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
71 snips
May 7, 2023 • 1h 48min
Raoul Pal on The Exponential Age and the Everything Code: AI, Crypto, QE and Beyond
Tune into The Breakdown with Nathaniel Whittemore as we discuss with Raoul Pal the Exponential Age and the Everything Code. Discover how AI, crypto, and QE are reshaping our world. Don't miss this riveting episode packed with expert insights! Please find out more about Nathaniel's podcast here:The Breakdown podcast: https://pod.link/1438693620The Breakdown YouTube: https://www.youtube.com/nathanielwhittemorecrypto Learn more about your ad choices. Visit podcastchoices.com/adchoices
29 snips
May 6, 2023 • 51min
Raoul Pal & Michael Howell: Why Liquidity Matters More Than Anything Else
A bull market in liquidity started in October of 2022, and we know liquidity leads asset markets. Raoul speaks with Michael Howell, CEO of CrossBorder Capital, about why the biggest force in global macro is pointing towards a new bull market in equities. Learn more about your ad choices. Visit podcastchoices.com/adchoices
5 snips
May 5, 2023 • 37min
What AI Means for Jobs Growth and Your Portfolio
Yields and stocks surged after the April jobs report showed a labor market that still won't quit. Joe Zhao, founder and partner of the venture fund Millennia Capital, joins Maggie Lake to discuss whether resilient labor will put more pressure on failing banks, what ripple effects he expects the Fed to cause, and why AI and tech will drive the next cycle of growth. Learn more about your ad choices. Visit podcastchoices.com/adchoices
5 snips
May 4, 2023 • 35min
Dominos Keep Falling in the Banking Sector
Contagion fears are mounting as shares of more regional banks sold off sharply on Thursday. George Goncalves, head of U.S. macro strategy at MUFG, joins Maggie Lake to discuss the unwinding of U.S. regional banks, the ramifications of the ECB's 25bps rate hike following yesterday's Fed decision, and how to navigate markets in what could be a tumultuous next few months. Learn more about your ad choices. Visit podcastchoices.com/adchoices
May 3, 2023 • 1h 3min
Hike and Pause: What the Fed Decision Means for You
As expected, the Fed raised interest rates another 25 basis points while signaling that a pause could come next. On this hour-long Fed Day special Daily Briefing, Andreas Steno Larsen, Mike Coolbaugh, and Darius Dale join Maggie Lake to react to Fed Chair Jerome Powell’s press conference and break down exactly what this decision means for the economy — and for investors — in the coming months. Learn more about your ad choices. Visit podcastchoices.com/adchoices
May 2, 2023 • 42min
One More Rate Hike on Deck?
All eyes are on tomorrow's Federal Reserve interest rate decision as U.S. investors wonder whether markets can handle more pressure.Jeff Snider, host of Eurodollar University, joins Maggie Lake to discuss today's market selloff and the stress in banking, whether the Fed will hike interest rates tomorrow, and why deflationary fallout is spreading across the globe. Learn more about your ad choices. Visit podcastchoices.com/adchoices
6 snips
May 2, 2023 • 38min
Will the Dollar Decline Continue?
What comes next after JP Morgan absorbs First Republic Bank?Maggie Lake sits down with Dale Pinkert, head of trader development at TradeGateHub, to discuss the direction of the U.S. dollar, gold, and rates amid broader economic uncertainty. Plus, Dale makes some predictions for the next Fed decision. Learn more about your ad choices. Visit podcastchoices.com/adchoices
9 snips
Apr 30, 2023 • 50min
Russell Clark: Investing Ideas for a New Macro World
Find out how Russell Clark views the global economy and how he's investing in it. Samuel Burke speaks with Russell Clark, former hedge fund manager and author of the Capital Flows and Asset Markets newsletter, in this special Festival of Learning edition of 3 Ideas. You can track the performance of all our guests’ 3 Ideas here: https://bit.ly/RV3Ideas Learn more about your ad choices. Visit podcastchoices.com/adchoices
5 snips
Apr 29, 2023 • 43min
An Upcoming Contraction in the Broader Energy Complex?
With natural gas has had a major correction and uranium experiencing some weakness, is oil next to drop? Francis Hunt of The Market Sniper joins Ash Bennington to discuss why he believes oil is due for a harsh selloff, with potential knock-on effects for inflation, yields, currencies, and more. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Apr 28, 2023 • 37min
Recession? What Recession?
Prices stay high as investors wonder whether recession will be avoided at a cost.Maggie Lake is joined by Vincent Deluard, director of global macro strategy at StoneX Group, to discuss this morning's key inflation data, stress on the banking system, and why infrastructure and chips are 2 reasons the U.S. will not see a recession in 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices
