Real Vision Daily Briefing: Finance &...

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
101
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
102
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
103
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
104
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
105
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
106
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
107
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
108
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
109
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
110
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
111
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
112
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
113
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
114
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
115
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
116
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
117
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
118
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
119
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
120
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
121
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
122
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
123
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
124
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
125
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
126
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
127
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
128
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
129
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
130
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
131
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
132
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
133
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
134
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
135
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
136
Raoul Pal: Takeaways from "After the Hype: Real...
40 min
137
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
138
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
139
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
140
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
141
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
142
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
143
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
144
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
145
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
146
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
147
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
148
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
149
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
150
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
151
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
152
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
153
Decentralized Finance (DeFi): The Future of Fin...
John Quinn discusses the fastest growing sector of the crypto market today -- decentralized finance (DeFi).
17 min
154
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
155
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
156
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
157
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
158
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
159
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
160
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
161
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
162
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
163
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
164
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
165
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
166
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
167
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
168
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
169
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
170
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
171
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
172
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
173
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
174
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
175
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
176
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
177
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
178
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
179
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
180
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
181
Takeaways from the Miami Bitcoin Conference
Ash Bennington and Ed Harrison break down the day's price action in markets.
47 min
182
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
183
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
184
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
185
Equities and Bonds Retreat as "BANG" Stocks Squirm
49 min
186
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
187
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
188
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
189
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
190
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
191
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
192
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
193
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
194
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
195
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
196
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
197
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
198
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
199
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
200
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