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
Jan 30, 2024 • 38min
#963 - Is Everyone Too Complacent About Inflation? With Dr. Komal Sri-Kumar
Dr. Komal Sri-Kumar, President of Sri-Kumar Global Strategies, discusses global inflationary dynamics, potential interest rate cuts, and the possibility of another crisis in the banking sector. Topics also include the impact of AI on the workforce and economy, the current state of the US economy and bond yields, the attractiveness of gold as an anti-fragile asset, and perspectives on money and success.
Jan 29, 2024 • 39min
#962 - Will Tech Earnings Deliver? with Dale Pinkert
Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to discuss the market setup ahead of a busy earnings season and the potential impact of tech earnings. They also talk about the upcoming Fed meeting and jobs report, the importance of distinguishing between long-term and short-term investors, investing in Mexican equities, and waiting for entry points in a challenging week.
Jan 28, 2024 • 1h 7min
We Need Both Symbolic and Statistical AI
The podcast explores the distinction between symbolic and statistical AI, the evolution of AI from rule-based systems to statistical learning, and the shift towards neuro symbolic AI. They also discuss the impact of chat GPT on jobs, the fusion of statistical and symbolic AI for AGI, and the potential of machine learning in relation to human intelligence.
Jan 27, 2024 • 1h 5min
How Blockchain and AI Can Lead an AR Revolution
Nils Pihl, CEO of Auki Labs, discusses the transformative role of spatial computing and its combination with blockchain and AI. Topics include the power of language in augmented reality, the impact of memes in society, the challenges and potential of the AR cloud, building a decentralized infrastructure, and the importance of educating people about AR technology.
Jan 26, 2024 • 39min
#961 - What to Make of December PCE? With Jeremy Schwartz
Jeremy Schwartz, global CIO at WisdomTree Asset Management, discusses the implications of December PCE data and explores the Goldilocks scenario. They also talk about the differences in inflation calculation and the Fed's response to inflation trends. Additionally, they explore the divide within the Republican Party, macroeconomic issues, and investment opportunities.
Jan 25, 2024 • 44min
#960 - The Hidden Dangers of Disinflation With Daniel Lacalle
Daniel Lacalle, chief economist at Tressis, discusses the risks of disinflation and the recent market rally. Topics include underestimation of inflation, impact of inflation on healthcare and education, macroeconomic distortions and excesses, and the misinterpretation of economic measurements.
Jan 25, 2024 • 42min
#959 - Green Shoots or Rising Risk? with Darius Dale
Darius Dale, founder of 42 Macro, discusses the recent market rally and the inflationary landscape. They analyze the impact of macroeconomic variables on asset markets and the risks posed by market pricing. They also explore the importance of connecting the dots in economic research and their momentum-based investing approach. The chapter delves into the potential impact of liquidity injection from the PBOC and the influence of the upcoming election on markets and portfolios.
Jan 23, 2024 • 38min
#958 - What to Expect From Earnings Season With Tony Greer
Tony Greer, editor of the Morning Navigator newsletter, discusses recent market moves, the impact of earnings season, forces driving oil prices, interpreting bond market signals, gold miners lagging behind gold prices, WTI rebound, BlockFi bankruptcy and China's stimulus package impact on mining sector.
4 snips
Jan 22, 2024 • 38min
#957 - What Are the Market Factors at Play? With Noelle Acheson
Noelle Acheson, editor of the Crypto is Macro Now newsletter, discusses the equity rally, potential geopolitical headwinds, and the impact of the approved bitcoin spot ETF on Ethereum. They explore the disconnect between geopolitical risks and stock market highs, potential rotation from Bitcoin to US Treasuries, supply and demand factors of Bitcoin, and its role as a hedge. They also touch on recent market trends, opportunities in emerging economies, and economic experimentation in Argentina.
4 snips
Jan 21, 2024 • 53min
My Life in 4 Trades: Diego Parrilla
Diego Parrilla, a jack of all trades and places, shares his journey from engineer to options trader. He discusses the perils of unconscious incompetence and the impact of FOMO on decision-making. The power of writing and organizing ideas is highlighted, along with the importance of finding the right trading strategy for one's personality.
