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
Oct 2, 2023 • 39min
Crypto Trends in Focus: From Bitcoin's Rally to Ether-Futures ETFs
Noelle Acheson, editor of the Crypto is Macro Now newsletter, discusses the launch of ether-futures ETFs and Bitcoin's rally. They also explore the unexpected ISM reading, upcoming jobs and inflation data, and the awakening of macro interest in cryptocurrency. The podcast covers the innovation and accessibility of crypto assets and the relevance of crypto assets to global factors. They emphasize the importance of cryptocurrency education and thank one participant in Costa Rica.
Oct 1, 2023 • 1h 18min
The Dollar in an Increasingly Multipolar World ft. Luke Gromen & Larry McDonald
Larry McDonald and Luke Gromen discuss the future of the US dollar in a multipolar world, analyzing the impact of sanctions and China's strategic moves in oil and commodity purchases. They explore the significance of commodities and industrials, predict future prices, and discuss US sovereign debt, fiscal response to crises, and wealth distribution. They also examine financial repression, its implications for the US dollar, and recommend a commodity portfolio as a bullish investment for the next decade.
15 snips
Sep 30, 2023 • 1h 5min
A Rolling Recession or a Hard Landing? ft. David Rosenberg & Liz Ann Sonders
Liz Ann Sonders and David Rosenberg discuss the possibility of a rolling recession or a hard landing for global markets. They explore various topics including the impact of the pandemic on the economy, inflation, transitioning to a new secular era, labor market dynamics, and decreased flexibility. Additionally, they analyze the performance of US stocks versus non-US stocks and emphasize the importance of broadening and equal weight within the market.
Sep 29, 2023 • 38min
Will the Dollar Continue to Dominate? With Dale Pinkert
Dale Pinkert, trading coach at TradeGateHub, joins Maggie Lake to discuss recent surge in the U.S. dollar, market's sentiment towards it, rise in oil prices, potential risks in the bond market, analysis of big tech stocks performance, and whether recent market retracement indicates a larger decline.
9 snips
Sep 28, 2023 • 41min
What’s Driving Both Stocks and Yields Higher? With Cem Karsan
Cem Karsan, Founder of Kia Volatility Advisors, talks about seasonality of market trends, impact of government shutdown and structured product issuance on markets. They also discuss Wall Street's new favorite dispersion and index. Mark Lichtenfeld shares insights on potential new super cycle in oil. Lastly, they explore positive flows into equities and treasuries, and the impact of structured product issuance on the stock market.
Sep 27, 2023 • 52min
Real Vision's Birthday Special
Real Vision's co-founder and CEO Maggie Lake, along with Raoul Pal, Ash Bennington, Nico Brugge, and Samuel Burke, have a round table discussion about Real Vision's journey and the new platform. They talk about Bitcoin suppression, NFT market conditions, breaking barriers in finance, and the launch of the show AI Firehose. They emphasize the importance of trust and verification in financial sources like Real Vision, share a funny anecdote, and invite listeners to join the community.
Sep 26, 2023 • 38min
What’s Bugging Bond Markets? With Jared Dillian
Jared Dillian, editor of the Daily Dirtnap newsletter, discusses bond market turbulence, investors' misconceptions, and the current state of the economy. They explore parallels between the bond market and the 2007 housing crisis, policymakers' wars and their impact on markets. They also share a bearish outlook on fixed income, discuss yield curve control, and highlight the benefits of their Pro All Access service.
Sep 25, 2023 • 39min
Energy Crisis Part II?
Discussion on the impact of surging energy prices on bonds and stocks, the ineffectiveness of bonds as a diversifier, and alternative investment strategies. Analysis of the current state of energy supplies, including reliance on imports and potential release of oil from the US strategic petroleum reserve. Exploration of the relationship between energy prices and foreign exchange markets, advising individuals to invest in dollar assets during energy crises. Discussion on the vulnerability of countries reliant on energy imports and the relationship between being an energy bull and a tech bull in investment portfolios. Focus on the investment in AI rivals, the potential of AI to surpass the mobile market, and the emergence of massive winners in the AI industry.
11 snips
Sep 24, 2023 • 1h 1min
The Recession Plot Thickens ft. Mikael Sarwe
Mikael Sarwe, head of equity strategy and quant at Nordea, discusses recession risks in the US, Europe, and China in an in-depth exploration. They examine indicators suggesting a recession, the impact of manufacturing and service sectors, the economic situation in Sweden, spike in commodity prices, viability of bonds as a hedge, equity performance and sector outlook, and the likelihood of a payroll recession and investment opportunities.
9 snips
Sep 23, 2023 • 46min
Crash or Boom: Week 2 Wrap-Up
Raoul Pal, co-founder and CEO of Real Vision, joins Maggie Lake to discuss investment opportunities in energy and AI, hedge funds potentially dumping tech stocks, the fragility of US bonds, yield curve control, Basel III bank regulations, navigating challenging market conditions, and monitoring the progress of their thesis amid higher rates and potential sector slowdowns.
