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
Feb 18, 2024 • 1h 33min
Raoul Pal: My Life in 4 Trades
Raoul Pal opens up about his life in finance, childhood in the UK, and pivotal trades. Learn how Crypto Tax Calculator simplifies crypto tax season. Explore Raoul's journey from marketing to finance, his experiences during the Asian Financial Crisis, and insights on balancing simplicity and complexity in trading strategies. Discover lessons from investing in Bitcoin and reflections on investing, quality of life, and personal growth.
6 snips
Feb 17, 2024 • 56min
Meditations on Life, (Financial) Liberty & Happiness w/ James Altucher
James Altucher shares personal finance insights, crypto tax calculator benefits, importance of creativity in financial recovery, diverse avenues for financial success, career decision-making, reevaluating college education value, and risks in global supply chain
Feb 16, 2024 • 45min
#976 - What’s the Best Way to Hedge Inflation? | With Jim Bianco
Jim Bianco, President of Bianco Research, discusses the market's response to PPI print, impacts of the Bitcoin ETF, inflation numbers and potential impact, the 'new normal' economy, implications of higher interest rates and inflation, avoiding mistakes in the crypto market, the potential of Bitcoin as a hedge, and analyzing the struggles of a market.
Feb 15, 2024 • 38min
#975 - Is the Most Hated Sector Finally Getting Some Love? with Jesse Felder
Jesse Felder, founder of Felder Investment Research, discusses recent market moves, potential trouble in commercial real estate, and the impact of Nvidia's earnings on the market. They also explore the challenges of tax season for crypto investors and the trend of MAG 7 companies investing in their own customers. Additionally, the barbell investment strategy and the shift towards real assets are analyzed.
9 snips
Feb 14, 2024 • 38min
#974 - Sell the Stock Rally? with Cem Karsan
Cem Karsan, founder of Kai Volatility Advisors, discusses the dynamics of the market, options flows impact, and factors influencing investor sentiment. They explore risks in the banking sector and commercial real estate, market movements and options expirations, bond market analysis, fiscal constraint and budget efforts in Washington. They also touch on Valentine's Day spending and the importance of financial education.
Feb 13, 2024 • 42min
#973 - Will Inflation Put the Kibosh on Rate Cuts? | with Tom Thornton
Tom Thornton, founder of Hedge Fund Telemetry, discusses the market's reaction to today's CPI report, concerns regarding bond markets, and the potential ramifications of Nvidia's upcoming earnings release on the broader market. They also discuss challenges for the Fed in reaching their inflation target and the possibility of rate cuts. The episode includes sponsors for a crypto tax calculator platform and a cashback app. Other topics include sentiment tailwinds, concerns for big cap names, the USD in relation to the return of the inflation boomerang, and the need for investors to remain flexible and take profits in light of rising interest rates.
Feb 12, 2024 • 39min
#972 - How High Can Equities Fly? with Steve Miley
Steve Miley, co-founder and chief analyst at TradeDay, discusses the potential upside for equities, bond yield movement, bullish pressures in the gold market, and the trajectory of the dollar. They also analyze tech stock performance, Bitcoin's market cap, big round numbers' impact, and the bullish outlook for the tech market.
Feb 11, 2024 • 32min
Steno's Signals: What the Red Sea Crisis Means for Inflation
Crypto expert Andreas Steno Larsen analyzes the risk factors for rising inflation due to the Red Sea crisis and increasing freight rates. They discuss the implications of attacks on ships, potential large-scale attacks, and the failures of US reassurance. They also explore the impact of the crisis on inflation, retail spending, and financial markets.
Feb 10, 2024 • 1h 2min
3 Ideas: How to Invest in a World in Transition
Nick Lawson, CEO of Ocean Wall Ltd., shares 3 investment ideas for 2024, including uranium, sovereign debt, and electric vehicles. They discuss the opportunities and challenges in the market, the dynamics and geopolitical factors affecting the uranium market, and the potential of Uranium Energy Corp. They also explore oil production targets, restructuring, and the transition to electric vehicles.
Feb 9, 2024 • 39min
#971 - Surfing a Surging Market With Brent Donnelly
Brent Donnelly, president of Spectra Markets, joins to discuss the rally that won't stop, market behemoth Nvidia, currency market developments, and why household surveys have captured Brent's attention. They also explore unique characteristics of the current economic cycle, Occam's razor, tech dominance, market bubbles vs bull markets, risks for regional banks, and AI in trading.
