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
Aug 12, 2023 • 1h 8min
Charting the Course of the Global Economy
SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chanceRichard Koo, chief economist at Nomura Research Institute, is renowned for his expertise on balance sheet recessions. He joins Discipline Funds CIO Cullen Roche in this can’t-miss, peer-to-peer review of Koo's economic framework, the impact and efficacy of QE in balance sheet recessions, the potential GDP dominance of emerging economies like China and India, and the possibility of U.S. real estate stagnation. Learn more about your ad choices. Visit podcastchoices.com/adchoices
8 snips
Aug 11, 2023 • 38min
Is the Tech Rally Showing Cracks? With Peter Boockvar
SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chancePeter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, joins Maggie Lake to discuss this week's economic data, potential challenges facing the tech sector, and the implications of bond market volatility.You can find more of Peter's work here: https://peterboockvar.substack.comAlso, we've just launched Season 2 of the Real Vision Collective! Check it out here: https://www.realvision.com/collective Learn more about your ad choices. Visit podcastchoices.com/adchoices
7 snips
Aug 10, 2023 • 37min
Is a September Hike off the Table? With Dale Pinkert
SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chanceDale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to discuss the impact of today's U.S. inflation data, explore the U.S. dollar's recent movements, and to help us understand the reasons behind bond market volatility.You can find more of Dale's work here: https://tradegatehub.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
5 snips
Aug 9, 2023 • 37min
Is This a Trampoline Landing? With Vincent Deluard
SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chanceVincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss his "Trampoline Landing" theory, why he sees a second wave of inflation coming, and what's making him so bearish equities. In the second half of the show, Vincent explores whether the U.S. has peaked and where to find value in international investments.You can find more of Vincent's work here: https://marketintel.intlfcstone.com/MIPublic/Landing Learn more about your ad choices. Visit podcastchoices.com/adchoices
9 snips
Aug 8, 2023 • 35min
What Does Rate Volatility Mean For You? with Tony Greer
SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chanceTony Greer, editor of The Morning Navigator, joins Maggie Lake to discuss what the recent volatility in bonds means for markets, the impact of recent downgrades on the credit rating of several banks, and what investors should expect from this week's inflation data.You can find more of Tony's work here: https://tgmacro.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
4 snips
Aug 7, 2023 • 36min
Are Stocks Approaching a Correction? With Neil Dutta
SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chanceNeil Dutta, head of economic research at Renaissance Macro Research, joins Maggie Lake to discuss the impact of recent economic data on investor confidence, what to expect from CPI data this week, and the likelihood of a recession. You can find more of Neil's work here: https://renmacaccess.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
Aug 6, 2023 • 24min
Raoul Pal: The Past, Present, and Future of Real Vision
A look back at where we've come from, and a big update from Raoul on where we're going. Let us know what you think in the comments. Learn more about your ad choices. Visit podcastchoices.com/adchoices
9 snips
Aug 5, 2023 • 1h 6min
Data as an Emerging Asset Class
As we move to a world where users begin to own their data, how we leverage it will revolutionize everything. David Mattin, founder of the New World Same Humans newsletter, welcomes data futurist Michael Clark to explore how data will transform markets. Plus, why AI and the augmented world will change life as we know it. Note: This video has been edited from its original live version to clean up some technical issues we encountered during our live session. Learn more about your ad choices. Visit podcastchoices.com/adchoices
4 snips
Aug 4, 2023 • 36min
Are Bonds in the Driver's Seat? with Jared Dillian
Jared Dillian, editor of the Daily Dirtnap, sits down with Maggie Lake to discuss the mixed data from today's jobs report, current sentiment across assets, and why he thinks now may actually be the time to buy bonds. Also, we've just launched Season 2 of the Real Vision Collective. See what we're up to here: https://www.realvision.com/collective Learn more about your ad choices. Visit podcastchoices.com/adchoices
13 snips
Aug 3, 2023 • 37min
Is the Fed Still Fighting? With Dr. Sri-Kumar
Dr. Komal Sri-Kumar, president and founder of Sri-Kumar Global Strategies, joins Maggie Lake to discuss why recent economic data has economists questioning the Fed's policy decisions, and where the central bank’s quest for 2% inflation will land the U.S. economy. You can find more of Sri's work here: https://srikonomics.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
