Real Vision: Finance, Business & The ...

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.

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1
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
2
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
3
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
4
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
5
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
6
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
7
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
8
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
9
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
10
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
11
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
12
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
13
Vulnerabilities of the Reflation Consensus: DB-...
Ed Harrison and Roger Hirst examine the consensus around reflation which has gripped financial markets.
33 min
14
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
15
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
16
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
17
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
18
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
19
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
20
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
21
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
22
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
23
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
24
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
25
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
26
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
27
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
28
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
29
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
30
Ed and Ash's Holiday Send-Off: Looking Ahead to...
52 min
31
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
32
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
33
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
34
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
35
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
36
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
37
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
38
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
39
Ash and Jack's Impromptu Briefing: DB- Dec15 , ...
Ash Bennington welcomes Jack Farley, who is filling in for Dave Floyd.
24 min
40
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
41
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
42
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
43
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
44
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
45
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
46
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
47
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
48
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
49
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
50
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
51
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
52
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
53
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
54
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
55
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
56
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
57
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
58
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
59
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
60
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
61
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
62
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
63
The Central Bank Digital Currency Paradigm Shif...
Bill Campbell sits down with Ed Harrison to discuss how he is making sense of the massive paradigm shift to central bank digital currencies.
71 min
64
The Economics of Common Sense: The Interview
Bona fide investment legend, Joel Greenblatt, looks beyond markets to solve problems in everything from education to immigration and retirement.
65 min
65
Is A Double-Dip Recession On The Horizon?: DB- ...
Ed Harrison & Jack Farley break down the economic impact of the partial lockdowns U.S. officials are implementing as COVID-19 spirals out of control.
38 min
66
Tesla, Banks, Bonds, and Bitcoin: DB - Nov18, 2020
Ed Harrison hosts Tommy Thornton to discuss the opportunities and risks on the investment horizon.
34 min
67
A Technical Framework for Trading Ambivalent Ma...
Ash Bennington & Dave Floyd evaluate price action in the S&P 500, the U.S. 10 year Treasury note, and a variety of currency pairs.
34 min
68
The Vaccine Rally: DB- Nov16, 2020
Ed Harrison & Ash Bennington discuss the all-time highs being set in the SPX & DJIA as the news of Moderna's vaccine breathes life into U.S. equities.
28 min
69
Dueling Perspectives On China's Economic Reality
Kyle Bass and Michael Pettis attack the important issues of China's capital flight, massive economic inequality, and their domestic debt burden.
47 min
70
Jeffrey Gundlach -- Waiting for the Next Big Trade
Jeffrey Gundlach explains his thoughts on time frames, position sizing, & how his style changes based on whether the market is alpha or beta driven.
70 min
71
The Next Phase: DB- Nov13, 2020
Raoul Pal and Ash Bennington discuss the growing shutdown measures in the U.S. even as the S&P 500 makes all-time highs.
45 min
72
Is The Value Rotation "Over": DB- Nov 12, 2020
Ed Harrison is joined by Jack Farley to break down a day of heavy selling across sectors as COVID-19 cases surge to unseen levels.
32 min
73
Credit and the COVID Mushroom Cloud: DB- Nov 11...
Ash Bennington & Ed Harrison break down the pause on the rotation trade out of growth & into value as cases & hospitalization in the U.S. surge.
37 min
74
Market Euphoria: This Year's Trading Patterns C...
Senior editor, Ash Bennington, joins Tony Greer, editor of the Morning Navigator, to examine the latest euphoric episode in markets.
36 min
75
Daily Briefing Ask Me Anything
Fielding questions from Real Vision members, Ash Bennington & Ed Harrison analyze how the various outcomes of the U.S. election will impact markets.
41 min
76
Optimism for a Digital Future Amid Harsh Econom...
Howard Lindzon tells Raoul Pal why he is bullish on the digital future despite acknowledging the harsh economic realities that have emerged.
45 min
77
The Gold Bull Market Is Only in the Fourth Inni...
Kiril Sokoloff sits down with Raoul Pal to discuss why he believes the bull market for precious metals is only in its fourth inning.
53 min
78
Dissecting the Narratives: What Markets Are Ant...
Ed Harrison & Ash Bennington review this past week's "everything rally" & key macro indicators against a backdrop of political uncertainty & COVID-19.
34 min
79
Daily Briefing - Nov 5, 2020
Jay Pelosky provides an update on his current outlook amid a turbulent election and uncertain future with stimulus and COVID-19.
44 min
80
Too Early to the Party? Market Rallies and Elec...
In light of the market rally along with election uncertainty today, Ash Bennington & Ed Harrison ask, "just what exactly are the markets celebrating?"
34 min
81
U.S. Election: Gamma Baptism of Fire: DB- NOV 3...
Ash Bennington welcomes Hari Krishnan to break down the hidden forces driving markets on U.S. election day.
41 min
82
Calm Before the Storm: DB- Nov 2, 2020
Ash Bennington welcomes Tommy Thornton to break down his framework for trading markets as the U.S. Presidential election rapidly approaches.
29 min
83
Bitcoin Infiltrates Corporate America (w/ Micha...
Michael Saylor, chairman & CEO of MicroStrategy Inc., joins Real Vision CEO, Raoul Pal, to discuss MicroStrategy's major Bitcoin acquisitions.
120 min
84
Masterworks: Art Investing for the Masses: Bonu...
Scott Lynn makes the case for art investing and explains how his company, Masterworks, is making investing in art by the likes of Banksy and Warhol available to the masses.
39 min
85
The Economics of Video Games and Movies: The In...
Sharing the lessons he learned on his journey to the top of the media world, Strauss Zelnick discusses the widespread adoption of big data usage.
34 min
86
Walking on Eggshells: Markets on High Alert wit...
Ed Harrison welcomes Stephen Kalayjian to discuss the elevated levels of volatility and his forward outlook for markets over the coming months.
24 min
87
The Rubber Hits the Road: DB-Oct 28, 2020
Real Vision senior editor Ash Bennington is joined by managing editor Ed Harrison for a special edition of the Daily Briefing.
32 min
88
Bitcoin: "Finding Its Seat at the Macro Table" ...
Ash Bennington welcomes Tony Greer back to the Daily Briefing to make sense of price action in equities, bonds, currencies, and commodities.
26 min
89
Market Shocks Around the Corner? U.S. Election ...
Ash Bennington & Ed Harrison to talk through the ramifications of various election outcomes in tandem with the risk of a second wave of COVID-19.
37 min
90
The Bitcoin Life Raft: The End of Monetary & Fi...
Real Vision CEO, Raoul Pal, breaks down the events leading to the recent tidal wave of interest in Central Bank Digital Currencies.
34 min
91
Impact Investing: Making the Case for Charter S...
Are charter schools a wise place to invest? Charter schools receive less public funding, so they seek private funding for their operations as well.
60 min
92
Raoul Pal: The Biggest Trade in the World: DB-O...
Raoul Pal's zeal for Bitcoin increases evermore, discussing how this asset will become a global reserve asset as the world gradually embraces it.
40 min
93
The Latest Macro Data and What It Means for the...
Ed Harrison & Peter Boockvar discuss some of the most recent macroeconomic data releases and what they portend for the economy.
33 min
94
Jared Dillian's Macro Outlook for Markets & Bes...
Ash Bennington joins Jared Dillian, editor of The Daily Dirtnap, to discuss the art of portfolio construction and his current outlook on markets.
31 min
95
DB-Oct 20, 2020 - Last Leg of the Ride: What 20...
Ash Bennington joins Thomas Thornton to discuss earnings, stimulus intervention, and investment time horizons.
33 min
96
DB-Oct 19, 2020 - How rising infections will im...
Ash Bennington is joined by Ed Harrison to interpret how the rising COVID-19 infections in Europe and the U.S. will impact markets.
34 min
97
The Interview - The Big Changes Coming for Majo...
Ben Inker and Ed Harrison help viewers make sense of the post-COVID investment landscape from the perspective of a major asset allocator.
62 min
98
The Interview - Reinventing the Monetary System...
Alex Saunders joins Raoul Pal to explain the reinvention of the monetary system through new crypto payments systems.
65 min
99
DB-Oct 16, 2020 - The Debt Civil War and "The O...
Senior editor, Ash Bennington, and managing editor, Ed Harrison, look forward to the relevant themes.
33 min
100
DB-Oct 15, 2020 - Choppy Stocks and Currency Sw...
Managing editors Ed Harrison and Roger Hirst analyze a choppy day of global market action.
31 min