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.

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101
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
102
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
103
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
104
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
105
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
106
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
107
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
108
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
109
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
110
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
111
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
112
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
113
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
114
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
115
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
116
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
117
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
118
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
119
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
120
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
121
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
122
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
123
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
124
QCP Capital: A Breakdown of Asia's Crypto Markets
Darius Sit and Joshua Ho joins Raoul Pal to discuss Asia's crypto demand, how it differs from the West, and the future of those markets.
42 min
125
Bullish Sentiment Holds Firm As New Meme Stocks...
Thomas Thornton discusses inflation, bullish sentiment, and the effect of Bitcoin's confiscation in the Colonial pipeline ransomware attack.
44 min
126
Takeaways from the Miami Bitcoin Conference
Ash Bennington and Ed Harrison break down the day's price action in markets.
47 min
127
Weak Demand and the Return to "Normal" Illusion...
Paul Hodges returns to Real Vision to update viewers on the health of the global economy and what that means for financial markets.
66 min
128
Jens Nordvig: The Death of Fixed Income
Jens Nordvig, founder of Exante Data, joins Real Vision founder and CEO Raoul Pal for a deep-dive conversation on the global economic outlook.
52 min
129
Marko Papic: Generating Geopolitical Alpha
Marko Papic discusses how and why geopolitics will have major effects on markets in the coming years with a particular focus on U.S.-China relations.
86 min
130
Equities and Bonds Retreat as "BANG" Stocks Squirm
49 min
131
Second Coming of the Meme Stocks?
Jack Farley and Weston Nakamura cover the resurgence of "meme stocks" such as AMC Entertainment Holdings ($AMC) and Bed Bath & Beyond ($BBBY).
42 min
132
QCP Capital: A Breakdown of Asia's Crypto Marke...
Darius Sit and Joshua Ho joins Raoul Pal to discuss Asia's crypto demand, how it differs from the West, and the future of those markets.
43 min
133
Market Froth, Anti-Bubbles, and the Consequence...
Diego Parrilla weighs in on the ongoing conversation around bubbles in this interview with Raoul Pal.
74 min
134
Gold, Active Management, and Macro Hedge Funds:...
Marcus Frampton explains his own unconventional views on investing and how he is bucking the trend in the large institutional investor space.
45 min
135
Marko Papic: Generating Geopolitical Alpha ( w/...
Marko Papic discusses how and why geopolitics will have major effects on markets in the coming years with a particular focus on U.S.-China relations.
86 min
136
Raoul Pal: Update on Crypto Markets and the Mac...
Ash Bennington welcomes Raoul Pal to discuss his macro outlook, inflation, and crypto markets.
45 min
137
Jobs, Re-Opening, and Inflation: How Transitory...
Jim Bianco updates viewers on how the bond market is reacting to the re-opening of the economy and the sustained dovishness of the Federal Reserve. Tags
37 min
138
Jared Dillian on Risk Management and "The Infla...
Jared Dillian returns to the Daily Briefing to update viewers on his inflation thesis and the re-opening trade.
34 min
139
The Case for "Bitcoin Maximalism"
Brad Mills discusses everything Bitcoin from the 2017 Block Size Debate to the philosophical vs investment reasons for owning Bitcoin and more.
63 min
140
Tommy Thornton: Reverse Repos and Ebbing Consum...
Tommy Thornton shares his latest insights on market activity as U.S. consumer confidence falls slightly and questions about inflation still linger.
48 min
141
China Is Cracking Down on More Than Just Crypto
Ed Harrison and Jack Farley break down today's most important market-moving stories and the day's price action in which global equities drift higher.
41 min
142
The Asset Overvaluation Debate and the Future o...
Alex Gurevich joins Raoul Pal to discuss his position on what he thinks are the biggest questions facing investors today.
56 min
143
Rocky Roads: Geopolitics, Crypto & the Future o...
Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison and editor Jack Farley to make sense of an action-packed week.
47 min
144
U.S. Treasury Department Focuses In on Crypto: ...
Ash Bennington & Ed Harrison tackle the Treasury's call for crypto transfers equaling $10,000 and above to be begin being reported to the IRS.
46 min
145
Making Sense of Crypto Turmoil (featuring Raoul...
Jack Farley and Weston Nakamura discuss this action-packed day where almost every asset class seemed to plummet -- most dramatically, crypto.
56 min
146
Tony Greer: Commodities Going Full Steam Ahead.
Tony Greer analyzes the tape and provides an update on his thoughts concerning the direction of inflation and the commodities trade.
49 min
147
Revenge of the Miners: Green Energy Meets Natur...
Warren Irwin discusses why he is investing in uranium, copper, nickel, and metallurgical coal producers as his bet on the green energy trend.
67 min
148
Fourth Turning Update: The Pandemic's Impact on...
In this interview with Ed Harrison, Neil Howe makes sense of the outsized impact that events like COVID-19 can have on demographic trends.
59 min
149
The Next Wave of Regulation, Adoption, and the ...
Kyle Bass & Peter Smith discuss how governments will approach regulation of crypto markets & how the world of cryptos & CBDCs will interact.
49 min
150
Raoul Pal: Insights from "Welcome to the Expone...
Ed Harrison welcomes Raoul Pal to review the first week of the campaign, "Welcome to the Exponential Age."
55 min
151
Making Sense of Yesterday's Sell-Off -- What's ...
37 min
152
Inflation Pains: Will the Fed Stay the Course?
Real Vision managing editor Ed Harrison and senior editor Ash Bennington discuss the huge inflationary print that is roiling equity markets.
58 min
153
Dave Floyd: The Sell-Off Continues
Dave Floyd provides an update on the markets as U.S. equities continued their decline this morning as inflation pressure looms large on the horizon.
40 min
154
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
155
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
156
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
157
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
158
Raoul Pal: Is Macro "Dead"?
Ed Harrison welcomes Raoul Pal to introduce Real Vision's latest campaign, "Welcome to the Exponential Age."
60 min
159
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
160
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
161
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
162
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
163
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
164
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
165
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
166
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
167
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
168
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
169
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
170
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
171
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
172
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
173
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
174
Nick Kokonas: Derivatives Trader Turned Fine Di...
110 min
175
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
176
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
177
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
178
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
179
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
180
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
181
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
182
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
183
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
184
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
185
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
186
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
187
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
188
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
189
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
190
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
191
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
192
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
193
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
194
Investor Sentiment Peaking, Coinbase Taking Off...
Tommy Thornton discusses Coinbase, Archegos s implosion, and the overall state of U.S. equities.
38 min
195
Hedge Fund Strategies for Bonds, Equities, and ...
Troy Gayeski of SkyBridge Capital on long/short investing, convertible bond arbitrage, and Bitcoin.
34 min
196
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
197
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
198
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
199
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
200
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