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
7 snips
Aug 2, 2023 • 38min
Is the U.S. Economy Too Hot to Handle? With Jim Bianco
Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss how cushioned of a landing he thinks the Fed can pull off. Plus, Jim examines the impact of Friday's U.S. jobs data, where oil prices could send inflation, and what the bond market is telling investors.You can find more of Jim's work here: biancoresearch.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
5 snips
Aug 1, 2023 • 37min
Is Everyone Wrong About U.S. Rates? With Harry Melandri
Harry Melandri, advisor at MI2 Partners, joins Maggie Lake to discuss two competing fundamental macro stories that are shaping the current landscape, the potential for further Fed interest rate hikes, and the broad impacts of "higher rates for longer."You can find more of MI2 Partners' work here: https://mi2partners.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
14 snips
Jul 31, 2023 • 45min
Are Risk Assets at Risk? With Michael Kao
Maggie Lake is joined by Michael Kao, CEO of Akanthos Capital Management, to explore how much longer the rally in U.S. equities can last, the potential economic impacts of "higher rates for longer,” and look into the ripple effects of the U.S. dollar's wrecking ball.You can find more of Michael's work here: https://t.co/LWqgZ0p4pt Learn more about your ad choices. Visit podcastchoices.com/adchoices
Jul 30, 2023 • 29min
Steno's Signals: The Recession That Never Was
Slowly but surely, recession calls are being called off by consensus — but is the risk of it still alive? Andreas Steno Larsen dives into the reasons why everyone misunderstood the probabilities of a slowdown. For more access to Andreas’ independent research, there’s a 40% discount exclusively for the Real Vision community using the code RV40 at https://www.realvision.com/steno Learn more about your ad choices. Visit podcastchoices.com/adchoices
Jul 29, 2023 • 58min
Is the Business Cycle Rebounding? with Christophe Ollari
Ollari Consulting founder Christophe Ollari joins Andreas Steno Larsen to update us on his macro view for 2023 and examine current market positioning. They'll discuss whether China is rebounding, Christophe's base case for U.S. and Europe, and where he thinks inflation goes next. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Jul 28, 2023 • 39min
Are Investors Being Too Complacent? with Ben Miller
Ben Miller, co-founder and CEO of Fundrise, joins Maggie Lake to discuss this week's rate hikes from the ECB and Federal Reserve and the BOJ's yield curve control loosening. Plus, we’ll explore Ben's thesis: "The Great Lag.” You can find more of Ben's work here: https://fundrise.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
8 snips
Jul 27, 2023 • 42min
The Risk of Being Bearish on Stocks with Cem Karsan
Cem Karsan, founder of Kia Volatility Advisors, joins Maggie Lake to unravel the market action following strong economic data and Q2 earnings. Cem will also explore what sectors are signaling concern and where he sees opportunity.You can find more of Cem's work here: https://t.co/HwLmOP6aIA Learn more about your ad choices. Visit podcastchoices.com/adchoices
Jul 26, 2023 • 32min
Is the Fed Done Hiking? With Darius Dale and Andreas Steno Larsen
Darius Dale, founder of 42 Macro, and Andreas Steno Larsen join to analyze the Federal Reserve's interest rate hike, explore its impact on markets, and discuss the macro landscape. They also discuss central banks' actions, market performance, investor sentiment, inflation debate, and the possibility of a soft landing. The speakers reflect on the success of the S&P 500 despite rate hikes and tease future discussions on market vulnerabilities and predictions.
10 snips
Jul 25, 2023 • 35min
Can Tech Take Stocks Higher? with Tony Greer
Tony Greer, editor of The Morning Navigator, sits down with Maggie Lake to explore today’s price action, the growing impact of AI on markets, and what the recent move in Oil means for the energy sector. You can find more of Tony's work here: https://t.co/yMmmxohxUJIf you want to level up or lock in your membership, right this way: https://www.realvision.com/levelup Learn more about your ad choices. Visit podcastchoices.com/adchoices
9 snips
Jul 24, 2023 • 35min
Where in the World to Put Your Dry Powder (with Sam Burns)
Sam Burns, the chief strategist at Mill Street Research, joins Maggie Lake to discuss the significance of the lineup of central bank rate decisions this week and analyze some recent economic data out of China. Plus, Sam will share which parts of the world he believes are ripe for investment.You can find more of Sam's work here: https://www.millstreetresearch.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
