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.

Business
Investing
News
1
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
2
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
3
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
4
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
5
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
6
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
7
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
8
$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
9
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
10
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
11
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
12
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
13
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
14
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
15
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
16
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
17
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
18
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
19
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
20
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
21
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
22
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
23
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
24
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
25
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
26
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
27
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
28
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
29
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
30
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
31
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
32
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
33
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
34
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
35
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
36
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
37
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
38
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
39
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
40
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
41
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
42
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
43
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
44
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
45
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
46
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
47
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
48
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
49
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
50
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
51
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
52
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
53
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
54
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
55
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
56
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
57
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
58
Raoul Pal: Takeaways from "After the Hype: Real...
40 min
59
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
60
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
61
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
62
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
63
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
64
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
65
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
66
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
67
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
68
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
69
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
70
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
71
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
72
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
73
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
74
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
75
Decentralized Finance (DeFi): The Future of Fin...
John Quinn discusses the fastest growing sector of the crypto market today -- decentralized finance (DeFi).
17 min
76
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
77
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
78
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
79
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
80
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
81
Raoul Pal: Preparing for the Exponential Age Am...
Ash Bennington welcomes Raoul Pal to discuss his thoughts on inflation, the strength of the dollar, and winners in an exponential age.
26 min
82
A U.S. Infrastructure Deal Is Reached and Bank ...
Biden announces that an infrastructure deal has been reached but the bond market barely budged.
33 min
83
NASDAQ Grinds Higher as Bitcoin Bounces Back
Jack Farley, Samuel Burke, & Weston Nakamura discuss the S&P 500 trending higher, effects of global vaccination campaigns, and the rise in oil prices.
31 min
84
Zcash: History, Privacy, and the Future of Web 3
Thomas Walton-Pocock hosts Zooko Wilcox to discuss ZCash, privacy, technical barriers, and innovation.
62 min
85
Bitcoin Crashes as Stocks Flirt with All-Time H...
Ash Bennington welcomes Tommy Thornton to discuss Bitcoin s crash, FED Chair Powell's testimony, and market sentiment as stocks rebound.
44 min
86
Is Crude Oil the Best Inflation Hedge? And Othe...
Michael Kao, CEO of Akanthos Capital Management, returns to Real Vision to give his outlook on oil and energy markets.
37 min
87
The Fallout from the FED's Dot Plot
Ash Bennington, Jack Farley, and Samuel Burke discuss Bitcoin's recent drop, FED policy implications, and American Airlines.
52 min
88
What Currencies Are Saying About the Sell-Off (...
Andreas Steno Larsen makes sense of the signals that currencies are sending for other assets amid a spike in bond and equity volatility.
54 min
89
The Tiger Cub Investing in Technologies Driving...
Well known as one of Julian Robertson's famous "Tiger Cubs," Dwight Anderson has been one of the leading investors in agriculture and farming.
56 min
90
Raoul Pal: The Dollar is the King
Ash Bennington welcomes Raoul Pal to explore recent price action of the key macro variable--the dollar--and its impact on markets.
51 min
91
Commodities Plunge as NASDAQ Holds Firm
Ash Bennington and Jack Farley welcome Real Vision's new interim managing editor Samuel Burke to the Daily Briefing.
54 min
92
All Eyes On The Fed: Will The Market Hear Some ...
Ash Bennington, Ed Harrison, & Jack Farley break down an action-packed day as Jerome Powell responds to mounting inflationary pressure.
63 min
93
Welcome to the Metaverse: The First Digital Rea...
Janine Yorio joins Haley Draznin to discuss an entirely new asset class that has evolved: digital real estate investment.
33 min
94
Tony Greer: What Should Investors Watch Out For...
Ash Bennington welcomes back Tony Greer to anticipate the Fed's forecasts and policy moves and explore where Greer thinks markets are headed next.
44 min
95
Looking Under the Hood of China's Economic Data...
Leland Miller joins Ed Harrison on Real Vision Live to share his perspective on the true health and trajectory of the Chinese economy.
59 min
96
Making Sense of the FED's Inflation Data
Ash Bennington welcomes Ed Harrison to the Daily Briefing to discuss the market's reaction to last week s CPI print as well as Bitcoin's rebound.
40 min
97
Meb Faber: A Framework for Outperformance
Jason Buck and Mebane Faber go in-depth on the methods diligent investors can use to build and maintain wealth in all market environments.
101 min
98
Danny Moses: The Ghosts of Hidden Leverage
Danny Moses of "The Big Short" joins Mike Green to make sense of a fearless market where investors are incentivized to take on more and more risk.
76 min
99
Raoul Pal: Examining Shifts in the Global Macro...
Ed Harrison welcomes Raoul Pal to the Daily Briefing to discuss the changes in the macro policy paradigm globally.
45 min
100
Bracing for Inflation Data: Will All Hell Break...
Jared Dillian updates Jack Farley on how he is gauging market sentiment before tomorrow's momentous release of key inflation data.
35 min