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
May 11, 2024 • 1h 2min
3 Ideas to Energize Your Portfolio ft. Josh Young and Damian Horner
Josh Young, Founder and CIO of Bison Interests, shares 3 energy equity investment ideas. Topics include global oil demand, contrarian investing in undervalued assets, strategic asset acquisition, and revitalizing companies in the energy sector.
4 snips
May 10, 2024 • 37min
#1034 - Buy in May and Go Away? Ft. Peter Boockvar
Peter Boockvar, CIO of Bleakley Financial Group, discusses global markets, inflation, and economic data. Topics include equity investors' interest, consumer behavior, stable investments like gold, global tensions, rising travel costs, market sentiment, and investment opportunities in Asia.
May 9, 2024 • 36min
#1033 - Are Investors Too Bearish on China? ft. Shehzad Qazi | China's Economic Data & Property Problems
Shehzad Qazi, Managing Director at China Beige Book International, discusses China's economic data and property challenges, the US election's impact on trade, China's export focus, high-end manufacturing, demographic challenges, and global competition dynamics.
May 8, 2024 • 42min
#1032 - Are Crypto Markets at Risk? ft. Jeff Dorman | Ethereum, Bitcoin, and the SEC
Jeff Dorman, Co-founder and CIO of Arca, delves into the impact of macroeconomics on cryptocurrencies, SEC Wells notice to Robinhood, and evolving digital asset dynamics. Discussion covers crypto market responses to external factors, regulatory landscape, and the diverse applications of blockchain beyond currencies.
4 snips
May 7, 2024 • 39min
#1031 - Will Inflation Send Commodities Higher? with Doomberg | Energy, Semiconductors & China
Doomberg, pseudonymous author of the Doomberg Substack newsletter, discusses the impact of recent inflation data on commodities, geopolitical tensions in the Middle East affecting energy markets, and China's ambitions in the semiconductor industry.
5 snips
May 6, 2024 • 37min
#1030 - Are Dollar Bears About to Roar? with Brent Donnelly | The Fed, U.S. Dollar, & Japanese Yen
Brent Donnelly, President of Spectra Markets, discusses the impact of jobs data on Fed rate cuts, weakening dollar effects on global currencies, and yen volatility. Topics include market dynamics, currency sentiment, interest in Japanese stocks, China's currency stability, stagflation, soft landings, trading strategies, and financial opportunities.
May 5, 2024 • 1h 11min
Dee Smith: Will Iran's Missile Strike Redefine Global Dynamics? | Geopolitics
Dee Smith, CEO of Strategic Insight Group, discusses the potential impacts of Iran's missile strike on Israel with Real Vision editor-in-chief Samuel Burke. They explore the likelihood of escalation, broader geopolitical landscape, and the concept of tokenization through Chintai for asset digitization. The podcast dives into the historical dynamics of Iran-Israel relations, analyzes the escalation of conflict in the Middle East, and examines global repercussions of recent events.
May 4, 2024 • 53min
Marko Papic: Global Stakes High as Iran Strikes Israel | Geopolitics
Marko Papic, partner and chief strategist at Clocktower Group, discusses Iran's strike on Israel, potential repercussions, Israel's response, geopolitical tensions, and implications for global markets. Explore the intricate power play between Iran, Israel, and other Middle Eastern players, US support, market impacts, and preparation for global events.
May 3, 2024 • 39min
#1029 - Fresh Signs of a Soft Landing? with Cullen Roche | Jobs Data, the Fed, & Rate Expectations
Cullen Roche, founder of Discipline Funds, discusses market reaction to jobs data, rate cut expectations, and bond market response. Topics include navigating investments, bond strategies, inflation hedging with real assets, Fed's rate decisions under political pressure, global uncertainties, and investment opportunities in current financial landscape.
May 2, 2024 • 1h 3min
#1028 - How to Navigate the AI Trends with Raoul, Imran Lakha, & David Mattin | AI, Apple & Google
Raoul Pal, Imran Lakha, and David Mattin discuss the transformative impact of AI on financial markets, navigating volatility in tech, exploring Nvidia's dominance, and investment opportunities in the AI-driven economy. They also delve into strategic trading approaches, the energy revolution, and the future challenges in the AI chip market.
