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
7 snips
Aug 24, 2023 • 46min
Ask Me Anything with Raoul Pal
Raoul Pal answers audience questions on finance and investing, discussing topics such as market lulls, inflation undershooting, Real Vision platform updates, impact of real yields on economic growth, rising commodity prices, Nvidia and China's impact on global growth, and the visionary club and communication capability of the platform.
Aug 23, 2023 • 36min
Can NVDA Live Up To The Hype? With Brent Donnelly
Brent Donnelly, President of Spectra Markets, discusses Nvidia's earnings, the potential for a slower Q4 in the U.S., and his outlook on China's economy. Topics also include high expectations in the market, OPEC's production cut and its impact, the resurgence of fiscal policy, risks in the entertainment industry, and concerns about US debt and the Treasury market.
Aug 22, 2023 • 39min
What is Making the U.S. Economy so Resilient? with Darius Dale
Darius Dale, Founder and CEO of 42 Macro, joins the podcast to discuss expectations from Fed Chair Jerome Powell's speech, the broad market implications of a major tech stock, and navigating volatile market conditions.
6 snips
Aug 21, 2023 • 32min
Has NVIDIA Become a Macro Asset? With Imran Lakha
Imran Lakha, founder of Options Insight, discusses market volatility, the upcoming Fed meeting, and Nvidia's earnings release. The speakers also talk about potential downside risks, Bitcoin's outlook, legal uncertainties in crypto, and Jay Powell's motives to calm the markets.
4 snips
Aug 20, 2023 • 1h 12min
Finding Joy and Success on Life's Serpentine Road ft. Sa’ad Shah
Sa’ad Shah, Managing partner and co-founder of Noetic Fund, discusses growing up in Berlin during its division, their transition into finance and experiences working odd jobs, leaving RBC and building Diversified Global Asset Management, understanding diverse markets, their journey of consciousness exploration, and the passion in finance and the alarming rise of suicides.
5 snips
Aug 19, 2023 • 51min
Doomberg: Is This the Start of a New Commodity Bull Market?
The podcast explores the potential for a new commodity bull market, discussing the current state of global commodity markets, the impact of speculation and managing the oil market, understanding the crack spread and its influence on oil demand, potential risks for energy markets in Europe, industrial trends and the possibility of a winter crisis.
Aug 18, 2023 • 36min
Who's Winning the AI Race? With David Mattin
David Mattin, founder of the New World Same Humans newsletter, discusses the AI and super-computing power race between the U.S. and China, the history and culture of innovation at Google and Apple, the potential for creating a competitive advantage with AI models like GPT-4, the concentration of power in AI development and its implications, and the significance of efficient and user-friendly hardware in the AI race.
Aug 17, 2023 • 41min
How High Will U.S. Yields Fly? With Mish Schneider
Mish Schneider, chief strategist at MarketGauge, discusses the impact of rising bond yields on investors, the current state of the job market, the importance of the banking system, and analyzes market charts and commodities. She also explores China's potential retaliation and trading opportunities in the AI chip industry.
5 snips
Aug 16, 2023 • 37min
Is China the Biggest Market Risk? With Jeff Snider
Jeff Snider, expert in interest rates and global trade recession, discusses the volatility in interest rates, the potential trade recession, and the repercussions of economic turmoil in China. Topics include shifts in stock and bond markets, potential return of inflation, NFT market, mispricing of the US economy, excessive government spending, safety and liquidity in the financial system, and potential market shock with China's role.
6 snips
Aug 15, 2023 • 37min
Is Cash the Only Safe Bet? with Thomas Thornton
Tom Thornton, founder of Hedge Fund Telemetry, discusses the Fed's lack of data for a September rate hike, the energy market, and challenges in the Technology sector.
