Real Vision: Finance & Investing
Welcome to the Real Vision Podcast, your go-to source for cutting-edge insights and expert analysis in the world of finance and investing.
Our mission is to arm you with the knowledge, tools, and network you need to succeed on your financial journey.
In each episode, we bring you in-depth interviews with the brightest minds in finance, including top investors, analysts, and industry leaders, to help you navigate the complexities of the global economy and make informed investment decisions.
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1426
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
1427
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
1428
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
1429
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
1430
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
1431
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
1432
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
1433
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
1434
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
1435
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
1436
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
1437
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
1438
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
1439
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
1440
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
1441
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
1442
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
1443
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
1444
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
1445
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
1446
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
1447
Vulnerabilities of the Reflation Consensus: DB-...
Ed Harrison and Roger Hirst examine the consensus around reflation which has gripped financial markets.
33 min
1448
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
1449
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
1450
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