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.

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301
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
302
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
303
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
304
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
305
"Is Everything a Bubble?" Wrap-Up - Highlights ...
51 min
306
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
307
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
308
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
309
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
310
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
311
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
312
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
313
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
314
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
315
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
316
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
317
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
318
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
319
"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 $BBBY continue to unwind.
44 min
320
Is Silver "Next"? Plus an Update on Short Inter...
Ed Harrison conducts a data-filled deep dive of the ongoing pressures in GameStop Corp ($GME).
41 min
321
Demographics II: Tailwinds and Tenterhooks (w/ ...
Raoul Pal speaks to Amlan Roy about incorporating demographics within a global macro framework.
77 min
322
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
323
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
324
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
325
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
326
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
327
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
328
"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
329
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
330
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
331
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
332
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
333
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
334
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
335
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
336
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
337
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
338
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
339
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
340
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
341
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
342
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
343
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
344
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
345
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
346
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
347
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
348
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
349
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
350
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
351
Vulnerabilities of the Reflation Consensus: DB-...
Ed Harrison and Roger Hirst examine the consensus around reflation which has gripped financial markets.
33 min
352
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
353
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
354
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
355
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
356
2021 Kickoff: Looking Through the Headlines wit...
Mike Green kicks off the Real Vision Daily Briefing in 2021 with Real Vision's Max Wiethe.
34 min
357
The Future of Crypto and the Next Generation of...
Olaf Carlson-Wee joins Ash Bennington to discuss Web3, decentralized finance, and the future of blockchain technology.
60 min
358
Pinpointing Scams in the Gold Mining Industry (...
Warren Irwin takes viewers into the world of scammers in the mining sector and explains how to properly identify reputable companies in the space.
53 min
359
Not in Kansas Anymore ( w/ Raoul Pal and Hugh H...
Hugh Hendry joins Raoul Pal to re-imagine the future of money, credit, currency, and interest rates.
65 min
360
Jeremy Grantham's Big Calls: Emerging Markets, ...
Jeremy Grantham has made a name for himself as a bubble spotter. He argues that this bubble has an entirely different make up than prior ones.
80 min
361
Finding Relative Value Amid Credit Market Madne...
Ed Harrison and Boaz Weinstein discuss how the current environment of tight spreads is presenting some interesting relative value opportunities.
64 min
362
Silicon Valley Innovation in the Covid Era (w/ ...
Venture capitalist Keith Rabois sits down with Raoul Pal to discuss the evolution of innovation in Silicon Valley over the last two decades.
52 min
363
The Winklevoss Twins: Bitcoin Is The "Trade of ...
Tyler & Cameron Winklevoss discuss how they first discovered Bitcoin, their exploration into other crypto assets, and market psychology.
65 min
364
Chamath Palihapitiya on SPACs, Bitcoin, and the...
Chamath Palihapitiya gives Raoul Pal an inside glimpse of the seismic forces that are radically transforming the investment landscape.
62 min
365
What Does It Take to Invest in Russia? ( w/ Har...
Harvey Sawikin joins Haley Draznin for a conversation about the development of emerging markets over the past several decades and the sector outlook.
49 min
366
The Central Banks' Easy Money Experiment Will E...
William White explores the difficulty of paradigm shifts within central banking & historical evidence that this easy money experiment will end badly.
74 min
367
The Controversial STABLE Act & Its Implications...
Rohan Grey joins Santiago Velez to discuss the controversial STABLE Act, the history of private and public monies, and the future of stable coins.
79 min
368
Ed and Ash's Holiday Send-Off: Looking Ahead to...
52 min
369
Taking Things in Stride: Stimulus, COVID-19, an...
Ash Bennington joins Tony Greer discuss the new fiscal package from Congress, the macro signals Tony has his eye on, and his outlook for the new year.
23 min
370
The Investment Portfolio that Grows and Preserv...
Chris Cole leads viewers into the depths of his famed dragon portfolio, where cosmic duality between the hawk and the serpent meet.
68 min
371
When Market Ebullience Meets A Left Hook: DB- D...
Peter Boockvar breaks down his market outlook as stimulus talks draw to a close and an alarming new strain of COVID-19 spreads throughout the UK.
35 min
372
The Golden Age of Corporate Fraud (w/ Jim Chano...
Mike Green and Jim Chanos discuss why we are in a golden age of fraud where the market fails to recognize frauds until the last minute.
83 min
373
Napier and Johnson: The Money Riddle
For the past decade, Russell Napier has correctly called for disinflation, dissenting with the conventional wisdom. Yet, now he has changed his mind.
75 min
374
Raoul's Christmas Market Wrap: DB- Dec18,2020
Real Vision CEO Raoul Pal joins Real Vision senior editor Ash Bennington to share his market wrap-up of 2020.
41 min
375
Mike Green - This Car Has No Brakes (But We re ...
Mike Green breaks down the current market structure, looking at how changes to order book depth and inter-asset correlations present investment risks.
39 min
376
Looking Beyond the U.S. and a Few Crumbs from t...
Ed Harrison and Max Wiethe discuss the next turn of the rotation trade and the few crumbs of information from today's Fed meeting.
27 min
377
Ash and Jack's Impromptu Briefing: DB- Dec15 , ...
Ash Bennington welcomes Jack Farley, who is filling in for Dave Floyd.
24 min
378
The Major Corporate Solvency Crisis: DB - Dec14...
Real Vision managing editor Ed Harrison is joined by editor Jack Farley to break down the growing corporate debt crisis.
39 min
379
Ric Edelman on Bitcoin: Breaking Down the Barri...
Ric Edelman discusses the barriers preventing financial managers & investors from buying bitcoin and how the crypto community can gain mass adoption.
45 min
380
James Litinsky: Rare Earths Taking Center Stage...
James Litinsky shares his journey from hedge fund manager to CEO of the MP Materials, the only integrated rare earths mine in North America.
74 min
381
Bubblicious Markets and Big Tech's Monopolistic...
Ed Harrison welcomes Ash Bennington to discuss water futures, "bubblicious" market froth, and potential anti-competitive behavior by Big Tech.
40 min
382
Tempering Exuberance: Market Signals Over Marke...
Ed Harrison joins Tommy Thornton to discuss the market exuberance around this week's IPOs, DeMarc indicators, and his forward outlook.
37 min
383
A Corporate Executive's Market: Unprofitable IP...
Ed Harrison & Max Wiethe put today's market selloff in context of the broader bullish attitudes that have prevailed amid trouble in the real economy.
33 min
384
Visions of a Vaccinated World: The Trajectory o...
Ash Bennington welcomes Tony Greer to delve into the day s trading and explore where markets are currently at.
39 min
385
Cold Winter, Hot Money: DB-Dec 7, 2020
Ed Harrison is joined by Jack Farley to break down the froth of the market and explore whether it will boil over.
40 min
386
Kaplan and Rule: The Golden Ticket: The Interview
Dr. Thomas Kaplan joins Rick Rule to discuss the opportunities he sees at this juncture for precious metals and precious metals miners.
60 min
387
Putting Passive Flows to Work in a Portfolio: T...
With passive flows creating many "distasteful" market dynamics, investors may still wonder how to leverage this when constructing a portfolio.
68 min
388
A Keynesian Beauty Contest – But With No Beauty...
Ash Bennington hosts Ed Harrison to break down today's dismal data on the state of the U.S. labor market.
39 min
389
Reopening Fake Out Sectors, Positive Jobs Data ...
Max Wiethe is joined by both Jack Farley and Ed Harrison in this multi-part edition of The Daily Briefing.
38 min
390
Four Fiscal Cliffs Between Now and the Inaugura...
Ed Harrison joins Max Wiethe to discuss the potentially negative jobs data that Ed is watching out for later this week.
34 min
391
Keep Your Wits About You: Inflation Creeping In...
Peter Boockvar discusses a potentially higher inflationary environment for 2021 and why that may put central banks and markets at odds.
37 min
392
Liquidity Reversal: The Rotation Trade Speed Bu...
The rotation trade has hit a speed bump. As COVID-19 hospitalizations continue to rise, what's next?
38 min
393
Banking Disruptors and Insured Crypto Yield
Robert Sharratt joins Raoul Pal to discuss how crypto is disrupting the banking system and opportunity for higher rate of return on savings.
29 min
394
The US-China Global Dominance Debate and Our C....
Mike Green launches his new series with one of his favorite topics, China, and one of his favorite experts, Louis Vincent Gave.
83 min
395
The Background for Black Friday's All-Time Highs
Ed Harrison and Ash Bennington discuss the all-time highs set on this holiday-shortened trading day in U.S. equity markets.
33 min
396
Thanksgiving "Ask Me Anything" with Ed and Jack
Ed Harrison welcomes Jack Farley for a Thanksgiving "Ask Me Anything" special edition of the Daily Briefing.
47 min
397
5 Big Questions for a Double-Dip Recession:DB -...
Max Wiethe and Ed Harrison discuss the important questions for determining the breadth, depth, and market implications of a U.S. double-dip recession.
39 min
398
The World Is Getting Back In Business: DB - Nov...
Senior editor Ash Bennington welcomes back Tony Greer of TG Macro to make sense of today s price action as the equity markets roar to all-time highs.
37 min
399
Leveraged Finance at Full Throttle:DB - Nov 23,...
Jack Farley hosts Tyler Neville for a spirited debate about the fate of risk assets.
38 min
400
Macro Mayhem: Filtering the Signal from the Noi...
Raoul Pal and Keith McCullough analyze what divergent indicators in inflation, growth, and volatility mean for bonds, commodities, and equities.
47 min