Real Vision: Finance & Investing
Real Vision Podcast Network
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.Subscribe today and access the best curated knowledge for FREE.
Episodes
Mentioned books
6 snips
Jan 16, 2025 • 1h 6min
Global Macro: The Hidden Force Behind Market Movements ft. Cem Karsan
Dive into the intriguing dynamics of the futures market and understand how options trading influences stock movements. Explore the concepts of VANA and Charm in options positioning, along with crucial market mechanics and risk management strategies. The conversation also dissects the impact of rising US Treasury yields on risk assets, along with predictions for the S&P 500. Lastly, the intricacies of the housing market are examined, revealing concerns over demand-supply balance and the potential for price corrections.
Jan 15, 2025 • 1h 5min
Pro Crypto: 2025 Market Outlook by Coinbase ft. David Duong
David Duong, Head of Research at Coinbase Institutional, shares his insights into the transformative growth anticipated for the crypto market by 2025. He discusses the influence of macroeconomic trends and regulatory changes, emphasizing the maturation of the industry. The conversation also highlights the role of stablecoins, asset tokenization, and the intersection of AI and blockchain technologies. Additionally, Duong examines Ethereum's Layer 2 solutions and the increasing integration of cryptocurrencies in gaming, projecting an exciting future for digital assets.
10 snips
Jan 14, 2025 • 1h 13min
Are We Repeating the 1930s? A Global Warning from Victor Schwetz
Explore the striking parallels between today's financial landscape and the tumultuous 1930s. Experts discuss extreme inequality and the rise of populism reshaping our crisis culture. Discover the Fujiwara Effect, highlighting disruptive forces ahead of the 2030 singularity. Delve into the transformations of the Information Age and the necessity for state intervention to combat monopolistic power. Global geopolitical tensions and climate challenges are analyzed, alongside the U.S., EU, and China's economic dynamics, hinting at a crucial shift in cooperative frameworks.
Jan 13, 2025 • 43min
Macro Mondays: What Happens If Trump's Dollar Playbook FAILS? ft. Raoul Pal & Andreas Steno Larsen
Curious about the implications of a strong dollar? The hosts delve into its effects on international trade, particularly the U.S.-China relationship. They analyze economic trends post-Trump, discussing inflation predictions and the housing market's response to interest rates. Liquidity challenges faced by central banks are addressed, along with emerging investment strategies in today's market. Plus, there are insights on how a weaker dollar could shape trading dynamics as the year begins. Perfect for those fascinated by finance!
8 snips
Jan 10, 2025 • 1h 10min
REKT Vision: Is The Banana Zone Over? ft. Raoul Pal
Dive into the intriguing world of cryptocurrency as experts assess the recent pullback in the market and whether the much-discussed 'Banana Zone' is truly over. Explore the influence of macroeconomic signals and AI on market narratives, with insights into the cyclical nature of cryptocurrencies. Discover which tokens are gaining strength amidst fluctuations and how global liquidity is reshaping the economic landscape. Plus, learn about the nuanced dynamics of community trading and the evolving role of technology.
8 snips
Jan 6, 2025 • 43min
Macro Mondays: Brace Yourselves, Liquidity Is Coming - Top Trades for 2025 ft. Andreas Steno Larsen & Mikkel Rosenvold
Dive into the dynamic world of online trading as experts discuss the surge of Bitcoin and the volatility shaping 2025. Explore the implications of tariffs on markets and political maneuvers that could shape economic policies. The interplay between government decisions and cryptocurrency sparks intrigue, while insights on dollar fluctuations reveal strategic trading opportunities. Discover how global liquidity could impact various assets and get ready for upcoming community celebrations in the trading sphere!
4 snips
Dec 31, 2024 • 1h 9min
Who Will Win the Fed’s Tug-of-War? ft. Jim Bianco
Jim Bianco, president of Bianco Research, shares his keen insights on the tug-of-war between Federal Reserve interest rate cuts and rising inflation expectations. He discusses the impact of recent Fed policies on the bond market and investor confidence amid political pressures. The conversation also covers the impressive momentum of the S&P 500, market concentration risks, and the valuation dilemmas facing investors today. Additionally, they explore challenges in the crypto space and Bitcoin's evolving role in the financial landscape.
Dec 30, 2024 • 1h 11min
How to Digest the Fed Rate Cut ft. Cem Karsan
Cem Karsan, founder of Kai Volatility and Kai Wealth, dives deep into the implications of the recent Fed rate cut. He discusses how current market structures and options flows might influence year-end price movements and presents his economic outlook for 2025. Karsan explains the significance of break-evens for gauging inflation expectations and shares strategies for navigating volatile markets. He also explores the rising roles of Bitcoin and gold amid economic uncertainty and discusses the impact of macroeconomic factors on investment strategies.
23 snips
Dec 24, 2024 • 49min
From Inflation to AI: Diego Parrilla’s Framework for Market Survival
Diego Parrilla discusses the fragility of markets and the shortcomings of traditional monetary policy. He introduces his anti-bubble framework, focusing on inflation and the implications of AI advancements. The conversation dives into the complexities of portfolio construction and the challenges of a changing economic landscape. Parrilla highlights the necessity of problem-solving in business, urging investors to adapt to emerging market risks and uncertainties as we approach 2024.
6 snips
Dec 23, 2024 • 45min
Has Bitcoin (Really) Outshined Gold? ft. Maleeha Bengali
Market dynamics and macroeconomic influences are front and center as experts discuss the role of central banks on liquidity. The conversation navigates through the performance of U.S. equities, raising intriguing points about the implications of rising debt. A fiery debate unfolds on whether Bitcoin has truly outshined gold as a reliable store of value, exploring its maturation as an asset. Predictions on gold and silver investments are shared, emphasizing their potential in a fluctuating economic landscape. It's a captivating look at today's shifting investment terrain!
