Real Vision Daily Briefing: Finance &...
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1526
Adventures in Finance 19 - Over Stocked & Under...
If you want to predict the path of the global economy, you best have a pulse on the US consumer. At 70% of the US economy, consumer spending is in the economic driver seat. We speak to Stephanie Pomboy, economist and founder of MacroMavens, someone...
59 min
1527
Adventures in Finance 18 - Bitcoin: Journey Bey...
Bitcoin is all everyone can talk about and the public is downright hysterical about the price, but the price is not what you need to be focusing on. This week, we explore how Bitcoin and the underlying blockchain technology have opened up a universe...
64 min
1528
Adventures in Finance 17 - Demographics Are Des...
Neil Howe isn't only a household name for finance-types, he coined the term "Millennials" and literally wrote the book on generational analysis. This week, he shares his insights on where we stand in his Fourth Turning framework and what it means for...
65 min
1529
Adventures in Finance 16 - Having Reservations:...
What if restaurant sales could predict the next recession? According to Paul Westra, Senior Research Analyst at Stifel, decades of restaurant sales data accurately predicted the last two US recessions, and the next one might be the biggest one yet. In...
58 min
1530
Adventures in Finance 15 - Crises, Bubbles, Sca...
"The farther back you can look, the farther forward you are likely to see", Sir Winston Churchill. Men and women of historical significance understood the importance of history. Tim Price, partner and Director of Investment at PFP Wealth Management...
71 min
1531
Adventures in Finance 14 - Feeding the Future: ...
The agricultural industry sustains human life but is taken for granted and is subject to volatile cycles. Alan Boyce, former Soros Fund Management Director and Agtech investor, talks us through the biggest challenges facing the industry and major...
63 min
1532
Adventures in Finance 13 - What Lies Beneath: V...
Volatility permeates markets, nature, and life. Yet, it is monumentally misunderstood, and often to ruinous consequences. Stephen Diggle, Founder of Vulpes Investment Management, and Chris Cole, Managing Partner at Artemis Capital Management, get at...
68 min
1533
Adventures in Finance 12 - Bass and Burbank, A ...
Learn from hedge fund legends as Kyle Bass interviews John Burbank III to reveal insights and ideas that differentiate truly independent market thinkers from amateur speculators. In 'Things I Got Wrong', John Netto, the Protean Trader and Author of...
62 min
1534
Adventures in Finance 11 - Broken Promises: The...
The financial system will soon witness a collision between an unstoppable force and an immovable object. Pensions around the world are being crushed under the weight of trillions in unfunded liabilities while hundreds of millions of Baby Boomers are...
65 min
1535
Adventures in Finance 10 - Carson Block: Short-...
Carson Block, Founder of Muddy Waters Research, single-handedly dismantles fraudulent companies and his research can cause stocks to plummet 90% in market cap. As one of the world's preeminent short-sellers, Carson shares his incredible story and...
47 min
1536
Adventures in Finance 9 - Reflation: American D...
Deconstruct the Trump Reflation Trade as unsightly political realities emerge from the shadows. In 'Things I Got Wrong', David Hay, CIO of Evergreen Gavekal, confesses to underestimating central bank firepower and the usefulness of extreme market...
58 min
1537
Adventures in Finance 8 - Over the Barrel: A Jo...
The repercussions of a boom-bust energy cycle and massive infrastructure investment means a supply glut and potentially lower oil prices for much longer than anyone expects. In 'Things I Got Wrong', Michael Lewitt sets aside his ego and trusts in the...
58 min
1538
Adventures in Finance 7 - The Triggering: Artic...
Uncertainty reigns, as political and economic forces build before the historic negotiations which could alter the shape of Great Britain and the EU forever. In 'Things I Got Wrong', Bill Fleckenstein, CEO of Fleckenstein Capital discusses the mistakes...
54 min
1539
Adventures in Finance 6 - Satellites, Big Data ...
Explore how satellite imagery data is being utilized to drive financial insights, with advice from James Crawford, CEO of Oribital Insights. In ‘The Things I Got Wrong’, Jawad Mian, Founder of Stray Reflections, sits down to share his slip-ups...
52 min
1540
Adventures in Finance 5 - China’s One Belt One ...
Unearth unprecedented investment opportunities in China’s One Belt One Road strategy – something we haven’t seen since the BRICS. Plus, Ben Hunt, Chief Investment Strategist at Salient Partners shares what he got wrong about Europe.
50 min
1541
Adventures in Finance 4 - Analyzing Cyclical Ma...
Understand how to leverage financial cycles & forecast future markets with veteran investor Robin Griffiths. Also on this week, Brent Johnson, CEO of Santiago Capital, tells us his misjudgments’ on gold and being a true contrarian.
48 min
1542
Adventures in Finance 3 - Opportunities in Germ...
Uncover the huge untapped potential in Germany’s real estate market and the interesting cultural and fundamental dynamics driving this opportunity. Mark Yusko, CEO and CIO of Morgan Creek Capital Management, also shares what he got wrong about...
50 min
1543
Adventures in Finance 2 - Geopolitical Framewor...
No investor can afford to ignore geopolitics anymore. Understand why you need a geopolitical analysis framework and how to use it to your advantage. In our ‘Things I Got Wrong’ segment, Louis Gave, Co-founder of Gavekal Research shares his errors...
53 min
1544
Adventures in Finance 1 - Aftermath of India De...
Delving into the consequences and opportunities following the cancellation of 86% of India’s currency in circulation. Also, find out what Raoul Pal, founder of Real Vision and Global Macro Investors, got wrong in times of crisis & learn from his...
55 min