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
May 17, 2024 • 38min
#1039 - Will Dollar Weakness Bring Rate Cuts? With Dr. Komal Sri-Kumar and Dale Pinkert
Dr. Komal Sri-Kumar and Dale Pinkert discuss the impact of inflation data, Powell's rate hike remarks, and potential cracks in the system. They explore the implications of a weaker dollar on Fed, debt, and inflation, focusing on assets like gold, copper, and real estate. The conversation also covers market timing strategies for the upcoming election and offers insights on managing fear and hope in relation to political events.
May 16, 2024 • 34min
#1038 - Are There Speed Bumps Ahead for Bulls? w/Cem Karsan
Cem Karsan, founder of Kai Volatility Advisors, discusses the current market rally, macroeconomic factors, and how options flows reflect market sentiment. The podcast explores the impact of the Federal Reserve on interest rates, market skew, and volatility. It also analyzes market dynamics, inflation challenges, and predictions for upcoming events. Additionally, the role of AI in trading and market efficiency is examined.
May 16, 2024 • 33min
#1037 - Ride of Fade the Stock Rally? With Jared Dillian
Finance expert Jared Dillian, editor of the Daily Dirtnap, discusses market sentiment post CPI data, potential rate cuts in 2024, and strategies for the stock surge. Topics include Polkadot blockchain, market dynamics, US stock highs, inflation, tech vs. commodities, election impact, institutional investor trends, trading strategies, and market resilience.
May 14, 2024 • 31min
#1036 - Meme Stocks Roar Back… Will It Last? With Tony Greer
Tony Greer, editor of the Morning Navigator, discusses the renewed meme stock frenzy, PPI data impact, and navigating the current market. They explore meme stock resurgence, bond market reactions, and risky investments among young people. Market trends, copper analysis, technology stocks, and commodity potential are highlighted for growth and strategic positioning.
5 snips
May 13, 2024 • 38min
#1035 - What's the Best Way to Play AI? ft. Joe Zhao
Joe Zhao, Partner at Millennia Capital, discusses the evolving landscape of Artificial Intelligence in finance and investing. Topics include AI innovation, investment opportunities, reshaping the global economy, and the societal impact of AI infrastructure and advancements. Explore the potential of AI applications across various industries and the intersection of crypto and AI.
May 12, 2024 • 1h 17min
My Life in 4 Trades: Dan Tapiero
Dan Tapiero, Founder, CEO, and CIO of 10T Holdings, shares his journey from childhood in NYC to high-stakes trading. Topics include historical currency trades, insights on Julian Robertson, reflections on high-level trades, lessons from leveraged trades, and navigating investment evolution.
May 11, 2024 • 1h 2min
3 Ideas to Energize Your Portfolio ft. Josh Young and Damian Horner
Josh Young, Founder and CIO of Bison Interests, shares 3 energy equity investment ideas. Topics include global oil demand, contrarian investing in undervalued assets, strategic asset acquisition, and revitalizing companies in the energy sector.
4 snips
May 10, 2024 • 37min
#1034 - Buy in May and Go Away? Ft. Peter Boockvar
Peter Boockvar, CIO of Bleakley Financial Group, discusses global markets, inflation, and economic data. Topics include equity investors' interest, consumer behavior, stable investments like gold, global tensions, rising travel costs, market sentiment, and investment opportunities in Asia.
May 9, 2024 • 36min
#1033 - Are Investors Too Bearish on China? ft. Shehzad Qazi | China's Economic Data & Property Problems
Shehzad Qazi, Managing Director at China Beige Book International, discusses China's economic data and property challenges, the US election's impact on trade, China's export focus, high-end manufacturing, demographic challenges, and global competition dynamics.
May 8, 2024 • 42min
#1032 - Are Crypto Markets at Risk? ft. Jeff Dorman | Ethereum, Bitcoin, and the SEC
Jeff Dorman, Co-founder and CIO of Arca, delves into the impact of macroeconomics on cryptocurrencies, SEC Wells notice to Robinhood, and evolving digital asset dynamics. Discussion covers crypto market responses to external factors, regulatory landscape, and the diverse applications of blockchain beyond currencies.
