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 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.
4 snips
May 7, 2024 • 39min
#1031 - Will Inflation Send Commodities Higher? with Doomberg | Energy, Semiconductors & China
Doomberg, pseudonymous author of the Doomberg Substack newsletter, discusses the impact of recent inflation data on commodities, geopolitical tensions in the Middle East affecting energy markets, and China's ambitions in the semiconductor industry.
5 snips
May 6, 2024 • 37min
#1030 - Are Dollar Bears About to Roar? with Brent Donnelly | The Fed, U.S. Dollar, & Japanese Yen
Brent Donnelly, President of Spectra Markets, discusses the impact of jobs data on Fed rate cuts, weakening dollar effects on global currencies, and yen volatility. Topics include market dynamics, currency sentiment, interest in Japanese stocks, China's currency stability, stagflation, soft landings, trading strategies, and financial opportunities.
May 5, 2024 • 1h 11min
Dee Smith: Will Iran's Missile Strike Redefine Global Dynamics? | Geopolitics
Dee Smith, CEO of Strategic Insight Group, discusses the potential impacts of Iran's missile strike on Israel with Real Vision editor-in-chief Samuel Burke. They explore the likelihood of escalation, broader geopolitical landscape, and the concept of tokenization through Chintai for asset digitization. The podcast dives into the historical dynamics of Iran-Israel relations, analyzes the escalation of conflict in the Middle East, and examines global repercussions of recent events.
May 4, 2024 • 53min
Marko Papic: Global Stakes High as Iran Strikes Israel | Geopolitics
Marko Papic, partner and chief strategist at Clocktower Group, discusses Iran's strike on Israel, potential repercussions, Israel's response, geopolitical tensions, and implications for global markets. Explore the intricate power play between Iran, Israel, and other Middle Eastern players, US support, market impacts, and preparation for global events.
May 3, 2024 • 39min
#1029 - Fresh Signs of a Soft Landing? with Cullen Roche | Jobs Data, the Fed, & Rate Expectations
Cullen Roche, founder of Discipline Funds, discusses market reaction to jobs data, rate cut expectations, and bond market response. Topics include navigating investments, bond strategies, inflation hedging with real assets, Fed's rate decisions under political pressure, global uncertainties, and investment opportunities in current financial landscape.
May 2, 2024 • 1h 3min
#1028 - How to Navigate the AI Trends with Raoul, Imran Lakha, & David Mattin | AI, Apple & Google
Raoul Pal, Imran Lakha, and David Mattin discuss the transformative impact of AI on financial markets, navigating volatility in tech, exploring Nvidia's dominance, and investment opportunities in the AI-driven economy. They also delve into strategic trading approaches, the energy revolution, and the future challenges in the AI chip market.
May 1, 2024 • 43min
#1027 - Higher For Longer… Then What? with Darius Dale? | Inflation, Rates, & The Fed
Darius Dale, founder of 42 Macro, discusses market reactions to Fed policy, potential market trajectory, tokenization of real assets, gold IRA investments, Treasury market analysis, investor positioning, market trends, market signals, economic themes, AI vs human judgment, and a new crypto product.
Apr 30, 2024 • 41min
#1026 - Sell in May or Chop Away? with Mish Schneider | Netflix, Commodities, & Crypto
Mish Schneider, Chief strategist at MarketGauge, discusses market pullback, commodities like uranium, AI's impact on tech sector, and views on crypto landscape. Topics include rising treasury yields, stock declines, inflation concerns, market uncertainties, sector performance, precious metals and crypto analysis, investment strategies, and introduction to RV crypto service.
Apr 29, 2024 • 56min
#1025 - The Biggest Geopolitical Risks to Markets? with Peter Zeihan | Middle East Conflict, China & the U.S. Election
Geopolitical strategist Peter Zeihan discusses emerging risks worldwide, from Middle East attacks to conflicts like Ukraine-Russia War. Topics include China's demographic challenges, geopolitical implications of chip exports, college protests impact on voting, and global shifts like Russian influence in US politics.
