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
Aug 8, 2024 • 1h 7min
Is a Recession Still in the Cards? ft. Ben Miller
Ben Miller, co-founder and CEO of Fundrise, shares insights on the looming possibility of a recession and his predictions regarding Federal Reserve rate cuts. He discusses the real estate market's current state, emphasizing debt's intricate relationship with asset prices. The conversation highlights evolving housing trends and the challenges younger generations face in achieving affordability. Miller also delves into the role of AI in shaping economic growth, shedding light on the complexities of today's financial landscape.
Aug 7, 2024 • 25min
Flash Update: Liquidity Will Chart the Course for Markets ft. Andreas Steno and Mikkel Rosenvold
Andreas Steno Larsen, founder and CEO of Steno Research, teams up with geopolitical expert Mikkel Rosenvold to dive deep into the current state of global liquidity. They discuss how volatility is influenced by geopolitical tensions and market dynamics. The conversation highlights strategic investment opportunities amidst recession fears, analyzing the impact of central bank policies on liquidity and inflation. They also touch on the implications of political shifts, including the upcoming U.S. elections and potential investment in Taiwanese equities.
4 snips
Jul 31, 2024 • 50min
The Risky Reality of Market Concentration ft. Ron Willian
Ron William, a CIO and macro tactical strategist at RW Advisory, offers insights into today’s market dynamics. He discusses the impact of concentrated risk in U.S. equities, highlighting how a few key stocks are driving indices higher amid growing instability. The conversation explores the cycles of greed and fear affecting market sentiment, the resilience of gold compared to treasuries, and the potential for geopolitical events to disrupt current trends. William emphasizes prudent trading strategies to navigate the approaching volatility.
Jul 26, 2024 • 1h 11min
REKT Vision: Week 1 of Ethereum ETF
Ovie 'OSF' Faruq, co-founder of Canary Labs and crypto expert, joins Michael 'Mando' Anderson, the insightful writer behind the Mando Minutes newsletter. They dive into the first week of Ethereum ETFs, discussing significant inflows and outflows amid shifting market dynamics. The duo highlights Solana's impressive performance and the emotional rollercoaster of crypto investing. They also explore the quirky rise of the meme coin 'Church of the Smoking Fish,' reflecting on its cult-like following and cultural implications.
7 snips
Jul 24, 2024 • 53min
A Green Light for Fed Easing? ft. Warren Pies & Andreas Steno
Warren Pies and Andreas Steno Larsen discuss inflation, Fed policy, construction cycle, commodities markets, U.S. Dollar, risk assets, and potential Fed rate cuts. They analyze the impact of housing inflation, market rotations, construction cycle on real estate, oil market dynamics, and Federal Reserve rate cuts on equity markets.
Jul 22, 2024 • 1h
REKT VISION: What Does the 2024 US Election Mean for Crypto?
Canary Labs co-founder OSF and colleague Mando discuss the 2024 US election's impact on crypto, Trump possibly designating bitcoin as a strategic reserve, memecoin rally, BTC as a US asset, ETF fees, Solana's price rise, meme coins, and strategic selling of crypto for profits.
6 snips
Jul 17, 2024 • 59min
Cem Karsan on The Economy's Path Forward (2024)
Cem Karsan, founder of Kai Volatility Advisors, discusses the economy's path forward in 2024. They analyze the influence of the S&P 500 on individual stock prices, the risks of artificially suppressing volatility, the popularity of Zero DTE options in trading, and the concept of gamma in options trading. Insights are shared on economic indicators, market risks, potential rise in volatility, and market dynamics.
4 snips
Jul 12, 2024 • 59min
REKT Vision: Can the Market Take This Much Bitcoin Selling?
Join Canary Labs co-founder Michael Anderson and Popset co-founder Sergio Silva in a discussion about the German government's bitcoin sell-off, correlation between crypto and tech sectors, Solana's Firedance upgrade, and more interesting narratives in the finance and investing world.
Jul 10, 2024 • 57min
China's $6 TRILLION Decline Explained ft. Michael Nicoletos
Michael Nicoletos, Founder and CEO of DeFi Advisors, analyzes China's economic decline, focusing on real estate market weaknesses, banking system concerns, and the impact of China's public deficit. The discussion compares China's M2 with the US, discusses strategies to boost China's economy, potential for a BRICS currency, and the weakening of the Chinese Yuan. The podcast explores investment opportunities in China amidst concerns about capital withdrawal and analyzes challenges and opportunities in the Chinese equity markets.
Jul 9, 2024 • 58min
Deep Dive: Chainlink in 2024 w/ Sergey Nazarov
Sergey Nazarov, co-founder of Chainlink, discusses the importance of Oracle networks in the blockchain industry, enabling smart contracts in banking and capital markets, the shift towards blockchain in the global financial system, pilot projects with SWIFT and DTCC, tokenization of funds, and the development of a global internet of contracts.
