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 3, 2023 • 1h 3min
Resource Abundance Will Transform Macro... And Human Life
The podcast discusses the transformative properties of AI and emerging exponential technologies, such as fusion, protein folding, and LK99, that will shape the global economy and human life. It explores the declining lifespan of companies in the S&P 500 due to technological disruptions and the rise of smaller businesses. Additionally, the potential of AI in education, integrating technology in education, and the differences between building an AI company and a biotech company are also discussed. The limitations of risk models in a rapidly changing marketplace are explored as well.
4 snips
Sep 2, 2023 • 45min
AI Fire Hose #2 - AI's Role in Our Future: Tesla, DoorDash, GPT & Linguistics
Unravel controversies surrounding Tesla's self-driving lawsuits and DoorDash's use of AI. Explore the intricacies of OpenAI's Chat GPT and its enterprise implications. Discover the intersection of Chomsky's linguistic theories and AI's language processing. Dive into the legal intricacies of 'Wugs' and their relevance in today's tech-savvy world.
Sep 1, 2023 • 37min
How the Jobs Report Affects Rate Expectations With Noelle Acheson
Noelle Acheson, editor of the Crypto is Now Macro newsletter, discusses the jobs report's impact on rate expectations and the Fed's outlook. The speakers explore European markets and commodities, rising fossil fuel prices, central bank digital currencies, and the hesitancy of macro investors in the crypto market.
Aug 31, 2023 • 36min
Where Are We in the Cycle? With Warren Pies
Warren Pies, founder of 3Fourteen Research, discusses softening economic data, the housing market, job numbers, rate implications, forecasting challenges, inversion in the yield curve, correlations between job openings and unemployment duration, and insights on the natural gas market.
4 snips
Aug 30, 2023 • 34min
Is the Stock Market Severely Mispriced? With Jesse Felder
Jesse Felder shares his outlook on the Federal Reserve and its policies, discusses the mispricing of the stock market based on various metrics, compares the bond market to the stock market and explores the potential impact of a 5% 10-year yield on stock markets. He also talks about the widening deficit in the US and potential inflationary challenges for the Federal Reserve.
5 snips
Aug 29, 2023 • 36min
Is Bad News Good News? With Tony Greer
Tony Greer, editor of The Morning Navigator, discusses the potential breakout in the tech sector, factors driving commodity prices, and his portfolio positioning. The hosts highlight the recovery of the market, Nvidia's strong earnings fueling the tech rally, and the interconnectedness of the global economy's impact on inflation. They also analyze oil production cuts, China's economic slowdown, factors affecting the bond market, and Bitcoin's impact.
7 snips
Aug 29, 2023 • 33min
Is China in Crisis?
Discussion on China's economic situation, demographic issues, and attempts to shift towards domestic consumption. Concerns about the government's handling of the crisis and the potential risks of deleveraging and deflation. Examining the possibility of a Chinese crisis and the impact of a weaker yuan on global economy.
Aug 27, 2023 • 1h 19min
Tony Greer: How to Navigate an Era of Volatile Inflation ft. Kevin Muir CFA
Kevin Muir, author of The MacroTourist newsletter, discusses the future of volatile inflation and its impact on the stock-bond correlation. He explores the complexities of analyzing inflation and the role of fiscal policy. The podcast also delves into the relationship between government deficits, interest rates, and GDP growth. The hosts explore the challenging trading strategy and compare the performance of equal weight and cap weighted indexes.
Aug 26, 2023 • 40min
AI Fire Hose - #1: Igniting the Future with Ash Bennington & Mikhail Voloshin
Explore the state and potential of artificial intelligence with hosts Ash Bennington and Mikhail Voloshin. From breakthroughs in deep learning to the real-world integration of AI tools, they discuss the latest developments and speculate on the ripple effects across industries and societies. Topics include advancements in assistive technology for ALS patients, the financial losses of open AI, the copyrightability of AI-generated works, and navigating the tech market.
Aug 25, 2023 • 35min
Are More Rate Hikes Coming? with Jared Dillian
Jared Dillian, The Daily Dirtnap editor, discusses post-NVDA earnings, Powell's speech at Jackson Hole, and his predictions for the bond market. They analyze the impact of Powell's speech, confirm their thesis on the dollar, discuss uncertainty in economic models, technical analysis of gold, and concerns of banks.
