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
4 snips
Dec 23, 2023 • 50min
Up, Up, Up
The speakers discuss the decline in the purchasing power of the US dollar and anticipate a decrease in its value compared to assets like Bitcoin, gold, and the US stock market. They explore investing in the US stock market as a strategy for those who believe the US dollar will lose its value. They analyze the cup and handle chart pattern in the NASDAQ and discuss trading preferences. The chapter also delves into parabolic advances in the price of Bitcoin and compares the investment potential of gold and Bitcoin. They discuss the catch-up trade for miners and the challenges they face.
Dec 23, 2023 • 34min
Living in an Exponential Age
The podcast discusses the rapid progress of the Exponential Age and the transformative impact of AI. It explores the evolution of machine intelligence and its implications for society, including ethical boundaries. The advancements in AI and OpenAI's Chat GPT are also explored, along with the potential of AI and Apple's role in revolutionizing Siri. The impact of AI agents on industries is discussed, as well as the implications for fake news and misinformation.
Dec 21, 2023 • 34min
What a Fed Pivot Means for Fixed Income
Kathy Jones from Charles Schwab discusses the Fed pivot and its impact on bond markets. They explore the historical context of treasury yields and the potential return to 4%. The role of regional Fed bank commentaries and the shift in concerns from labor shortages to financing costs are highlighted. They also discuss the concerns and signaling effects of Fed actions, managing policy actions and the Fed's liquidity, and the potential impact of reverse repo drain and surprises for 2024.
Dec 20, 2023 • 35min
What’s in Store for 2024?
Edward Snowden, Benedict Evans, and Balaji Srinivasan discuss the potential market pullback, AI, investment outlook, and speculating on media mergers. They also analyze stock market strategies, including investing in US steel and the Chinese market. The drama surrounding Viacom Paramount CBS and potential buying opportunities are also discussed.
Dec 19, 2023 • 35min
Is Bond Volatility Here to Stay?
The podcast discusses bond volatility and the impact of monetary policy on yields. They also explore the potential inflationary effects of re-regionalization in manufacturing and the importance of building a resilient supply chain. The conversation includes debates on AI's impact on ad spending and early-stage investing. Finally, they speculate on bond volatility and offer insights for investors.
Dec 18, 2023 • 37min
Will the BOJ change course?
Discussion on the potential policy change of the Bank of Japan (BOJ) and its impact on currency and global rates. Analyzing the BOJ's ability to move away from yield curve control and maintain control. Market reaction to the Federal Reserve's dovish messaging and interest rate trajectory. Discussion on potential resistance at the all-time high for NASDAQ, S&P 500, and Dow in January 2022. Analysis of Canada's economic situation and currency outlook. Exploring the impact of immigration policies on Canada's changing population.
Dec 17, 2023 • 1h 4min
An AI Drama in the C-Suite
Recent events in the AI space, OpenAI's leadership drama, risks and behaviors of hyper-intelligent machines, concerns of machine intelligence controlled by elites, dangers and implications of AI, Q-Star algorithm's potential impact, limitations of current language models, potential of a new system with reasoning capabilities
Dec 16, 2023 • 36min
Finding Value in Commercial Real Estate
Zac Goodman, a commercial real estate investor, discusses the potential value in the troubled real estate sector. They explore the impact of rising interest rates, the shift to hybrid work, and the challenges of repurposing older buildings. They also discuss the current state of the market, the role of ESG in real estate investing, and express optimism for finding an equilibrium.
5 snips
Dec 15, 2023 • 37min
Is Goldilocks Just A Fairy Tale?
The podcast discusses the implications of falling rates in 2024, the potential impact of inflation on the markets and economy, the Fed's rate forecasts, the reasons for the Federal Reserve cutting interest rates, the US fiscal deficit and its impact on treasury yields and the weakening US dollar, China's changing role in the global economy, and the announcement of the RV marketplace launch.
Dec 14, 2023 • 39min
How Low Can Yields Go?
The podcast discusses the recent FOMC decision and its impact on the US dollar, oil, and gold. The founder of Kai Volatility Advisors breaks down market flows and how traders are positioning for year-end. The potential risks for stocks and bonds are also examined. The podcast explores the bullishness in US stocks and bonds, as well as the birth of a new technological age. The possibility of a market crash is analyzed, along with the popularity and appeal of structured products. The relationship between interest rates, inflation, and monetary policy is explored, as well as the perception of the economy and the impact of inflation.
