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
Apr 19, 2024 • 37min
#1019 - How Global Conflict Impacts Markets | With Jacob Shapiro
Jacob Shapiro, director of geopolitical analysis at Cognitive Investments, discusses the evolving conflict in the Middle East, potential market implications, and opportunities in alternative regions. They explore the complex dynamics between Israel and Iran, potential scenarios, global conflicts, market volatility, and the impact of the US presidential election on financial markets.
Apr 18, 2024 • 37min
#1018 - Real Vision Festival of Learning Review | With Ash Bennington & Maggie Lake
Ash Bennington and Maggie Lake review the Real Vision Festival of Learning, diving into macroeconomics, digital assets, geopolitical uncertainties, and investment strategies. They discuss insights from industry professionals, market trends, crypto landscape, and the unique features of Real Vision content. The podcast offers a comprehensive overview of the day's discussions and themes, making it a valuable resource for finance and investing enthusiasts.
Apr 17, 2024 • 38min
#1017 - Is the U.S. Dollar Still a Safe Haven? | With Greg Weldon
Greg Weldon, CEO of Weldon Financial, discusses the impact of the U.S. dollar on equities, potential gold rally, Asian currencies, market stability, cryptocurrency, S&P 500 trends, geopolitical threats, gold as a safe haven asset, and outlook on base metals.
Apr 16, 2024 • 32min
#1016 - Can Stocks Withstand Higher Rates? | With Tony Greer
Tony Greer, editor of The Morning Navigator, discusses the market action following Fed Chair Jerome Powell's comments on higher rates. He shares his outlook on oil amid tensions in the Middle East and identifies safe havens during market pullbacks. Topics include buying opportunities during dips, impact of higher yields on tech sectors, analysis of home construction and exploration stocks, shift to gold and Bitcoin as safe havens, and exploration of copper trade potential.
Apr 15, 2024 • 54min
#1015 - What Geopolitic Risks Are Not Priced In? | with Jacob Shapiro & Marko Papic
Guests Jacob Shapiro and Marko Papic discuss Iran's attack on Israel and its market impact, the upcoming US election's global significance, and how geopolitical events can affect portfolios. They explore the US role in a multipolar world, Middle East dynamics, investment opportunities, and global market risks like bond market concerns. The podcast offers insights on foreign policy, trade impacts on inflation, and reflections on global issues.
Apr 14, 2024 • 3h 4min
Raoul vs. Peter Schiff: An Impact Theory Debate
Raoul Pal and Peter Schiff debate the future of Bitcoin and its role in investment. They discuss global debt, asset inflation, wealth accumulation strategies, inflation, government spending, Bitcoin vs. gold, digital scarcity, and the risks of speculative investing. The conversation covers the value of Bitcoin as a currency, investment regrets, economic challenges, AI impact, rising inflation effects, and reevaluating investment strategies in a changing economic landscape.
Apr 13, 2024 • 59min
Where Macro and Behavioral Technical Analysis Meet ft. Ron William & Robin Griffiths
Ron William, RW Advisory CIO, and Robin Griffiths, investment strategist, discuss market trends, behavioral analysis, seasonal patterns, Condratioff wave, inflation trends, AI impact, generational rotation, international diversification, and geopolitical debates. They explore market peaks, bull markets, market cycles, and strategies for navigating uncertain market conditions.
Apr 12, 2024 • 43min
#1014 - Ding Dong… Is the Fed’s Inflation Target Dead? | with Vincent Deluard
Vincent Deluard, Director of Global Macro Strategy at StoneX Group, discusses why recessions might be a thing of the past, the Fed abandoning its 2% inflation target, and strategies for navigating an inflationary environment. Topics include economic cycles, interest rates, gold investments, inflation metrics, historical economic policies, and managing inflation through interest rates.
Apr 11, 2024 • 37min
#1013 - What is the Economic Data Telling Us? | with Jeff Snider
Jeff Snider, host of EuroDollar University, discusses recent inflation data, rising deflation risks in China, and why the price of gold reflects interest rates more than inflation. The podcast delves into conflicting economic signals globally, the complexities of inflation/disinflation, and the importance of interpreting economic data with skepticism.
Apr 10, 2024 • 37min
#1012 - Inflation Is Hot… Now What? | with George Goncalves
George Goncalves, head of U.S. macro strategy at MUFG, discusses the market's reaction to inflation data, Fed policy implications, U.S. debt-to-GDP ratio, labor market signals, and more. Topics include energy inflation, housing costs, rising energy prices on consumer demand, wage inflation, stock market performance, retirement planning challenges, interest rates, global banks, FX volatility, and investment timeframes.
