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.Brought to you from Real Vision.

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1
Bonds Snap Back as Robinhood Explodes Higher
Real Vision's Jack Farley, Petr Pinkhasov, and Weston Nakamura break down a day of confounding price action across global markets.
33 min
2
Analyzing Market Risk as Mortgage Forbearance C...
Ash Bennington welcomes Tony Greer of TG Macro to analyze the day's price action as well as SEC Chairman Gary Gensler's remarks on crypto regulation.
44 min
3
Can Biden's Infrastructure Bill Reinvigorate th...
Darius Dale discusses today's market sentiment as investors receive Chinese PMI data & the Senate looks to decide on Biden's infrastructure bill.
35 min
4
Christian Angermayer: Investing in the Therapeu...
Angermayer discusses how he founded startups at the cutting edge of research into how psychedelics could transform treatment of mental health issues.
66 min
5
Accelerating Returns in The Exponential Age
Azeem Azhar joins Ed Harrison to explain how the accelerating pace of technological progress is rapidly transforming business and life as we know it.
69 min
6
Mark Ritchie II: Cash is King
Mark Ritchie II shares his updated views on Bitcoin as well as big tech stocks such as Amazon and Apple.
33 min
7
Jared Dillian: Is Economic Growth Slowing?
Jared Dillian discusses his outlook for the economy by analyzing jobless claim data and GDP forecasts in addition to commenting on Robinhood's IPO.
32 min
8
Interpreting the Fed's FOMC Meeting Results
Weston Nakamura joins the Daily Briefing to discuss price action related to the FOMC meeting today and the recovery in Chinese equities.
32 min
9
Why Bitcoin Will Green the Planet (w/ Mustafa Y...
Mustafa Yilham, Meltem Demirors, Caroline Cochran, & Whit Gibbs discuss how Bitcoin will prove a net positive for the greening of the planet.
49 min
10
NASDAQ Churns as Chinese Equities Plummet
Tommy Thornton joins the Daily Briefing to discuss price action within the NASDAQ as well as the continued onslaught against Chinese tech companies.
35 min
11
Are Chinese Stocks Doomed?
Darius Dale joins the Daily Briefing to discuss Bitcoin's rebound, Chinese regulatory concerns, and deflationary signals on Dale's radar.
35 min
12
Future Trouble in Macro? Liquidity Traps and a ...
Could a slowdown in credit creation and a tightening of monetary conditions push bond yields lower and threaten risk assets?
64 min
13
Raoul Pal & Julian Brigden: Diving into the Macro
Along with Ash Bennington, Raoul Pal welcomes Julian Brigden, co-founder of MI2 Partners, for his Real Vision Daily Briefing debut.
41 min
14
Jobless Claims Rise -- What This Means for Cent...
Petr Pinkhasov discusses new data related to jobless claims in addition to developments surrounding central bank actions to deal with inflation.
32 min
15
The Ongoing Evolution of the Ethereum Network
Ryan Berckmans discusses the evolution of Ethereum and the changes forthcoming that will further solidify its role in the crypto ecosystem.
52 min
16
Is the Sell-Off Over? Making Sense of a Market...
Peter Boockvar shares his insights into market expectations of economic growth as stocks continue to move higher and inflation fears wane.
33 min
17
Tony Greer's Market Update: Inflation, Equities...
Tony Greer discusses his impression of the Monday selloff and what that spells for equities, bonds, commodities, and the dollar going forward.
32 min
18
Global Equity Markets Recoil as Delta Variant C...
Darius Dale shares his updated framework on equity markets, bond yields, and oil prices as delta variant concerns force a market correction.
32 min
19
Christian Angermayer: Investing in the Therapeu...
Angermayer discusses how he founded startups at the cutting edge of research into how psychedelics could transform treatment of mental health issues.
66 min
20
VC Legend Bill Tai: The "New Era" of Valuations
Bill Tai shares what makes an exponential valuation and how the low interest rate environment has richly rewarded high-growth tech companies.
68 min
21
When Opportunity Meets Reality: Real Estate in ...
Jim Rehlaender shares his insights on the US housing market, Covid-19's impact on real estate, and the effects of rising raw materials prices.
77 min
22
Raoul Pal: Takeaways from "After the Hype: Real...
40 min
23
Has the FED's Goal of Substantial Employment Pr...
Jared Dillian joins the Daily Briefing to discuss a pandemic low for jobless claims and market reactions to recently released manufacturing surveys.
30 min
24
Jimmy Song: A Philosophical Approach to Bitcoin
Jimmy Song discusses how his thoughts on Bitcoin have been evolving over the last year, its future, alt-season, and the path to decentralization.
62 min
25
Making Sense of June's CPI
Tommy Thornton joins the Daily Briefing to discuss the CPI print released today, equity pricing, and earnings season.
32 min
26
Are Markets Mispricing Inflation Expectations?
Darius Dale joins the show to discuss his updated outlook on inflation expectations & market sentiment as the S&P 500 hits a new intra-day high.
32 min
27
Building a Portfolio that Benefits from Inflati...
The risk of inflation is clearly one of the top market narratives for 202 -- but how do you actually build a portfolio to benefit from inflation?
62 min
28
Tail Wagging the Dog: How Options Gamma Drives ...
Imran Lakha and Brent Kochuba are veterans of the options market, and they shed light on how options exert a hidden pressure on the stock market.
40 min
29
Dario Perkins: Rebooting the Fiscal Software
Dario Perkins argues that we are seeing a global regime shift in economic policy from monetary dominance to fiscal dominance.
56 min
30
Equities Surge as the U.S. Bond Rally Relents
Ash Bennington, Weston Nakamura, & Jack Farley discuss how the surge in job openings surge in the U.S. is reshaping the American labor market.
32 min
31
Stocks Crash Worldwide as Reflation Trades Back...
Peter Boockvar joins Real Vision to make sense of the risk-off sentiment that dragged down almost every stock index worldwide deep in the red.
34 min
32
Oil Crashes as Bond Yields Slide to 5-Month Low
Darius Dale is back to discuss his updated outlook on FAANG stocks, the retreat from Chinese tech stocks, & the release of the FED's FOMC minutes.
34 min
33
Sygnum: Paving a New Banking System with Heritage
Mathias Imbach discusses his background, Sygnum's services, European regulations, central banks, and the future of digital currencies.
51 min
34
OPEC+ stalls as China's Increases Regulatory St...
Weston Nakamura returns to the Daily Briefing to discuss his updated outlook on oil prices as OPEC+ struggles to strike a deal.
30 min
35
David Rosenberg: Is US Economic Strength Here t...
When the mainstream narrative revolves around the risk of an overheating US economy and inflation, David Rosenberg is the ultimate contrarian voice.
65 min
36
Equities Surge as U.S. Jobs Increase Beats Expe...
Ash Bennington and Jack Farley welcome Mark Ritchie II to share his thoughts about the June jobs report and capital markets price action.
28 min
37
OPEC Set to Boost Oil Production as Unemploymen...
Jack Farley, Samuel Burke, and Weston Nakamura discuss the decline in U.S. jobless claims & surging oil prices as OPEC agrees to increase production.
35 min
38
The Ideological Trade: Value, Oil, and Inflatio...
Jared Dillian returns to the Daily Briefing to share his thoughts on U.S. Treasury yields, commodity prices, and delta variant concerns.
32 min
39
Decentralized Finance (DeFi): The Future of Fin...
John Quinn discusses the fastest growing sector of the crypto market today -- decentralized finance (DeFi).
17 min
40
Are Investors Correctly Pricing Delta Variant R...
Ash Bennington welcomes Samuel Burke and Tommy Thornton to discuss Bitcoin's rebound and market sentiment as delta variant fears grow.
34 min
41
Darius Dale: End of Market Goldilocks? Oil, the...
Samuel Burke welcomes Jack Farley and Darius Dale to the Daily Briefing to discuss Dale's macro outlook and weigh the possibility of deflation.
32 min
42
Michael Vranos - Lessons from the King of Struc...
Michael Vranos shares his personal journey, the early lessons he learned from LTCM and how he structured his firm accordingly and more.
77 min
43
Gary Shilling: What Is the Consensus View Getti...
Gary Shilling joins Ed Harrison to evaluate the health of the economy & how it impacts the future path of assets such as bonds, real estate, & stocks.
35 min
44
How Green Energy Will Forever Transform the Com...
Marin Katusa shares a new thesis on how the rise of ESG will forever transform the way commodities are produced.
63 min
45
Raoul Pal: Preparing for the Exponential Age Am...
Ash Bennington welcomes Raoul Pal to discuss his thoughts on inflation, the strength of the dollar, and winners in an exponential age.
26 min
46
A U.S. Infrastructure Deal Is Reached and Bank ...
Biden announces that an infrastructure deal has been reached but the bond market barely budged.
33 min
47
NASDAQ Grinds Higher as Bitcoin Bounces Back
Jack Farley, Samuel Burke, & Weston Nakamura discuss the S&P 500 trending higher, effects of global vaccination campaigns, and the rise in oil prices.
31 min
48
Zcash: History, Privacy, and the Future of Web 3
Thomas Walton-Pocock hosts Zooko Wilcox to discuss ZCash, privacy, technical barriers, and innovation.
62 min
49
Bitcoin Crashes as Stocks Flirt with All-Time H...
Ash Bennington welcomes Tommy Thornton to discuss Bitcoin s crash, FED Chair Powell's testimony, and market sentiment as stocks rebound.
44 min
50
Is Crude Oil the Best Inflation Hedge? And Othe...
Michael Kao, CEO of Akanthos Capital Management, returns to Real Vision to give his outlook on oil and energy markets.
37 min
51
The Fallout from the FED's Dot Plot
Ash Bennington, Jack Farley, and Samuel Burke discuss Bitcoin's recent drop, FED policy implications, and American Airlines.
52 min
52
What Currencies Are Saying About the Sell-Off (...
Andreas Steno Larsen makes sense of the signals that currencies are sending for other assets amid a spike in bond and equity volatility.
54 min
53
The Tiger Cub Investing in Technologies Driving...
Well known as one of Julian Robertson's famous "Tiger Cubs," Dwight Anderson has been one of the leading investors in agriculture and farming.
56 min
54
Raoul Pal: The Dollar is the King
Ash Bennington welcomes Raoul Pal to explore recent price action of the key macro variable--the dollar--and its impact on markets.
51 min
55
Commodities Plunge as NASDAQ Holds Firm
Ash Bennington and Jack Farley welcome Real Vision's new interim managing editor Samuel Burke to the Daily Briefing.
54 min
56
All Eyes On The Fed: Will The Market Hear Some ...
Ash Bennington, Ed Harrison, & Jack Farley break down an action-packed day as Jerome Powell responds to mounting inflationary pressure.
63 min
57
Welcome to the Metaverse: The First Digital Rea...
Janine Yorio joins Haley Draznin to discuss an entirely new asset class that has evolved: digital real estate investment.
33 min
58
Tony Greer: What Should Investors Watch Out For...
Ash Bennington welcomes back Tony Greer to anticipate the Fed's forecasts and policy moves and explore where Greer thinks markets are headed next.
44 min
59
Looking Under the Hood of China's Economic Data...
Leland Miller joins Ed Harrison on Real Vision Live to share his perspective on the true health and trajectory of the Chinese economy.
59 min
60
Making Sense of the FED's Inflation Data
Ash Bennington welcomes Ed Harrison to the Daily Briefing to discuss the market's reaction to last week s CPI print as well as Bitcoin's rebound.
40 min
61
Meb Faber: A Framework for Outperformance
Jason Buck and Mebane Faber go in-depth on the methods diligent investors can use to build and maintain wealth in all market environments.
101 min
62
Danny Moses: The Ghosts of Hidden Leverage
Danny Moses of "The Big Short" joins Mike Green to make sense of a fearless market where investors are incentivized to take on more and more risk.
76 min
63
Raoul Pal: Examining Shifts in the Global Macro...
Ed Harrison welcomes Raoul Pal to the Daily Briefing to discuss the changes in the macro policy paradigm globally.
45 min
64
Bracing for Inflation Data: Will All Hell Break...
Jared Dillian updates Jack Farley on how he is gauging market sentiment before tomorrow's momentous release of key inflation data.
35 min
65
QCP Capital: A Breakdown of Asia's Crypto Markets
Darius Sit and Joshua Ho joins Raoul Pal to discuss Asia's crypto demand, how it differs from the West, and the future of those markets.
42 min
66
Bullish Sentiment Holds Firm As New Meme Stocks...
Thomas Thornton discusses inflation, bullish sentiment, and the effect of Bitcoin's confiscation in the Colonial pipeline ransomware attack.
44 min
67
Takeaways from the Miami Bitcoin Conference
Ash Bennington and Ed Harrison break down the day's price action in markets.
47 min
68
Weak Demand and the Return to "Normal" Illusion...
Paul Hodges returns to Real Vision to update viewers on the health of the global economy and what that means for financial markets.
66 min
69
Jens Nordvig: The Death of Fixed Income
Jens Nordvig, founder of Exante Data, joins Real Vision founder and CEO Raoul Pal for a deep-dive conversation on the global economic outlook.
52 min
70
Marko Papic: Generating Geopolitical Alpha
Marko Papic discusses how and why geopolitics will have major effects on markets in the coming years with a particular focus on U.S.-China relations.
86 min
71
Equities and Bonds Retreat as "BANG" Stocks Squirm
49 min
72
Second Coming of the Meme Stocks?
Jack Farley and Weston Nakamura cover the resurgence of "meme stocks" such as AMC Entertainment Holdings ($AMC) and Bed Bath & Beyond ($BBBY).
42 min
73
QCP Capital: A Breakdown of Asia's Crypto Marke...
Darius Sit and Joshua Ho joins Raoul Pal to discuss Asia's crypto demand, how it differs from the West, and the future of those markets.
43 min
74
Market Froth, Anti-Bubbles, and the Consequence...
Diego Parrilla weighs in on the ongoing conversation around bubbles in this interview with Raoul Pal.
74 min
75
Gold, Active Management, and Macro Hedge Funds:...
Marcus Frampton explains his own unconventional views on investing and how he is bucking the trend in the large institutional investor space.
45 min
76
Marko Papic: Generating Geopolitical Alpha ( w/...
Marko Papic discusses how and why geopolitics will have major effects on markets in the coming years with a particular focus on U.S.-China relations.
86 min
77
Raoul Pal: Update on Crypto Markets and the Mac...
Ash Bennington welcomes Raoul Pal to discuss his macro outlook, inflation, and crypto markets.
45 min
78
Jobs, Re-Opening, and Inflation: How Transitory...
Jim Bianco updates viewers on how the bond market is reacting to the re-opening of the economy and the sustained dovishness of the Federal Reserve. Tags
37 min
79
Jared Dillian on Risk Management and "The Infla...
Jared Dillian returns to the Daily Briefing to update viewers on his inflation thesis and the re-opening trade.
34 min
80
The Case for "Bitcoin Maximalism"
Brad Mills discusses everything Bitcoin from the 2017 Block Size Debate to the philosophical vs investment reasons for owning Bitcoin and more.
63 min
81
Tommy Thornton: Reverse Repos and Ebbing Consum...
Tommy Thornton shares his latest insights on market activity as U.S. consumer confidence falls slightly and questions about inflation still linger.
48 min
82
China Is Cracking Down on More Than Just Crypto
Ed Harrison and Jack Farley break down today's most important market-moving stories and the day's price action in which global equities drift higher.
41 min
83
The Asset Overvaluation Debate and the Future o...
Alex Gurevich joins Raoul Pal to discuss his position on what he thinks are the biggest questions facing investors today.
56 min
84
Rocky Roads: Geopolitics, Crypto & the Future o...
Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison and editor Jack Farley to make sense of an action-packed week.
47 min
85
U.S. Treasury Department Focuses In on Crypto: ...
Ash Bennington & Ed Harrison tackle the Treasury's call for crypto transfers equaling $10,000 and above to be begin being reported to the IRS.
46 min
86
Making Sense of Crypto Turmoil (featuring Raoul...
Jack Farley and Weston Nakamura discuss this action-packed day where almost every asset class seemed to plummet -- most dramatically, crypto.
56 min
87
Tony Greer: Commodities Going Full Steam Ahead.
Tony Greer analyzes the tape and provides an update on his thoughts concerning the direction of inflation and the commodities trade.
49 min
88
Revenge of the Miners: Green Energy Meets Natur...
Warren Irwin discusses why he is investing in uranium, copper, nickel, and metallurgical coal producers as his bet on the green energy trend.
67 min
89
Fourth Turning Update: The Pandemic's Impact on...
In this interview with Ed Harrison, Neil Howe makes sense of the outsized impact that events like COVID-19 can have on demographic trends.
59 min
90
The Next Wave of Regulation, Adoption, and the ...
Kyle Bass & Peter Smith discuss how governments will approach regulation of crypto markets & how the world of cryptos & CBDCs will interact.
49 min
91
Raoul Pal: Insights from "Welcome to the Expone...
Ed Harrison welcomes Raoul Pal to review the first week of the campaign, "Welcome to the Exponential Age."
55 min
92
Making Sense of Yesterday's Sell-Off -- What's ...
37 min
93
Inflation Pains: Will the Fed Stay the Course?
Real Vision managing editor Ed Harrison and senior editor Ash Bennington discuss the huge inflationary print that is roiling equity markets.
58 min
94
Dave Floyd: The Sell-Off Continues
Dave Floyd provides an update on the markets as U.S. equities continued their decline this morning as inflation pressure looms large on the horizon.
40 min
95
Nasdaq's Slump, Beyond Meat's Woes, and DogeCoi...
Jack Farley welcomes Kyla Scanlon for a conversation on the most important market stories driving markets.
38 min
96
Opposing Views on the Role of Government and th...
Mike Green and Peter Schiff sit down with Ash Bennington for a debate on the merits of MMT vs Austrian Economics and more.
102 min
97
Get Ready for the Return of Secular Stagnation ...
Markets are currently pointing toward a full recovery--Daniel Lacalle argues that the world will return to a state of secular stagnation & low growth.
65 min
98
How Taxes Will Shape the Future ( w/ Dominic Fr...
Dominic Frisby discusses the history of taxes, invisible taxes in the form of targeted inflation and monetary debasement, and the future of taxes.
48 min
99
Raoul Pal: Is Macro "Dead"?
Ed Harrison welcomes Raoul Pal to introduce Real Vision's latest campaign, "Welcome to the Exponential Age."
60 min
100
Gold Breaks Out As Labor Market Trouble Endures
Ed Harrison & Jack Farley evaluate price action in markets as bonds refuse to budge, some single stock volatility has been hidden, & gold breaks out.
44 min