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.
301
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
302
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
303
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
304
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
305
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
306
Takeaways from the Miami Bitcoin Conference
Ash Bennington and Ed Harrison break down the day's price action in markets.
47 min
307
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
308
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
309
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
310
Equities and Bonds Retreat as "BANG" Stocks Squirm
49 min
311
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
312
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
313
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
314
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
315
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
316
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
317
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
318
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
319
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
320
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
321
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
322
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
323
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
324
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
325
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
326
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
327
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
328
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
329
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
330
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
331
Making Sense of Yesterday's Sell-Off -- What's ...
37 min
332
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
333
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
334
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
335
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
336
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
337
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
338
Raoul Pal: Is Macro "Dead"?
Ed Harrison welcomes Raoul Pal to introduce Real Vision's latest campaign, "Welcome to the Exponential Age."
60 min
339
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
340
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
341
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
342
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
343
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
344
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
345
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
346
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
347
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
348
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
349
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
350
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
351
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
352
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
353
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
354
Nick Kokonas: Derivatives Trader Turned Fine Di...
110 min
355
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
356
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
357
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
358
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
359
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
360
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
361
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
362
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
363
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
364
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
365
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
366
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
367
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
368
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
369
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
370
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
371
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
372
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
373
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
374
Investor Sentiment Peaking, Coinbase Taking Off...
Tommy Thornton discusses Coinbase, Archegos s implosion, and the overall state of U.S. equities.
38 min
375
Hedge Fund Strategies for Bonds, Equities, and ...
Troy Gayeski of SkyBridge Capital on long/short investing, convertible bond arbitrage, and Bitcoin.
34 min
376
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
377
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
378
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
379
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
380
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
381
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
382
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
383
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
384
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
385
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
386
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
387
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
388
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
389
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
390
Priced for Perfection: Has the Reflation Trade ...
31 min
391
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
392
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
393
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
394
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
395
The SPAC Boom Apex, Market Memes, & the Biggest...
71 min
396
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
397
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
398
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
399
Opposing Views: Pomp & Mike Green on Bitcoin
Mike Green and Anthony Pompliano join Ash Bennington to discuss their opposing views on Bitcoin.
76 min
400
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