Real Vision: Finance, Business & The Global Economy

Real Vision: Finance, Business & The Global Economy

www.realvision.com
Unbiased, analysis from the leading name in financial journalism. Real Vision unlocks access to experts and ideas you won’t find in the mainstream financial news.


The Interview - Stephanie Kelton — MMT and the Deficit Myth
Jul 11 • 62 min
By both surprise and necessity, Modern Monetary Theory is here at our doorstep. And with neither major party remaining as the party of ‘fiscal responsibility’, it seems there is little standing in the way of MMT becoming the premise for US government…
Daily Briefing - July 10, 2020 - The V-Shape Recovery Idea is Dead: Raoul Pal
Jul 10 • 43 min
Is the idea of a V-shaped recovery dead? Real Vision CEO Raoul Pal and senior editor Ash Bennington explore that question in depth through the lens of the virulent reemergence of COVID-19 in the U.S. Raoul and Ash break down the alarming rise of cases…
Daily Briefing - July 9, 2020-Fee-Free and Passive Trading Are Distorting Price Discovery: Tyler Neville
Jul 9 • 26 min
Real Vision managing editor Ed Harrison hosts Real Vision’s Tyler Neville to discuss the ever-expanding chasm in markets between fundamentals and flows. Drawing upon his experience on the buy-side, Tyler analyzes how market forces such as commission free…
Daily Briefing - July 8, 2020 - ETF Inflows Could Make Market Vulnerable - Ed Harrison
Jul 8 • 36 min
Senior editor Ash Bennington joins managing editor Ed Harrison to discuss the latest developments in markets, macro, and coronavirus. Ash and Ed first dive into recently released interviews with Stephanie Kelton and with George Magnus and share their…
Daily Briefing - July 7, 2020 - Macro Backdrop Signals Slowing Global Growth.
Jul 7 • 30 min
Managing editor Ed Harrison joins Dan Russo, CMT, chief market strategist at Chaikin Analytics, to discuss the latest developments and trends in markets. With his blend of technical and fundamental analysis, Russo shares where he’s seeing relative…
Daily Briefing - July 6, 2020 - Sentiment Is All That Matters
Jul 6 • 32 min
Max Wiethe joins managing editor Ed Harrison to discuss sentiment, the 2020 election, and forward earnings and what sort of impact that will have on markets in the coming months. Max and Ed first break down Peter Atwater’s interview from last week on Real…
The Interview w/ William White & Brent Johnson- July 5, 2020
Jul 5 • 73 min
At few moments in history have the policies of global central banks been as important as they are today. Former central bank insider and senior fellow at the C.D. Howe Institute, William White, tells Santiago Capital’s Brent Johnson just how we’ve gotten…
The Interview w/ Kyle Bass & Raoul Pal - The State of Global Macro through Coronavirus Chaos
Jul 4 • 70 min
Kyle Bass, founder and CIO of Hayman Capital, joins Real Vision’s Raoul Pal to break down the state of global macro. Bass talks about the bifurcation between capital markets and the real economy due to unprecedented monetary policy response. Bass and Pal…
Daily Briefing - July 3, 2020 - Special Edition
Jul 3 • 27 min
In this special, Fourth of July edition of the Daily Briefing, senior editor Ash Bennington and managing editor Ed Harrison sit down to answer questions from our viewers concerning everything from crypto to markets and more. Learn more about your ad…
Daily Briefing - July 2, 2020 - Will The US Pay the Price for Reopening?
Jul 2 • 30 min
Senior editor Ash Bennington joins managing editor Ed Harrison to discuss the latest developments in markets, macro, and coronavirus. Bennington and Harrison dive into the June jobs report and talk about how it fits into the overall picture of the US’s…
Daily Briefing - July 1, 2020 - Crypto Can Change the World
Jul 1 • 37 min
Editor Max Wiethe joins senior editor Ash Bennington to debrief Real Vision’s Crypto Gathering conference. Ash shares his insights from some of the panels he participated in and his recommended pieces of content for viewers if they didn’t have an…
Daily Briefing - June 30, 2020
Jun 30 • 27 min
Managing editor Ed Harrison joins Dave Floyd, founder of Aspen Trading Group, to discuss how to evaluate markets from a technical perspective. Believing that it’s important to “follow the tape” and trade what an investor sees, Floyd shares where he…
Daily Briefing - June 29, 2020
Jun 29 • 40 min
Editor Max Wiethe joins managing editor Ed Harrison to discuss the latest developments in markets, macro, and coronavirus. Max and Ed examine how the US is currently dealing with the virus and whether that means the nation is par for the course or has…
The Interview - How Coronavirus Exposed the “Shaky Foundation”
Jun 28 • 45 min
What happens when an upheaval so massive forces financial markets, governments, and society to rethink how our systems work? Michael Krieger, author of the Liberty Blitzkrieg, joins Real Vision to explain what coronavirus and the response to the outbreak…
The Interview - Public Employee “Plunder” and California’s Perfect Storm
Jun 27 • 47 min
Steve Greenhut, Western region director at R Street Institute and author of “Plunder: How Public Employee Unions are Raiding Treasuries, Controlling Our Lives and Bankrupting the Nation,” joins Mike Green of Logica Capital Advisers to discuss his coverage…
Daily Briefing - June 26 ,2020
Jun 27 • 30 min
Senior editor Ash Bennington hosts managing editor Ed Harrison to discuss a day of pain on Wall Street as the coronavirus shows no signs of relenting and the normally cautious Federal Reserve issued an alarming mandate to large-cap banks. Ed and Ash also…
Daily Briefing - June 25, 2020
Jun 25 • 45 min
Senior editor Ash Bennington and managing editor Ed Harrison break down the latest economic data amid a bullish day on Wall Street. They discuss the rising infections in states like Texas, Arizona, and Florida, and they take a data-driven look at the…
Daily Briefing - June 24, 2020
Jun 24 • 37 min
Senior editor Ash Bennington joins managing editor Roger Hirst to analyze the anatomy of bubbles, propelled by emotional mania, and how that is relevant to today’s markets. Bennington and Hirst discuss how equity markets appear to be inflated by flows…
Daily Briefing - June 23, 2020
Jun 23 • 32 min
Senior editor Ash Bennington joins managing editor Ed Harrison to discuss the latest news in markets, macro, and coronavirus. Bennington and Harrison first analyze the breaking story about Wirecard, a German fintech company, and its implications for…
Daily Briefing - June 22, 2020
Jun 22 • 31 min
Senior editor Ash Bennington and managing editor Ed Harrison explore the perilous state of the global markets amid the unrelenting spread of coronavirus. They discuss the disturbing “second wave” of coronavirus in the U.S. – in states like Florida, Texas,…
The Interview - Credit Chaos and Fool’s Yield: Updating the Thesis withDan Rasmussen and Greg Obenshain
Jun 21 • 44 min
Dan Rasmussen, the CIO and Founder of Verdad Capital Advisers, speaks with his colleague Greg Obenshain, Verdad’s director of credit, to examine the credit market sell-off over the past two months. They focus on the recent widening of spreads and other…
The Interview - The Electrodollar: Venture Capitalism, Technology, and Silicon Valley
Jun 20 • 69 min
Venture capitalist, Bill Tai, has been at the intersection of venture capitalism and innovation since the early days of Silicon Valley before the orchards were replaced with technology company corporate headquarters. He joins Real Vision’s Raoul Pal to…
Daily Briefing - June 19, 2020
Jun 19 • 38 min
Real Vision CEO Raoul Pal joins senior editor Ash Bennington to reflect on a week of muted volatility amid a “quadruple witching” and unprecedented interventions from the world’s major central banks. Raoul and Ash analyze the ECB’s recent meeting around…
Daily Briefing - June 18, 2020
Jun 18 • 33 min
Managing editor Ed Harrison joins Peter Boockvar, CIO of Bleakley Advisor Group, to discuss the latest developments in markets, macro, and coronavirus. Harrison and Boockvar dive into what the trajectory of inflation will be and how it’s not a monolithic…
Daily Briefing - June 17, 2020
Jun 17 • 30 min
Senior editor Ash Bennington joins Tommy Thornton, founder of Hedge Fund Telemetry, to discuss the latest in markets, macro, and coronavirus. Thornton argues that the need for intervention in repo markets starting back in the fall of 2019 indicated that…
Daily Briefing - June 16, 2020
Jun 16 • 32 min
Senior editor Ash Bennington joins managing editor Ed Harrison to unpack today’s positive retail numbers as well as whether the recession is now “over” (even if in name only). Bennington and Harrison explore what this actually means in the technical…
Daily Briefing - June 15, 2020
Jun 15 • 35 min
Senior editor Ash Bennington joins Real Vision managing editor Ed Harrison to discuss a day of “risk on risk off” on Wall Street. Ed maps out a new paradigm he’s noticing in the world of energy, equities, and the dollar, and Ash places the vacillations of…
The Interview - The New Frontier with Trevor Mottl and Raoul Pal
Jun 14 • 60 min
Trevor Mottl, managing director at Lazard Labs, speaks to Real Vision CEO Raoul Pal about how machine learning and artificial intelligence (AI) can inform and transform the investment process – from idea generation to position sizing to risk management.…
The Interview - When The Whole Daisy Chain Unwinds
Jun 13 • 88 min
James Aitken, partner at Aitken Advisors, joins Real Vision CEO Raoul Pal to discuss the intricate relationship between bond and FX markets and how this often overlooked connection is playing out at this critical juncture of the credit cycle. Aitken and…
Daily Briefing - June 12 , 2020
Jun 12 • 35 min
Real Vision CEO Raoul Pal and Real Vision managing editor Ed Harrison discuss today’s undulating recovery as global equities tried to regain ground lost in yesterday’s market rout. Raoul and Ed explore why today’s snapback wasn’t as strong as expected and…
Daily Briefing - June 11, 2020
Jun 11 • 32 min
Managing editor Ed Harrison joins Lloyd Khaner, general partner and CIO at Khaner Capital Management, to discuss his macro outlook for the next year and beyond. Khaner explains some of the growth opportunities he sees in equity markets and breaks down how…
Daily Briefing - June 10, 2020
Jun 10 • 35 min
Senior editor Ash Bennington joins Jay Pelosky, CIO and co-founder of TPW Investment Management, to unpack his contrarian and bullish thesis on the economy and markets. Pelosky argues that the big plays for 2020 is not in tech, but in commodities, as well…
Daily Briefing - June 9, 2020
Jun 9 • 26 min
Senior editor Ash Bennington joins managing editor Ed Harrison to discuss market sentiment in light of NBER’s recent announcement that the U.S. slid into recession in February. Bennington and Harrison explore whether market participants are betting that…
Daily Briefing - June 8, 2020
Jun 8 • 20 min
Senior editor Ash Bennington and managing editor Ed Harrison map out their framework for the rest of 2020. Ed and Ash look at the steepening yield curve and the continued ascent of U.S. equities. Ed gives additional color to his macro thesis and reflects…
The Interview - How to Stay Safe on the Rollercoaster Ride (w/ Ric Edelman)
Jun 7 • 55 min
Ric Edelman, chairman and co-founder of Edelman LLC, speaks to Real Vision senior editor Ash Bennington about how investors can position themselves for success during this unprecedented crisis. Edelman analyzes the ongoing calamity through the lens of…
The Interview - Profiting from Mispriced Credit Risk with Daniel Zwirn, CEO of Arena Investors
Jun 6 • 60 min
Daniel Zwirn, CEO of Arena Investors, kicks off Debt Week by bringing his unique credit framework to Real Vision. Zwirn argues that a decade of cheap money has worsened credit quality, but that nevertheless there are lucrative fixed-income opportunities…
Daily Briefing - June 5, 2020
Jun 5 • 43 min
Real Vision CEO Raoul Pal and senior editor Ash Bennington discuss a roaring day on Wall Street as the U.S. labor market breathed a sigh of relief. Looking at everything from tech valuations to the AUD/USD trade, Raoul and Ash dive deeper into this…
Daily Briefing - June 4, 2020
Jun 4 • 36 min
Senior editor Ash Bennington joins managing editor Roger Hirst to discuss the latest developments in macro, markets, and coronavirus. Bennington and Hirst talk about the trajectory of the global recovery and growth—specifically, they explore the…
Daily Briefing - June 3, 2020
Jun 3 • 35 min
Senior Editor Ash Bennington joins Managing Editor Roger Hirst to discuss the latest developments in macro, markets, and coronavirus. Bennington and Hirst discuss what “returning to normal” means for markets—whether it’s breaking into a new regime or a…
Daily Briefing - June 2, 2020
Jun 2 • 28 min
Senior editor Ash Bennington hosts managing editor Ed Harrison to delve into whether the pandemonium in the U.S. will ever spread into capital markets. They analyze the historical performance of markets during times of civil unrest and explore whether…
Daily Briefing - June 1, 2020
Jun 1 • 30 min
Senior editor Ash Bennington hosts managing editor Ed Harrison to discuss how the roiling civil unrest in the U.S. could affect businesses and financial markets. They look at the correlation of the Citi Surprise index and bond yields, and Ed introduces…
The Interview - with Kiril Sokoloff and Raoul Pal -Gold, Germs, and Self-Preservation
May 31 • 52 min
Kiril Sokoloff, chairman and founder of 13D Global Strategy and Research, joins Raoul Pal, CEO and co-founder of Real Vision, to discuss the ongoing coronavirus pandemic and its long-term consequences on monetary policy, investing, and geopolitics. Pal…
The Interview - Don’t Hate the Fed, Hate the Game
May 30 • 54 min
Recently the Federal Reserve has taken unprecedented steps to backstop the market, sending investors scrambling to relearn the “rules of the game,” and inciting arguably justifiable outrage from others. Matt Rowe, CIO of Headwaters Volatility, and Jared…
Daily Briefing - May 29, 2020
May 29 • 35 min
Senior editor Ash Bennington joins managing editor Ed Harrison to discuss the latest developments in markets and macro in the era of coronavirus. Bennington and Harrison talk through the risks and potential upside to growth as European institutions debate…
Daily Briefing - May 28, 2020
May 29 • 30 min
Managing editor, Ed Harrison, joins managing editor, Roger Hirst, to discuss the latest developments in markets, macro, and coronavirus. They talk through why US equities are still not suffering even though the real economic data demonstrates an…
Daily Briefing - May 27, 2020
May 27 • 37 min
Senior editor, Ash Bennington, joins managing editor, Roger Hirst, to discuss the latest developments in macro, markets, and coronavirus. Bennington and Hirst analyze what’s happening in Europe, including the recently proposed EU stimulus package,…
Daily Briefing - May 26, 2020
May 26 • 34 min
Managing editor Ed Harrison and senior editor Ash Bennington break down the brewing tensions between China and the United States. They comprehend the consequences of a potential “decoupling” between the two superpowers and analyze the possibility of a new…
Daily Briefing - May 25, 2020
May 25 • 39 min
Senior editor Ash Bennington joins Real Vision CEO and co-founder Raoul Pal to discuss the latest developments in macro and coronavirus. Bennington and Pal discuss the collapsing velocity of money and stagnant US growth, the Canadian and Australian…
The Interview - The Second Wave Is Going to Be Much, Much Worse
May 24 • 46 min
Dr. Dena Grayson speaks to Pedro Da Costa about the ongoing efforts of medical professionals to save lives and stop the COVID-19 pandemic in its tracks. She evaluates the promising new drug Remdesivir and discusses her work on similar drugs such as…
The Interview - The Third Act
May 23 • 78 min
Hugh Hendry, founder and former CIO of Eclectica Asset Management, joins Real Vision CEO Raoul Pal to analyze the state of markets at this unprecedented juncture of uncertainty and to reflect on a lifetime of macro investing. Raoul and Hugh explore how…
Daily Briefing - May 22, 2020
May 22 • 39 min
Senior editor Ash Bennington sits down with Real Vision CEO and co-founder Raoul Pal to explore the latest developments in markets and macro. They dive into why debt mutualization won’t be enough to save Europe, what the elimination of GDP targeting means…
Daily Briefing - May 21, 2020
May 21 • 30 min
Real Vision’s managing editors Ed Harrison and Roger Hirst sit down to discuss the latest developments in markets, macro, and coronavirus. Nick Correa talks about the new waves of infections in South Korea and the country’s unique challenges in containing…
Daily Briefing - May 20, 2020
May 20 • 30 min
Real Vision’s senior editor Ash Bennington and managing editor Roger Hirst analyze the latest developments in markets. Bennington and Hirst discuss the implications of fiscal burden-sharing in the European Union within the framework of French President…
Daily Briefing - May 19, 2020
May 19 • 33 min
Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison to discuss the retracement of the S&P 500 amid a distressing Bank of America study that found that only 10 percent of fund managers are anticipating the V-shaped recovery that has…
The Interview - A Pandemic Focused Pension Health Update
May 19 • 31 min
Long before the market’s most recent correction, underfunded pensions were already a huge concern. Now that prices have fallen along with interest rates, pensions are in an even worse position than before. Leo Kolivakis, publisher of Pension Pulse,…
Daily Briefing - May 18, 2020
May 18 • 27 min
Real Vision Senior Editor Ash Bennington hosts Managing Editor Ed Harrison to make sense of a roaring day on Wall Street. They analyze the extreme bullishness in today’s session through the lens of Fed Chair Powell’s remarks, and discuss yield divergences…
The Interview - Corona Crisis: The View from The Valley
May 17 • 69 min
Balaji Srinivasan is a highly accomplished investor, entrepreneur, executive, and academic. In this conversation with Real Vision’s Ash Bennington, Srinivasan unpacks his tech-centric view of combating the coronavirus — informed by his background in the…
Daily Briefing - May 15, 2020
May 15 • 35 min
Real Vision’s CEO and co-founder, Raoul Pal, joins Senior Editor Ash Bennington to update viewers on his “Unfolding” thesis about the trajectory of the COVID crisis and its effects on the economy and markets. He also unpacks his views about the solvency…
Daily Briefing - May 14, 2020
May 14 • 29 min
Real Vision’s Managing Editor Ed Harrison is joined by Roger Hirst to discuss the latest developments in markets, macro, and the coronavirus crisis. Peter Cooper talks about how China, Hong Kong, and South Korea are facing setbacks with a new wave of…
Daily Briefing - May 13, 2020
May 12 • 35 min
Real Vision’s senior editor Ash Bennington sits down with managing editor Roger Hirst to discuss the latest in macro, markets, and coronavirus. They dive into the psychological and economic repercussions that the shutdown has had on both New York City and…
Daily Briefing - May 12, 2020
May 12 • 32 min
Real Vision’s Ash Bennington and managing editor Ed Harrison discuss the latest developments in macro, markets, and coronavirus. They dive into the havoc wrecked on the jobs market, the continuously moving plans to reopen the US economy, and Dr. Fauci’s…
The Interview - The Fed’s New Unwritten Mandate
May 10 • 50 min
Professor Mark Blyth and Professor Adam Tooze explore how coronavirus is laying bare the hidden risks embedded within our financial systems and how central banks worldwide are scrambling to paper over those chasms of danger. To them, it seems that the…
The Interview - An International Perspective on COVID-19
May 10 • 53 min
With every day of lockdown and every dollar of stimulus, policy and markets are becoming more and more intertwined. That is why Pedro da Costa has been conducting a series of interviews with central bankers, policymakers, and the economists who inform…
Daily Briefing - May 11, 2020
May 10 • 34 min
Real Vision’s Ash Bennington and Managing Editor Ed Harrison discuss Raoul’s Expert View, “Global Recession - What’s Next?”, which was released today. Bennington and Harrison then take a deep dive into the real economy with a special focus on the risks…
Daily Briefing - May 8, 2020
May 8 • 35 min
Ash Bennington hosts Real Vision Co-Founder and CEO Raoul Pal as they look forward to the biggest voyage Real Vision has ever gone on: Global Recession: What’s Next? Over the course of this two-week content campaign, some of the brightest minds in finance…
The Interview ( Bonus Episode ) - Another Great ‘Mortgage Meltdown’
May 8 • 53 min
Columnist for HousingWire, Logan Mohtashami of AMC Lending Group sits down with Real Vision’s Ash Bennington to discuss the “complete meltdown” he sees in the residential mortgage space during the coronavirus crisis. Mohtashami and Bennington discuss…
Daily Briefing - May 7, 2020
May 7 • 33 min
Real Vision’s Managing Editor Ed Harrison is joined by Roger Hirst to discuss the latest developments in markets, macro, and the coronavirus crisis. Harrison and Hirst examine the effects of central bank liquidity on asset markets. Real Vision’s Peter…
Daily Briefing - May 6, 2020
May 6 • 38 min
Ash Bennington hosts Real Vision’s Roger Hirst. Today, Bennington and Hirst explore the relationship between fundamental and technical analysis in the context of the Coronavirus crisis. The pair also discuss the role of the European Central Bank in light…
Daily Briefing - May 5, 2020
May 5 • 31 min
Real Vision’s Ash Bennington and Tony Greer, editor of Morning Navigator, discuss recent market action. Bennington and Greer discuss price action in the S&P 500, whipsawing oil markets, and the reopening of the US economy. Real Vision’s Peter Cooper…
Daily Briefing - May 4, 2020
May 4 • 31 min
Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss recent developments in markets, macro, and the coronavirus crisis. Today, Bennington and Harrison discuss Warren Buffett and his statements at the Berkshire Hathaway Annual…
The Interview - The Charts of Truth
May 3 • 42 min
Peter Brandt, Founder of Factor LLC, speaks to Real Vision CEO, Raoul Pal, about the dramatic price action he’s witnessing in equities, commodities, currencies, gold, and bitcoin. A veteran technical analyst, Brandt tells Pal about the charts on his radar…
The Interview - The Fed Opening the Flood Gates
May 2 • 29 min
Dr. Thomas Hoenig, distinguished senior fellow at George Mason University’s Mercatus Center, joins Pedro da Costa, columnist at MarketWatch and Forbes, to discuss Dr. Hoenig’s experience as former chief executive of the Kansas City Fed and former vice…
Daily Briefing - May 1, 2020
May 1 • 35 min
Ash Bennington joins Real Vision CEO Raoul Pal for an exploration of how to find the macro signal amid the noise of economic indicators, alternative data, and confounding price action. Raoul describes an alarming pattern he’s been noticing in data on foot…
Daily Briefing - April 30, 2020
Apr 30 • 30 min
Real Vision’s Managing Editor Ed Harrison sits down with Roger Hirst to discuss what’s going on in markets today. Harrison and Hirst touch on the economic numbers coming out of the U.S. and Europe, the possibility of China exporting deflation, and how the…
Daily Briefing - April 29, 2020
Apr 29 • 35 min
Real Vision’s Ash Bennington sits down with Roger Hirst to discuss the latest economic data: dismal GDP numbers, consumer spending, as well as other stats in the real economy. Bennington and Hirst analyze the recent technical levels on the S&P, and…
Adventures in Finance - Daily Briefing - April 28, 2020
Apr 28 • 36 min
Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss recent developments in markets, macro, and the coronavirus crisis. Today, Bennington and Harrison discuss the U.S. recession outlook, economic sentiment, and whipsawing prices in…
Adventures in Finance - Daily Briefing - April 27, 2020
Apr 27 • 29 min
Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison for analysis of the day’s events. Bennington and Harrison discuss the shape & speed of the coming recovery as well as the different economic trajectories of the U.S. and Europe. Please take a…
Adventures in Finance - Daily Briefing - April 24, 2020
Apr 24 • 37 min
Ash Bennington hosts Tony Greer, Editor of the Morning Navigator, to get a trader’s-eye view of what’s happening in markets. Greer unpacks the underlying supply & demand dynamics of what drives markets higher during dismal news cycles in this must-see…
Adventures in Finance - Daily Briefing - April 23, 2020
Apr 23 • 28 min
In this episode of the Real Vision Daily Briefing, Managing Editor Ed Harrison hosts Roger Hirst for a discussion about emerging market credit risk, helicopter money, and the unwinding of the commodity daisy chain. With markets and headlines moving faster…
Adventures in Finance - Daily Briefing - April 22, 2020
Apr 22 • 33 min
Ash Bennington hosts Roger Hirst for a discussion about governments’ response to coronavirus and its implications for fiscal and monetary policy. The pair also cover the broader outlook for the global economy and the risk of structural changes caused by…
Adventures in Finance - Daily Briefing - April 21, 2020
Apr 21 • 34 min
Ash Bennington hosts Ed Harrison, Real Vision’s managing editor, to break down the day’s events. In today’s episode, Bennington and Harrison continue their discussion on oil markets — and tie the broader macroeconomic fundamentals into technical market…
Adventures in Finance - Daily Briefing - April 20, 2020
Apr 20 • 37 min
Ash Bennington hosts Ed Harrison, Real Vision’s Managing Editor, to break down the day’s events. Today, the pair take a deep dive into the chaos of the profoundly fractured oil markets. Bennington and Harrison also discuss the long-term prognosis for the…
Adventures in Finance - Daily Briefing - April 17, 2020
Apr 17 • 37 min
Ash Bennington hosts Ed Harrison, Real Vision’s Managing Editor, to break down the week’s events. The pair cover the U.S. banking sector, risks to the commercial real estate market, Russian central bank policy action, and compare and contrast the timing…
Adventures in Finance - Daily Briefing - April 16, 2020
Apr 16 • 28 min
On today’s Real Vision Daily Briefing, Roger Hirst and Ed Harrison discuss FX markets, high yield credit, and EM fixed-income through the lens of Brent Johnson’s “dollar milkshake theory” and Mike Green’s thoughts on the concentration of capital. Harrison…
Adventures in Finance - Daily Briefing - April 15, 2020
Apr 15 • 35 min
Ash Bennington hosts Real Vision’s Roger Hirst to talk markets and economics. In this episode, Bennington and Hirst discuss the dismal economic data coming out of the U.S. including industrial production, retail sales, and the Empire State Manufacturing…
Adventures in Finance - Daily Briefing - April 14, 2020
Apr 14 • 27 min
Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss the day’s events. In this episode, the pair unpack new GDP growth forecasts, the latest economic warning from the IMF, and the first round of Q1 2020 bank earnings. Learn more about…
Adventures in Finances - Daily Briefing - April 13, 2020
Apr 13 • 33 min
Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss the events of recent days as the coronavirus crisis grinds forward. Harrison and Bennington focus on the role of banks in financial crises as a transmission mechanism to the broader…
Adventures in Finance - Daily Briefing - April 10, 2020
Apr 12 • 34 min
Real Vision CEO & co-founder Raoul Pal joins Ash Bennington for a big picture look at the events of the last few weeks in the wake of coronavirus with a focus on the global economy. Pal and Bennington discuss the broad changes brought on by the virus,…
Adventures in Finance - Daily Briefing - April 9, 2020
Apr 9 • 24 min
Real Vision’s Roger Hirst and Ed Harrison talk about the Fed’s intervention into high yield ETFs and whether that support would spill over into equity markets to support shares on a sustained basis. In that context, they analyze Mike Green’s theory that…
Adventures in Finance - Daily Briefing - April 8, 2020
Apr 8 • 30 min
Real Vision’s Ash Bennington hosts Roger Hirst to discuss the rally in US equities against the backdrop of coronavirus. Hirst and Bennington discuss the rally from both a technical and fundamental perspective, weaving in the narrative of the breakdown in…
Adventures in Finance - Daily Briefing - April 7 2020
Apr 7 • 30 min
With markets and headlines moving faster than ever, we are now bringing all users a new ultra-timely show to help you keep up the dynamic news cycle. Real Vision’s Ash Bennington and Ed Harrison unpack the seemingly widening gulf between macroeconomic…
Adventures in Finance - Daily Briefing - April 6 2020
Apr 7 • 26 min
With markets and headlines moving faster than ever, we are now bringing all users a new ultra-timely show to help you keep up the dynamic news cycle. Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss the apparent disconnect between…
Dr. Gio Valiante — Sustainable Excellence in Investing and Life
Nov 15, 2019 • 33 min
Dr. Gio Valiante, founder of Fearless Golf and head performance coach at Point72 Asset Management, coaches individuals at the highest levels of sports and finance. Dr. Valiante provides tips and stories focused on improving performance and sustaining…
Mark Ritchie II — The Critical Tell for the Stock Market
Nov 8, 2019 • 21 min
Mark Ritchie II, CIO of RTM Capital Advisors, sits down with Real Vision’s Ed Harrison to discuss how he has re-positioned his investments after going 100% cash in December. He believes that the reaction to the Fed’s cut over these next few weeks are…
What Will a Recession Do to Venture Capital? With Josh Wolfe and Raoul Pal
Nov 1, 2019 • 33 min
Josh Wolfe, co-founder of Lux Capital, sits down with Raoul Pal to examine the indicators that are warning that the economic cycle is reaching an inflection point. Wolfe and Pal discuss the idea that inflated valuations in venture capital are being caused…
Gold & “The Bitcoin Standard” with Saifedean Ammous and Marty Bent
Oct 25, 2019 • 65 min
Is there a path for bitcoin to become the new gold standard? Economist Saifedean Ammous, author of the ‘The Bitcoin Standard: The Decentralized Alternative to Central Banking,’ joins Real Vision to share his views on both gold & bitcoin. From an Austrian…
China vs. The U.S.: Trade War to Cold War? (with Kyle Bass and Robert Spalding)
Oct 18, 2019 • 60 min
Kyle Bass sits down with retired Brigadier General Robert Spalding to discuss the reality inside China. Spalding spent years living in China as Defense Attache in Bejing & served as the chief China strategist for the chairman of the Joint Chiefs. Spalding…
The Gold vs. Bitcoin Debate with Barry Silbert and Roy Sebag
Oct 11, 2019 • 43 min
Earlier this summer, we released two interviews debating Grayscale Bitcoin Trust’s “Drop Gold,” campaign. Grayscale is a subsidiary of Digital Currency Group founded by Barry Silbert. He provides the argument for Bitcoin and explains the thinking behind…
Understanding Dollar Repo Madness with Danielle DiMartino Booth and George Goncalves
Oct 4, 2019 • 37 min
Danielle DiMartino Booth, chief strategist at Quill Intelligence, interviews George Goncalves of The Bond Strategist in his first appearance on Real Vision. As former insiders of the Dallas Fed and US Treasury primary dealers, Danielle and George…
The Chinese Mirage with Chris Balding
Sep 27, 2019 • 61 min
Christopher Balding, associate professor at Fulbright University Vietnam, delves into the many layers of the Chinese economy with Mike Green of Thiel Macro. Balding and Green discuss the inconsistencies in the overarching bullish narrative on China, and…
WeWork, Amazon, Fannie Mae and Berkshire: Whitney Tilson’s Hedge Fund Odyssey
Sep 20, 2019 • 64 min
Whitney Tilson details his transformation from momentum trader to an investor living by Warren Buffett’s advice that “it’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” Tilson shares his views on WeWork’s…
Barry Silbert Forecasts the Future of Crypto
Sep 13, 2019 • 46 min
Barry Silbert is the founder and CEO of Digital Currency Group, a cryptocurrency investment trust that is now worth as much today as the whole asset class was five years ago. In this conversation with Raoul Pal, Silbert discusses the long-term outlook for…
Are Unfunded Pensions Secretly Driving Markets? (With Brian Reynolds and Tyler Neville)
Sep 6, 2019 • 38 min
Brian Reynolds, former chief market strategist at Rosenblatt Securities, tells why unfunded pension liabilities are the real engine for the U.S. credit boom, and how this financial engineering has produced one of the greatest bull markets ever. A legal…
Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal)
Aug 30, 2019 • 61 min
Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal) Learn more about your ad choices. Visit megaphone.fm/adchoices
Russell Clark - Devaluing the Chinese Renminbi
Aug 23, 2019 • 35 min
Russell Clark of Horseman Capital warns that a Chinese currency shock could be the spark that burns down the entire global economy. In an hour-long conversation with Real Vision editor Roger Hirst, which was released as a video on Real Vision in July,…
Real Vision Classics #5 - Josh Wolfe interviewed by Michael Green
Jan 17, 2019 • 77 min
What will the future look like, and what will that future mean for businesses and investors? Michael Green of Thiel Macro sits down with Josh Wolfe of Lux Capital for an incredibly though-provoking conversation about technology, manufacturing, the…
Real Vision Classics #4 - Raoul Pal interviewed by Dee Smith
Jan 10, 2019 • 70 min
Social media power, the proliferation of artificial intelligence, and the destruction of the rules-based global order. How are these massive trends connected? Raoul Pal, CEO of Real Vision and the mind behind the Global Macro Investor, sits down with Dee…
Real Vision Classics #3 - Stanley F. Druckenmiller Interviewed by Kiril Sokoloff
Jan 3, 2019 • 86 min
One of the most widely watched videos on Real Vision this year was investment visionary Kiril Sokoloff’s interview of hedge fund legend Stanley F. Druckenmiller. Now we are releasing the audio version of this incredible interview to podcast listeners.…
Real Vision Classics #2 - Joe Duran Speaks to Brian Price
Dec 27, 2018 • 49 min
One of the most beloved videos released this year on Real Vision was our interview with Joe Duran, the founder and CEO of United Capital. Now we are allowing podcast listeners a chance to hear the full audio version of the piece. The man who conducted the…
Real Vision Classics #1 - Mark Cuban in Conversation with Kyle Bass
Dec 20, 2018 • 56 min
As a holiday treat, we are bringing you Mark Cuban’s full conversation with Kyle Bass. The video version of this interview was released on Real Vision in November 2017. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Knock-On Effect #28 - The Fate of Waste, Nuts, Space & More
Dec 13, 2018 • 27 min
What do we know about the strange places we’ve been? In this season finale, Justine, Alex and Roger provide updates about the topics previously covered in the “The Knock-on Effect,” touching on the bright-red bugs behind the American aperitivo resurgence,…
The Knock-On Effect #27 - Why Big Soda’s Political Strategy Matters
Dec 6, 2018 • 34 min
Why will local efforts to curb obesity mean more states will ban grocery taxes? Justine and Alex discuss – also touching on taxpayer-subsidized soda purchases, Big Soda’s tobacco-like tactics, the trouble with slippery slope arguments, and the relative…
The Knock-On Effect #26 - Inflation, Inequality and Bitcoin
Nov 29, 2018 • 24 min
Does inflation increase or decrease wealth inequality? Alex recently got into a Twitter feud on that very subject, but guest co-host Jake Merl sets him straight. They also touch on Fed policy, the quality of government data, and the perils of replying to…
The Knock-On Effect #25 - Urbanization, Obesity, and India’s Exports
Nov 22, 2018 • 32 min
Why does rapid population growth in urban centers mean we may see more exports from India? Alex and Justine discuss — also touching on the worldwide obesity epidemic, the state of the world in 1800, and the general decline of sexual activity. Learn more…
The Knock-On Effect #24 - Why Fruit Patents Matter
Nov 15, 2018 • 32 min
What does China’s shifting attitude toward intellectual property mean for the fruit industry? Justine and Alex discuss - also touching on the Bacardi family and the quest for the next celebrity apple. Learn more about your ad choices. Visit…
The Knock-On Effect #23 - Are Bear Markets Actually Good?
Nov 8, 2018 • 30 min
Real Vision’s Ash Bennington joins Alex to reflect on a trope frequently heard in the cryptocurrency world these days: “The best projects are built in bear markets.” Plus: The differences between crypto conferences and muni bond conferences, why Bitcoin…
The Knock-On Effect #22 - Why the trucker shortage matters, part 2
Nov 1, 2018 • 32 min
How does the recent mandate to electronically log trucker hours impact the labor force, Amazon and U.S. consumers? Justine and Alex speak with Will Pletcher, president of transportation company MCAH Ltd, about surging wages and costs in trucking. Will…
The Knock-On Effect #21 - Why does the growth of China’s billionaire class mean wine bottles will get a lot more complicated?
Oct 25, 2018 • 37 min
If the trade war winds down, why might we see more security measures on wine bottles? Alex and Justine discuss, touching on nail-biting auctions, vineyard pests and new uses for the blockchain. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Knock-On Effect #20 - Why might our honey obsession lead to more mini-robotic drones?
Oct 18, 2018 • 34 min
How does the health food craze contribute to the production of drones? Justine and Alex discuss, touching on global smuggling rings, food fakery and sauerkraut flavored honey. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Knock-On Effect #19 - Elections, Payday Loans & Stolen Goods
Oct 11, 2018 • 44 min
If the Republicans maintain control of Congress, why might it become easier to buy stolen goods by accident? Alex and Justine discuss, also touching on wordy regulations, the emotional reaction to wealth disparities, and Justine’s mixed driving record.…
The Knock-On Effect #18 - Why will trucking surveillance lead to problems for holiday shoppers?
Oct 4, 2018 • 42 min
Why does a recent mandate for increased workplace surveillance spell trouble for retailers? Justine and Alex discus — also touching on implanted microchips, byzantine trucking regulations, and Alex’s affinity for “the open road.” Learn more about your ad…
The Knock-On Effect #17 - Why does increased NASA funding mean Qatar could lose an honor?
Sep 27, 2018 • 28 min
Who stands to profit from the next era of space exploration? Alex, Justine and Roger discuss, touching on international space law, libertarians on Mars, and Justine’s favorite intergalactic snack food. Learn more about your ad choices. Visit…
The Knock-On Effect #16 - Online ads and grocery store shifts?
Sep 20, 2018 • 37 min
What impact will the growth of online advertising have on your local grocery store? Justine, Alex and Roger discuss — also touching on cookie wars, mysterious Senate hearing testimony, and Roger’s favorite breakfast. Learn more about your ad choices.…
The Knock-On Effect #15 - South African Meat and Large-Cap Tech
Sep 13, 2018 • 23 min
What does cheaper South African biltong have to do with a rally in large-cap U.S. tech stocks? Roger, Justine and Alex discuss the knock-on effects of the shifts in emerging market currencies— also touching on earnings excuses, the myopic U.S. rally, and…
The Knock-On Effect #14 - Why will asthma cases change cargo shipping?
Sep 6, 2018 • 28 min
What impact will the proliferation of asthma have on innovation in the cargo shipping industry? Justine and Alex discuss in this podcast-only episode of the Knock-On Effect, also touching on massive kites, the dregs of the fuel-making process, and Alex’s…
The Knock-On Effect #13 - Why China’s waste ban matters
Aug 30, 2018 • 44 min
Why will China’s efforts to clean up its image put more water bottles inside shoes, lead to a recycling black market and raise the costs for shipping garbage? Alex and Justine discuss — also touching on virgin plastics, the voyage of a garbage barge in…
The Knock-On Effect #12 - Turkey Troubles and Spicy Hazelnuts
Aug 23, 2018 • 24 min
Why will the crisis in Turkey lead hazelnuts to be covered in wasabi? Alex and Justine discuss — also touching on Nutella, “hot money,” and Japanese snacking habits. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Knock-On Effect Summer Series #2 - Raoul Pal on Turkey
Aug 16, 2018 • 25 min
Will turmoil in Turkey send global markets skidding? And why might such an economically small country have an incredibly outsized effect? Raoul Pal, co-founder CEO of Real Vision and founder of The Global Macro Investor, discusses with Justine and Alex.…
The Knock-On Effect Summer Series #1 - Mark Dow on Liquidity
Aug 9, 2018 • 34 min
Are market participants misunderstanding the current state of liquidity - and if so, what are the potential knock-on effects? Mark Dow, founder of Dow Global Advisors and author of the Behavioral Macro Blog, discusses with Roger, Justine and Alex. Learn…
The Knock-On Effect #11 - Almond milk and stamp storage
Aug 2, 2018 • 35 min
Why will rising popularity of almond milk make it more expensive to store postage stamps? Justine and Alex discuss — also touching on bovine productivity, disused limestone mines, and the “Illuminati of Cheese.” Learn more about your ad choices. Visit…
The Knock-On Effect #10 - Yield Surge to Trash Cheap Vodka?
Jul 26, 2018 • 43 min
Will rising yields on Treasury notes sink the cheapest vodkas? Alex and Justine discuss – also touching on the causes of recession, Scottish drinkers, and the impact of Fed policy. Plus, a controversial USDA maneuver to clamp down on speedy traders. Learn…
The Knock-On Effect #9 - Trade Fears to Clarify Diamonds?
Jul 19, 2018 • 30 min
Why will rising concerns about China’s trade-related retaliation lead diamonds to become clearer? Justine and Alex discuss – also touching on Jules Verne novels, iPhone batteries and a new version of blue. Learn more about your ad choices. Visit…
The Knock-On Effect #8 - Stock Rally to Spur Foot Picking?
Jul 12, 2018 • 36 min
Why will higher stock prices lead more American to pick feet? Alex and Justine discuss, also touching on income inequality, one very fancy Manhattan store, and the marital habits of reptile owners. Plus, Justine explains why companies seems to be so…
Real Vision Rewind #1 – Godfather of Central Banking
Jul 5, 2018 • 40 min
How did the modern age of central banking begin? In this story previously heard in a 2017 episode of “Adventures in Finance,” Grant Williams, Aaron Chan and Ben Hunt look at the fascinating history of the man some consider the godfather of central…
The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors?
Jun 28, 2018 • 35 min
Why will a rising dollar lead to a proliferation of ice cream flavors that go far beyond vanilla? Justine and Alex discuss, touching on thieves in Madagascar, beaver glands, whisky maturation and the globalized food production process. Learn more about…
The Knock-On Effect #6 - Fed Hikes to Quash Lottery Ticket Sales?
Jun 21, 2018 • 27 min
Why will a higher fed funds rates lead to a decline in the number of Americans who play the lottery? Alex and Justine discuss, along the way touching on the future of transportation, moving to L.A., the wisdom of playing the lottery, and Justine’s…
The Knock-On Effect #5 - Demographics and Doorways
Jun 14, 2018 • 45 min
Why will changing Chinese demographics lead to an increase of plastic strips in doorways? Justine and Alex discuss - and in so doing, also touch on Ikea trips, online dating, modern food production, and President Bush’s congratulatory message to President…
The Knock-On Effect #4 - Tariffs and Cork
Jun 7, 2018 • 25 min
Why will U.S. tariffs lead to a resurgence for the global cork industry? Justine and Alex explain, along the way discussing Australian wine, cork shoes and the Chinese consumer. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom
May 31, 2018 • 32 min
Why will higher oil prices result in disappointed craft beer drinkers? Justine and Alex discuss. Plus, Alex delves into the world of academia, and discusses an interesting finding about the way stocks react to earnings announcements. Learn more about your…
The Knock-On Effect #2 - Rising Rates and Sandy Tracks
May 24, 2018 • 22 min
Why will rising rates leave tire tracks on the world’s great beaches? Alex, Roger and Justine discuss. Plus, a high-pressure debate over whether stocks will fall 20% within the next year. Filmed on May 21, 2018. Learn more about your ad choices. Visit…
The Knock-on Effect #1 - Protectionism and Red Velvet Cake
May 17, 2018 • 24 min
In this inaugural episode of “The Knock-On Effect,” Justine and Roger try to convince Alex that a U.S. crackdown on free trade could lead American red velvet cakes to turn pink. Yes, really. Plus, Alex takes issue with Charlie Munger’s shocking bitcoin…
Adventures in Finance 66 - Collective Wisdom: The best pieces of advice ever received by Real Vision contributors
May 10, 2018 • 75 min
What’s the single best piece of advice you’ve ever received, and how have you applied it over the course of your investment career? In this episode of the “Adventures in Finance” series, eight of our favorite prior guests join us once again to answer that…
Adventures in Finance 65 - A Revolution is underway: Stock markets, oil, bonds and Real Vision
May 3, 2018 • 62 min
Real Vision’s CEO and macro-economist, Raoul Pal, offers his latest thoughts on the bond market, the dollar, oil and the business cycle as well as an update on what the future holds for Real Vision. In this week’s Long Short, Raoul and Grant discuss all…
Adventures in Finance 64 - Crossing the Rubicon? The Bond Market’s Big Move
Apr 26, 2018 • 55 min
With the 10-year yield peaking above 3% this week, is the low finally in for the 10-year yield? How high is it liable to rise? How might the Fed and inflation play into this? And what could it all mean for equities? Julian Bridgen of Macro Intelligence 2…
Adventures in Finance 63 - Reality Check? The Case for Stocks
Apr 19, 2018 • 51 min
After a treacherous few months for equities, investor sentiment appears to have turned relatively ursine. But is the reality that stocks will continue to rise in the short-term at least? Neil Azous of Rareview Macro makes just that case. Plus, in the…
Adventures in Finance 62 - Powering Down: Beginning of the End for Tesla?
Apr 12, 2018 • 52 min
Can Tesla still take over the world – or is the end nigh for the ambitious electric car company? Charley Grant of the Wall Street Journal and Mark Spiegel of Stanphyl Capital join to discuss. Plus, in the long/short segment, Grant Williams and Alex…
Adventures in Finance 61 - Crude Awakening: The Yuan, the Dollar, and the Battle for Global Supremacy
Apr 5, 2018 • 79 min
China appears to be taking a major step to combat the dominance of the U.S. dollar. How significant could that move be, and what political, economic, and market changes might result? Luke Gromen, founder of research firm Forest for the Trees, joins for a…
Adventures in Finance 60 - Look Out Below? David Rosenberg’s Stormy Outlook
Mar 29, 2018 • 47 min
After a tumultuous first quarter for stocks, what will the rest of the year bring? Nothing good, according to famed economist David Rosenberg of Gluskin Sheff. He outlines what could be ahead for the economy and markets – and outlines some areas where…
Adventures in Finance 59 - Anti-Social: Facebook, Privacy and Societal Shifts
Mar 22, 2018 • 66 min
Will the Facebook-Cambridge Analytica fracas actually turn the tide of public opinion against the social media giant? Jesse Felder of The Felder Report and Peter Atwater of Financial Insyghts join to discuss. Plus, in the long/short segment, Grant…
Adventures in Finance 58 - Commercial Break: What the Ad industry’s struggles say about the economy
Mar 15, 2018 • 51 min
Advertising behemoth WPP has run into massive troubles. Does this just reflect the flow of ad dollars into Google and Facebook, or does it suggest bigger problems with the global economy? Grant describes his findings, while Daniel Ives of GBH Insights…
Adventures in Finance 57 - Blue Steel: Tariffs, Trade and Trump
Mar 8, 2018 • 56 min
What’s driving the modern movement toward protectionist tariffs and trade wars? Where will it all lead, and what lessons can we draw from history? Geopolitics consultant Peter Zeihan and historian Marc Palen discuss. Plus, in the long/short segment, Grant…
Adventures in Finance 56 - Digging Gold: The Case for Precious Metals
Mar 1, 2018 • 72 min
Will it soon be gold’s time to shine once again? Rick Rule of Sprott Global Resources, Simon Mikhailovich Tocqueville Bullion Reserve and Ronald-Peter Stoeferle of Incrementum AG weigh in. Plus, in the long/short segment, Grant and Alex trade tennis,…
Adventures in Finance 55 - The Storm After the Calm: Is Market Volatility Back?
Feb 22, 2018 • 62 min
Stock market volatility has surged to levels unseen in years. So is the era of unusual market calm now over and done with? Or was this latest episode just a temporary bit of turmoil? Steve Diggle of Volpes Investment Management and Dennis Davitt of…
Adventures in Finance 54 - Trump Whisperer: The Life and Times of Ken Kurson
Feb 15, 2018 • 57 min
Ken Kurson has been many things: A reporter, a rocker, a newspaper editor and a cryptocurrency evangelist. He’s also a supporter and occasional speechwriter for President Donald Trump. This week, he sits down with Real Vision’s Ash Bennington to discuss…
Adventures in Finance 53 - Unfixed Income: The Bond Market Meltdown
Feb 8, 2018 • 57 min
Bond prices appear to be in the midst of a striking dive. So can we blame bonds for the stock market drop? Is the decades-long bond bull market finally over? And where will the 10-year Treasury yield finally settle out? Jeffrey Snider of Alhambra Partners…
Adventures in Finance 52 - New Kids on the Blockchain: Inside the Minds of Cryptocurrency Investors
Feb 1, 2018 • 65 min
The crypto craze has made dedicated investors and traders out of many people who’ve never before given much thought to finance. What’s driven those people into bitcoin and other tokens, where do they see prices going, and how are they reacting to the…
Adventures in Finance 51 - Xi’s China: What Next For The Middle Kingdom?
Jan 25, 2018 • 63 min
With China’s plenum out of the way, what’s ahead for the Chinese economy? How much influence does the government have, and how successful has the transition to a consumer-based economy been? Finally, what does it all mean for the global growth and…
Adventures in Finance 50 - 363 Days: Donald Trump’s First Year
Jan 18, 2018 • 63 min
A year after Donald Trump’s inauguration, we take a close look at the president’s performance. How well has President Trump done? Should market bulls thank him for the recent rally? And how great is the risk of a significant policy misstep? Experts R.P.…
Adventures in Finance 49 - Charge!: The Bull Case for Tesla
Jan 11, 2018 • 71 min
At long last, a Tesla bull steps up to retort Mark Spiegel’s bear case on the electric car company. Rob Maurer, host of the Tesla Daily podcast, makes an impassioned case for both the company and the stock. Plus, Grant Williams and Alex Rosenberg trade…
Adventures in Finance 48 - Taking Stock: The Best of “Adventures in Finance”
Dec 28, 2017 • 97 min
Grant looks back at some of his favorite moments from the podcast, reflecting on some of the boldest calls, sharpest insights and most meaningful stories he’s heard. Learn more about your ad choices. Visit megaphone.fm/adchoices
Adventures in Finance 47 - What Lies Beyond? Big Themes for 2018 Part II: Inflation
Dec 21, 2017 • 66 min
Is an inflation spike around the corner – and if so, what effects could that have? To find out, Grant speaks to Jawad Mian of Stray Reflections, Jonathan Pain of the Pain Report, and Peter Boockvar of Bookmark Advisors. Each gives his take on where we are…
Adventures in Finance 46 - What Lies Beyond? Big Themes for 2018 Part I: Volatility
Dec 14, 2017 • 66 min
Grant and James are joined by two of the most seasoned volatility traders in the world, David Dredge of City Financial and Chris Cole of Artemis Capital Management, to discuss the curious absence of volatility in 2017 and whether they see a return to more…
Adventures in Finance 45 - Baring The FAANGS: What’s Next For The Tech Titans?
Dec 7, 2017 • 66 min
Mark Mahaney of RBC Capital Markets offers his positive assessment of the outlook for the big tech giants who have led the market rally while Jesse Felder, author of The Felder Report and host of the podcast Superinvestors and the Art of Worldly Wisdom…
Adventures in Finance 44 - Mind Games: Harnessing Market Psychology
Nov 30, 2017 • 63 min
Peter Atwater (Financial Insyghts) and Ben Hunt (Salient) are masters of how to measure confidence in both the economy and in markets. In conversation with Grant Williams, they break down their methods, and share some surprising insights about where we…
Adventures in Finance 43 - Take-out or Delivery: What’s really happening in retail?
Nov 23, 2017 • 52 min
On the eve of the Holiday shopping season, Stephanie Pomboy (MacroMavens) and Dana Telsey (Telsey Advisory Group) stake very different positions about the health of the retail space and the consumer. Then Jim Sullivan (Green Street Advisors) explains what…
Adventures in Finance 42 - A Deep Dive into the Real Vision Think Tank
Nov 16, 2017 • 59 min
Three contributors to the Real Vision Think Tank discuss their views on the most important areas upon which investors should currently be focusing. Maleeha Bengali of MB Commodity Corner, Tony Greer of TG Macro and Larry McDonald of The Bear Traps Report…
Adventures in Finance 41 - A Sea Change Could Be On The Fed’s Horizon
Nov 9, 2017 • 62 min
Is this a fork in the Fed’s road? President Trump has nominated Jerome Powell to be the next chair of the Federal Reserve. Whether Powell will continue down the same path of Janet Yellen, and Ben Bernanke before her, remains an open question. Danielle…
Adventures in Finance 40 - Electric Shock: The Shifting Sands Beneath Elon Musk & Tesla
Nov 2, 2017 • 64 min
Amidst a shift in the narrative surrounding Tesla after a series of production issues and mounting losses, Mark B. Spiegel of Stanphyl Capital Partners makes the bear case for the electric car manufacturer and explains why increasing competition from a…
Adventures in Finance 39 - Bits, Blocks & Forks: The Story of Bitcoin & The Blockchain
Oct 26, 2017 • 72 min
The origins of bitcoin predate most people’s understanding and this week, with the aid of Trace Meyer, of The Bitcoin Knowledge Podcast, and Bruce Kleinman, author of The Bitcoin Tutorial, we trace the rise of bitcoin and the blockchain from their…
Adventures in Finance 38 - Black Monday: First Hand Accounts of the 87 Crash
Oct 19, 2017 • 66 min
On the 30th anniversary of Black Monday, we recreate the events of that tumultuous time through the eyes of people who found themselves trying to navigate the biggest drop in Dow Jones history. The legendary Art Cashin takes us behind the scenes at the…
Adventures in Finance 37 - Hours from Oblivion: Inside the White House During The Cuban Missile Crisis
Oct 12, 2017 • 75 min
Dr. Harald Malmgren, senior advisor to four US Presidents (Kennedy, Johnson, Nixon & Ford) joins Grant to recount his experiences in the White House and Pentagon during the thirteen days of the Cuban Missile Crisis in 1962 – a period where the world came…
Adventures in Finance 36 - Battlegrounds: From Warfare to Wall Street with Preston Pysh
Oct 5, 2017 • 58 min
A truly insightful and at times hard-hitting interview with Preston Pysh, host of The Investors Podcast. What’s it like to go from commanding a company of Apache helicopters in Afghanistan, as part of the 101st Airborne, to navigating the markets on wall…
Adventures in Finance 35 - Observations and Interpretations: Jim Grant
Sep 28, 2017 • 58 min
Grant Williams welcomes Jim Grant- legendary financial author and founder of the twice monthly journal on financial markets, Grant’s Interest Rate Observer. Together they discuss Jim’s rise to literary prominence from the time he was a gunner on the USS…
Adventures in Finance 34 - Jim Rogers: The Investment Biker Rides Again
Sep 21, 2017 • 51 min
Investing legend Jim Rogers joins Grant Williams to talk about the defining moments in his life which took him to Wall Street in the 1960s and to Russia and China on a motorbike in the 1980s. Jim talks about how important non-consensus thinking has been…
Adventures in Finance 33 - Keys to the Kingdom: Inside the Beautiful Mind of Hugh Hendry
Sep 14, 2017 • 77 min
Always candid, often hilarious, Hugh talks openly about his experience in 2008 when his fund returned nearly 50% as markets melted down around him, about the fear he confronts every time he puts on a trade, his typically canny tactical approach to…
Adventures in Finance 32 - Season 2 Premier: KYLE BASS
Sep 7, 2017 • 64 min
Season 2 of Adventures in Finance kicks off with Kyle Bass joining Grant for this week’s entire episode. Kyle shares some of the Defining Moments of his life and explains how they shaped him. He tells us a story of a disastrous trade gone wrong, answers…
Adventures in Finance - 2017 Summer Series 5: Steve Diggle
Aug 31, 2017 • 37 min
Grant and Aaron cap off the 2017 Summer Series of Adventures in Finance as they are joined by the founder of Vulpes Investment Management, Steve Diggle, where he discusses his love of long-distance running, his career as a university boxer, and the…
Adventures in Finance - 2017 Summer Series 4: Mark Yusko
Aug 24, 2017 • 40 min
Grant and Aaron continue the 2017 Summer Series of Adventures in Finance as they are joined by Mark Yusko, Founder and CIO of Morgan Creek Capital Management, where he discusses his passion for philanthropy, the influence of legendary college coaches on…
Adventures in Finance - 2017 Summer Series 3: Jawad Mian
Aug 17, 2017 • 28 min
Grant and Aaron continue the 2017 Summer Series of Adventures in Finance as they are joined by Jawad Mian, founder of Stray Reflections, to discuss the philosophical underpinnings of his worldviews, how to create a mindset that lives in the present…
Adventures in Finance - 2017 Summer Series 2: Pippa Malmgren
Aug 10, 2017 • 33 min
Grant and Aaron continue the 2017 Summer Series of Adventures in Finance and turn-off from the beaten path as they are joined by the Pippa Malmgren to discuss drone technology, interesting summer reads, and the steps she takes to stay balanced and…
Adventures in Finance - 2017 Summer Series 1: Milton’s Mailbag
Aug 3, 2017 • 42 min
Grant and Aaron kick off the 2017 Summer Series by addressing some of the most pressing listener questions during the first season of Adventures in Finance. The guys are also joined by Jeffrey Snider, of Alhambra Partners, and Michael Oliver, of Momentum…
Adventures in Finance 26 - Season Finale: Market Wizardry and the Power of Picking the Right indicator
Jul 27, 2017 • 71 min
Our season finale brings you three world-leading analysts and investors as they share their frameworks and favorite indicators, and help you to become a better investor. Featuring Jesse Felder of the Felder Report, Mark Yusko of Morgan Creek Capital…
Adventures in Finance 25 - The Hedge Fund That Almost Broke the World
Jul 20, 2017 • 68 min
Before the hundreds of billions in corporate bailouts and trillions in central bank interventions, there was a time when we believed there was no way our financial models and investment strategies couldn’t be wrong. That was until a hedge fund came along…
Adventures in Finance 24 - Demons, Angels and the Enemy Within
Jul 13, 2017 • 67 min
Look in the mirror and you will find your greatest ally and your mortal enemy. You will find someone who will play tricks on you, appeal to your worst emotions, but who holds the keys to your trading success. This week, we explore the psychology of…
Adventures in Finance 23 - Fast Cars, Fake IDs, and Billion Dollar Fraudsters
Jul 6, 2017 • 55 min
Enter the shadowy world where people use complex strategies and cutting edge technology to hide their identities to defraud multinational companies out of millions of dollars. This week, we speak with Dee Smith, CEO and Principal of Strategic Insight…
Adventures in Finance 22 - Murderer, Gambler, Aristocrat & Pauper. John Law, The Godfather of Central Banking (Financial History - Part 2)
Jun 29, 2017 • 61 min
Meet an 18th-century murderer, banker, convict, laughing stock, and the godfather of central banking, John Law. Accompanied by Dr. Ben Hunt, the Chief Investment Strategist at Salient Partners and author of the Epsilon Theory website, we explore how Law…
Adventures in Finance 21 - Ponzi Hunters: Harry Markopolos and His Dogs of Fraud
Jun 22, 2017 • 65 min
Harry Markopolos was the lone whistleblower on Bernie Maddoff’s $18 billion Ponzi scheme and, in this interview, takes the whole regulatory and accounting apparatus to task in a way that will have you thinking differently about institutions that guard the…
Adventures in Finance 20 - Cyber Warfare: Welcome to the New Normal
Jun 15, 2017 • 74 min
For years, cyberattacks on a global scale were the stuff of fiction; they have now become reality. And if the NSA isn’t safe then no one is safe. This week, we decode a potential existential threat to modern civilization with Dee Smith, CEO of Strategic…
Adventures in Finance 19 - Over Stocked & Under Sold: A Tale of the US Shopper and the Global Economy
Jun 8, 2017 • 59 min
If you want to predict the path of the global economy, you best have a pulse on the US consumer. At 70% of the US economy, consumer spending is in the economic driver seat. We speak to Stephanie Pomboy, economist and founder of MacroMavens, someone that…
Adventures in Finance 18 - Bitcoin: Journey Beyond the Hype to a Universe of Applications
Jun 1, 2017 • 64 min
Bitcoin is all everyone can talk about and the public is downright hysterical about the price, but the price is not what you need to be focusing on. This week, we explore how Bitcoin and the underlying blockchain technology have opened up a universe of…
Adventures in Finance 17 - Demographics Are Destiny
May 25, 2017 • 65 min
Neil Howe isn’t only a household name for finance-types, he coined the term “Millennials” and literally wrote the book on generational analysis. This week, he shares his insights on where we stand in his Fourth Turning framework and what it means for…
Adventures in Finance 16 - Having Reservations: US Restaurant Revenues Signal Recession Risk
May 18, 2017 • 58 min
What if restaurant sales could predict the next recession? According to Paul Westra, Senior Research Analyst at Stifel, decades of restaurant sales data accurately predicted the last two US recessions, and the next one might be the biggest one yet. In…
Adventures in Finance 15 - Crises, Bubbles, Scandals: Financial History Uncensored (Part 1)
May 11, 2017 • 71 min
“The farther back you can look, the farther forward you are likely to see”, Sir Winston Churchill. Men and women of historical significance understood the importance of history. Tim Price, partner and Director of Investment at PFP Wealth Management and…
Adventures in Finance 14 - Feeding the Future: Debt, Demographics, & Dinner Plates
May 4, 2017 • 64 min
The agricultural industry sustains human life but is taken for granted and is subject to volatile cycles. Alan Boyce, former Soros Fund Management Director and Agtech investor, talks us through the biggest challenges facing the industry and major…
Adventures in Finance 13 - What Lies Beneath: Volatility in a Peaceful World
Apr 27, 2017 • 69 min
Volatility permeates markets, nature, and life. Yet, it is monumentally misunderstood, and often to ruinous consequences. Stephen Diggle, Founder of Vulpes Investment Management, and Chris Cole, Managing Partner at Artemis Capital Management, get at the…
Adventures in Finance 12 - Bass and Burbank, A Masterclass
Apr 20, 2017 • 63 min
Learn from hedge fund legends as Kyle Bass interviews John Burbank III to reveal insights and ideas that differentiate truly independent market thinkers from amateur speculators. In ‘Things I Got Wrong’, John Netto, the Protean Trader and Author of The…
Adventures in Finance 11 - Broken Promises: The Impending Global Pension Crisis
Apr 13, 2017 • 66 min
The financial system will soon witness a collision between an unstoppable force and an immovable object. Pensions around the world are being crushed under the weight of trillions in unfunded liabilities while hundreds of millions of Baby Boomers are…
Adventures in Finance 10 - Carson Block: Short-selling Legend and Market Vigilante
Apr 6, 2017 • 47 min
Carson Block, Founder of Muddy Waters Research, single-handedly dismantles fraudulent companies and his research can cause stocks to plummet 90% in market cap. As one of the world’s preeminent short-sellers, Carson shares his incredible story and process…
Adventures in Finance 9 - Reflation: American Dream or Political Nightmare?
Mar 30, 2017 • 58 min
Deconstruct the Trump Reflation Trade as unsightly political realities emerge from the shadows. In ‘Things I Got Wrong’, David Hay, CIO of Evergreen Gavekal, confesses to underestimating central bank firepower and the usefulness of extreme market…
Adventures in Finance 8 - Over the Barrel: A Journey From Boom to Bust
Mar 23, 2017 • 58 min
The repercussions of a boom-bust energy cycle and massive infrastructure investment means a supply glut and potentially lower oil prices for much longer than anyone expects. In ‘Things I Got Wrong’, Michael Lewitt sets aside his ego and trusts in the…
Adventures in Finance 7 - The Triggering: Article 50 and Brexit
Mar 16, 2017 • 55 min
Uncertainty reigns, as political and economic forces build before the historic negotiations which could alter the shape of Great Britain and the EU forever. In ‘Things I Got Wrong’, Bill Fleckenstein, CEO of Fleckenstein Capital discusses the mistakes he…
Adventures in Finance 6 - Satellites, Big Data and Finance
Mar 9, 2017 • 52 min
Explore how satellite imagery data is being utilized to drive financial insights, with advice from James Crawford, CEO of Oribital Insights. In ‘The Things I Got Wrong’, Jawad Mian, Founder of Stray Reflections, sits down to share his slip-ups about…
Adventures in Finance 5 - China’s One Belt One Road
Mar 2, 2017 • 50 min
Unearth unprecedented investment opportunities in China’s One Belt One Road strategy – something we haven’t seen since the BRICS. Plus, Ben Hunt, Chief Investment Strategist at Salient Partners shares what he got wrong about Europe. Learn more about your…
Adventures in Finance 4 - Analyzing Cyclical Market Behavior
Feb 23, 2017 • 49 min
Understand how to leverage financial cycles & forecast future markets with veteran investor Robin Griffiths. Also on this week, Brent Johnson, CEO of Santiago Capital, tells us his misjudgments’ on gold and being a true contrarian. Learn more about your…
Adventures in Finance 3 - Opportunities in German Real Estate
Feb 9, 2017 • 51 min
Uncover the huge untapped potential in Germany’s real estate market and the interesting cultural and fundamental dynamics driving this opportunity. Mark Yusko, CEO and CIO of Morgan Creek Capital Management, also shares what he got wrong about volatility…
Adventures in Finance 2 - Geopolitical Framework for Investing
Feb 2, 2017 • 54 min
No investor can afford to ignore geopolitics anymore. Understand why you need a geopolitical analysis framework and how to use it to your advantage. In our ‘Things I Got Wrong’ segment, Louis Gave, Co-founder of Gavekal Research shares his errors about…
Adventures in Finance 1 - Aftermath of India Demonetization
Jan 26, 2017 • 55 min
Delving into the consequences and opportunities following the cancellation of 86% of India’s currency in circulation. Also, find out what Raoul Pal, founder of Real Vision and Global Macro Investors, got wrong in times of crisis & learn from his mistakes.…