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
Nov 1, 2023 • 39min
Is A Credit Event Coming?
Explore the impact of Fed Chairman Powell's statements and the supply and demand of US Treasuries. Analyze the credibility of the Fed and concerns for the banking sector. Compare past credit events with the current economic situation. Discuss potential factors leading to a credit event and analyze the impact of yield curve control and investment strategies.
Nov 1, 2023 • 35min
Is the Fed About to Spook the Markets?
The podcast discusses the recent moves in U.S. Treasuries and the potential impact of the Federal Reserve's interest rate decision. It also explores the breakout in the uranium sector and the birth of a new technological age. The concept of a barbell equity portfolio and the interplay between treasuries, financials, and gold are also discussed.
Oct 30, 2023 • 37min
What's Driving Down Oil Prices?
Speakers discuss the impact of AI and machine intelligence on society and the need for investing in these areas. They explore the current market dynamics and geopolitical events affecting oil prices. The chapter also discusses the factors influencing oil prices and the role of the Strategic Petroleum Reserve. It explores the deflationary effects of technology advancements in the oil industry and proposes solutions for industry-related issues. The chapter touches on the issue of food scarcity and wastage, the importance of efficiency, and the potential role of AI in finding innovative solutions.
5 snips
Oct 29, 2023 • 1h 21min
Peter Zeihan on the Israel-Hamas War
Geopolitical strategist and author Peter Zeihan discusses the complex geopolitical landscape, including the Israel-Hamas war, potential regional involvement, China's stance, and the impact of technology on global warfare.
Oct 28, 2023 • 35min
American Exceptionalism: Is the U.S. Rebounding?
This podcast explores the potential economic rebound of the US after a strong jobs report and a strengthening dollar. It discusses the impact on various asset classes, the positive effects of geopolitical risk premiums on commodity markets, the discrepancy in US gasoline consumption, the reasons behind US outperformance in asset markets, the shift in energy prices and the role of technology in the US economy.
5 snips
Oct 27, 2023 • 1h 21min
The Technology Boom and Its Impact on Mankind With David Mattin & Raoul Pal
David Mattin, author of New World Same Humans, and Raoul Pal, co-founder and CEO of Real Vision, discuss the impact of technology on the world and the need for humans to adapt. They explore the challenges of predicting rates and liquidity, the power of the metaverse and AI, the value of music in the digital era, and the launch of a crypto academy. They also touch on the intersection of AI, the metaverse, and virtual worlds, and introduce The Exponentialist, a service for navigating the technological revolution.
Oct 27, 2023 • 37min
How Low Can U.S. Stocks Go? With Greg Weldon
Greg Weldon, CEO of Weldon Financials, discusses the US stock market's response to strong GDP data, the outlook for US equities, the impact of the US budget on risk assets, and the rise of commodities as a vital asset class. They also explore geopolitical risks, skepticism around AI tech stocks, trading opportunities in cocoa, worries about credit strains, and the potential consequences of a hit to a major financial center in Asia.
Oct 25, 2023 • 40min
Higher Forever? With Andy Constan
Andy Constan, CEO of Damped Spring Advisors, discusses the market's reaction to earnings, the Fed's interest rate decision, and the future of AI stocks. They also touch on the decline of big tech stocks and the potential consequences for the market. Additionally, they explore the possibility of a seasonal rally and discuss the Fed's response to a potential recession. The podcast also delves into the shift in financial power, the upcoming election, and opportunities for investing in the current macroenvironment.
Oct 24, 2023 • 37min
Are Crypto Bulls Ready to Charge? With Imran Lakha
Imran Lakha, founder of Options Insight, discusses the current state of markets, opportunities in tech, and trader positioning in the options market. Ash Bennington joins to talk about the recent spike in bitcoin. They explore the recent price action of Bitcoin, regulatory developments, differences between crypto and traditional capital markets, options trading strategy, crypto correlation, big tech earnings preview, and bearish sentiment.
Oct 23, 2023 • 35min
What's Driving the Bond Market Bloodbath?
Explore the driving forces and implications of the bond market turmoil, including the impact of COVID-19 measures and geopolitical events. Analyze the recent volatility in the bond market and its effects on traditional safe assets. Understand the significance of negative correlation between S&P and US Treasury yields and the connection to market concerns about the US government's fiscal issues. Discuss the concept of yield curve control and its implications for the Fed. Explore the transition from structural tailwinds to headwinds in the bond market and potential impact of fiscal and military measures during a recession.
