Trends With Andreas Steno's Larsen and Alex Campbell
Financial expert Andreas Steno Larsen and former macro hedge fund manager turned CEO of Rose AI, Alex Campbell, discuss AI's transformative impact on the financial industry. Topics include improving trading with AI, challenges of obtaining accurate data in China, differences in repo transactions, China's real estate crisis, the impact of conflict on inflation and oil prices, and how conflict scenarios affect financial markets.
