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 20, 2024 • 1h 9min
My Life in 4 Trades: David Rosenberg
David Rosenberg, Founder and president of Rosenberg Research, discusses his best and worst trades, the importance of taking a step back in one's career, tying economics to financial markets, and prioritizing family life over personal accolades.
Jan 19, 2024 • 40min
#956 - Is the Record Stock Rally Overextended? With Tom Thornton
Tom Thornton, founder of Hedge Fund Telemetry, discusses the market action and portfolio preparation. Skepticism towards stock market rally and concerns about high valuations of certain companies. Impact of big options expirations on trade action and lack of market breadth. Recent performance of Bitcoin and Ethereum, doubts expressed on the effectiveness of ETFs. Significance of earnings in the stock market, analysis of Tesla's earnings, demand, valuation, and CEO's behavior.
Jan 18, 2024 • 39min
#955 - Should Dollar Bears Throw in the Towel? With Dale Pinkert
Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to discuss today’s rally in tech, the nuances of price action in bond yields, and how the U.S. dollar is impacting the broader market.
Jan 18, 2024 • 42min
#954 - Is The Options Market Flashing Bear Signals? With Cem Karsan
Cem Karsan, founder of Kai Volatility Advisors, discusses the impact of the options market on broader market price action and market structure. Topics include market dynamics, seasonality, tech sector performance, global liquidity, investment decisions, and audience insights.
Jan 16, 2024 • 37min
#953 - Is it Time to Adjust Fed Expectations? With Jared Dillian
Jared Dillian, Editor of The Daily Dirtnap newsletter, talks about reevaluating Fed expectations, market reaction to Fed's predictions, analyzing the economy, navigating an unpredictable economy, automating workflow, the need for patience in regulatory progress, discipline in investing, and free NFTs for new members.
5 snips
Jan 12, 2024 • 59min
#952 - Ask Me Anything - Happy Hour with Raoul Pal
Raoul Pal, Real Vision co-founder and CEO, shares his views on macro and crypto developments. Topics includes predictions for the economy, the attractiveness of crypto and Bitcoin, building relationships in finance, global macro investing insights, asset allocation and risk management, favorite Spanish sparkling wine, and the introduction of Real Vision Marketplace.
Jan 11, 2024 • 40min
#951 - Has the Real Estate Market Bottomed? With Ben Miller
Ben Miller, Co-founder and CEO of Fundrise, shares insights on the real estate market, the impact of interest rates, shortage of homes, struggles in the commercial office sector, analyzing mistakes, and the intersection of technology and real estate.
Jan 10, 2024 • 40min
#950 - Is It Time To Fade Bonds? With Bob Elliott
Bob Elliott, CEO of Unlimited Funds, discusses recent market action, his bearish stance on bonds, and potential parallels between 2023 and 2024. Topics include Fed rate cuts and market pricing, bond market pessimism, impact of fiscal policy, slow distribution of funds and rising bond yields, and technology trends.
Jan 9, 2024 • 38min
#949 - Is Big Tech About to Make Another Run? With Tony Greer
Tony Greer, editor of The Morning Navigator newsletter, discusses what's driving prices in the tech sector, expectations for bonds, and preparation for critical December CPI and PPI prints. Also covers stock market strategies, chart analysis and outlook for oil, reflections on the past year, caution and risk in investing in commodities, analyzing the risk of inflation and its impact on the stock market, and preparing for market volatility and the impact of the bond market.
Jan 8, 2024 • 38min
#948 - Prepare for Takeoff? With Dave Floyd
Dave Floyd, founder of Aspen Trading Group and host of the Daytrader Podcast, discusses the anticipation and speculation around the approval of Bitcoin by ARK, the impact of options market and pension funding on the overall market, the importance of technical analysis in investing, and the possibility of a run-up correction in Bitcoin similar to 2019.
