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
Sep 4, 2024 • 53min
Unlocking the Alternative Investment Market ft. Harry Melandri Kim Flynn
Harry Melandri, from MI2 Partners, and Kim Flynn, founder of XA Investments, delve into the world of alternative investments. They discuss how private credit, real estate, and structured credit can enhance portfolio returns. The duo explains the allure of tangible investments and the complexities of accessing private equity and venture capital. They also emphasize the importance of understanding fee structures associated with these investments and advocate for diversification into alternative markets for better risk management.
Aug 28, 2024 • 41min
Global Macro: Has the Fed Abandoned Its Inflation Target? ft. Andreas Steno & Darius Dale
Andreas Steno, a macroeconomic commentator, and Darius Dale, founder of 42 Macro, dive into the U.S. economy's current state. They discuss the shifting inflation cycle, predicting a tough path towards the Fed’s 2% target, potentially settling at 3%. Labor market dynamics are examined, highlighting rising unemployment and its impact on economic cycles. They also tackle asset allocation strategies amid volatility, evaluating risks in markets and the implications of an upcoming Fed cutting cycle on investment decisions.
Aug 21, 2024 • 1h 8min
How to Profit from the Coming Commodity Supercycle ft. Hari Krishnan
Hari Krishnan, an author and hedge-fund manager, dives deep into the fascinating world of virtual warehousing for commodities. He discusses the challenges in the natural gas and power markets, shedding light on investment strategies influenced by geopolitical factors. The duo explores the dynamics of storable versus non-storable commodities, detailing how storability impacts pricing and trading strategies. They also touch on backwardation in markets and highlight how farmers can navigate the potentials of commodity supercycles. A must-listen for aspiring investors!
Aug 19, 2024 • 1h 6min
Crypto Underperforms: What's Going On? | REKT Vision
Join Canary Labs co-founders Ovie 'OSF' Faruq and Michael 'Mando' Anderson as they unpack the reasons behind crypto's underperformance compared to tech stocks. They dive into the impact of Mt Gox redistributions, a potential partnership between Apple and USDC, and the ongoing struggle for cryptocurrencies amidst rising investor confidence in traditional markets. Their insights cover everything from cautious trading strategies to regulatory challenges, plus some entertaining memes along the way!
Aug 14, 2024 • 48min
Rules on Market Trends ft. Dale Pinkert & Rick Rule
Dale Pinkert, head of trader development at TradeGateHub, chats with Rick Rule, founder of Rule Investment Media and a seasoned natural resource trader. They analyze the recent market selloff and the dollar's influence on gold and commodities. The duo dissects the uranium market's complexities and emphasizes the importance of thorough research and CEO engagement for investors. They also share strategies for investing in agriculture and discuss long-term investment approaches amidst market volatility, highlighting opportunities for capital appreciation.
Aug 9, 2024 • 56min
Crypto Bounce: Are We in the Clear? - REKT Vision
Ovie "OSF" Faruq, co-founder of Canary Labs and crypto trading expert, and Michael "Mando" Anderson, author of the Mando Minutes newsletter, dive deep into the crypto markets' recovery. They discuss whether the current bounce is a sign of stability or a final dip before greater shifts. Key topics include Ethereum's evolving role post-XRP ruling, the impact of the SEC on Ripple, and the volatility of meme coins. They also explore the implications of economic indicators on crypto trends, urging investors to stay adaptable in this turbulent landscape.
Aug 8, 2024 • 1h 7min
Is a Recession Still in the Cards? ft. Ben Miller
Ben Miller, co-founder and CEO of Fundrise, shares insights on the looming possibility of a recession and his predictions regarding Federal Reserve rate cuts. He discusses the real estate market's current state, emphasizing debt's intricate relationship with asset prices. The conversation highlights evolving housing trends and the challenges younger generations face in achieving affordability. Miller also delves into the role of AI in shaping economic growth, shedding light on the complexities of today's financial landscape.
Aug 7, 2024 • 25min
Flash Update: Liquidity Will Chart the Course for Markets ft. Andreas Steno and Mikkel Rosenvold
Andreas Steno Larsen, founder and CEO of Steno Research, teams up with geopolitical expert Mikkel Rosenvold to dive deep into the current state of global liquidity. They discuss how volatility is influenced by geopolitical tensions and market dynamics. The conversation highlights strategic investment opportunities amidst recession fears, analyzing the impact of central bank policies on liquidity and inflation. They also touch on the implications of political shifts, including the upcoming U.S. elections and potential investment in Taiwanese equities.
4 snips
Jul 31, 2024 • 50min
The Risky Reality of Market Concentration ft. Ron Willian
Ron William, a CIO and macro tactical strategist at RW Advisory, offers insights into today’s market dynamics. He discusses the impact of concentrated risk in U.S. equities, highlighting how a few key stocks are driving indices higher amid growing instability. The conversation explores the cycles of greed and fear affecting market sentiment, the resilience of gold compared to treasuries, and the potential for geopolitical events to disrupt current trends. William emphasizes prudent trading strategies to navigate the approaching volatility.
Jul 26, 2024 • 1h 11min
REKT Vision: Week 1 of Ethereum ETF
Ovie 'OSF' Faruq, co-founder of Canary Labs and crypto expert, joins Michael 'Mando' Anderson, the insightful writer behind the Mando Minutes newsletter. They dive into the first week of Ethereum ETFs, discussing significant inflows and outflows amid shifting market dynamics. The duo highlights Solana's impressive performance and the emotional rollercoaster of crypto investing. They also explore the quirky rise of the meme coin 'Church of the Smoking Fish,' reflecting on its cult-like following and cultural implications.
