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.
201
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
202
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
203
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
204
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
205
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
206
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
207
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
208
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
209
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
210
Priced for Perfection: Has the Reflation Trade ...
31 min
211
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
212
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
213
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
214
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
215
The SPAC Boom Apex, Market Memes, & the Biggest...
71 min
216
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
217
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
218
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
219
Opposing Views: Pomp & Mike Green on Bitcoin
Mike Green and Anthony Pompliano join Ash Bennington to discuss their opposing views on Bitcoin.
76 min
220
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
221
Europe's Vaccine Rejection, Airlines' Day in th...
https://www.realvision.com/podcast/realvision/episode/d7a8b81c-7877-11eb-8047-33f6f1a95af8
36 min
222
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
223
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
224
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
225
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
226
"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
227
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
228
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
229
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
230
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
231
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
232
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
233
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
234
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
235
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
236
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
237
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
238
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
239
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
240
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
241
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
242
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
243
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
244
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
245
Buy the Rumor, Sell the News
Has speculative mania reached a fever pitch? Jared Dillian explores.
27 min
246
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
247
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
248
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
249
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
250
"Is Everything a Bubble?" Wrap-Up - Highlights ...
51 min
251
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
252
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
253
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
254
The Real Mechanics of Monetary Policy & Financi...
Dr. Manmohan Singh of the IMF explains the changes in monetary policy mechanics and the plumbing of the financial system from the past decade.
64 min
255
Bumble's IPO, The Yield Curve Migration, and a ...
Ed Harrison is joined by Ash Bennington and Jack Farley to break down recent price action and inspect current market conditions.
42 min
256
Waiting for Inflation, SPACmania, and Dislocati...
Max Wiethe and Jack Farley delve into what Fed Chair Powell's remarks indicate about the future of monetary policy and the economy.
26 min
257
The Triggers for a Bond Bubble Pop Are Now in M...
Peter Boockvar discusses the oil market rally, signals of incoming inflation and the central bank response to it, and the drop in junk bond yields.
31 min
258
Tesla's Bitcoin Wager, Rising Yields, and Ed's ...
Ed Harrison and Jack Farley discuss Tesla's decision to buy $1.5 billion worth of Bitcoin as a reserve asset on its balance sheet and more.
31 min
259
Marc Cohodes: "The Stock Market is Not A Game"
Marc Cohodes diagnoses what was behind the volatility in stocks like GameStop: extreme leverage and the hedge funds who use it to juice returns.
62 min
260
Japanese Stocks: The Ultimate Undervalued Inves...
Japanese equities are one of the least-loved and arguably most misunderstood asset classes in the world.
80 min
261
Raoul Pal on Bubbles, Short Squeezes, and Syste...
Raoul Pal, Real Vision CEO and co-founder, joins senior editor Ash Bennington to share how his market framework is evolving.
29 min
262
Legal Fraud vs. Intellectual Fraud: The Growing...
Carson Block discusses the different forms of financial fraud, what happened with GameStop, & the roadblocks activist short sellers are facing.
44 min
263
The Mayor of Miami on Blockchain and Ben Hunt o...
Ben Hunt discusses how the variants of the coronavirus might impair economic growth yet contends that asset markets might continue to prove resilient.
52 min
264
"Money Incineration" in Stonks, "Champagne and ...
Ash Bennington welcomes Tony Greer to give an overview of GameStop as $GME and other retail favorites such as $AMC and $BBBY continue to unwind.
44 min
265
Is Silver "Next"? Plus an Update on Short Inter...
Ed Harrison conducts a data-filled deep dive of the ongoing pressures in GameStop Corp ($GME).
41 min
266
Demographics II: Tailwinds and Tenterhooks (w/ ...
Raoul Pal speaks to Amlan Roy about incorporating demographics within a global macro framework.
77 min
267
Investment Ideas for a Hard Winter in the Real ...
With cases spiking and the recovery slowing, Gary Shilling discusses why he thinks we are in store for another economic downturn this winter.
49 min
268
The Future of SaaS Investing, Machine Learning,...
Gordon Ritter & Raoul Pal discuss the evolution of the software sector, the SaaS investing market, the future of machine learning, and more.
67 min
269
The GameStop Gamma Wall Breaks Down as Virus Va...
Ash, Ed, and Jack debate whether the Robinhood ban on trading is unfair and if it reveals unseen holes in the functioning of capital markets.
54 min
270
Robinhood on Shaky Ground and Potential Market ...
Dave Floyd talks about the newest developments in the GameStop story and the market implications of elevated activity in options trading.
32 min
271
The Robinhood Revolt as an Expression of the Fo...
Ed Harrison discusses how he is making sense of the retail assault on short-sellers as an expression of the unfolding of The Fourth Turning.
29 min
272
Bitcoin & The Future of Regulation (w/ Caitlin ...
Caitlin Long joins Raoul Pal to discuss Bitcoin, Wyoming at the forefront of regulations, and the problems of custody for crypto assets.
64 min
273
"GameStonk" Lunacy: Is Speculative Fervor Reach...
Tommy Thornton reflects on a day of absurd price action as GameStop skyrocketed 90% today and zoomed an additional 46% during afterhours trading.
44 min
274
Reflation Misgivings and The GameStop Gamma Squ...
Ed Harrison and Jack Farley break down the logic-defying price action in highly speculative stocks like Blackberry, AMC, and, most notably, GameStop.
39 min
275
The Insolvency Phase: Why the Market is Mispric...
Matt Rowe provides a deeper dive into how both credit and equity markets are totally mispricing the insolvency risks looming large post-COVID.
63 min
276
USD's Reserve Status, the Eurodollar System, an...
Hugh Hendry welcomes Lyn Alden for a wide-ranging discussion on international trade and the Eurodollar system.
59 min
277
Teddy Vallee on the Dollar, Hard Assets, and th...
Teddy Vallee on how a rise in real rates will impact the U.S. dollar, technology and energy stocks, gold, and bitcoin.
51 min
278
COVID-19 Spiraling Out of Control, Whipsawing C...
Real Vision CEO Raoul Pal joins senior editor Ash Bennington to share his latest thoughts on COVID-19, market froth, and cryptocurrency.
41 min
279
The Fed's Quandary: Speculative Fervor Around I...
Michael Lebowitz joins Ed Harrison to discuss where inflation is headed and whether the market's bet on the Fed getting it right this time has merit.
32 min
280
Buy the Reflation Rumor and Sell the Recovery N...
Ed Harrison updates his views on how yield curve steepening is affecting equity markets and his three potential outcomes for the reflation trade.
26 min
281
Discerning the Phases of a Crypto Bull Market( ...
Ari Paul joins Raoul Pal to discuss the launch of Paul's fund, value accrual in the crypto space, & how far along we are in this crypto bull market.
77 min
282
Tony Greer - When the Bond Market Speaks, I Lik...
Tony Greer tells Ash Bennington why he has derisked as market sentiment spikes and the bond market continues to sell-off.
32 min
283
Ask Me Anything with "The Young Bucks": DB-Jan1...
Max Wiethe and Jack Farley source questions from Real Vision members via The Exchange in this special, pre-recorded edition of The Daily Briefing.
53 min
284
COVID-19 and The Acceleration of Secular Deflat...
Jeff Booth & Raoul Pal discuss how the pandemic has catalyzed secular deflationary trends by contextualizing it within the current market environment.
69 min
285
The Incoming Commodity Supercycle ( w/ Tian Yan...
Tian Yang and Simon White argue a new inflationary regime will propel commodities such as gold, silver, oil, gas, & coal to unseen heights.
50 min
286
Looking Forward at Interest Rates, the U.S. Dol...
Raoul Pal joins Ed Harrison for a nuanced discussion of how the economic recovery will evolve over the next few months.
41 min
287
Real Vision's New President on the Dollar, Bond...
Managing editor Ed Harrison welcomes Real Vision s new president, Travis Kimmel, to the Daily Briefing.
39 min
288
Why Bond Yields Are the True Reflation Toggle: ...
Ed Harrison & Max Wiethe discuss why he thinks US treasury yields--and not the dollar--is the key to the success or failure of the reflation trade.
19 min
289
The Perfect Macro Story( w/ Mike Novogratz & R...
Novogratz breaks down how he allocates his own crypto portfolio and touches on some of the lessons he learned in the 2017 crypto bubble.
53 min
290
How Inflationary Risk Could Corner the Fed: DB-...
Peter Boockvar discusses how the full force of inflation that could emerge in 2021 could pose a significant risk to the Fed's ability to execute.
33 min
291
Bitcoin's Stumble and the Bond Market's Moment ...
Ed breaks down the interplay between rates & duration, why lower rates cause growth stocks to run higher, & what rising yields means for the dollar.
28 min
292
Central Bank Omnipotence ( w/ Jeff Snider and ...
Jeff Snider discusses central bank power and whether it is enough to lift growth and inflation.
61 min
293
Macro: A Framework for Truth ( w/ Raoul Pal & L...
Raoul Pal and Lyn Alden delve into the world of macroeconomics to decipher where we are and where we may end up.
59 min
294
The Next Phase of the Crypto Bull Market ( w/ D...
Dan Morehead discusses the current macro setup and its relationship to crypto as well as why this crypto bull market is different from the last.
34 min
295
Raoul's Framework for 2021 and Beyond: DB- Jan8...
Raoul Pal shares his updated thesis for the new year, arguing that the prevailing narrative around reflation is a "one-sided bet."
34 min
296
Vulnerabilities of the Reflation Consensus: DB-...
Ed Harrison and Roger Hirst examine the consensus around reflation which has gripped financial markets.
33 min
297
The Debt-Liquidity Spiral ( w/ Michael Howell &...
Michael Howell argues that liquidity, debt, & asset prices are interlocked in a predictable cyclical relationship called "the debt-liquidity spiral."
44 min
298
Chaos Rules in D.C.: Lyn Alden on the Fourth Tu...
Ed & Ash give a breaking news update, Nick Correa discusses the ADP report, & Lyn Alden tells Jack how recent events have shaped her reflation thesis.
56 min
299
Tony Greer on Oil's Surge, Liquidity Bonanzas, ...
Ash Bennington welcomes back Tony Greer of TG Macro to share his thoughts on the first rally of the new year.
33 min
300
Accounting Schemes at Chinese Tech Giants (w/ S...
Kyle Bass & Stephen Clapham break down the accounting irregularities peppered throughout the regulatory filings of China's biggest tech companies.
43 min