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
Nasdaq's Slump, Beyond Meat's Woes, and DogeCoi...
Jack Farley welcomes Kyla Scanlon for a conversation on the most important market stories driving markets.
38 min
2
Opposing Views on the Role of Government and th...
Mike Green and Peter Schiff sit down with Ash Bennington for a debate on the merits of MMT vs Austrian Economics and more.
102 min
3
Get Ready for the Return of Secular Stagnation ...
Markets are currently pointing toward a full recovery--Daniel Lacalle argues that the world will return to a state of secular stagnation & low growth.
65 min
4
How Taxes Will Shape the Future ( w/ Dominic Fr...
Dominic Frisby discusses the history of taxes, invisible taxes in the form of targeted inflation and monetary debasement, and the future of taxes.
48 min
5
Raoul Pal: Is Macro "Dead"?
Ed Harrison welcomes Raoul Pal to introduce Real Vision's latest campaign, "Welcome to the Exponential Age."
60 min
6
Gold Breaks Out As Labor Market Trouble Endures
Ed Harrison & Jack Farley evaluate price action in markets as bonds refuse to budge, some single stock volatility has been hidden, & gold breaks out.
44 min
7
Bitcoin: Savior of a Dying Empire? ( w/ Michael...
Michael Krieger joins Brent Johnson to discuss their discovery of Bitcoin, evolution of the subculture and a government regulated network shutdown.
107 min
8
Tony Greer: Update on Inflation, Rates, and Com...
Tony Greer discusses Janet Yellen's statement today on interest rates, Bank of America's warning of transitory hyperinflation, and Q1 earnings.
42 min
9
Warren Buffett on Stocks and Inflation - Plus t...
Real Vision managing Ed Harrison and editor Jack Farley break down today's market action in stocks, bonds, and commodities.
51 min
10
Will the U.S. Leave the Value of the Dollar to ...
Luke Gromen joins Ed Harrison to discuss why he believes the strength or weakness of the dollar cannot be left to market forces. Tags
77 min
11
The "Right" Price for Bonds, Demographics and I...
With bonds selling off with equities and volatility rising, there is perhaps no better time to hear from The Convexity Maven himself, Harley Bassman.
74 min
12
Jim Rogers: Identifying Opportunities While Mar...
Legendary independent investor Jim Rogers joins Raoul Pal to share his outlook on markets and the lessons he learned on his storied career.
36 min
13
Lessons from Earnings Season
Ash Bennington welcomes Ed Harrison and Jack Farley to make sense of a crazy week in markets in this live edition of the Daily Briefing.
58 min
14
Stock Earnings Galore: What Could Go Wrong?
Real Vision s Jack Farley and Weston Nakamura break down an action-packed day of earnings, economic data, and price movement.
34 min
15
The Widening Chasm Between the Fed and Reality
Ed Harrison welcomes back Peter Boockvar to discuss his takeaways from today's FOMC meeting.
26 min
16
Abra: The Future of Crypto Banking ( w/ Bill Ba...
Bill Barhydt joins Raoul Pal to discuss Abra, the future role of banks, and security.
53 min
17
Goldman Sachs' Economic Forecast, Market Pullba...
Real Vision senior editor Ash Bennington joins Tommy Thornton, founder of Hedge Fund Telemetry, to discuss his current take on markets.
33 min
18
A Potential Pullback, Big Tech Privacy Initiati...
Ash Bennington welcomes Ed Harrison to discuss the great tax debate happening in the US, infrastructure, and privacy.
36 min
19
Inflation vs. Reflation: Why Risk Asset Prices ...
James Bianco joins Ed Harrison to discuss whether inflation or reflation is on the horizon and how either would impact risk asset prices in 2021.
80 min
20
What's Really Driving China's Strategic Objecti...
M. Taylor Fravel sits down with his long-time friend Mike Green to discuss a multitude of factors affecting China's strategic objectives.
74 min
21
Nick Kokonas: Derivatives Trader Turned Fine Di...
110 min
22
Relentless Markets & Paper Cuts: The Return of ...
Ash Bennington hosts Ed Harrison and Jack Farley for a live talk on the biggest market-moving stories as the week comes to a close.
62 min
23
Whispers of Tax Hikes Spook Stocks - Plus Defin...
Ed Harrison & Jack Farley tackle the whispers of a capital gains tax hike on America s wealthiest investors, which triggered a sell-off in equities.
37 min
24
Dollar Dump Breathes New Life Into Commodities
Tony Greer joins Ash Bennington to update his thesis on commodities and interest rates as the U.S. economy continues to roar.
29 min
25
Will Dogecoin's Eye-Popping Surge Test the Fed'...
Ed Harrison & Jack Farley investigate the challenges the Fed faces as speculative fervor reaches a fever pitch in Dogecoin as well as the yield curve.
33 min
26
Grantham's GMO: Twilight of Growth Stocks w/ M...
Matt Kadnar, portfolio manager at GMO, joins Ed Harrison to share his approach to asset allocation and risk management at this unique market juncture.
52 min
27
Uranium: "The Most Asymmetric Trade I've Seen I...
Lyn Alden welcomes Marcelo Lopez for a deep-dive on Uranium both as an energy source as well as an asset class.
54 min
28
Breaking Down "The Exponential Age: Crypto's Fa...
Ash Bennington welcomes Raoul Pal to discuss his Expert View, "The Exponential Age: Crypto's Fast and Furious Rise," released today.
50 min
29
The Bumpy Road to Reopening, Long-Term Supply S...
Jim Bianco discusses the newest release in the weekly jobless claims data, comparing the vaccine roll-out in the U.S. to other countries, & inflation.
31 min
30
Signs of Trouble in the Bank Earnings "Blowout"...
Jack Farley welcomes Chris Whalen to make sense of the release of earnings from big banks such as JPMorgan Chase, Goldman Sachs, and Wells Fargo.
39 min
31
Portfolio Construction: Beyond Bitcoin and Ethe...
Jeff Dorman, Joey Krug, and Ari Paul join Raoul Pal to discuss their three favorite sectors in crypto, portfolio construction, and how they view DeFi.
80 min
32
Inflation, Stock Options and Crypto Derivatives...
Imran Lakha makes sense of a market that is becoming calmer day-by-day as measured by implied as well as historical volatility.
36 min
33
A Chart-Filled Look at Banks, Inflation, and Tr...
Farley and Wiethe prepare viewers for a huge week in markets, full of bank earnings and important economic data.
34 min
34
Market Outlook for 2021 in Charts ( w/ Peter Br...
Peter Brandt analyzes the setups in US, Japanese, and Chinese equities, agricultural commodities, gold, bitcoin, US Treasurys, and currencies.
77 min
35
Felix Zulauf's Outlook on Equities, Bonds, Curr...
Felix Zulauf discusses the interplay of rates, equities, & inflation and his macro outlook as debt and demographics reshape the future of growth.
62 min
36
Are SPACs in a Bubble? ( w/ Mark Yusk )
What are SPACs? What role do they play? What opportunities do they offer? And are they in a bubble? Mark Yusko answers these questions and more.
60 min
37
Update from Raoul on the Dollar, Rates, Growth,...
Real Vision CEO and co-founder Raoul Pal joins senior editor Ash Bennington to make sense of a market in flux and share opportunities on his radar.
55 min
38
Buyer Beware: Are Markets Set Up for a Pullback?
Peter Boockvar joins Ed Harrison to share his insights on the inflationary pressures and drawdown risks he's observing.
31 min
39
The Roaring Twenties:Inflation, Equity Melt-Ups...
Jared Dillian on how America's red-hot economy is precipitating wage inflation alongside monetary and fiscal stimulus, which shows no sign of slowing.
28 min
40
Unfettered, Wide-Open Innovation ( w/ Andreas M...
Author, coder, and educator Andreas M. Antonopoulos (aantonop.com) discusses Bitcoin, layer 2 solutions, and the Wild West of crypto.
60 min
41
Investor Sentiment Peaking, Coinbase Taking Off...
Tommy Thornton discusses Coinbase, Archegos s implosion, and the overall state of U.S. equities.
38 min
42
Hedge Fund Strategies for Bonds, Equities, and ...
Troy Gayeski of SkyBridge Capital on long/short investing, convertible bond arbitrage, and Bitcoin.
34 min
43
White-Collar Crime Episode: Why White Collar Cr...
Pulitzer prize winning author Jesse Eisinger and Quinton Mathews examine the devolution of of the prosecution of white collar crime in America.
58 min
44
A Rejection of the New "Roaring 20s" Recovery N...
David Rosenberg believes that there will be a recovery--but not one nearly as robust as the market is currently pricing in.
64 min
45
Growing Wealth in an Inflation Avalanche (w/Rus...
Will the long-awaited inflation arrive? If it does, how can investors position themselves to not only protect their portfolio but grow their wealth?
61 min
46
Labor Market Strength Catches the Bond Market O...
Ash, Max, and Jack discuss the Nonfarm Payrolls data, which significantly exceeded expectations, and interpret what this means for the U.S. economy.
55 min
47
Twilight of the 60/40 Portfolio: Boomers, Bonds...
Gold, the dollar, the fate of growth stocks, and another look at the Archegos liquidation.
32 min
48
Archegos Unwinds as S&P 500 Flirts with 4000
Real Vision editor Jack Farley welcomes Real Vision’s Weston Nakamura and Max Wiethe to the Daily Briefing.
35 min
49
Dan Tapiero: Three Key Crypto Investment Catego...
Dan Tapiero discusses the crypto investment sectors he is interested in, including blockchain infrastructure, on-ramps, & next-gen financial services.
58 min
50
Archegos's Leveraged Blow-Up: Danger Under the ...
What does the leveraged blow-up of Archegos Capital Management mean for risk assets? Tony Greer answers this question and updates his outlook.
35 min
51
Bitgo: Securing the World's Crypto (w/ Mike Bel...
Mike Belshe, co-founder and CEO of Bitgo, joins Raoul Pal, Real Vision CEO, to discuss Bitgo, tokenization, and the DeFi markets.
37 min
52
How Sticky Will Inflation Be in 2021?
Peter Boockvar joins Ed Harrison to discuss how the next few months will be critical in determining how sticky rising inflation expectations will be.
39 min
53
Erik Norland and Harley Bassman on Fed Policy, ...
Erik Norland & Harley Bassman discuss the impact of Fed policy on volatility across assets since the pandemic and, more broadly, since the GFC.
55 min
54
Mark Cuban: What the Fed-Driven Bubble Means fo...
Mark Cuban joins Raoul Pal to make sense of the changing market structure and the disruption of the financial establishment.
49 min
55
Richard Koo: How Excessive Corporate Debt Could...
Richard Koo updates his framework on how key economic variables such cash, liquidity, savings, and debt have been impacted by the global recession.
56 min
56
The Battles in the Market: Big vs. Small, Stay-...
Tommy Thornton gives Jack Farley a much-needed update on the battles in the market between mega-cap and small-cap stocks.
47 min
57
Priced for Perfection: Has the Reflation Trade ...
31 min
58
Nasdaq Woes In A Re-Opening "Explosion"
Jared Dillian, editor of the Daily Dirtnap, returns to the Daily Briefing to update Jack Farley on how he's navigating the mercurial swings in stocks.
33 min
59
One Year Anniversary of the Market Bottom -- Wh...
Lily Francus joins Ash Bennington to share her outlook on narrative economics, the NOPE Index, and the dangers of beta.
23 min
60
Lyn Alden on Gold, Real Bond Yields, and the Tr...
Lyn returns to Real Vision to update Jack Farley and share her analysis on the prospects of U.S. Treasury bond yields.
42 min
61
The $17 Trillion Question (w/ Jim Grant )
Jim Grant explores why this monetary experiment will end badly, the unintended consequences in credit markets, and the opportunities this presents.
62 min
62
The SPAC Boom Apex, Market Memes, & the Biggest...
71 min
63
A Potential False Dawn : Banks, Oil, Tech, and ...
Ash Bennington hosts Ed Harrison & Jack Farley to analyze how the sell-off in bonds are impacting bank stocks, tech equities, and the U.S. dollar.
39 min
64
How Are Rising Yields Impacting Retirement Port...
Ramsey Smith shares his views on how the advent of COVID-19 has changed retirement portfolio construction & the nature of the annuities business.
33 min
65
An Update from the Fed: Coming to the Rescue?
Jack Farley hosts Ed Harrison to break down the Federal Reserve s Open Market Committee (FOMC) meeting, and Fed Chair Jay Powell s speech.
26 min
66
Opposing Views: Pomp & Mike Green on Bitcoin
Mike Green and Anthony Pompliano join Ash Bennington to discuss their opposing views on Bitcoin.
76 min
67
Greer on His Bullishness: "It's a Difficult Tap...
Tony Greer joins Ash Bennington to share his thoughts on how the gyrations in the bond market are affecting risk assets.
30 min
68
Europe's Vaccine Rejection, Airlines' Day in th...
https://www.realvision.com/podcast/realvision/episode/d7a8b81c-7877-11eb-8047-33f6f1a95af8
36 min
69
Uranium: The Underappreciated Clean Energy Tran...
Segra Capital Management's Arthur Hyde, CFA, and Adam Rodman join Max Wiethe to give an in-depth update on uranium.
61 min
70
The Macro "Endgame": Growth, Gold, Deflation, a...
Eric Basmajian joins Lyn Alden to break down his near-term outlook on the global economy as well his longer-term framework for macro investing.
65 min
71
Deflation and Insolvency Risks: Gold and Bonds'...
Steven Van Metre and Travis Kimmel discuss how bonds and gold perform during times of deflation and insolvency.
65 min
72
Yield Curve Control, Non-Fungible Tokens, and a...
Raoul Pal & Ash Bennington make sense of a bond market trying to regain its footing and a wobbling equity market vulnerable to an ignited dollar.
38 min
73
"If the Bond Market Has a Problem, Everyone Wil...
Jim Bianco & Peter Boockvar analyze the ongoing gyrations in the U.S Treasurys market and how their future path will impact almost every asset class.
37 min
74
Corey Hoffstein: "Things Are Going to Stay Weird"
Jack Farley & Max Wiethe analyze price action in U.S. equities as well as today's print of the CPI, and Jack also speaks to Corey Hoffstein.
34 min
75
Polkadot: A Bet Against Maximalism(w/ Gavin Wood)
Gavin Wood, co-founder of Polkadot and co-founder and CTO of Ethereum, discusses Polkadot, Kusama, and the evolving crypto landscape.
68 min
76
Growth's Eye-Popping Snapback and the $86 Billi...
Jack Farley hosts Ed Harrison to process the astonishing resistance rally in tech & growth stocks with high duration such as Tesla, Peloton, and more.
37 min
77
If Duration Is In A Bubble, Where Can Investors...
Tyler Neville and Jack Farley on the worsening rout in tech, GameStop's resurgence, and Bitcoin's role in a yield-starved world.
34 min
78
White Collar Crime Part 3 -- Former Enron CFO A...
Former Enron CFO Andy Fastow is infamous in Enron's collapse--since serving his time, he has turned over a new leaf, speaking about "legal fraud".
91 min
79
The Cannabis Trade: An Industry Set to Take Off...
Jason Wild sits down with Tony Greer to discuss his journey from pharmacist to investor that oversees $1 billion of investments in cannabis.
73 min
80
Society's Disenfranchisement & the Connection B...
Grey and Green argue that hard money enthusiasts have correctly assessed that the system is broken but that their solutions may make things worse.
56 min
81
Hidden Credit Risk, Jobs, and the Sudden "De-Fr...
Real Vision senior editor Ash Bennington welcomes managing editor Ed Harrison & editor Jack Farley to make sense of today's confounding price action.
38 min
82
Bonds Bite Back: How and When Will the Fed Resp...
Peter Boockvar joins Ed Harrison to break down today's volatile price action in bonds and high beta stocks.
22 min
83
Bonds, Commodities, and the Fed's Moment of Truth
Lyn Alden shares her thoughts on the ongoing rout in U.S. Treasurys, and Howard Klein gives a strategic update of key parts of the mining sector.
39 min
84
Transitioning From Analog to Digital Finance (w...
Erik Voorhees joins Raoul Pal to discuss Shapeshift, the transition to a digital currency world, and some of the most exciting projects in crypto.
52 min
85
A New Yield Regime: Commodity-Led Rally in the ...
Tony Greer declares that the five sigma sell-off in Treasuries last week marks the beginning of a new yield regime.
33 min
86
Bond Vigilantes Grumble as Bitcoin and Equities...
The S&P 500 posts its best day since June -- but long bonds continue to sell-off. Raoul and Ed explore.
31 min
87
A Lighthouse Amid the Fog( w/ Danielle DiMartin...
Raoul Pal welcomes Danielle DiMartino Booth to forecast future economic growth and and the fate of fiscal stimulus going forward.
60 min
88
Carly Fiorina: Big Tech Has Unprecedented Econo...
Carly Fiorina shares her views on current events--the storming of the Capitol, the political climate, COVID-19's effects on public policy, and more.
62 min
89
Iran: Investing in One of the Best-Performing S...
Raoul Pal welcomes back Maciej Wojtal to discuss how he's identified a diversified economy in Iran despite decades of sanctions & geopolitical risks.
50 min
90
Will Rising Interest Rates Change The Game?
Ash hosts Ed and Jack for a deep-dive on how rapidly rising interest rates are transforming the financial landscape before our very eyes.
38 min
91
Stocks Follow Bonds Into the Slaughterhouse
Ed Harrison welcomes James Bianco to make sense of the massive rout in long-dated Treasury bonds that is perturbing every aspect of the market.
29 min
92
Buy the Rumor, Sell the News
Has speculative mania reached a fever pitch? Jared Dillian explores.
27 min
93
Driving Transaction Costs Down to Zero ( w/ Jer...
Jeremy Allaire joins Raoul Pal to discuss stable coins, regulation, and the problems that Circle is working to solve.
63 min
94
NASDAQ Goes Haywire as Powell Doubles Down
Ash Bennington welcomes Tommy Thornton back to the Daily Briefing to make sense of how a jittery stock market copes with rising yields.
35 min
95
Brazilian Markets Crash and Energy Shines as Yi...
Jack Farley and Ed Harrison break down how rising yields are impacting risk assets such as growth equities and high-yield bonds.
35 min
96
Challenging the Mainstream COVID-19 Lockdown Na...
Lockdowns have become a major policy tool used by governments worldwide to combat COVID-19--but are they effective at achieving their stated goals?
79 min
97
"Is Everything a Bubble?" Wrap-Up - Highlights ...
51 min
98
Junk Yields Rising, Bitcoin Sniffing Out Yield ...
Tyler Neville shares his thoughts on everything from implied vol in the credit markets to the ongoing congressional hearings on GameStop.
29 min
99
VIX Dislocations, Hendry's Take on TLT, and Buf...
Jack Farley, Max Wiethe, Hugh Hendry, and Weston Nakamura all recap the day's most notable action in markets.
36 min
100
Tony Greer: "Commodity Inflation Is Happening B...
Ash Bennington welcomes Tony Greer back to the Daily Briefing to provide analysis on the billowy price action in commodities.
35 min