Real Vision: Finance, Business & The ...
Understand the complex world of finance, business and the global economy with real in-depth analysis from real experts. 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
Digital World Ascends to Greater Heights While ...
Corporate tax hikes take a hike, Valkyrie ETF flounders, Evergrande dodges a bullet, and a new meme stock may be on the market--Jim Bianco discusses.
31 min
2
Earnings, Acquisitions, and Supply Chains--Wher...
Tesla stock jumped midday after reporting better-than-expected Q3 earnings while the Russell 2000 fell in intraday trading--Tommy Thornton discusses.
31 min
3
Bitcoin Hits All Time High Amid Reemerging Refl...
Reflation reemerges as the dominant market regime as Bitcoin hits its all-time high & VanEck plans to launch their Bitcoin ETF--Darius Dale discusses.
34 min
4
Uranium Prices Surging Higher as Bitcoin Future...
With day traders driving uranium prices higher and the new ProShares Bitcoin ETF making their trading debut, Tony Greer provides his updated views.
35 min
5
Dave Floyd on the Bitcoin Futures ETF Launch, t...
ProShares will launch first ever Bitcoin futures ETF tomorrow. Dave Floyd joins Maggie Lake to discuss.
29 min
6
Bitcoin Jumps as BTC Futures ETF Set to Make It...
Raoul Pal shares what the approval of the Bitcoin futures ETF means for retail investors.
36 min
7
The Everything Rally: Earnings Season Begins Wi...
Banks are reporting stronger-than-expected earnings for Q3, but labor shortages are persisting--Ash & Jack together examine the market environment.
37 min
8
CPI Runs Hot--Are We Headed For Stagflation?
With September's CPI showing consumer prices rising 0.4%, Darius Dale breaks down the rising probability of stagflation.
36 min
9
IMF Cuts Growth Forecast as Record Number of U....
Tony Greer provides his outlook on the energy sector as well as increasing economic pressures from inflation to a fledgling recovery in labor markets.
35 min
10
Why Small Cap Stocks May Hold the Key to the Ne...
Mark Ritchie II shares his outlook on oil prices, the equity market, and crypto.
34 min
11
Nonfarm Payrolls Show Abysmal U.S. Job Growth a...
With a major miss on U.S. nonfarm payrolls and U.S. crude futures peaking at $80, Jared Dillian discusses his market outlook for the rest of 2021.
31 min
12
Markets Rallying Hard While Debt Limit Increase...
With a short-term agreement on the debt ceiling reached & energy prices peaking, Steven Van Metre addresses this week's market volatility.
33 min
13
Stocks Swinging To and Fro as Bitcoin Soars
Darius Dale of 42 Macro on today's equity price action, the latest jobs numbers, and why he thinks market vulnerability has risen recently.
36 min
14
Tony Greer: Will the Broad-Based Market Rebound...
With September payroll data coming out later this week, will this market rebound hold? Tony Greer joins us to discuss his outlook for markets.
33 min
15
Stocks Plunge as NASDAQ Sinks to 3-Month Low
As U.S. equities begin the new week on unsteady footing, Dave Floyd returns to share his outlook and the technical levels & indicators he is tracking.
31 min
16
Jim Bianco: U.S. Regulators Turn Their Eye Towa...
Both the Biden administration and Fed Chair Powell are keenly interested in imposing stricter regulations on stablecoins--Jim Bianco joins to discuss.
34 min
17
Darius Dale: Could Inflation Continue to Grip t...
With supply chain bottlenecks continuing to ravage the global economy, what does this signal about Q4 growth? Darius Dale shares his outlook.
29 min
18
Peter Boockvar: Is Fed Chair Jay Powell's Renom...
With the DXY breaking above the 94 level & Senator Warren opposing Powell's renomination, Peter Boockvar discusses the future of monetary policy.
32 min
19
Tony Greer: Will Europe's Energy Crisis Lead to...
With energy rates rising, equities are down as concern for the worldwide impact of Europe's energy crisis grows -- Tony Greer joins to discuss.
37 min
20
Jared Dillian: "The Next Crisis Will Come from ...
Is it time to go short? Jared Dillian shares his view that the next crisis will be coming from China.
31 min
21
China's Tightening Grip: PBOC Declares Cryptocu...
China says goodbye to cryptocurrencies as the PBOC officially declares that all crypto transactions are now illegal -- Raoul joins to discuss.
30 min
22
Steven Van Metre: The Fed's Move to Taper and E...
With the Fed's announcement that tapering may be coming as soon as November, Steven Van Metre shares his thoughts on the Fed's next moves.
31 min
23
Fed Announces Taper Plans as Evergrande's Fate ...
With the FOMC meeting now coming to a close, Darius Dale returns to examine Fed policy guidance on tapering.
34 min
24
Tony Greer: Commodities, Evergrande, and Europe...
Between Evergrande's looming debt default and Europe's energy crisis, Tony Greer shares how these events will have an impact on commodities.
30 min
25
Global Market Volatility Spikes as Fears of Eve...
Equities globally are in tumult with volatility rising sharply -- Peter Boockvar provides his perspective as fears surrounding Evergrande intensify.
31 min
26
Does Evergrande Pose Broader Market Threats Out...
Markets are down again today, bracing for potential impact -- Jim Bianco provides his perspective on the unfolding saga of Evergrande.
31 min
27
Stocks and Bonds Decline as Markets Weigh the O...
It's been a down day for U.S. markets -- Ash Bennington, Jack Farley, and Dion Rabouin discuss the likelihood of a Fed taper announcement coming soon.
31 min
28
$300 Billion Default Pushes Chinese Real Estate...
Darius Dale discusses the triple threat that Chinese risk assets face: decelerating growth, Evergrande, and the ongoing regulatory crackdown.
36 min
29
Inflation Cools Slightly As Oil Continues Its R...
With oil demand projected to continue strengthening for the rest of the year, Tony Greer analyzes the sustainability of oil's ongoing rally.
35 min
30
Is It Now Japan's Moment to Shine? Plus Chinese...
Weston Nakamura says now's the time to go long Japan -- he unpacks his bull case here.
35 min
31
Producer Prices Soar as Apple Loses 80 Billion ...
On today's Daily Briefing Raoul Pal talks with Ash Bennington about how his macro framework is evolving when it comes to the dollar, bonds, & crypto.
33 min
32
Tony Greer: Going Long Bitcoin
Tony Greer's now going long on Bitcoin where does he see the future of crypto going? See why he's changed his tune.
35 min
33
Bearishness Emerging on Wall Street Within the ...
Darius Dale anticipates that the Goldilocks regime will be persisting in the U.S. for longer however, he s seeing signals of increasing bearishness.
37 min
34
Jared Dillian: How Much Higher Can Inflation Get?
Jared Dillian joins the Daily Briefing to discuss his thoughts on why he sees the potential for inflation to fly even higher in the coming months.
31 min
35
August Nonfarm Payrolls Disappoint As Smart Con...
With a major miss today in the August nonfarm payrolls report, Jim Bianco discusses the economic recovery and inflation as well as crypto.
38 min
36
A Bounce Back in Cyclicals? What the Options Ma...
Imran Lakha dives into what the options market is signaling about investor sentiment and volatility, and he also updates his perspective on crypto.
35 min
37
Real Vision Turns 7! Raoul Pal Celebrates Real ...
On today's special edition of the Daily Briefing, Raoul Pal celebrates the history and future of Real Vision.
46 min
38
Can The S&P 500 Hit 5K?
Tony Greer argues that the commodity bull run is nowhere close to over and shares his updated views on stocks and the dollar.
35 min
39
Is There Deflationary Risk Ahead with Possible ...
Darius Dale updates his macro framework for markets after Jay Powell announced that the Fed may begin to reduce stimulus this year.
32 min
40
Stocks Rise on Powell's Dovish Taper Talk
Tommy Thornton weighs in on Fed Chair Powell s speech at Jackson Hole and revisits inflation with a rise in personal income and spending.
39 min
41
Will Jay Powell Embrace The Hawks?
Weston Nakamura and Petr Pinkhasov join the Daily Briefing as markets anticipate the Jackson Hole Economic Symposium, which begins tomorrow.
34 min
42
Meme Stocks Make a Comeback and the SEC's Tough...
Max Wiethe discusses Gamestop soaring upwards of 27% with the return of the meme stocks as well as the SEC's tough stance on Chinese tech.
26 min
43
Tony Greer's Market Update: Stock Rally, Crypto...
Ash Bennington welcomes Tony Greer to address a broad-base rally in stocks and his thoughts on Chinese tech regulation and price action.
32 min
44
US Equities Erase Last Week's Losses and PMIs S...
Maggie Lake, Dion Rabouin, and Darius Dale discuss the rebound in the major US equity indices on Monday as well as global PMI data releases.
30 min
45
Chinese Tech Continues to Get Battered and Evic...
Ash Bennington and Michael Green discuss the day's price action as well as Green s thoughts on Chinese tech and the eviction moratorium in the U.S.
41 min
46
Oil Declines After Taper Talks and Amazon and F...
Tommy Thornton discusses the impact of taper talks on the market as well as Amazon's plans for department stores and Facebook's new antitrust suit.
34 min
47
The FOMC's Developing Thoughts on the Taper Tim...
Ash Bennington welcomes back Darius Dale to dig deep into the Fed minutes released today and discuss whether there's signs of tapering on the horizon.
38 min
48
Are Weakening Retail Sales a Sign of Increasing...
Ash Bennington welcomes back to Tony Greer to provide an update on his framework, the sectors he's watching, and his thoughts on inflation.
33 min
49
Will China's Slowdown and Taper Talks Derail Th...
Ash Bennington, Jack Farley, and Jared Dillian examine China's economic slowdown in July and what risks that might pose to global economic growth.
38 min
50
Consumer Sentiment Is Dipping - Is the Economy ...
Jack Farley, Maggie Lake, and Harry Melandri address dipping consumer sentiment and the possibility of the U.S. economy slowing.
34 min
51
Initial Jobless Claims Continue to Decline as C...
Ash Bennington, Petr Pinkhasov, and Weston Nakamura examine the weekly jobs data and how yesterday's core CPI actually hit below expectations.
35 min
52
Bonds Rally and Cyclicals Thrive as CPI Rises 0.5%
Jack Farley and Dion Rabouin welcome Peter Boockvar to unpack the U.S. CPI released today, showing a rise of 0.5% in July.
36 min
53
The Impact of the $550 Billion Infrastructure B...
Tony Greer analyzes the day's price action as well as the economic ramifications of the $550 billion infrastructure bill as it passes in the Senate.
31 min
54
Darius Dale: Gold's Flash Crash and the Latest ...
Darius Dale discusses the latest on the infrastructure bill, Bitcoin's recent surge, and gold's current outlook following its overnight plunge.
36 min
55
What does July's Job Report Imply About the Eco...
Raoul Pal joins the Daily Briefing to discuss market price action resulting from the July non-farm payroll report & Robinhood's wild week of trading.
34 min
56
Labor Market Shows Improvement as Ethereum Unde...
Jim Bianco discusses today's market reaction toward the improvement in the labor market and important updates to the Ethereum network.
38 min
57
Bonds Snap Back as Robinhood Explodes Higher
Real Vision's Jack Farley, Petr Pinkhasov, and Weston Nakamura break down a day of confounding price action across global markets.
33 min
58
Analyzing Market Risk as Mortgage Forbearance C...
Ash Bennington welcomes Tony Greer of TG Macro to analyze the day's price action as well as SEC Chairman Gary Gensler's remarks on crypto regulation.
44 min
59
Can Biden's Infrastructure Bill Reinvigorate th...
Darius Dale discusses today's market sentiment as investors receive Chinese PMI data & the Senate looks to decide on Biden's infrastructure bill.
35 min
60
Christian Angermayer: Investing in the Therapeu...
Angermayer discusses how he founded startups at the cutting edge of research into how psychedelics could transform treatment of mental health issues.
66 min
61
Accelerating Returns in The Exponential Age
Azeem Azhar joins Ed Harrison to explain how the accelerating pace of technological progress is rapidly transforming business and life as we know it.
69 min
62
Mark Ritchie II: Cash is King
Mark Ritchie II shares his updated views on Bitcoin as well as big tech stocks such as Amazon and Apple.
33 min
63
Jared Dillian: Is Economic Growth Slowing?
Jared Dillian discusses his outlook for the economy by analyzing jobless claim data and GDP forecasts in addition to commenting on Robinhood's IPO.
32 min
64
Interpreting the Fed's FOMC Meeting Results
Weston Nakamura joins the Daily Briefing to discuss price action related to the FOMC meeting today and the recovery in Chinese equities.
32 min
65
Why Bitcoin Will Green the Planet (w/ Mustafa Y...
Mustafa Yilham, Meltem Demirors, Caroline Cochran, & Whit Gibbs discuss how Bitcoin will prove a net positive for the greening of the planet.
49 min
66
NASDAQ Churns as Chinese Equities Plummet
Tommy Thornton joins the Daily Briefing to discuss price action within the NASDAQ as well as the continued onslaught against Chinese tech companies.
35 min
67
Are Chinese Stocks Doomed?
Darius Dale joins the Daily Briefing to discuss Bitcoin's rebound, Chinese regulatory concerns, and deflationary signals on Dale's radar.
35 min
68
Future Trouble in Macro? Liquidity Traps and a ...
Could a slowdown in credit creation and a tightening of monetary conditions push bond yields lower and threaten risk assets?
64 min
69
Raoul Pal & Julian Brigden: Diving into the Macro
Along with Ash Bennington, Raoul Pal welcomes Julian Brigden, co-founder of MI2 Partners, for his Real Vision Daily Briefing debut.
41 min
70
Jobless Claims Rise -- What This Means for Cent...
Petr Pinkhasov discusses new data related to jobless claims in addition to developments surrounding central bank actions to deal with inflation.
32 min
71
The Ongoing Evolution of the Ethereum Network
Ryan Berckmans discusses the evolution of Ethereum and the changes forthcoming that will further solidify its role in the crypto ecosystem.
52 min
72
Is the Sell-Off Over? Making Sense of a Market...
Peter Boockvar shares his insights into market expectations of economic growth as stocks continue to move higher and inflation fears wane.
33 min
73
Tony Greer's Market Update: Inflation, Equities...
Tony Greer discusses his impression of the Monday selloff and what that spells for equities, bonds, commodities, and the dollar going forward.
32 min
74
Global Equity Markets Recoil as Delta Variant C...
Darius Dale shares his updated framework on equity markets, bond yields, and oil prices as delta variant concerns force a market correction.
32 min
75
Christian Angermayer: Investing in the Therapeu...
Angermayer discusses how he founded startups at the cutting edge of research into how psychedelics could transform treatment of mental health issues.
66 min
76
VC Legend Bill Tai: The "New Era" of Valuations
Bill Tai shares what makes an exponential valuation and how the low interest rate environment has richly rewarded high-growth tech companies.
68 min
77
When Opportunity Meets Reality: Real Estate in ...
Jim Rehlaender shares his insights on the US housing market, Covid-19's impact on real estate, and the effects of rising raw materials prices.
77 min
78
Raoul Pal: Takeaways from "After the Hype: Real...
40 min
79
Has the FED's Goal of Substantial Employment Pr...
Jared Dillian joins the Daily Briefing to discuss a pandemic low for jobless claims and market reactions to recently released manufacturing surveys.
30 min
80
Jimmy Song: A Philosophical Approach to Bitcoin
Jimmy Song discusses how his thoughts on Bitcoin have been evolving over the last year, its future, alt-season, and the path to decentralization.
62 min
81
Making Sense of June's CPI
Tommy Thornton joins the Daily Briefing to discuss the CPI print released today, equity pricing, and earnings season.
32 min
82
Are Markets Mispricing Inflation Expectations?
Darius Dale joins the show to discuss his updated outlook on inflation expectations & market sentiment as the S&P 500 hits a new intra-day high.
32 min
83
Building a Portfolio that Benefits from Inflati...
The risk of inflation is clearly one of the top market narratives for 202 -- but how do you actually build a portfolio to benefit from inflation?
62 min
84
Tail Wagging the Dog: How Options Gamma Drives ...
Imran Lakha and Brent Kochuba are veterans of the options market, and they shed light on how options exert a hidden pressure on the stock market.
40 min
85
Dario Perkins: Rebooting the Fiscal Software
Dario Perkins argues that we are seeing a global regime shift in economic policy from monetary dominance to fiscal dominance.
56 min
86
Equities Surge as the U.S. Bond Rally Relents
Ash Bennington, Weston Nakamura, & Jack Farley discuss how the surge in job openings surge in the U.S. is reshaping the American labor market.
32 min
87
Stocks Crash Worldwide as Reflation Trades Back...
Peter Boockvar joins Real Vision to make sense of the risk-off sentiment that dragged down almost every stock index worldwide deep in the red.
34 min
88
Oil Crashes as Bond Yields Slide to 5-Month Low
Darius Dale is back to discuss his updated outlook on FAANG stocks, the retreat from Chinese tech stocks, & the release of the FED's FOMC minutes.
34 min
89
Sygnum: Paving a New Banking System with Heritage
Mathias Imbach discusses his background, Sygnum's services, European regulations, central banks, and the future of digital currencies.
51 min
90
OPEC+ stalls as China's Increases Regulatory St...
Weston Nakamura returns to the Daily Briefing to discuss his updated outlook on oil prices as OPEC+ struggles to strike a deal.
30 min
91
David Rosenberg: Is US Economic Strength Here t...
When the mainstream narrative revolves around the risk of an overheating US economy and inflation, David Rosenberg is the ultimate contrarian voice.
65 min
92
Equities Surge as U.S. Jobs Increase Beats Expe...
Ash Bennington and Jack Farley welcome Mark Ritchie II to share his thoughts about the June jobs report and capital markets price action.
28 min
93
OPEC Set to Boost Oil Production as Unemploymen...
Jack Farley, Samuel Burke, and Weston Nakamura discuss the decline in U.S. jobless claims & surging oil prices as OPEC agrees to increase production.
35 min
94
The Ideological Trade: Value, Oil, and Inflatio...
Jared Dillian returns to the Daily Briefing to share his thoughts on U.S. Treasury yields, commodity prices, and delta variant concerns.
32 min
95
Decentralized Finance (DeFi): The Future of Fin...
John Quinn discusses the fastest growing sector of the crypto market today -- decentralized finance (DeFi).
17 min
96
Are Investors Correctly Pricing Delta Variant R...
Ash Bennington welcomes Samuel Burke and Tommy Thornton to discuss Bitcoin's rebound and market sentiment as delta variant fears grow.
34 min
97
Darius Dale: End of Market Goldilocks? Oil, the...
Samuel Burke welcomes Jack Farley and Darius Dale to the Daily Briefing to discuss Dale's macro outlook and weigh the possibility of deflation.
32 min
98
Michael Vranos - Lessons from the King of Struc...
Michael Vranos shares his personal journey, the early lessons he learned from LTCM and how he structured his firm accordingly and more.
77 min
99
Gary Shilling: What Is the Consensus View Getti...
Gary Shilling joins Ed Harrison to evaluate the health of the economy & how it impacts the future path of assets such as bonds, real estate, & stocks.
35 min
100
How Green Energy Will Forever Transform the Com...
Marin Katusa shares a new thesis on how the rise of ESG will forever transform the way commodities are produced.
63 min