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
20 snips
Oct 14, 2023 • 1h 4min
Is a Recession Priced In? with Bob Elliot
Bob Elliot, CEO and co-founder of Unlimited Funds, discusses whether financial markets are correctly pricing in a recession. He shares how he manages the dual tail risks of a boom or a crash. The podcast explores central bank meetings, profiting from uncertainty, the perception of a recession, exploring the potential of the TIPS market, real interest rates and risk premiums in the equity market, pricing of assets in the global economy, and views on Bitcoin, bond market outlook, and AI investment opportunities.
6 snips
Oct 13, 2023 • 32min
A Crypto Update & a Gold vs. Bitcoin Showdown with Raoul Pal, Kevin Kelly & Andreas Steno Larsen
Raoul Pal and Kevin Kelly share their latest updates and insights on crypto. They discuss the comparison between gold and Bitcoin as a store of value, the potential threats to Bitcoin, central bank adoption, positive aspects of Bitcoin, and the future of Web3.
Oct 12, 2023 • 21min
Understanding the Macro Landscape and Market Narratives with Raoul Pal, Julian Brigden, and Roger Hirst
Raoul Pal and Julian Bridgen discuss the macro landscape and market narratives, including challenges in global markets, effects of rising interest rates, and the importance of having a framework. Roger Hirst explores understanding multiple narratives in markets and the definition of a recession.
11 snips
Oct 11, 2023 • 46min
Is a Second Wave of Inflation Coming? With Vincent Deluard and Raoul Pal
Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss the risk of elevated inflation in the U.S. economy, the potential impact on risk assets, and the steepening of the yield curve. They also touch on topics like festival learning, the cryptocurrency market, Paul Tudor Jones' stance on gold and Bitcoin, and the challenges of moving away from China.
6 snips
Oct 10, 2023 • 37min
Will the Safe Haven Bid Last? with Thomas Thornton
Tom Thornton, founder of Hedge Fund Telemetry, discusses the pullback in bond yields, the global economic implications of the Israel-Hamas War, potential opportunities in this market environment, and the impact of earnings calls and higher interest rates on the economy. He also shares insights on the Q4 business cycle, shorting regional banks, their position in utilities, the importance of waiting for technical signals, and analyzes Bitcoin's divergence with stocks and the valuation of Nvidia.
4 snips
Oct 9, 2023 • 33min
Navigating Markets Amid Middle East Conflict ft. Jared Dillian
Jared Dillian, editor of the Daily Dirtnap newsletter, talks about the impact of the Middle East conflict on energy sector risk and broader market implications. They also discuss the spike in bond yields and this week's inflation data. They highlight the potential rally in oil due to geopolitical risk, analyze industrial metals, and predict a decrease in rates and a steepening of the yield curve.
6 snips
Oct 8, 2023 • 1h 1min
Rick Rule: The Energy and Commodities Angle ft. Tracy Shuchart
Rick Rule, President and CEO of Rule Investment Media, and Tracy Shuchart, CEO and founder of Hilltower Resource Advisors, delve into the macro implications and outlook for energy and commodities. They discuss topics such as inflation rates, labor shortages, investing in commercial real estate, peak oil's impact on the oil and gas industry, potential revival of the natural gas industry, demand for natural gas, coal, and uranium, challenges in energy production, and the macroeconomic perspective of energy and materials.
18 snips
Oct 7, 2023 • 1h 14min
How to Profit in a Crash or a Boom ft. Louis-Vincent Gave & Harris Kupperman
Louis-Vincent Gave and Harris Kupperman discuss the emerging bull market in emerging markets, the debasement of Western currencies, and the underinvestment in energy leading to a structural energy crisis. They also explore the investment thesis on the energy sector, focusing on uranium, and discuss the significant net migration to Florida and the reasons behind it. The podcast ends with a discussion on China's strategy and upcoming episodes on macro energy and industrial material connections.
Oct 6, 2023 • 38min
What Does the Fed Do Now? With Peter Boockvar
Peter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, discusses the market's reaction to the jobs report, the action in bond markets, and why yields are important in forecasting economic growth. They also touch upon the impact of OPEC's oil production cut, rising interest rates, and the strength of the US dollar. The speakers debate projected service usage and consumer demand, and discuss the potential impact of Walmart's Zenpick on food sales. They also explore the Federal Reserve's intervention in the US Treasury yield curve and mention the festival of learning collaboration with Ledger.
Oct 5, 2023 • 35min
What’s Driving Global Liquidity? With Darius Dale
Darius Dale, founder of 42 Macro, discusses the impact of economic data and FX volatility on global liquidity. They analyze the risks of a dollar intervention doom loop in Asia and the recent decline in oil prices. The possibility of a European recession and its impact on the US dollar is explored, along with the risks to global liquidity in the non-bank financial sector.
