Real Vision: Finance & Investing
Welcome to the Real Vision Podcast, your go-to source for cutting-edge insights and expert analysis in the world of finance and investing.
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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.
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301
Steno's Signals: The Recession That Never Was
Recession is slowly being called off by consensus -- here's why everyone misunderstood the recession risk.
25 min
302
Is the Business Cycle Rebounding? with Christop...
Christophe Ollari on China, inflation, a central bank pivot, performance in the East and West, and more.
54 min
303
Are Investors Being Too Complacent? with Ben Mi...
Markets push for another green week despite central banks hikes and a BOJ yield curve control surprise.
35 min
304
The Risk of Being Bearish on Stocks with Cem Ka...
Stronger than expected U.S. GDP and earnings season keep this market rolling.
38 min
305
Is the Fed Done Hiking? With Darius Dale and An...
The Federal Reserve hiked interest rates to a 22-year high. Here's what it means for markets.
28 min
306
Can Tech Take Stocks Higher? with Tony Greer
Equities keep rallying as the Fed meeting and tech earnings take center stage.
31 min
307
Where in the World to Put Your Dry Powder (with...
It’s a crucial week for markets as the ECB, BOJ, and the Fed all face rate decisions.
31 min
308
Leaning Into Your Expertise w/ Ben Harburg
When it comes to his best and worst trades, Ben Harburg notes a common thread: focus on what you know
43 min
309
Mitigating Risk in This High Valuation Environm...
How can investors guard their portfolios during these uncertain times?
51 min
310
Is the Soft Landing a Pipe Dream?
Markets look to end this week on a positive note ahead of next week's Fed meeting.
31 min
311
How to Trade a Hated Rally
Tech stocks and bonds take a breather after more strong jobs data and some earnings hiccups.
30 min
312
Drinks with Raoul Pal -- Ask Me Anything
Join Raoul Pal for a Q&A session and some post-market drinks.
27 min
313
Time for the Market to Turn? w/ Thomas Thornton
Bank earnings and AI-tech keep the stock rally moving higher despite an increasingly blurry macro picture.
32 min
314
Will Earnings Cool This Rally? With Dale Pinkert
Global growth concerns and a big week of earnings have investors wondering what comes next.
29 min
315
AI: Where Macro Meets the Exponential Age w/ Jo...
Artificial intelligence is "an accelerator that is beyond comprehension."
69 min
316
Is it Time for European Banks to Shine? w/ Seam...
European household spending is exploding, and with tighter monetary policy for longer, banks may be set to benefit.
63 min
317
Is It Time to Go Risk-On? with Darius Dale
Strong bank earnings keep this market rally rolling.
31 min
318
Bulls on Parade? with Mark Ritchie II
Cool inflation data has fueled this increasingly broad stock market rally.
32 min
319
Is Inflation Really Cooling? w/ Mish Schneider
Stocks moved higher and yields tumbled on lower than expected U.S. consumer prices. Will the cooling last?
28 min
320
Will CPI Rock the Boat? With Tony Greer
U.S. equities remains strong, but tomorrow's inflation data could chart a new course forward.
29 min
321
The Options Market Has a Message With Imran Lakha
Traders are positioning ahead of key inflation data and the Fed Beige Book release later this week.
31 min
322
Steno's Signals: What to Make of the Real Estat...
Real estate is rebounding while inflation is waning. Andreas makes sense of the signals.
27 min
323
The 'Urban Doom Loop' for Commercial Real Estat...
Looming catastrophe in U.S. commercial real estate is nothing new, but now the stakes are even higher.
63 min
324
The U.S. Labor Market Throws Another Curveball ...
Two jobs reports in the same week seem to be telling two different stories.
32 min
325
Will the Fed Force a Stock Sell-Off? with Dave ...
With today s surprising ADP jobs report, equities are down and yields are up to their highest levels since March.
33 min