Real Vision: Finance & Investing

Real Vision Podcast Network
undefined
Oct 22, 2023 • 1h 6min

Is a New Golden Era Upon Us? ft. Frank Giustra & Ronald-Peter Stoeferle

Frank Giustra and Ronnie Stöeferle discuss the weak sentiment in gold, its comparison to Bitcoin, the trend of central banks buying gold, physical gold as a hedge, and the difference between investing in physical gold and mining stocks. They also explore the comparison between Bitcoin and gold, emphasizing the track record and volatility of both assets.
undefined
Oct 21, 2023 • 57min

AI and the Rule of Law ft. David Mattin & Mikhail Voloshin

David Mattin, founder of New World Same Humans, and Mikhail Voloshin, CEO of Mighty Data, Inc., join the hosts to discuss the implications of AI in law enforcement and civil society. They cover topics such as facial recognition technology, privacy concerns, ethical regulations, and the challenges and trade-offs associated with rapid technological advancements.
undefined
Oct 20, 2023 • 38min

Time to Get Ahead of the Downturn? With Ben Miller

Ben Miller, co-founder and CEO of Fundrise, discusses the market reaction to surging interest rates, the odds of recession, and the Great Lag thesis. Strategies for surviving a real estate downturn, the lag between interest rates and market decline, and being defensive in the current market are explored. The Federal Reserve's actions and the importance of reputation and relationships in the tech industry are also discussed.
undefined
4 snips
Oct 19, 2023 • 36min

How Long Can the Fed Hold? With Darius Dale

Darius Dale, founder of 42 Macro, discusses the market reaction to Fed Chair Jerome Powell's remarks and the influence of the geopolitical landscape on the energy outlook. They also explore the current situation of the Federal Reserve, fluctuating treasury yields, and the potential for a future crisis in the Treasury market.
undefined
Oct 18, 2023 • 42min

Are We Trapped in a Silent Depression? With Jeffrey Snider

Market expert Jeffrey Snider joins Maggie Lake to discuss the market reaction to the Fed Beige Book, selling in U.S. 20-Year Treasury bonds, the Fed's potential actions in November, and why the global economy may be stuck in a 'silent depression.' They also explore the challenges of the broken banking system, the role of banks in a changing financial landscape, the complexities of replacing the dollar as the reserve currency, and the potential consequences of higher energy prices on the economy.
undefined
Oct 17, 2023 • 37min

Is it Time to Throw in the (Recession) Towel? With Tony Greer

Tony Greer, founder of TG Macro and editor of the Morning Navigator, joins Maggie Lake to discuss the market's response to strong U.S. retail sales data, the outlook for the energy market, bond yields, market rotation, oil infrastructure speculation, recession poll results, and cultural issues.
undefined
5 snips
Oct 16, 2023 • 37min

Will Earnings Bolster the Bulls? With Dale Pinkert

Dale Pinkert, Head of trader development at TradeGateHub, discusses the latest earnings numbers and updates us on his outlook for tech, gold, the U.S. dollar, and more. They analyze market behavior, dollar patterns, technology stocks, and discuss the importance of flexibility and risk management in trading.
undefined
Oct 15, 2023 • 1h 6min

The Business Credit Market Unwrapped with Lon M Singer

Lon M Singer, a senior partner at Riemer & Braunstein, discusses the unique credit market and business conditions today, the impact of credit market tightening on consumers and businesses, alternative lenders in the business credit market, and the different types of lending options available in the credit system.
undefined
20 snips
Oct 14, 2023 • 1h 4min

Is a Recession Priced In? with Bob Elliot

Bob Elliot, CEO and co-founder of Unlimited Funds, discusses whether financial markets are correctly pricing in a recession. He shares how he manages the dual tail risks of a boom or a crash. The podcast explores central bank meetings, profiting from uncertainty, the perception of a recession, exploring the potential of the TIPS market, real interest rates and risk premiums in the equity market, pricing of assets in the global economy, and views on Bitcoin, bond market outlook, and AI investment opportunities.
undefined
6 snips
Oct 13, 2023 • 32min

A Crypto Update & a Gold vs. Bitcoin Showdown with Raoul Pal, Kevin Kelly & Andreas Steno Larsen

Raoul Pal and Kevin Kelly share their latest updates and insights on crypto. They discuss the comparison between gold and Bitcoin as a store of value, the potential threats to Bitcoin, central bank adoption, positive aspects of Bitcoin, and the future of Web3.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app