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.
Join us as we explore market trends, investment strategies, and the forces shaping the financial landscape.
Whether you're a seasoned investor or just starting, Real Vision is here to empower you with the information you need to achieve your financial goals.
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1501
The Knock-On Effect #13 - Why China’s waste ban...
Why will China’s efforts to clean up its image put more water bottles inside shoes, lead to a recycling black market and raise the costs for shipping garbage? Alex and Justine discuss — also touching on virgin plastics, the voyage of a garbage...
43 min
1502
The Knock-On Effect #12 - Turkey Troubles and S...
Why will the crisis in Turkey lead hazelnuts to be covered in wasabi? Alex and Justine discuss — also touching on Nutella, “hot money,” and Japanese snacking habits.
24 min
1503
The Knock-On Effect Summer Series #2 - Raoul Pa...
Will turmoil in Turkey send global markets skidding? And why might such an economically small country have an incredibly outsized effect? Raoul Pal, co-founder CEO of Real Vision and founder of The Global Macro Investor, discusses with Justine and Alex.
25 min
1504
The Knock-On Effect Summer Series #1 - Mark Dow...
Are market participants misunderstanding the current state of liquidity - and if so, what are the potential knock-on effects? Mark Dow, founder of Dow Global Advisors and author of the Behavioral Macro Blog, discusses with Roger, Justine and Alex.
34 min
1505
The Knock-On Effect #11 - Almond milk and stamp...
Why will rising popularity of almond milk make it more expensive to store postage stamps? Justine and Alex discuss — also touching on bovine productivity, disused limestone mines, and the “Illuminati of Cheese.”
35 min
1506
The Knock-On Effect #10 - Yield Surge to Trash ...
Will rising yields on Treasury notes sink the cheapest vodkas? Alex and Justine discuss – also touching on the causes of recession, Scottish drinkers, and the impact of Fed policy. Plus, a controversial USDA maneuver to clamp down on speedy traders.
43 min
1507
The Knock-On Effect #9 - Trade Fears to Clarify...
Why will rising concerns about China’s trade-related retaliation lead diamonds to become clearer? Justine and Alex discuss – also touching on Jules Verne novels, iPhone batteries and a new version of blue.
29 min
1508
The Knock-On Effect #8 - Stock Rally to Spur Fo...
Why will higher stock prices lead more American to pick feet? Alex and Justine discuss, also touching on income inequality, one very fancy Manhattan store, and the marital habits of reptile owners. Plus, Justine explains why companies seems to be so...
36 min
1509
Real Vision Rewind #1 – Godfather of Central Ba...
How did the modern age of central banking begin? In this story previously heard in a 2017 episode of “Adventures in Finance,” Grant Williams, Aaron Chan and Ben Hunt look at the fascinating history of the man some consider the godfather of central...
40 min
1510
The Knock-On Effect #7 - Rising dollar to unlea...
Why will a rising dollar lead to a proliferation of ice cream flavors that go far beyond vanilla? Justine and Alex discuss, touching on thieves in Madagascar, beaver glands, whisky maturation and the globalized food production process.
35 min
1511
The Knock-On Effect #6 - Fed Hikes to Quash Lot...
Why will a higher fed funds rates lead to a decline in the number of Americans who play the lottery? Alex and Justine discuss, along the way touching on the future of transportation, moving to L.A., the wisdom of playing the lottery, and Justine’s...
27 min
1512
The Knock-On Effect #5 - Demographics and Doorw...
Why will changing Chinese demographics lead to an increase of plastic strips in doorways? Justine and Alex discuss - and in so doing, also touch on Ikea trips, online dating, modern food production, and President Bush’s congratulatory message to...
44 min
1513
The Knock-On Effect #4 - Tariffs and Cork
Why will U.S. tariffs lead to a resurgence for the global cork industry? Justine and Alex explain, along the way discussing Australian wine, cork shoes and the Chinese consumer.
24 min
1514
The Knock-On Effect #3 - Crude Oil Boom, Craft ...
Why will higher oil prices result in disappointed craft beer drinkers? Justine and Alex discuss. Plus, Alex delves into the world of academia, and discusses an interesting finding about the way stocks react to earnings announcements.
31 min
1515
The Knock-On Effect #2 - Rising Rates and Sandy...
Why will rising rates leave tire tracks on the world’s great beaches? Alex, Roger and Justine discuss. Plus, a high-pressure debate over whether stocks will fall 20% within the next year. Filmed on May 21, 2018.
22 min
1516
The Knock-on Effect #1 - Protectionism and Red ...
In this inaugural episode of “The Knock-On Effect,” Justine and Roger try to convince Alex that a U.S. crackdown on free trade could lead American red velvet cakes to turn pink. Yes, really. Plus, Alex takes issue with Charlie Munger’s shocking...
23 min
1517
Adventures in Finance 66 - Collective Wisdom: T...
What’s the single best piece of advice you’ve ever received, and how have you applied it over the course of your investment career? In this episode of the “Adventures in Finance” series, eight of our favorite prior guests join us once again to...
74 min
1518
Adventures in Finance 65 - A Revolution is unde...
Real Vision’s CEO and macro-economist, Raoul Pal, offers his latest thoughts on the bond market, the dollar, oil and the business cycle as well as an update on what the future holds for Real Vision. In this week’s Long Short, Raoul and Grant...
61 min
1519
Adventures in Finance 64 - Crossing the Rubicon...
With the 10-year yield peaking above 3% this week, is the low finally in for the 10-year yield? How high is it liable to rise? How might the Fed and inflation play into this? And what could it all mean for equities? Julian Bridgen of Macro...
55 min
1520
Adventures in Finance 63 - Reality Check? The C...
After a treacherous few months for equities, investor sentiment appears to have turned relatively ursine. But is the reality that stocks will continue to rise in the short-term at least? Neil Azous of Rareview Macro makes just that case. Plus, in the...
51 min
1521
Adventures in Finance 62 - Powering Down: Begin...
Can Tesla still take over the world – or is the end nigh for the ambitious electric car company? Charley Grant of the Wall Street Journal and Mark Spiegel of Stanphyl Capital join to discuss. Plus, in the long/short segment, Grant Williams and Alex...
51 min
1522
Adventures in Finance 61 - Crude Awakening: Th...
China appears to be taking a major step to combat the dominance of the U.S. dollar. How significant could that move be, and what political, economic, and market changes might result? Luke Gromen, founder of research firm Forest for the Trees, joins...
78 min
1523
Adventures in Finance 60 - Look Out Below? Davi...
After a tumultuous first quarter for stocks, what will the rest of the year bring? Nothing good, according to famed economist David Rosenberg of Gluskin Sheff. He outlines what could be ahead for the economy and markets – and outlines some areas...
46 min
1524
Adventures in Finance 59 - Anti-Social: Faceboo...
Will the Facebook-Cambridge Analytica fracas actually turn the tide of public opinion against the social media giant? Jesse Felder of The Felder Report and Peter Atwater of Financial Insyghts join to discuss. Plus, in the long/short segment, Grant...
65 min
1525
Adventures in Finance 58 - Commercial Break: Wh...
Advertising behemoth WPP has run into massive troubles. Does this just reflect the flow of ad dollars into Google and Facebook, or does it suggest bigger problems with the global economy? Grant describes his findings, while Daniel Ives of GBH Insights...
50 min