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 13, 2023 • 37min
Are We Still Headed for a Recession?
In this podcast, the speakers discuss the potential impact of the Exponential Age and AI on daily life. They explore rate forecasts among Wall Street banks and their influence on US Treasury markets. The concept of passive indexation and its effects on the stock market are explored. The impact of inflation on people's lives is discussed, emphasizing the increasing cost of living. The significance of making wise choices in housing, transportation, and education is highlighted. Lastly, the speakers discuss shorting retailers and share a bullish opinion on the Uranium market.
Nov 13, 2023 • 28min
Currencies From Digital to Physical
Guests Jim Bianco, Ram Ahluwalia, and Julian Brigden discuss the potential ramifications of an approved Bitcoin ETF and the BOJ's Yield Curve Control policy. Topics include the exponential growth of technology, economic indicators, concerns about a spot Bitcoin ETF, early days of crypto, and managing Japan's economy with yield curve control.
Nov 12, 2023 • 1h 42min
The Exponential Age Series: Part 4
The podcast discusses the intersection of macro and accelerating technologies, specifically AI's role for investors. It explores the changing structure of economies in the exponential age and the potential replacement of labor force growth by robots. The analysis includes the global economy, inflation, and crypto, as well as the changing structure of debt ownership and the growth and potential of the crypto economy. The podcast also explores the demographics of Real Vision members and their interest in cryptocurrency, the power of community in finance, and the importance of investing in the new digital society.
Nov 11, 2023 • 1h 1min
The Exponential Age Series Part 2: Why Apple May Have Finally Nailed Mixed Reality
David Mattin, founder of New World Same Humans, joins Evan Helder to discuss how Apple's Vision Pro has perfected mixed reality and its implications for the metaverse and AI. They also explore the concept of staying human in the face of exponential technological change.
Nov 9, 2023 • 37min
What is the Treasury Market Telling Us?
Warren Pies, Co-founder of 3Fourteen Research, discusses the lag effects of higher interest rates on the economy. They explore the connection between the Treasury and equity markets, emphasizing the importance of market breadth. The correlation between fixed income and US equity markets is examined, along with the insufficient and excessive fiscal stimulus response to past crises. The significance of the bond market for the stock market is highlighted, and updates on the crypto academy soulbound NFT are provided.
Nov 8, 2023 • 35min
The Impacts of Higher For Longer
Discussing the impacts of 'Higher for Longer' on price and inflation data, global central bank policy, and financial conditions, while highlighting the potential risks of persistent elevated inflation. Exploring the rapid pace of change in technology and introducing the Exponentialist service. Analyzing the possibility of yield curve control, the role of gold in stagflation, and the government's potential use of inflation to manage debt.
Nov 7, 2023 • 38min
Will the Downtrend in Oil Continue?
The podcast discusses the decline in oil, with a bearish outlook backed by charts. It also delves into analyzing market information and identifying price persistency. The speakers analyze the technical setup and potential downward reversal in equities, focusing on the S&P 500. They also discuss the GLD trading strategy, the importance of tracking tech stocks, and offer insights on S&P and 10-year notes as potential trading options. Lastly, they mention an upcoming crypto convention in Melbourne, Australia.
Nov 6, 2023 • 40min
The Realities of a Recession
This podcast discusses the potential of machine intelligence and AI, the risks of debt accumulation and rate hikes, the future outlook for equities, the impact of tightening credit market on the private sector, the birth of a new technological age, and the resilience of the economy amidst uncertainty surrounding rate hikes.
Nov 5, 2023 • 27min
The Energy-Recession Link
Exploring the energy-recession link, discussing the impact of high energy costs, oil supply, and inflation. Introducing 'the exponentialist' service for the technological age. Analyzing the US budget, bonds, and global fixed income market. Evaluating the probability of a US recession and inflation. Exploring the yield curve and Federal Reserve policy.
Nov 4, 2023 • 1h 1min
The Exponential Age Series: Part I
Exploring the exponential age of technology and its impact on various sectors. The rapid pace of technological advancements from robotics to space exploration. The concentration of power and technological capability in machine vision. The deep relationship between AI and energy. The potential effects of robotic automation on the economy and society.
