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
Oct 2, 2024 • 18min
PayPal USD and Solana (Breakpoint 2024)
Jose Fernandez da Ponte, SVP at PayPal, Omer Goldberg, CEO of Chaos Labs, and Sheraz Shere from the Solana Foundation joined forces at Breakpoint 2024. They discussed PayPal's groundbreaking launch of the stablecoin PYUSD on Solana, marking a major shift in payment systems. Key topics included confidential transfers critical for institutional clients, the immense potential for developers in FinTech, and innovative uses of PYUSD in venture funding. The conversation sparked excitement about the future of digital currencies and blockchain integration.
Oct 1, 2024 • 1h 7min
Was the Rate Cut Enough? ft. George Goncalves
Join George Goncalves, head of U.S. macro strategy at MUFG, as he dissects the Federal Reserve's recent rate cut and its implications on the economy. He discusses the challenges the Fed faces in achieving a soft landing amidst a cooling labor market and why he believes further cuts might be essential. The conversation also touches on the credit struggles of small to medium enterprises compared to larger corporations, and the perplexing disconnect between equity markets and economic indicators, revealing insights into navigating financial uncertainties.
Sep 30, 2024 • 18min
Fireside Chat with Bybit’s Ben Zhou (Breakpoint 2024)
Ben Zhou, co-founder and CEO of Bybit, and Lily Liu, president of the Solana Foundation, share insights from Breakpoint 2024. They discuss Bybit's founding story and its unique position in the crypto landscape. The duo delves into the collaboration between centralized and decentralized finance, touching on Bybit's innovative Web3 wallet and security measures. They also explore cryptocurrency adoption trends in Argentina and Southeast Asia, revealing diverse trading behaviors and the potential future of FX markets on the blockchain.
Sep 27, 2024 • 8min
Franklin Templeton: Building a Mutual Fund on Solana (Breakpoint 2024)
Mike Reed, SVP and head of digital asset partnership development at Franklin Templeton, dives into the future of mutual funds through blockchain. He discusses the launch of a money fund on Solana and the challenges they faced. Reed highlights the growing interest in digital assets, the impact of interest rates, and the potential for venture capital funds. He emphasizes Solana's speed, cost-effectiveness, and suitability for their needs, painting an exciting picture of innovation in finance.
5 snips
Sep 26, 2024 • 57min
Is Your Portfolio Ready For What's Next? ft. Omar Aguilar & Sebastien Page
Omar Aguilar, CEO and CIO at Charles Schwab Asset Management, and Sebastien Page, Head of Global Multi-Asset and CIO at T. Rowe Price, share their insights on navigating today's economic landscape. They discuss the contrasting bullish and bearish market narratives and evolving inflation concerns. Central bank policies and the impact of rising government debt are examined, along with strategies for portfolio diversification. Emphasizing the importance of staying disciplined, they explore the implications of interest rate changes and the balance between equities, bonds, and cash.
8 snips
Sep 26, 2024 • 1h 9min
What the Fed Decision Means for Global Markets ft. Cem Karsan
Cem Karsan, founder of Kai Volatility Advisors and an expert in market dynamics, joins to dissect the Federal Reserve's recent interest rate cuts. He highlights their profound impact on market confidence, particularly the S&P 500 hitting record highs. Karsan discusses how psychological factors may influence investments amid political populism and changing economic policies. He explores intricate relationships in options trading and volatility, offering insights into strategies for navigating anticipated market movements and emphasizing the importance of understanding complex market mechanisms.
Sep 20, 2024 • 1h 2min
Raoul Pal Reveals the BEST Crypto Strategy After Fed Rate Cut - REKT Vision
Raoul Pal, a CEO and co-founder known for his keen insights into the crypto scene, joins Ovie 'OSF' Faruq and Michael 'Mando' Anderson, co-founders at Canary Labs. They discuss the implications of the recent Fed rate cut on the crypto market, exploring Bitcoin's rising institutional interest and the dynamic performance of Solana and Ethereum. The trio also dives into the vibrant world of digital art and NFTs, offering insights on emerging projects and the effects of FTX's estate sales on market stability.
Sep 17, 2024 • 1h 8min
Is the Fed Driving the Economy Off a Cliff? ft. Komal Sri-Kumar
In this engaging conversation, Komal Sri-Kumar, president of Sri-Kumar Global Strategies, analyzes the Federal Reserve's shifting priorities as it approaches interest rate cuts. He discusses the Fed's role as a cheerleader for equity markets and how a weaker dollar could signal instability. The talk also delves into economic disparities, emphasizing the impact of inflation on lower-income families. Additionally, Sri-Kumar highlights challenges in labor data accuracy and the vulnerabilities within the commercial real estate market.
Sep 13, 2024 • 1h 9min
Crypto’s Last Chance Before the FED - REKT Vision
Michael "Mando" Anderson, the co-founder of Canary Labs and author of the Mando Minutes newsletter, joins Sergio Silva, co-founder of Popset. They dive into the critical narratives influencing crypto markets, analyzing Bitcoin's surge towards $60K and the looming Fed meeting. Discussions cover Ethereum's competition and the complexities of Bitcoin DeFi, including the challenges and innovations in trading. They also touch on market impacts from luxury asset declines and the future implications of stablecoins in the finance landscape.
Sep 12, 2024 • 45min
Best of Real Vision: Raoul's Business Cycle Thesis (2016)
Raoul, a well-known expert in business cycle analysis and investing strategies, shares profound insights on economic cycles and their impact on investing. He critiques traditional economic models, presenting a global macro approach that better anticipates market dynamics. The discussion delves into the unsustainable nature of debt and its long-term consequences, emphasizing the importance of key economic indicators like ISM for forecasting. Raoul also highlights the vital connection between commodity prices and economic trends, advocating for a comprehensive view in economic forecasting.
