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
Sep 13, 2023 • 38min
An Upside Surprise for August CPI with Tom Thornton
Tom Thornton, founder of Hedge Fund Telemetry, shares his bullishness on energy, concerns about U.S. Treasury bond issuance, and thoughts on Tesla's recent upgrade and rebound. The podcast also discusses the recent performance of the stock market, rise of mega-cap tech stocks, oil price surge, investment strategies, and risks in Bitcoin.
4 snips
Sep 12, 2023 • 35min
Are the China Bears Wrong? With Shehzad Qazi
Shehzad Qazi, Managing director and COO at China Beige Book International, discusses the misinterpretation of Chinese economic data, challenges faced by investors in the Chinese property sector, and the potential risks and uncertainties in China's transition to a consumption-led economy. The podcast also explores the consequences of China's economic slowdown on the global economy, the importance of supporting the private economy, addressing the property bubble, and prioritizing investment in future industries.
13 snips
Sep 11, 2023 • 36min
Beneath the Surface: Risk Premium Expansion with Andy Constan
Andy Constan, CEO of Damped Spring Advisors, discusses rates, bond issuance, and asset prices in the global macro landscape. They analyze inflation predictions, rate hikes, market volatility, dislocation of bonds, and the stimulative nature of hiking interest rates. They also mention the 'Crash or Boom' series and upcoming guests.
Sep 10, 2023 • 1h 7min
Round 2: Chen Zhao And Marko Papic on China
Chen Zhao and Marko Papic discuss China's possible implosion, the strength of the US economy, outlook for markets, US household balance, savings rate, term premium, yield curve, and the consequences of misunderstanding China's policies.
Sep 9, 2023 • 52min
AI Fire Hose #3: AI is Literally Doing God’s Work
Exploring the use of AI in journalism, including its potential and limitations. Discussing the surge in oil prices after OPEC cuts production. Delving into the challenges and controversies of AI-generated writing. Examining the impact of AI on traditional artists and the importance of collaboration. Debunking a viral story about GPT and CAPTCHA. Discussing innovation, technology, and listener feedback.
Sep 8, 2023 • 35min
Are the Tech Giants Teetering? With Jeremy Schwartz
Jeremy Schwartz, global CIO at WisdomTree Asset Management, discusses the recent price action in mega cap tech, China-U.S. relations after China's ban on the iPhone, factors influencing September's interest rate decision, concerns surrounding tech stocks like Nvidia, rotation into other areas if tech leadership is lost, concentration of power in tech giants, unforeseen changes affecting the economy, and the outlook for the banking sector.
Sep 7, 2023 • 37min
Is it Gold’s Time to Shine? With Tavi Costa
Tavi Costa, portfolio manager at Crescat Capital, discusses U.S. debt deficit, Treasury yields, Fed's dilemma, and the setup for precious metals. The hosts also cover tech stock underperformance, interest rates, inflation, housing market, oil super cycle, mispricing of bonds and stocks, and the investment potential of Brazil.
Sep 6, 2023 • 35min
Is the Fed Back in Play? With Paul Hodges
Paul Hodges, Chairman of New Normal Consulting and author of The pH Report, discusses the current inflation outlook and how the geopolitical landscape is driving energy and food prices. He also shares his outlook on China and emerging markets.
Sep 5, 2023 • 36min
A Crude Reality for Stocks? With Darius Dale
Darius Dale, founder of 42 Macro, discusses the impact of oil supply cuts on the energy sector, the latest jobs data's effect on the Federal Reserve's decision-making, and the possibility of a soft landing in the US economy. They also explore predicting market transitions and the potential scenarios for oil, dollar, and gold. The speakers touch on the benefits and downfalls of researching inflation and speculate on Bitcoin's future price.
Sep 4, 2023 • 47min
Andreas Steno: Is the U.S. Headed for Baseline Inflation Above 2%? ft. Mike Mish Shedlock
Mike Mish Shedlock, an investment analyst and economic writer, joins Andreas Steno Larsen to discuss the challenges of reaching the Fed's 2% inflation target. They explore the impact of fiscal stimulus, quantitative easing, wage increases, and rent prices on inflation. They also analyze the Federal Reserve's influence on housing, the Biden administration's policies, and concerns about mineral dependency for EV production. Factors like healthcare costs, fiscal problems, and global decoupling contribute to potential inflation above 2% in the US.
