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
11 snips
Sep 24, 2023 • 1h 1min
The Recession Plot Thickens ft. Mikael Sarwe
Mikael Sarwe, head of equity strategy and quant at Nordea, discusses recession risks in the US, Europe, and China in an in-depth exploration. They examine indicators suggesting a recession, the impact of manufacturing and service sectors, the economic situation in Sweden, spike in commodity prices, viability of bonds as a hedge, equity performance and sector outlook, and the likelihood of a payroll recession and investment opportunities.
9 snips
Sep 23, 2023 • 46min
Crash or Boom: Week 2 Wrap-Up
Raoul Pal, co-founder and CEO of Real Vision, joins Maggie Lake to discuss investment opportunities in energy and AI, hedge funds potentially dumping tech stocks, the fragility of US bonds, yield curve control, Basel III bank regulations, navigating challenging market conditions, and monitoring the progress of their thesis amid higher rates and potential sector slowdowns.
Sep 21, 2023 • 42min
What’s the Bond Market Signaling?
Darius Dale, founder and CEO of 42 Macro, joins Ash Bennington to analyze the market action following the Fed's decision to pause rate hikes. They discuss the impact of rising Treasury yields on equities, inflation, and potential recession timing. They also delve into the relationship between inflation and employee costs, productivity growth, AI's effect on the labor market, and the implied rate delta in the bond market. They explore the perception of gold as an investment and stress the importance of adapting to new data.
Sep 20, 2023 • 34min
Is It Too Early to Pause?
The podcast discusses the Federal Reserve's decision to keep rates steady and its implications for the economy. It explores the significance of forward guidance and liquidity, potential risks of a pause in central bank actions, and the latest inflation report from the UK. Predictions for the UK's monetary policy and global liquidity are also shared.
Sep 19, 2023 • 36min
What’s the Fed’s Next Move?
Discussion on the Fed's approach to inflation and its impact on different sectors. Exploration of potential weakening of key green policies and its influence on commodity prices. Potential rescheduling of psilocybin and MDMA for psychiatric treatment. Significance of higher yields on the stock market and caution in trading. Special series on Real Vision with discounted price for one month.
Sep 18, 2023 • 39min
Will Surging Energy Force the Fed's Hand?
The podcast discusses the impact of surging energy prices on central banks' decision-making, the potential effects of rising interest rates on the stock market, the remarkable growth of certain companies in the NASDAQ composite and NASDAQ 100 indexes, the bullish setup in the energy market and its impacts on inflation, the difficulties faced by Chinese companies and the state of the Chinese economy, and the current strength of the dollar and the search for viable alternatives.
Sep 17, 2023 • 58min
Will the Fed Continue to Embrace a Longer-Term Hawkish Stance?
Discussion on the Fed's outlook post-Jackson Hole Conference, analyzing forward guidance and economic fragility. Exploring now cast models for US economic growth and inflation pressure. Delving into complexities of measuring inflation, including shelter in the inflation basket, and growth of monetary aggregates. Assessing likelihood of future rate hikes and closing with a mention of upcoming content and an ad for European Wax Center.
Sep 16, 2023 • 53min
AI Fire Hose #4: Crash, Boom, and Chatbots
In this podcast, the hosts discuss the revival of AI after a period referred to as “AI winter.” They explore AI in cars, VTubers, virtual dating, and its impact on countercyclical industries. They also delve into the deployment of a small robot on the ISS and the integration of AI chat GPT voice control in Mercedes Benz vehicles. The discussion covers the benefits and risks of chatbots, the potential use of AI in cars, and the importance of maintaining social ties for seniors through AI chatbots.
Sep 15, 2023 • 38min
Crash or Boom: Week 1 Wrap-Up
Raoul Pal, co-founder and CEO of Real Vision, breaks down the first week of Crash or Boom series, discussing mixed opinions and recommendations in the treasury bond market. The unusual behavior of bond yields, the role of inflation and debt issuance, and the Federal Reserve's ability to control bond yields are explored. The importance of seeking diverse perspectives, engaging in insightful conversations, and understanding signals indicating a potential market shift are also highlighted.
Sep 14, 2023 • 34min
Arm Shares Soar on Market Debut
Discussion on market response to economic data, implications of ECB's moves, exploration of soft landings and recessions, timing and impact of rising interest rates, Federal Reserve's approach to inflation, concerns over high valuations and inverted yield curve.
