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
Nov 23, 2023 • 55min
The Q4 Business Cycle: Leads and Lags
The podcast discusses the leading and lagging indicators for inflation, employment, liquidity, and more, and how they drive shifts in the business cycle and dictate market sentiment. It explores the seasonality of the S&P 500 and semiconductors ETF in Q4, the current economic cycle, late cycle indicators, bank lending standards, business cycle and inflation expectations, rising growth momentum and liquidity injection, and factors for stock market success in Q4.
9 snips
Nov 22, 2023 • 32min
The State of Macro? Let’s Hear from the Pros With Julian Brigden, Barry Knapp, Steven McClurg, Leo Mizuhara, and Matt Hougan
Macro analysts Julian Brigden and Barry Knapp discuss the current macro landscape and its impact on investment strategy. Steven McClurg, Leo Mizuhara, and Matt Hougan explore the macroeconomic dynamics driving crypto price action, including Bitcoin's relationship with inflation and its performance during the COVID pandemic.
Nov 21, 2023 • 37min
How Long Can the Fed Hold Rates? With Noelle Acheson
Noelle Acheson, editor of Crypto is Macro Now, discusses whether crypto and stocks have decoupled, if the bitcoin spot ETF hype is overdone, and where interest rates are headed.
Nov 20, 2023 • 37min
Inflation Is Down, but Is It Contained? With Mish Schneider
Chief strategist Mish Schneider discusses the stock market's strength, potential hyperinflation risks, opportunities in tech and crypto, analyzing inflation, comparing current inflation to historical periods, commodities market, bullish on coins, China's economy, Bumble's potential, and Black Friday promos.
Nov 19, 2023 • 1h 3min
Is the Green Transition at a Crossroads?
This podcast explores the impact of geopolitical tensions and energy markets on the green energy transition. It delves into the ramifications of the war in Ukraine, Russia's role in the transition, and the importance of minerals. The hosts also discuss the birth of a new technological age and the potential impact of political upheaval on energy markets. Additionally, they compare capital costs and implementation times of different energy sources.
Nov 18, 2023 • 55min
The Present and Future of Chainlink
Sergey Nazarov, co-founder of Chainlink, discusses the latest developments at Chainlink, including cross-chain solutions and the verifiable web. The podcast explores the role of Oracle Networks in blockchain technology and repurposing SWIFT for blockchain interaction. It also delves into the intersection of DeFi and traditional finance, the potential for creating real-world assets, and the future of blockchain technologies.
Nov 18, 2023 • 1h 8min
Drinks with Raoul Pal - Ask Me Anything
Raoul Pal, financial expert and host of Real Vision podcast, discusses the exponential age, investing in AI, similarities between macro spring and crypto spring, AI bot and Real Vision platform features, GMI liquidity, relationship between recessions and asset prices, economic growth, recommended investments, recovery of NASDAQ and crypto, crypto infrastructure products, performance of the dollar, limited opportunities for European investors, and the exponential growth of technology.
5 snips
Nov 16, 2023 • 41min
Is the Goldilocks Forecast Too Good to be True?
The podcast discusses the impact of economic data and inflation on the stock market, the January effect and technological advancements, the market dilemma of chasing or waiting, crypto and commodities in the current market, and the significance of fixed strike volatility in the volatility market.
Nov 16, 2023 • 38min
Is Inflation Finally Tamed?
Speakers discuss market action after recent inflation data, correlation between bonds and equities, potential for further upside. They explore early days of crypto, recession's impact on Federal Reserve, Bitcoin ETF possibility. Analyze effects of recession on stock market, correlation between oil prices and inflation. Discuss potential of small and mid cap exposure in investment portfolios, dominance of mega caps, trend of artificial intelligence.
9 snips
Nov 15, 2023 • 37min
Year-end rally, here we go!
The podcast discusses the exponential growth of technology and the potential for AI. They analyze the current market performance, make predictions, and address skepticism of the year-end rally. The importance of sentiment analysis and economic data is explored. There is a discussion on chip stocks, retail sales data, and the impact of geopolitical events on the market.
