Real Vision: Finance, Business & The ...
Real Vision helps you understand the worlds of finance, business and the global economy, We unlock access to the leading financial minds in the world to provide unbiased, in-depth analysis from real experts. The Real Vision podcast features our flagship series The Interview - the premier business and finance interview series in the world; And, the Daily Briefing which provides market analysis every weekday after US markets close and before Asian markets open. Subscribe today to get both of these shows totally free.
Brought to you from Real Vision.
1
Daily Briefing - July 3, 2020 - Special Edition
In this special edition of the Daily Briefing, Ash Bennington and Ed Harrison sit down to answer questions from our viewers.
25 min
2
Daily Briefing - July 2, 2020 - Will The US Pay...
Ash Bennington joins Ed Harrison to discuss the latest developments in markets, macro, and coronavirus.
29 min
3
Daily Briefing - July 1, 2020 - Crypto Can Chan...
Editor Max Wiethe joins senior editor Ash Bennington to debrief Real Vision s Crypto Gathering conference.
36 min
4
Daily Briefing - June 30, 2020
Managing editor Ed Harrison joins Dave Floyd, founder of Aspen Trading Group, to discuss how to evaluate markets from a technical perspective.
26 min
5
Daily Briefing - June 29, 2020
Editor Max Wiethe joins managing editor Ed Harrison to discuss the latest developments in markets, macro, and coronavirus.
38 min
6
The Interview - How Coronavirus Exposed the "Sh...
Michael Krieger explains what coronavirus and the response to it has revealed about American systems from financial markets to health care.
44 min
7
The Interview - Public Employee "Plunder" and C...
Steve Greenhut joins Mike Green to discuss his coverage of the political paralysis that surrounds the issue of pensions in California.
46 min
8
Daily Briefing - June 26 ,2020
Ash Bennington hosts Ed Harrison to discuss a day of pain on Wall Street as the coronavirus remains unrelenting & the Fed issued an alarming mandate.
29 min
9
Daily Briefing - June 25, 2020
Senior editor Ash Bennington and managing editor Ed Harrison break down the latest economic data amid a bullish day on Wall Street.
43 min
10
Daily Briefing - June 24, 2020
Ash Bennington joins Roger Hirst to analyze the anatomy of bubbles, propelled by emotional mania, and how that is relevant to today's markets.
35 min
11
Daily Briefing - June 23, 2020
Ash Bennington joins Ed Harrison to discuss the latest news in markets, macro, and coronavirus.
31 min
12
Daily Briefing - June 22, 2020
Ash Bennington and Ed Harrison explore the perilous state of the global markets amid the unrelenting spread of coronavirus.
29 min
13
The Interview - Credit Chaos and Fool's Yield: ...
Dan Rasmussen speaks with his colleague Greg Obenshain to examine the credit market sell-off over the past two months.
42 min
14
The Interview - The Electrodollar: Venture Capi...
Bill Tai provides his uniquely qualified perspective, having experience on both the technology development and financing sides of Silicon Valley.
68 min
15
Daily Briefing - June 19, 2020
Raoul Pal joins Ash Bennington to reflect on a week of muted volatility amid a "quadruple witching" & unprecedented central bank interventions.
36 min
16
Daily Briefing - June 18, 2020
Ed Harrison joins Peter Boockvar, CIO of Bleakley Advisor Group, to discuss the latest developments in markets, macro, and coronavirus.
31 min
17
Daily Briefing - June 17, 2020
Senior editor Ash Bennington joins Tommy Thornton, founder of Hedge Fund Telemetry, to discuss the latest in markets, macro, and coronavirus.
28 min
18
Daily Briefing - June 16, 2020
Ash Bennington joins Ed Harrison to unpack today's positive retail numbers as well as whether the recession is now "over" (even if in name only).
31 min
19
Daily Briefing - June 15, 2020
Senior editor Ash Bennington joins Real Vision managing editor Ed Harrison to discuss a day of "risk on risk off" on Wall Street.
34 min
20
The Interview - The New Frontier with Trevor Mo...
Trevor Mottl speaks to Raoul Pal about how machine learning and artificial intelligence (AI) can inform and transform the investment process.
58 min
21
The Interview - When The Whole Daisy Chain Unwinds
James Aitken joins Raoul Pal to discuss the relationship between bond and FX markets and how that is playing out at this juncture of the credit cycle.
87 min
22
Daily Briefing - June 12 , 2020
Raoul Pal and Ed Ed Harrison discuss today's undulating recovery as global equities tried to regain ground lost in yesterday s market rout.
34 min
23
Daily Briefing - June 11, 2020
Ed Harrison joins Lloyd Khaner, general partner and CIO at Khaner Capital Management, to discuss his macro outlook for the next year and beyond.
31 min
24
Daily Briefing - June 10, 2020
Ash Bennington joins Jay Pelosky, CIO and co-founder of TPW Investment Management, to unpack his contrarian & bullish thesis on the economy & markets.
34 min
25
Daily Briefing - June 9, 2020
Ash Bennington joins Ed Harrison to discuss market sentiment in light of NBER's recent announcement that the U.S. slid into recession in February.
25 min
26
Daily Briefing - June 8, 2020
Ed Harrison and Ash Bennington reflect on a steepening U.S. yield curve as U.S. equities continue their ascent.
20 min
27
The Interview - How to Stay Safe on the Rollerc...
54 min
28
The Interview - Profiting from Mispriced Credit...
Daniel Zwirn, CEO of Arena Investors, kicks off Debt Week by bringing his unique credit framework to Real Vision.
60 min
29
Daily Briefing - June 5, 2020
Raoul Pal and Ash Bennington discuss a roaring day on Wall Street as the U.S. labor market breathed a sigh of relief.
42 min
30
Daily Briefing - June 4, 2020
Ash Bennington and Roger Hirst discuss the latest developments in macro, markets, and coronavirus.
35 min
31
Daily Briefing - June 3, 2020
Ash Bennington and Roger Hirst discuss what returning to normal means for markets, the dollar smile, bonds, commercial real estate, and more.
35 min
32
Daily Briefing - June 2, 2020
Senior editor Ash Bennington hosts managing editor Ed Harrison to delve into whether the pandemonium in the US will ever spread into capital markets.
27 min
33
Daily Briefing - June 1, 2020
Ash Bennington hosts Ed Harrison to discuss how the roiling civil unrest in the U.S. could affect businesses and financial markets.
29 min
34
The Interview - with Kiril Sokoloff and Raoul P...
Kiril Sokoloff joins Raoul Pal to discuss the ongoing coronavirus pandemic & its long-term consequences on monetary policy, investing, & geopolitics.
52 min
35
The Interview - Don't Hate the Fed, Hate the Game
The Fed has taken unprecedented steps to backstop the market, sending investors scrambling to relearn the "rules of the game."
54 min
36
Daily Briefing - May 29, 2020
Ash Bennington joins Ed Harrison to discuss the latest developments in markets and macro in the era of coronavirus.
35 min
37
Daily Briefing - May 28, 2020
Ed Harrison joins Roger Hirst to discuss the latest developments in markets, macro, and coronavirus.
29 min
38
Daily Briefing - May 27, 2020
Ash Bennington joins Roger Hirst to discuss the latest developments in macro, markets, and coronavirus.
36 min
39
Daily Briefing - May 26, 2020
Managing editor Ed Harrison and senior editor Ash Bennington break down the brewing tensions between China and the United States.
33 min
40
Daily Briefing - May 25, 2020
Ash Bennington joins Raoul Pal to discuss the latest developments in macro and coronavirus.
38 min
41
The Interview - The Second Wave Is Going to Be ...
Dr. Dena Grayson speaks to Pedro Da Costa about the ongoing efforts of medical professionals to save lives & stop the COVID-19 pandemic in its tracks.
46 min
42
The Interview - The Third Act
Hugh Hendry joins Raoul Pal, analyzing the state of markets at this juncture of uncertainty & reflecting on a lifetime of macro investing.
77 min
43
Daily Briefing - May 22, 2020
Senior editor Ash Bennington sits down with Real Vision CEO and co-founder Raoul Pal to explore the latest developments in markets and macro.
39 min
44
Daily Briefing - May 21, 2020
Real Vision's managing editors Ed Harrison and Roger Hirst sit down to discuss the latest developments in markets, macro, and coronavirus.
29 min
45
Daily Briefing - May 20, 2020
Real Vision's senior editor Ash Bennington and managing editor Roger Hirst analyze the latest developments in markets.
30 min
46
Daily Briefing - May 19, 2020
Ash Bennington hosts Ed Harrison to discuss the retracement of the S&P 500 amid a distressing Bank of America study.
33 min
47
The Interview - A Pandemic Focused Pension Heal...
Leo Kolivakis discusses the state of the global pension system, specifically how the crisis affects the short vol trade & private market investments.
30 min
48
Daily Briefing - May 18, 2020
Real Vision Senior Editor Ash Bennington hosts Managing Editor Ed Harrison to make sense of a roaring day on Wall Street.
26 min
49
The Interview - Corona Crisis: The View from Th...
Balaji Srinivasan unpacks his view of combating the coronavirus, informed by his background in medical testing & his Ph.D. work in microbial genetics.
68 min
50
Daily Briefing - May 15, 2020
Raoul Pal joins Ash Bennington to update viewers on his "Unfolding" thesis about the trajectory of the COVID crisis and its effects on the economy.
34 min
51
Daily Briefing - May 14, 2020
Real Vision's Managing Editor Ed Harrison is joined by Roger Hirst to discuss the latest developments in markets, macro, and the coronavirus crisis.
28 min
52
Daily Briefing - May 13, 2020
Real Vision's senior editor Ash Bennington sits down with managing editor Roger Hirst to discuss the latest in macro, markets, and coronavirus.
34 min
53
Daily Briefing - May 12, 2020
Ash Bennington and Ed Harrison dive into the continuously moving plans to reopen the US economy and Dr. Fauci's warning today to the US senate.
31 min
54
The Interview - The Fed's New Unwritten Mandate
Professors Mark Blyth and Adam Tooze explore how coronavirus is laying bare the hidden risks embedded within our financial systems.
50 min
55
The Interview - An International Perspective on...
With every day of lockdown and every dollar of stimulus, policy and markets are becoming more and more intertwined.
52 min
56
Daily Briefing - May 11, 2020
Ash Bennington & Ed Harrison discuss Raoul's Expert View, "Global Recession - What's Next?" & dive into the real economy and debt deflation.
33 min
57
Daily Briefing - May 8, 2020
Ash Bennington hosts Raoul Pal as they look forward to the biggest voyage Real Vision has ever gone on: Global Recession: What's Next?
34 min
58
The Interview ( Bonus Episode ) - Another Great...
Logan Mohtashami discusses with Ash Bennington the "complete meltdown" he sees in the residential mortgage space during the coronavirus crisis.
53 min
59
Daily Briefing - May 7, 2020
Ed Harrison & Roger Hirst discuss the latest developments in markets and examine the effects of central bank liquidity on asset markets.
32 min
60
Daily Briefing - May 6, 2020
Ash Bennington and Roger Hirst explore the relationship between fundamental and technical analysis in the context of the coronavirus crisis.
37 min
61
Daily Briefing - May 5, 2020
Real Vision's Ash Bennington and Tony Greer, editor of Morning Navigator, discuss recent market action.
30 min
62
Daily Briefing - May 4, 2020
Ash Bennington hosts Real Vision's Managing Editor Ed Harrison to discuss recent developments in markets, macro, and the coronavirus crisis.
31 min
63
The Interview - The Charts of Truth
Peter Brandt speaks to Raoul Pal about the dramatic price action he's witnessing in equities, commodities, currencies, gold, and bitcoin.
41 min
64
The Interview - The Fed Opening the Flood Gates
Dr. Thomas Hoenig discusses the extreme measures the Fed is taking to support asset prices during this unparalleled exogenous shock on markets.
29 min
65
Daily Briefing - May 1, 2020
Ash Bennington and Raoul Pal explore how to find the macro signal amid the noise of economic indicators, alternative data, & confounding price action.
34 min
66
Daily Briefing - April 30, 2020
Real Vision's Managing Editor Ed Harrison sits down with Roger Hirst to discuss what's going on in markets today.
29 min
67
Daily Briefing - April 29, 2020
Ash Bennington and Roger Hirst discuss the latest economic data: dismal GDP numbers, consumer spending, as well as other stats in the real economy.
34 min
68
Adventures in Finance - Daily Briefing - April ...
Ash Bennington hosts Real Vision's Managing Editor Ed Harrison to discuss recent developments in markets, macro, and the coronavirus crisis.
35 min
69
Adventures in Finance - Daily Briefing - April ...
Ash Bennington and Ed Harrison discuss the shape & speed of the coming recovery as well as the different economic trajectories of the U.S. and Europe.
29 min
70
Adventures in Finance - Daily Briefing - April ...
Ash Bennington hosts Tony Greer, Editor of the Morning Navigator, to get a trader's-eye view of what's happening in markets.
37 min
71
Adventures in Finance - Daily Briefing - April ...
Ed Harrison hosts Roger Hirst for a discussion about emerging market credit risk, helicopter money, and the unwinding of the commodity daisy chain.
28 min
72
Adventures in Finance - Daily Briefing - April ...
Ash Bennington hosts Roger Hirst for a discussion about governments' response to coronavirus and its implications for fiscal and monetary policy.
33 min
73
Adventures in Finance - Daily Briefing - April ...
Ash Bennington hosts Ed Harrison continue their discussion on oil markets & tie the broader macroeconomic fundamentals into technical market dynamics.
34 min
74
Adventures in Finance - Daily Briefing - April ...
Ash Bennington and Ed Harrison take a deep dive into the chaos of the profoundly fractured oil markets.
37 min
75
Adventures in Finance - Daily Briefing - April ...
Ash Bennington & Ed Harrison cover the U.S. banking sector, commercial real estate, Russian central bank policy action, and more.
37 min
76
Adventures in Finance - Daily Briefing - April ...
Roger Hirst and Ed Harrison discuss FX markets, high yield credit, and EM fixed-income through the lens of the "dollar milkshake theory" and more.
27 min
77
Adventures in Finance - Daily Briefing - April ...
Ash Bennington & Roger Hirst discuss the dismal economic data including industrial production, retail sales, & the Empire State Manufacturing index.
35 min
78
Adventures in Finance - Daily Briefing - April ...
Ash Bennington & Ed Harrison unpack new GDP growth forecasts, the latest economic warning from the IMF, and the first round of Q1 2020 bank earnings.
27 min
79
Adventures in Finances - Daily Briefing - April...
Ash Bennington hosts Real Vision s Managing Editor Ed Harrison to discuss the events of recent days as the coronavirus crisis grinds forward.
32 min
80
Adventures in Finance - Daily Briefing - April ...
Raoul Pal joins Ash Bennington for a big picture look at the events of the last few weeks in the wake of coronavirus, focusing on the global economy.
33 min
81
Adventures in Finance - Daily Briefing - April ...
Roger Hirst & Ed Harrison discuss the Fed's intervention into high yield ETFs & whether that would spill over into equity markets to sustain shares.
24 min
82
Adventures in Finance - Daily Briefing - April ...
Real Vision's Ash Bennington hosts Roger Hirst to discuss the rally in US equities against the backdrop of coronavirus.
30 min
83
Adventures in Finance - Daily Briefing - April ...
Real Vision's Ash Bennington and Ed Harrison unpack the seemingly widening gulf between macroeconomic events and price action in markets.
30 min
84
Adventures in Finance - Daily Briefing - April ...
Ash Bennington and Ed Harrison discuss the disconnect between today's market euphoria and the severe risks and uncertainty facing the world economy.
26 min
85
Dr. Gio Valiante — Sustainable Excellence in In...
Dr. Gio Valiante, founder of Fearless Golf and head performance coach at Point72 Asset Management, coaches individuals at the highest levels of sports and finance. Dr. Valiante provides tips and stories focused on improving performance and sustaining...
33 min
86
Mark Ritchie II — The Critical Tell for the Sto...
Mark Ritchie II, CIO of RTM Capital Advisors, sits down with Real Vision’s Ed Harrison to discuss how he has re-positioned his investments after going 100% cash in December. With the Powell Pivot in January and the recent Fed rate cut painting a...
21 min
87
What Will a Recession Do to Venture Capital? Wi...
Josh Wolfe, co-founder of Lux Capital, sits down with Raoul Pal to examine the indicators that are warning that the economic cycle is reaching an inflection point. Wolfe and Pal discuss the idea that inflated valuations in venture capital are being...
33 min
88
Gold & “The Bitcoin Standard” with Saifedean Am...
Is there a path for bitcoin to become the new gold standard? Economist Saifedean Ammous, author of the ‘The Bitcoin Standard: The Decentralized Alternative to Central Banking,’ joins Real Vision to share his views on both gold & bitcoin. From...
64 min
89
China vs. The U.S.: Trade War to Cold War? (wit...
Kyle Bass sits down with retired Brigadier General Robert Spalding to discuss the reality inside China. Spalding spent years living in China as Defense Attache in Bejing & served as the chief China strategist for the chairman of the Joint Chiefs....
60 min
90
The Gold vs. Bitcoin Debate with Barry Silbert ...
Earlier this summer, we released two interviews debating Grayscale Bitcoin Trust’s “Drop Gold,” campaign. Grayscale is a subsidiary of Digital Currency Group founded by Barry Silbert. He provides the argument for Bitcoin and explains the...
42 min
91
Understanding Dollar Repo Madness with Danielle...
Danielle DiMartino Booth, chief strategist at Quill Intelligence, interviews George Goncalves of The Bond Strategist in his first appearance on Real Vision. As former insiders of the Dallas Fed and US Treasury primary dealers, Danielle and George...
37 min
92
The Chinese Mirage with Chris Balding
Christopher Balding, associate professor at Fulbright University Vietnam, delves into the many layers of the Chinese economy with Mike Green of Thiel Macro. Balding and Green discuss the inconsistencies in the overarching bullish narrative on China,...
60 min
93
WeWork, Amazon, Fannie Mae and Berkshire: Whitn...
Whitney Tilson details his transformation from momentum trader to an investor living by Warren Buffett’s advice that “it’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” Tilson shares his views...
63 min
94
Barry Silbert Forecasts the Future of Crypto
Barry Silbert is the founder and CEO of Digital Currency Group, a cryptocurrency investment trust that is now worth as much today as the whole asset class was five years ago. In this conversation with Raoul Pal, Silbert discusses the long-term outlook...
45 min
95
Are Unfunded Pensions Secretly Driving Markets?...
Brian Reynolds, former chief market strategist at Rosenblatt Securities, tells Tyler Neville why unfunded pension liabilities are the real engine for the U.S. credit boom, and how this financial engineering has produced one of the greatest bull...
37 min
96
Bitcoin, Gold, and the Future of Macro Investin...
Dan Tapiero, co-founder of Gold Bullion International, has grown increasingly focused on the potential for crypto to reorganize the entire world. In this conversation with Raoul Pal, which was taped on July 9 and released as a video on Real...
60 min
97
Russell Clark - Devaluing the Chinese Renminbi
Russell Clark on Why Chinese Currency Devaluation Could Trigger a Global Financial Crisis
34 min
98
Real Vision Classics #5 - Josh Wolfe interviewe...
What will the future look like, and what will that future mean for businesses and investors? Michael Green of Thiel Macro sits down with Josh Wolfe of Lux Capital for an incredibly though-provoking conversation about technology, manufacturing, the...
77 min
99
Real Vision Classics #4 - Raoul Pal interviewed...
Social media power, the proliferation of artificial intelligence, and the destruction of the rules-based global order. How are these massive trends connected? Raoul Pal, CEO of Real Vision and the mind behind the Global Macro Investor, sits down with...
69 min
100
Real Vision Classics #3 - Stanley F. Druckenmil...
One of the most widely watched videos on Real Vision this year was investment visionary Kiril Sokoloff’s interview of hedge fund legend Stanley F. Druckenmiller. Now we are releasing the audio version of this incredible interview to podcast...
85 min