Real Vision Daily Briefing: Finance Podcast

Will Powell Be the Grinch Who Stalled the Rally? from 2023-12-12T22:27

🔥SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. E...

Listen

Is the Recession Forecast wrong? from 2023-12-11T22:49

🔥SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. E...

Listen

AMA with Raoul Pal and Maggie Lake from 2023-12-10T09:00

🔥SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5th to 6th June 202...

Listen

My Biggest Crypto F*ck Up from 2023-12-09T09:00

🔥SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. E...

Listen

Is the Fed Nailing the Soft Landing? from 2023-12-08T22:22

🔥SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. E...

Listen

Is Crypto a Bull Signal for Risk Assets? from 2023-12-07T22:29

🔥SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. E...

Listen

Is This Crypto's Time to Shine? from 2023-12-06T22:48

🔥SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. E...

Listen

Is The Fed's Plan Finally Working? from 2023-12-05T22:58

🔥SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. E...

Listen

A New Digital Gold Rush? from 2023-12-04T22:37

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Traditional markets pullback whi...

Listen

Is Inflation Disappearing? from 2023-12-03T09:00

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj The softer inflation readings thi...

Listen

Argentina: Investable, or Not Yet? from 2023-12-02T09:00

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Is Argentina’s pivot towards pro-...

Listen

Is the Good News Already Priced In? from 2023-12-01T22:43

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Fed Chair Powell is unsure about...

Listen

Immaculate Disinflation? from 2023-11-30T22:21

🔥SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙tickets w/ the code REALVISION www.realvision.com/superai On February 28-29, 2024, join over 5,000 attendees for SuperAI Singapore, the largest AI event in Asia...

Listen

Is Gold ready to shine? from 2023-11-29T22:47

🔥On February 28-29, 2024, join over 5,000 attendees for SuperAI Singapore, the largest AI event in Asia. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage t...

Listen

Is The Fed Done Raising Rates? from 2023-11-28T22:35

Tony Greer, founder of TG Macro and editor of the Morning Navigator, joins Maggie Lake to discuss the latest market movements, particularly the decline in bond yields and the spike in oil prices ah...

Listen

Will Risk Assets Keep Rallying Into 2024? from 2023-11-27T23:55

🔥Cyber Monday: Get 𝟱𝟬% 𝗢𝗙𝗙across ALL our annual membership tiers https://rvtv.io/40Mle8t Harry Melandri, advisor at MI2 Partners, is joined by Vincent Deluard, Director of Global Macro at Sto...

Listen

The End of China as We Know It? from 2023-11-26T12:00

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Andreas Steno Larsen sits down wi...

Listen

Is the Real Rates Tsunami Incoming? from 2023-11-25T09:00

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Harry Melandri from MI2 Partners ...

Listen

How Long Can the Fed Hold Rates? With Noelle Acheson from 2023-11-21T22:53

🔥Get 𝟱𝟬% 𝗢𝗙𝗙across ALL our annual membership tiers this weekend https://rvtv.io/40Mle8t Noelle Acheson, editor of Crypto is Macro Now, joins Maggie Lake to discuss whether crypto and stocks h...

Listen

Inflation Is Down, but Is It Contained? With Mish Schneider from 2023-11-20T22:38

🔥Get 𝟱𝟬% 𝗢𝗙𝗙across ALL our annual membership tiers this weekend https://rvtv.io/40Mle8t Mish Schneider, chief strategist at MarketGauge, joins Maggie Lake to discuss what's driving the stock ...

Listen

Is the Green Transition at a Crossroads? from 2023-11-19T09:00

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj What do rising geopolitical tensi...

Listen

The Present and Future of Chainlink from 2023-11-18T09:00

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Sergey Nazarov, co-founder of Cha...

Listen

Drinks with Raoul Pal - Ask Me Anything from 2023-11-18T00:24

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj November's wild ride continues as...

Listen

Is the Goldilocks Forecast Too Good to be True? from 2023-11-16T23:41

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Cem Karsan, founder of Kai Volati...

Listen

Is Inflation Finally Tamed? from 2023-11-16T00:01

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj The market continues its gains as...

Listen

Year-end rally, here we go! from 2023-11-15T22:18

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj The markets catch fire as October...

Listen

Are We Still Headed for a Recession? from 2023-11-13T22:23:41

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Stocks stall as Moody's downgrade...

Listen

The Exponential Age Series: Part 4 from 2023-11-12T09:00

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj The intersection of macro and exp...

Listen

The Exponential Age Series Part 2: Why Apple May Have Finally Nailed Mixed Reality from 2023-11-11T09:00

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj With the Vision Pro, Apple refine...

Listen

What is the Treasury Market Telling Us? from 2023-11-09T22:44:15

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj U.S. equities take a slide as bon...

Listen

The Impacts of Higher For Longer from 2023-11-08T22:41:57

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Stocks slipped a bit and bond yie...

Listen

Will the Downtrend in Oil Continue? from 2023-11-07T23:06:22

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Crude oil drops below 80 in intra...

Listen

The Realities of a Recession from 2023-11-06T22:44:42

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj After the best weekly rally of 20...

Listen

The Energy-Recession Link from 2023-11-05T09:00

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj With energy prices still elevated...

Listen

The Exponential Age Series: Part I from 2023-11-04T08:00

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Raoul Pal and David Mattin on the...

Listen

Is The Fed Done? from 2023-11-03T23:04:29

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Stocks continue their rally as th...

Listen

Can the Market Party Last? from 2023-11-02T22:13:16

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj U.S. stocks rally and yields pull...

Listen

Is A Credit Event Coming? from 2023-11-01T22:07:43

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Dr. Komal Sri-Kumar, president of...

Listen

Is the Fed About to Spook the Markets? from 2023-11-01T00:41:28

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj The Japanese yen falls to a 33-ye...

Listen

What's Driving Down Oil Prices? from 2023-10-30T22:08:11

🚀The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj The market rallies as investors l...

Listen

Peter Zeihan on the Israel-Hamas War from 2023-10-29T08:00

🚀The Exponentialist - Become a charter member https://rvtv.io/3FAb8hj Geopolitical strategist and author Peter Zeihan joins Maggie Lake to unpack the complex geopolitical landscape. They look at t...

Listen

American Exceptionalism: Is the U.S. Rebounding? from 2023-10-28T08:00

🚀Get access to David and Raoul's full catalog of research here: https://rvtv.io/3FAb8hj After a strong U.S. jobs report last Friday and 12 straight weeks of a strengthening U.S. dollar, is America...

Listen

The Technology Boom and Its Impact on Mankind With David Mattin&Raoul Pal from 2023-10-27T21:57

🚀Get access to David and Raoul's full catalog of research here: https://rvtv.io/3FAb8hj Raoul Pal, co-founder and CEO of Real Vision, and David Mattin, author of New World Same Humans, join Maggie...

Listen

How Low Can U.S. Stocks Go? With Greg Weldon from 2023-10-27T13:03

🔥Crypto Academy: GET LIFETIME ACCESS here https://rvtv.io/45L06jM Greg Weldon, CEO of Weldon Financials, joins Maggie Lake to discuss the market's response to this morning's surprisingly strong q...

Listen

Higher Forever? With Andy Constan from 2023-10-25T19:00

🔥Crypto Academy: GET LIFETIME ACCESS here https://rvtv.io/45L06jM Andy Constan, CEO of Damped Spring Advisors, joins Maggie Lake to discuss the market’s reaction to a big earnings miss, whether t...

Listen

Are Crypto Bulls Ready to Charge? With Imran Lakha from 2023-10-24T21:24

🔥Crypto Academy: GET LIFETIME ACCESS here https://rvtv.io/45L06jM Imran Lakha, founder of Options Insight, joins Maggie Lake to discuss the current state of markets as bond yields begin to stabil...

Listen

What's Driving the Bond Market Bloodbath? from 2023-10-23T22:31:50

🔥The new Real Vision is a platform built around the universal truth that Knowledge x Tools x Network = Success. Explore it FREE at https://rvtv.io/tryrv On this episode, let's take a closer look ...

Listen

Is a New Golden Era Upon Us? ft. Frank Giustra&Ronald-Peter Stoeferle from 2023-10-22T08:00

🔥GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Andreas Steno Larsen brings together expert investors, Frank Giustra, founder and CEO of the Fiore Group of Companies, and Ronnie...

Listen

AI and the Rule of Law ft. David Mattin&Mikhail Voloshin from 2023-10-21T14:47

🔥GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Ash Bennington and Mikhail Voloshin, CEO of Mighty Data, Inc., are joined by David Mattin, founder of New World Same Humans, for ...

Listen

Time to Get Ahead of the Downturn? With Ben Miller from 2023-10-20T21:18

🔥GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Ben Miller, co-founder, and CEO of Fundrise, joins Maggie Lake to discuss the market reaction to surging interest rates and their...

Listen

How Long Can the Fed Hold? With Darius Dale from 2023-10-19T20:56

🔥GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Darius Dale, founder of 42 Macro, sits down with Maggie Lake to discuss the market reaction to Fed Chair Jerome Powell's remarks ...

Listen

Are We Trapped in a Silent Depression? With Jeffrey Snider from 2023-10-18T18:39

🔥GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Jeffrey Snider, host of EuroDollar University, joins Maggie Lake to discuss the market reaction to today's Fed Beige Book release...

Listen

Is it Time to Throw in the (Recession) Towel? With Tony Greer from 2023-10-17T21:12

🔥GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Tony Greer, founder of TG Macro and editor of the Morning Navigator, joins with Maggie Lake to discuss the market's response to t...

Listen

Will Earnings Bolster the Bulls? With Dale Pinkert from 2023-10-16T21:33

🔥GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to discuss the latest earnings numbers and update us ...

Listen

The Business Credit Market Unwrapped with Lon M Singer from 2023-10-15T08:00

🔥GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Ash Bennington welcomes Lon M. Singer, senior partner at Riemer&Braunstein, a boutique U.S. law firm dedicated to structuring and...

Listen

Is a Recession Priced In? with Bob Elliot from 2023-10-14T08:00

🔥GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t In the eleventh installment of our Crash or Boom series, Andreas Steno Larsen welcomes Bob Elliott, CEO and co-founder of Unlimit...

Listen

Is a Second Wave of Inflation Coming? With Vincent Deluard and Raoul Pal from 2023-10-11T21:37

🔥Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz While an economic slowdown looms, elevated inflation remains a risk for investors.Vincent Deluard, director...

Listen

Will the Safe Haven Bid Last? with Thomas Thornton from 2023-10-10T21:15

🔥Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz Tom Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake to discuss the pullback in bond yields, th...

Listen

Navigating Markets Amid Middle East Conflict ft. Jared Dillian from 2023-10-09T21:23

🔥Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz Jared Dillian, editor of the Daily Dirtnap newsletter, joins Ash Bennington to discuss how the ongoing conf...

Listen

Rick Rule: The Energy and Commodities Angle ft. Tracy Shuchart from 2023-10-08T09:00

🔥Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz For part nine of our Crash or Boom series, Rick Rule, president and CEO of Rule Investment Media, sits down...

Listen

How to Profit in a Crash or a Boom ft. Louis-Vincent Gave&Harris Kupperman from 2023-10-07T09:00

🔥Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz In part 8 of our Crash or Boom series, Ash Bennington welcomes Harris “Kuppy” Kupperman, founder and CIO of...

Listen

What Does the Fed Do Now? With Peter Boockvar from 2023-10-06T21:39

🔥Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz Peter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, joins Maggie Lake to help u...

Listen

What’s Driving Global Liquidity? With Darius Dale from 2023-10-05T19:01

🔥JOIN THE NEW REAL VISION for just $20.14 https://rvtv.io/3ZyY70t Darius Dale, founder of 42 Macro, joins Maggie Lake to discuss the latest market action, the impact of some critical economic dat...

Listen

Is Cash Still King? with Mish Schneider from 2023-10-04T21:26

🔥JOIN THE NEW REAL VISION for just $20.14 https://rvtv.io/3ZyY70t Mish Schneider, chief strategist at MarketGauge, joins Maggie Lake to share what her framework suggests about junk bonds and inve...

Listen

Return of the Bond Vigilantes? With Tony Greer from 2023-10-03T21:22

🔥JOIN THE NEW REAL VISION for just $20.14 https://rvtv.io/3ZyY70t Tony Greer, editor of the Morning Navigator and Founder of TG Macro, joins Maggie Lake to discuss what's causing bond yields to s...

Listen

Crypto Trends in Focus: From Bitcoin's Rally to Ether-Futures ETFs from 2023-10-02T22:10

🔥JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t Noelle Acheson, editor of the Crypto is Macro Now newsletter, joins Maggie Lake to delve into the launch of ether-futures ETFs an...

Listen

The Dollar in an Increasingly Multipolar World ft. Luke Gromen&Larry McDonald from 2023-10-01T09:00

🔥JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t In the fourth installment of our Crash or Boom series, New York Times bestselling author Larry McDonald, founder of The Bear Trap...

Listen

A Rolling Recession or a Hard Landing? ft. David Rosenberg&Liz Ann Sonders from 2023-09-30T10:00

🔥JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t In the fourth installment of our Crash or Boom series, Maggie Lake welcomes two star financial analysts — Liz Ann Sonders, chief ...

Listen

What’s Driving Both Stocks and Yields Higher? With Cem Karsan from 2023-09-28T19:51

🔥JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t Cem Karsen, founder of Kia Volatility Advisors, sits down with Maggie Lake to discuss the seasonality of market trends, how a gov...

Listen

Real Vision's Birthday Special from 2023-09-27T22:14

🔥JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t Maggie Lake is joined by Real Vision co-founder and CEO Raoul Pal, Ash Bennington, Nico Brugge, and Samuel Burke for a round tabl...

Listen

What’s Bugging Bond Markets? With Jared Dillian from 2023-09-26T21:20

🔥JOIN THE NEW REAL VISION for just $20,14 https://rvtv.io/3ZyY70t Jared Dillian, editor of the Daily Dirtnap newsletter, joins Maggie Lake to discuss today's market turbulence, why investors keep...

Listen

Energy Crisis Part II? from 2023-09-25T21:41:32

Surging prices and renewed challenges in the energy sector mean that bonds and stocks "have to do the dirty work." Andreas Steno Larsen, senior editor at Real Vision and the founder of Steno Resear...

Listen

The Recession Plot Thickens ft. Mikael Sarwe from 2023-09-24T08:00

In the second installment of our Crash or Boom series, Andreas Steno Larsen welcomes Mikael Sarwe, head of equity strategy and quant at Nordea, for an in-depth exploration of recessionary risks in ...

Listen

Crash or Boom: Week 2 Wrap-Up from 2023-09-23T00:54:50

Raoul Pal, co-founder and CEO of Real Vision, joins Maggie Lake to break down the interviews from the second week of our Crash or Boom series. Then he addresses questions from the viewers. To learn...

Listen

What’s the Bond Market Signaling? from 2023-09-21T22:48:11

U.S. 10-Year Treasury yields hit 16-year highs a day after the Fed’s decision to hold interest rates unchanged. Darius Dale, founder and CEO of 42 Macro, joins Ash Bennington to analyze the market ...

Listen

What’s the Fed’s Next Move? from 2023-09-19T22:05

As yields and oil prices climb, will the Fed hike rates or hold steady? With equities falling and yields rising, Tony Greer, editor of The Morning Navigator, joins Ash Bennington to discuss the pri...

Listen

Will Surging Energy Force the Fed's Hand? from 2023-09-18T23:03:21

Equities and bonds make modest moves as crude oil hits its highest levels since last November. With the September FOMC meeting coming up on Wednesday, Jim Bianco, president of Bianco Research, join...

Listen

Will the Fed Continue to Embrace a Longer-Term Hawkish Stance? from 2023-09-17T07:00

🔥THE NEW REAL VISION - Join for only $20,14 https://rvtv.io/3sIJviO Now that the Jackson Hole Economic Symposium has concluded, Real Vision’s Andreas Steno Larsen brings together Danielle DiMartin...

Listen

Crash or Boom: Week 1 Wrap-Up from 2023-09-15T22:22:24

Raoul Pal, co-founder and CEO of Real Vision, joins Maggie Lake for this extended show to break down the interviews from the first week of our Crash or Boom series. Then he addresses questions from...

Listen

Arm Shares Soar on Market Debut from 2023-09-14T23:55:44

Resilient economic data and IPO enthusiasm send stocks higher for the day. Peter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, joins Maggie Lake for a look at the market...

Listen

An Upside Surprise for August CPI with Tom Thornton from 2023-09-13T21:23:45

🔥THE NEW REAL VISION - Join for only $20,14 https://rvtv.io/3PwLpw2 Tom Thornton, founder of Hedge Fund Telemetry, sits down with Maggie Lake to dissect today’s slightly hotter-than-expected CPI r...

Listen

Are the China Bears Wrong? With Shehzad Qazi from 2023-09-12T21:39

🔥THE NEW REAL VISION - Join for only $20,14 https://rvtv.io/3PwLpw2 Real Vision’s Maggie Lake welcomes Shehzad Qazi, managing director and COO at China Beige Book International, to look at the sta...

Listen

Beneath the Surface: Risk Premium Expansion with Andy Constan from 2023-09-11T22:08

🔥THE NEW REAL VISION - Join for only $20,14 https://rvtv.io/3sIJviO Maggie Lake is joined by Andy Constan, CEO of Damped Spring Advisors, to discuss his perspective on the global macro landscape. ...

Listen

Round 2: Chen Zhao And Marko Papic on China from 2023-09-10T07:00

Last year, Alpine Macro's chief global strategist Chen Zhao shared his global macro views with us, highlighting his optimism for the US economy and questioning Xi's policies for China. Reuniting wi...

Listen

AI Fire Hose #3: AI is Literally Doing God’s Work from 2023-09-09T07:00

JOIN the New Real Vision http://www.realvision.com/pricingNavigate the ever-evolving landscape of artificial intelligence as we examine its role in journalism, the art of sermon writing, financial...

Listen

Are the Tech Giants Teetering? With Jeremy Schwartz from 2023-09-08T21:24

Jeremy Schwartz, global CIO at WisdomTree Asset Management, joins Maggie Lake to break down the recent price action in mega cap tech, China-U.S. relations after China's recent ban on the iPhone, an...

Listen

Is it Gold’s Time to Shine? With Tavi Costa from 2023-09-07T21:25

Tavi Costa, portfolio manager at Crescat Capital, joins Maggie Lake to discuss his views on the U.S. debt deficit, the forces influencing Treasury yields and September's rate decision, why the Fed ...

Listen

Is the Fed Back in Play? With Paul Hodges from 2023-09-06T21:50

🔥JOIN the New Real Vision http://www.realvision.com/pricingPaul Hodges, author of The pH Report and chairman of New Normal Consulting, joins Maggie Lake to discuss the current inflation outlook, h...

Listen

A Crude Reality for Stocks? With Darius Dale from 2023-09-05T21:11

🔥JOIN the New Real Vision http://www.realvision.com/pricing Darius Dale, founder of 42 Macro, sits down with Maggie Lake to explore the latest market moves, what further oil supply cuts mean for t...

Listen

Andreas Steno: Is the U.S. Headed for Baseline Inflation Above 2%? ft. Mike Mish Shedlock from 2023-09-04T21:18

🔥JOIN the New Real Vision http://www.realvision.com/pricing Andreas Steno Larsen is joined by investment analyst and economic writer Mike “Mish” Shedlock of MishTalk to discuss whether the Fed wil...

Listen

Resource Abundance Will Transform Macro... And Human Life from 2023-09-03T10:00

How do we think about the business cycle in a world of abundance? Investment and finance expert, Jordi Visser, president and CIO of Weiss Multi-Strategy Advisers, welcomes tech visionary, Sultan Me...

Listen

AI Fire Hose #2 - AI's Role in Our Future: Tesla, DoorDash, GPT&Linguistics from 2023-09-02T10:00

Dive deep into the transformative world of AI in this compelling episode. Unravel the controversies surrounding Tesla's self-driving lawsuits and discover groundbreaking insights into how DoorDash ...

Listen

Where Are We in the Cycle? With Warren Pies from 2023-08-31T21:47

Warren Pies, founder of 3Fourteen Research, joins Ash Bennington to discuss the price action we’ve seen following some softening economic data, what specific data points he is monitoring to frame h...

Listen

Is the Stock Market Severely Mispriced? With Jesse Felder from 2023-08-30T22:05

Jesse Felder, founder of Felder Investment Research, joins Ash Bennington to discuss his outlook on the Federal Reserve and its policies, the impacts of rapidly rising rates on the broader market, ...

Listen

Is China in Crisis? from 2023-08-29T00:52

Geo Chen, author of the Fidenza Macro blog, joins Maggie Lake to address the troubling economic situation emerging in China, discuss which global indicators have him most concerned, and explore the...

Listen

Tony Greer: How to Navigate an Era of Volatile Inflation ft. Kevin Muir CFA from 2023-08-27T10:00

Kevin Muir, author of The MacroTourist newsletter, sees a future with much higher than average, volatile inflation. Alongside Tony Greer of TG Macro and The Morning Navigator, Kevin explores how th...

Listen

AI Fire Hose - #1: Igniting the Future with Ash Bennington&Mikhail Voloshin from 2023-08-26T10:00

Dive into the inaugural episode of "AI Fire Hose" with hosts Ash Bennington and Mikhail Voloshin. This podcast sets the stage for a captivating exploration of the state and potential of artificial ...

Listen

Are More Rate Hikes Coming? with Jared Dillian from 2023-08-25T16:47

The Daily Dirtnap editor Jared Dillian sits down with Maggie Lake to discuss the price action post-NVDA earnings, his takeaways after Powell spoke at Jackson Hole, and what he is expecting to happe...

Listen

Ask Me Anything with Raoul Pal from 2023-08-24T21:39

Grab a drink and join Raoul as he answers audience questions to help educate and navigate you through this very confusing economic environment. Plus, you may even learn a little something about win...

Listen

Can NVDA Live Up To The Hype? With Brent Donnelly from 2023-08-23T22:49

President of Spectra Markets, Brent Donnelly, sits down with Maggie Lake to discuss Nvidia's earnings, explore the economic data that may have the U.S. see a slower Q4, and his outlook for China's ...

Listen

What is Making the U.S. Economy so Resilient? with Darius Dale from 2023-08-22T21:08

Darius Dale, founder and CEO of 42 Macro, joins Maggie Lake to discuss what to expect from Fed Chair Jerome Powell’s speech at Jackson Hole on Friday, why one major tech stock has much broader mark...

Listen

Has NVIDIA Become a Macro Asset? With Imran Lakha from 2023-08-21T18:17

🔥THE NEW REAL VISION - join the waitlist https://www.realvision.com/waitlist Imran Lakha, founder of Options Insight, joins Ash Bennington to discuss the recent surge in market volatility and what...

Listen

Finding Joy and Success on Life's Serpentine Road ft. Sa’ad Shah from 2023-08-20T10:00

🔥THE NEW REAL VISION - join the waitlist https://www.realvision.com/waitlist Dealing with danger, tragedy, or failure can often cloud our future, making it nearly impossible to predict where the p...

Listen

Doomberg: Is This the Start of a New Commodity Bull Market? from 2023-08-19T10:00

🔥THE NEW REAL VISION - join the waitlist https://www.realvision.com/waitlist Oil and copper have seen significant upward movement in the last couple of months. This recent price action — coupled w...

Listen

Who's Winning the AI Race? With David Mattin from 2023-08-18T18:27

🔥THE NEW REAL VISION - join the waitlist https://www.realvision.com/waitlist David Mattin, founder of the New World Same Humans newsletter, joins Maggie Lake to discuss the AI and super-computing ...

Listen

How High Will U.S. Yields Fly? With Mish Schneider from 2023-08-17T21:50

🔥For MarketGauge Trading Strategies with Mish, there’s a 20% discount exclusively for the Real Vision community at https://www.realvision.com/mish Bond yields are surging and U.S. equities dipped...

Listen

Is Cash the Only Safe Bet? with Thomas Thornton from 2023-08-15T21:31

SAVE 60% on 3 months of Real Vision Essential 👉https://realvision.com/last-chance Tom Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake to discuss why the Fed does not have enough data ...

Listen

Is Risk-Off Nearing an End? with Steve Miley from 2023-08-14T21:40

SAVE 60% on 3 months of Real Vision Essential 👉https://realvision.com/last-chance U.S. stock averages remain in correction while bonds markets indicate lower prices and higher yields. Steve Miley,...

Listen

The Fed: In a Monetary and Macro Bind? from 2023-08-13T10:00

SAVE 60% on 3 months of Real Vision Essential 👉https://realvision.com/last-chance "The Fed is in a monetary conundrum; it has 3 policy options going forward and none of them are good," says EJ Ant...

Listen

Charting the Course of the Global Economy from 2023-08-12T10:00

SAVE 60% on 3 months of Real Vision Essential 👉https://realvision.com/last-chance Richard Koo, chief economist at Nomura Research Institute, is renowned for his expertise on balance sheet recessio...

Listen

Is the Tech Rally Showing Cracks? With Peter Boockvar from 2023-08-11T18:30

SAVE 60% on 3 months of Real Vision Essential 👉https://realvision.com/last-chance Peter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, joins Maggie Lake to discuss this ...

Listen

Is a September Hike off the Table? With Dale Pinkert from 2023-08-10T18:44

SAVE 60% on 3 months of Real Vision Essential 👉https://realvision.com/last-chance Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to discuss the impact of today's U.S. ...

Listen

Is This a Trampoline Landing? With Vincent Deluard from 2023-08-09T23:44

SAVE 60% on 3 months of Real Vision Essential 👉https://realvision.com/last-chance Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss his "Trampoline L...

Listen

What Does Rate Volatility Mean For You? with Tony Greer from 2023-08-08T22:34

SAVE 60% on 3 months of Real Vision Essential 👉https://realvision.com/last-chance Tony Greer, editor of The Morning Navigator, joins Maggie Lake to discuss what the recent volatility in bonds mean...

Listen

Are Stocks Approaching a Correction? With Neil Dutta from 2023-08-07T22:05

SAVE 60% on 3 months of Real Vision Essential 👉https://realvision.com/last-chance Neil Dutta, head of economic research at Renaissance Macro Research, joins Maggie Lake to discuss the impact of re...

Listen

Raoul Pal: The Past, Present, and Future of Real Vision from 2023-08-06T10:00

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/adcho...

Listen

Data as an Emerging Asset Class from 2023-08-05T10:00

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 Mi...

Listen

Are Bonds in the Driver's Seat? with Jared Dillian from 2023-08-04T18:30

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...

Listen

Is the Fed Still Fighting? With Dr. Sri-Kumar from 2023-08-03T21:10

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...

Listen

Is the U.S. Economy Too Hot to Handle? With Jim Bianco from 2023-08-02T21:47

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...

Listen

Is Everyone Wrong About U.S. Rates? With Harry Melandri from 2023-08-01T21:07

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 hik...

Listen

Are Risk Assets at Risk? With Michael Kao from 2023-07-31T21:31

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,...

Listen

Is the Business Cycle Rebounding? with Christophe Ollari from 2023-07-29T07:00

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, C...

Listen

Are Investors Being Too Complacent? with Ben Miller from 2023-07-28T19:55

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...

Listen

The Risk of Being Bearish on Stocks with Cem Karsan from 2023-07-27T17:36

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 conce...

Listen

Is the Fed Done Hiking? With Darius Dale and Andreas Steno Larsen from 2023-07-26T18:31

Darius Dale, founder of 42 Macro, and Andreas Steno Larsen join Maggie Lake to react to this afternoon's historic interest rate hike by the Federal Reserve, explore the potential impact on markets,...

Listen

Can Tech Take Stocks Higher? with Tony Greer from 2023-07-25T21:06

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 se...

Listen

Where in the World to Put Your Dry Powder (with Sam Burns) from 2023-07-24T19:38

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 o...

Listen

Leaning Into Your Expertise w/ Ben Harburg from 2023-07-23T07:00

Ben Harburg, founder and managing partner at MSA Capital, has been at the intersection of the U.S., China, and emerging markets for years. He joins Maggie Lake to share the highs and lows — and the...

Listen

Mitigating Risk in This High Valuation Environment w/ Tavi Costa from 2023-07-22T07:00

With current market conditions signaling potential macro headwinds, it's crucial to fortify your portfolio against negative returns. Tavi Costa, portfolio manager at Crescat Capital, joins Real Vis...

Listen

Is the Soft Landing a Pipe Dream? from 2023-07-21T19:02

Markets look to end this week on a positive note ahead of next week's Fed meeting. Noelle Acheson, editor of the Crypto is Macro Now newsletter, joins Maggie Lake to discuss the price action we saw...

Listen

How to Trade a Hated Rally from 2023-07-20T21:39

Tech stocks and bonds take a breather after more strong jobs data and some earnings hiccups. Jared Dillian, editor of The Daily Dirtnap newsletter, joins Maggie Lake to discuss current market senti...

Listen

Are the Bank of Japan and Netflix Disasters in Progress? from 2022-04-21T00:18

Is the Bank of Japan brewing up a Netflix-blockbuster-level disaster with its dogged adherence to “yield curve control”? Is Netflix itself a blockbuster-level disaster with its declining subscriber...

Listen

U.S. Stocks Rally on Strong Start to Earnings Season from 2022-04-20T00:40

The major U.S. equity indexes were all up more than 1% late in Monday’s regular trading session, with the tech-heavy Nasdaq Composite leading the way with a 1.85% gain. Stocks today seem to reflect...

Listen

Why You Need To Know About the High-Yield Bond Market from 2022-04-19T00:09

“The Fed has been in the business of suppressing volatility in financial assets for most of the post-Global Financial Crisis period,” notes Bill Zox, “but they are out of that business now.” Accord...

Listen

Is It Time to Talk About Hyperinflation? from 2022-04-15T00:37

The average 30-year mortgage rate in the U.S. surged past 5% for the first time since 2011 this week, up from 4.72% last week, as the market continues to price in an aggressive monetary tightening ...

Listen

Is Inflation the Only Thing That Matters Right Now? from 2022-04-13T23:59

The Bureau of Labor Statistics’ report on the producer price index for March showed the biggest month-over-month and year-over-year gains on record, 1.4% and 11.2%, respectively, as inflation conti...

Listen

When Will Inflation Abate, and What Will Make That Happen? from 2022-04-13T00:14

The Consumer Price Index increased 8.5% in March compared to a year earlier, another new 40-year-high following a 7.9% annual gain in February. Energy and agriculture markets remain the critical ar...

Listen

Where We Are in the Market Cycle from 2022-04-12T00:20

The Consumer Price Index for March is going to generate a lot of headlines when it’s released on Tuesday morning at 8:30 a.m. ET. That’s still the No. 1 issue confronting policymakers and investors...

Listen

The U.S. Dollar Continues To Show Its Strength from 2022-04-09T00:24

The U.S. dollar index hit 100 for the first time in two years on Friday, surging on the prospect of a more aggressive monetary tightening cycle on top of an increasingly fraught geopolitical landsc...

Listen

Faster Balance Sheet Runoff, Steep Rate Hikes Have Markets Spooked - LIVE from San Diego from 2022-04-07T00:28

Minutes to the Federal Open Market Committee’s March meeting reveal that the U.S. central bank plans to begin reducing its balance sheet as soon as after the FOMC’s May meeting. Policymakers discus...

Listen

Fed Voices Get Hawkish on Inflation - LIVE from San Diego from 2022-04-06T00:30

With the minutes of the Federal Open Market Committee’s March meeting set for release on Wednesday, financial markets continue to search for direction. Kansas City Fed President Esther George said ...

Listen

What's the Message From Recent Price Action? LIVE From San Diego from 2022-04-05T00:23

Today marks 40 days since Russia invaded Ukraine. U.S. equity indexes hold solid gains as we near Monday’s close in New York, with Asian and European stocks having already ended normal trading sess...

Listen

How To Make Sense of All These Inflationary Pressures from 2022-04-02T00:21

Real Vision co-founder and CEO Raoul Pal joins Maggie Lake for today’s Daily Briefing to talk about volatility across markets, the economy, and geopolitics. Stocks closed out their first losing qua...

Listen

Will Crude Oil Constraints Continue To Drive Inflation? from 2022-04-01T00:28

President Joe Biden announced a plan to release from the U.S. Strategic Petroleum Reserve 1 million barrels of oil per day for the next six months as part of the federal government’s effort to figh...

Listen

What's Wrong With the Yen, and Why Is It Important? from 2022-03-31T00:01

The Japanese yen, long a safe haven, is not reacting to crisis this time around the way it has in the past. In fact, the yen just broke through a key long-term level of technical support and is tra...

Listen

Is the Market Pricing In Peace? from 2022-03-30T00:27

Although no formal agreements have been reached, Moscow has said it will redeploy troops and reduce military activity around Kyiv, and Ukraine has said it will adopt a neutral stance in exchange fo...

Listen

Is Recession the Only Answer to Inflation? from 2022-03-29T00:37

As Jared Dillian puts it, when the prices of things we need are going higher and the prices of things we want are going lower, “it creates economic misery.” Things we need include fossil fuels and ...

Listen

How Fragile Is the Global Funding System? from 2022-03-26T00:23

Inflation is at four-decade highs in the U.S., and supply constraints caused by the war in Eastern Europe only increase upward pressure on crucial commodities. The Federal Reserve is laser-focused ...

Listen

Markets Have Their Own March Madness from 2022-03-25T00:21

The Federal Reserve was already staring down an inflation problem well before Russian President Vladimir Putin ordered his troops into Ukraine. One month into the war, there’s no clear end in sight...

Listen

A Hawkish Fed Eyes Inflation (and Not Much Else) from 2022-03-24T00:21

In another sign energy is now a second front in the Eastern European war, President Vladimir Putin has said he wants “unfriendly countries” to pay for Russian oil and gas in rubles. Putin’s move fo...

Listen

The Fed's Hawkish Tone Hits the Bond Market Hard from 2022-03-23T00:29

Federal Reserve Chair Jerome Powell said on Monday, “Inflation is much too high,” noting that the Fed would continue to raise interest rates until inflation is under control. And St. Louis Fed Pres...

Listen

As Gas Spirals, Can Europe Divorce Russia? from 2022-03-22T00:09

We’re nearly one month into Russia’s war against Ukraine. Officials from Moscow and Kyiv have met intermittently for peace talks that have so far failed to bring a cessation of hostilities. Geopoli...

Listen

Do You Believe the Stock Market or the Bond Market? from 2022-03-19T00:02

St. Louis Federal Reserve President Jim Bullard was the only member of the Federal Open Market Committee to dissent from the decision to hike interest rates by 25 basis points. Bullard wanted 50 ba...

Listen

A Hawkish Fed Moves Against Inflation from 2022-03-17T23:24

The Federal Reserve’s monetary tightening cycle is underway, with yesterday’s 25-basis-point increase to the fed funds target range the first of what’s now forecast to be a total of seven such move...

Listen

Are We at the Point Where Central Bankers Can Do No Right? from 2022-03-16T23:52

The Federal Open Market Committee (FOMC) made it official this afternoon, raising the fed funds target range by 25 basis points to 0.25% to 0.50%. The FOMC also boosted the interest on reserves rat...

Listen

Will Commodity Prices Drive Inflation Even Higher? from 2022-03-15T23:49

It’s safe to say the macro environment is unsettled right now, to an extent not seen in decades, and financial markets are correspondingly volatile. Crude oil prices are now down nearly 30% from re...

Listen

Will We Sacrifice Growth on the Altar of Inflation? from 2022-03-14T23:50

Sellers took control of the major U.S. equity indexes after lunchtime Monday and bond yields continued to climb, as investors await the Federal Reserve’s first move to boost its federal funds rate ...

Listen

The Crisis of Inflation, the Cataclysm of War, and Where We Go From Here from 2022-03-12T00:03

Making a long-awaited return to the Daily Briefing, Real Vision co-founder and CEO Raoul Pal joins Ash Bennington to talk about inflation, economy, and, of course, the war in Eastern Europe. Govern...

Listen

Volatility Defines Markets Right Now from 2022-03-11T00:09

The U.S. Department of Labor reported this morning that the Consumer Price Index increased 7.9% during the 12 months through February, another fresh 40-year high. And that measure doesn’t account f...

Listen

Will the U.S. Get a Digital Dollar? from 2022-03-10T00:08

Global equity markets surged Wednesday on reports Ukraine is open to negotiating a compromise with Russia. Kyiv made clear it would discuss neutrality with Moscow but that it would not give up terr...

Listen

Will Choking Off Russian Energy Sales Change the Course of the War? from 2022-03-09T00:06

U.S. equity indexes rallied early Tuesday, even as spiraling commodity prices promise even more upward pressure on inflation. Highlighting the day’s events was nickel soaring past the $100,000-per-...

Listen

Bill Browder on What's Next for Russia from 2022-03-08T00:32

Re-pricing in the aftermath of Russia’s invasion of Ukraine remains the dominant theme across global financial markets, with energy and food supplies top-of-mind for investors and policymakers alik...

Listen

Energy, Food, and War in Eastern Europe from 2022-03-05T00:24

Volatility remains the dominant theme for financial markets, as prices for energy and food commodities continue to rise along with hostilities in Eastern Europe. Russia’s war on Ukraine has made ce...

Listen

Will Russia's Invasion of Ukraine Raise Inflationary Pressures? from 2022-03-04T00:23

U.S. equity markets were mixed with just over two hours remaining in the trading day, with the Dow Jones Industrial Average and the S&P 500 Index holding small gains and the Nasdaq Composite and th...

Listen

When the Promise of a Quarter-Point Rate Hike Is Good News from 2022-03-03T00:16

The war in Eastern Europe has led to a meaningful shift in the market’s perception of what the Federal Open Market Committee will do when it meets in two weeks. Fed fund futures are still pricing i...

Listen

"We Cannot Say How the Conflict Will End in the Short Term" from 2022-03-02T00:36

A Russian military convoy continues to bear down on Kyiv, Ukraine’s capital and its most populous city. Its progress has been slow, much like the broader invasion. But news from Eastern Europe cont...

Listen

Volatility Reigns as Sanctions Regime Takes Shape from 2022-03-01T00:15

Bond yields retreated and U.S. equity indexes swung from red to green and back again, as the global community continues to respond to Russia’s invasion of Ukraine. UK-based BP dumped its 19% stake ...

Listen

How to (and not to) Trade Geopolitical Risk from 2022-02-28T01:00

The crisis that had erupted in Ukraine over the past week, as Russian forces had launched their invasion to worldwide condemnation and multilateral sovereign opposition, had reminded all market par...

Listen

The Power of Seduction from 2022-02-27T01:00

A brand isn’t a thing or a service, it’s an emotion. Feelings are what drive commerce. Marketing and brand visionary Jonathan Cropper has lived on the edge of innovation throughout his career worki...

Listen

How Will War in Eastern Europe Impact the Battle Against Inflation? from 2022-02-26T00:22

U.S. equity indexes soared on Friday, with the Dow Jones Industrial Average posting a near 800-point gain and the S&P 500 Index and the Nasdaq Composite rising 1.86% and 0.92% two hours ahead of th...

Listen

Russia's Invasion of Ukraine Shocks Global Markets from 2022-02-25T00:35

Russia’s invasion of Ukraine has shocked global financial markets, highlighted by a 31% spike in the spot price for European natural gas. Brent crude oil crossed the psychologically significant $10...

Listen

Investors and Markets Are Stuck Between Two Monsters from 2022-02-24T00:07

Investors face a dilemma of seemingly mythological proportions, stuck between the Scylla of the Russia-Ukraine conflict and the Charybdis of the Federal Reserve’s tightening cycle. And one monster ...

Listen

What Are Markets Telling Us About Russia s Invasion of Ukraine? from 2022-02-23T00:27

The crisis in Eastern Europe has escalated to new levels, as Russian President Vladimir Putin authorized the deployment of troops to rebel-held areas of Ukraine. Prices for energy commodities, incl...

Listen

How The Bank of Japan Uses Media to Test Policies from 2022-02-20T13:00

In the previous part 1 video of Weston Nakamura’s series on the Bank of Japan, Weston explains how BOJ Yield Curve Control works, and discusses the implications of being the only major central bank...

Listen

Hunting Volatility: The Winning Strategies for You and Your Portfolio from 2022-02-20T01:00

Independent volatility trader, Darrin Johnson, believes trading volatility is the key to success in the market. In this invaluable episode, Johnson sits down with Jason Buck to reveal the key tradi...

Listen

How Will Hedge Funds Adjust to Tighter Monetary Policy? from 2022-02-19T00:40

Christian Alexander of Macro Link is one of the best-connected insiders in the hedge fund industry -- a "Jerry Maguire" figure with a broad and deep list of contacts. Three years ago, he spoke with...

Listen

There Is No Gold But Gold from 2022-02-18T00:36

“GOLD.” That’s it; that’s the tweet Jared Dillian has published twice in the last couple days, as the yellow metal has surged more than 2%. A store of value (and a medium of exchange) for millennia...

Listen

Is There Light at the End of the Inflation Tunnel? from 2022-02-17T00:35

As detailed in the just-released minutes of the January meeting of the Federal Open Market Committee, U.S. central bankers are going to tighten faster than they did during their last rate-hiking cy...

Listen

Investors Shrug Off the PPI as Ukraine Tensions Ease from 2022-02-16T01:01

The Producer Price Index, a measure of wholesale prices and a key input for consumer prices, rose 1% in January, doubling the 0.5% consensus forecast. The PPI was up 9.7% year over year, easing fro...

Listen

No Love Lost This Valentine's Day as Markets Brace for War from 2022-02-15T02:01

Equity indexes faded into the close today, as investors continue to weigh prospects for a diplomatic solution to the simmering problem in Eastern Europe. U.S. President Joe Biden issued an ultimatu...

Listen

Inefficiency vs. Risk Premium from 2022-02-14T01:00

Renowned author, professional trader and quantitative analyst Euan Sinclair describes the subtle difference between inefficiency and risk premium in options and markets. Learn more about your ad ch...

Listen

Why Global Markets are Addicted to the Bank of Japan from 2022-02-13T01:00

Inflation is rampant globally, and the world’s major central banks are all taking decisive measures to tighten policy in their respective ways, with the exception of one major developed market cent...

Listen

Will the Fed Be Forced To Make a Move Before March? from 2022-02-12T01:28

The University of Michigan Consumer Sentiment Index for February read 61.7, down from 67.2 in January, well short of a median estimate of 67, and the lowest print since October 2011 – even lower th...

Listen

Pressure on the Fed Rises as the CPI Hits a 40-year High from 2022-02-11T01:08

The Bureau of Labor Statistics reported this morning that the Consumer Price Index for January 2022 was up 0.6% and 7.5% year over year. St. Louis Federal Reserve Bank President James Bullard said ...

Listen

Between "Inflation and Deflation" Lies More Volatility from 2022-02-10T01:25

Japan Machine Tool Orders, the best leading indicator of the global industrial cycle, accelerated in January. And recent data suggest the backlog at Los Angeles Port may begin to ease by summer. At...

Listen

Did Macron Convince Putin Not To Invade Ukraine? from 2022-02-09T01:56

President Emmanuel Macron of France met with President Vladimir Putin of Russia in Moscow on Monday and emerged with what seemed like good news: There’d be no further escalation of the Ukraine cris...

Listen

Can Small-Cap Stocks Help You Beat Inflation? from 2022-02-08T01:16

The small-cap Russell 2000 Index posted an impressive 14.8% gain during 2021, but nearly all of it came in the first quarter. And weakness over the ensuing nine months carried into the first month ...

Listen

Exploring China's Political and Economic Climate from 2022-02-07T01:00

Mike Green sits down with Louis Vincent Gave, CEO of Gavekal Research, to examine the political and economic climate of China. They look at China's 'outsized' role in the world and what impact join...

Listen

Post-Trade Analysis: Long Position SONY/Short XLK from 2022-02-06T01:00

Weston Nakamura closes his long Sony Corp. (NYSE: SONY)/short Technology Select SPDR Fund (NYSE: XLK) market-neutral pair trade, as SONY shares rallied following an intraday trading halt on news of...

Listen

"Whiplash Week" Ends With a Jobs Jolt from 2022-02-05T02:10:42

It wasn’t just the nonfarm payrolls data for January that moved markets on Friday. Upward revisions to prior months’ reports put a fresh glow on the U.S. economy – and also invited questions about ...

Listen

The ECB Joins the Inflation Fight from 2022-02-04T01:57

European Central Bank President Christine LaGarde now concedes the potential need for a rate hike in 2022 in the face of record-high inflation on the Continent, the same day the Bank of England ann...

Listen

The Fed Probably Won't Raise Rates Seven Times in 2022 from 2022-02-03T01:46

The ADP employment report for January showed a net loss of jobs, consumer spending is slowing, and President Biden is sending 3,000 troops to Eastern and Central Europe in response to Russian aggre...

Listen

Commodity Markets Rise to the Drums of War from 2022-02-02T02:11

It’s already been a good year for hydrocarbons, with crude oil and natural gas prices rising along with geopolitical tensions in Central Europe. The threat of war is now driving up prices of agricu...

Listen

Equity, Bond PricesSuffer Ahead of Fed Tightening Cycle from 2022-02-01T01:49

Stocks surged on the last trading day of the month, but it was still the worst January for the Nasdaq since 2008. According to Mark Ritchie, managing partner and chief investment officer of RTM Cap...

Listen

Exchanging Lanes: Are We Misreading Inflation? from 2022-01-31T01:00

Brad Snyder and Weston Nakamura, a trucker and a trader, are back with Exchanging Lanes to challenge conventional macro data analysis, using real-world, real-time, on-the-ground observations and ap...

Listen

Hot War in Cold Places: How a Brewing U.S. - Russia Clash Could Impact Global Markets from 2022-01-30T01:00

Pippa Malmgren, who served as Special Assistant to the President of the United States for Economic Policy under George W. Bush, says financial markets are likely to shrug off military conflict in U...

Listen

Inflation and Yields and War, Oh My from 2022-01-29T02:08

A favorite Federal Reserve inflation gauge, the core personal consumption expenditures index, measured 4.9% year over year for December. It hasn’t been that hot since September 1983. And the employ...

Listen

GDP Comes in Hot as Investors Prepare for Higher Interest Rates from 2022-01-28T02:15

The Commerce Department reported the fastest annualized rate of U.S. gross domestic product growth since 1984 for the fourth quarter of 2021. But it’s hard to call this “Morning in America.” Invest...

Listen

Stocks Surrender Gains, Treasury Yields Rise Following FOMC Statement from 2022-01-27T02:05

The Federal Open Market Committee said today “it will soon be appropriate to raise the target range for the federal funds rate.” And it issued a separate statement on “Principles for Reducing the S...

Listen

Geo-Macro Tensions, Central Bank Questions Exacerbate Selling Pressures from 2022-01-26T02:01

The U.S. appears to be ramping up its support of NATO forces to counter Russia’s threat to Ukraine. And, after selling off along with all risk assets yesterday, crude oil prices are once again risi...

Listen

Great Power Games Could Leave Europeans Out in the Cold from 2022-01-25T02:14

The Biden administration is preparing to deploy troops and equipment to Eastern Europe and the Baltics to counter Russia’s threat to Ukraine, as UK officials suggest Moscow aims to install a pro-Kr...

Listen

It's the End of the Pandemic Rally As We Knew It from 2022-01-22T03:22

Cryptocurrencies are crashing, stocks are tanking, bonds are rallying, and central banks are diverging. That all spells “risk off,” as the pandemic rally has surely come to an end. Is there an “all...

Listen

It's Beginning to Look a Lot Like Another Commodity "Super Cycle" from 2022-01-21T02:16

The commodity “super cycle” chorus will only get louder with crude oil touching eight-year highs, nickel reaching levels not seen in a decade, and even gold looking like a compelling trade right no...

Listen

Equity Indexes Reflect Investor Uncertainty Amid Rising Inflation from 2022-01-20T00:07

U.S. equity indexes bounced between “green” and “red” today, reflecting investor uncertainty amid a spike in volatility. Portfolio positioning is the critical question, as inflation fears feed expe...

Listen

Yields Surge to Pre-Pandemic Levels as Investors Anticipate Fed Action from 2022-01-19T02:14

Bond yields rose across the curve Tuesday and stocks sank, as investors began to price in the potential impact of as many as four Federal Reserve rate hikes in 2022. The U.S. 10-year yield jumped t...

Listen

Opportunity in Uncertainty: Where Raoul Pal's Looking as Inflation Weighs on Consumers from 2022-01-15T02:04

DB-Jan 14,2022: U.S. retail sales fell in December as surging prices hit consumer spending. Raoul Pal discusses what opportunities are available for investors in an environment of rising inflation ...

Listen

Reading the Charts: Expect a Correction Soon from 2022-01-14T02:14

DB-Jan 13,2022: In today’s volatile trading environment, charts can be a clear way to make investment decisions. Katie Stockton gives her technical take on the S&P 500 (which she says will enter a ...

Listen

U.S. Inflation Hits 7%, and HSBC Issues Dire Warning--Here's Why from 2022-01-13T01:16

DB-Jan 12,2022:December’s Consumer Price Index (CPI) rose by 7% year-over-year, the biggest jump since 1982. And even worse supply chain disruptions may be on the horizon if Omicron sweeps through ...

Listen

Is the Rebound Real? Tech Leads Market Higher as Powell Says Economy Looks Bright from 2022-01-12T02:15

DB-Jan 11,2022: During a hearing for his re-confirmation as Fed Chair, Jerome Powell said the central bank will work to relieve inflationary pressures in the economy. Following Powell’s testimony, ...

Listen

Big Tech Tumbles&Crypto Dips: How Low Can Prices Go? from 2022-01-11T02:10

DB-Jan 10,2022: Goldman Sachs expects a more aggressive Fed this year with four interest rate hikes on the horizon in an effort to to tame inflation. The prediction comes as U.S. stocks extend a vo...

Listen

What Does the December Jobs Report Tell Us About Growth? from 2022-01-08T01:05

DB-Jan 07,2022:Non-farm payrolls in the U.S. rose by 199,000 in December, which pales in comparison to the original estimate of 422,000. Despite the actual numbers landing below expectations, unemp...

Listen

Market Jitters: Is a Regime Change Imminent? from 2022-01-07T00:40:44

DB-Jan 06,2022:On Wednesday, the S&P 500 fell 1.9%—the worst single-day decline in 11 months and the worst start to a year since 2008. Even crypto is taking a beating. The entire country has turned...

Listen

The Fed Amps Up Aggression--Stocks Plunge Immediately from 2022-01-06T00:55

DB-Jan 05,2022:The U.S. Fed just released its meeting minutes, hinting that it may get more aggressive with tightening the balance sheet and reducing stimulus. That caused stocks to plunge immediat...

Listen

Tony Greer's Best Bets for 2022 from 2022-01-05T02:16

DB-Jan 04,2022: OPEC+ has agreed to increase its oil production by 400,000 barrels per day in February as it is believed that Omicron will not have a detrimental impact on demand. The Institute for...

Listen

2022 Outlook: Bond Market Moves&Your Asset Allocation from 2022-01-04T02:04

DB-Jan 01,2022: Alfonso Peccatiello, the author of the Macro Compass, shares his outlook on 2022 on the first trading day of the year, which saw the S&P 500 and Nasdaq Composite inch higher. Peccat...

Listen

Bitcoin Hits an Air Pocket--Here's Why There's Turbulence from 2021-12-31T02:00

DB-Dec30,2021:December has been a brutal month for Bitcoin — with prices plunging around 30% from their all-time high in November. In this special edition of Crypto Unwrapped, Jim Bianco of Bianco ...

Listen

Following the Money as End of Holidays Nears from 2021-12-28T04:31:08

DB-Dec27,2021:What put a floor under global markets last week may not be what you think. Weston Nakamura provides an overview of the global and cross-asset markets in the last week of the year. Nak...

Listen

Here's How to Surf a Volatile 2022 from 2021-12-24T01:44:51

DB-Dec23,2021:What’s going on in Turkey, and why should we keep an eye on it? Daily Dirtnap editor Jared Dillian fills you in on what you need to know about the Turkish Lira. Nikola delivers its fi...

Listen

To What Degree Is Omicron a Threat to the Economic Recovery? from 2021-12-23T01:53:27

DB-Dec22,2021:The number of new cases in South Africa has slowed in recent weeks and is down more than 20% in the past week, pointing to the probability that the Omicron variant has reached its pea...

Listen

Markets Bounce Back, Ringing In Holiday Cheer Once Again from 2021-12-22T01:26

DB-Dec21,2021:After markets were down yesterday, oil, stocks, and crypto rebounded. Goldman Sachs also recently released their new projection for oil, explaining that oil could potentially reach $1...

Listen

Stocks, Oil,&Bitcoin Fall on Omicron Fears: A Not-So-Happy Holiday from 2021-12-21T02:08:32

DB-Dec20,2021:The Omicron fear factor has sent the entire market tumbling downhill – what does this mean for 2022? Jeffrey Schulze of ClearBridge discusses how you should protect your investments a...

Listen

No Santa Rally? What's Behind the Big Tech Sell-Off from 2021-12-18T02:16:15

DB-Dec017,2021:At the year's end, people are normally buying the winning tech stocks. This year, however, people are selling. What is going on? Jim Bianco, president of Bianco Research, talks about...

Listen

Did the Fed Topple Your Assets? Advice for Your Wallet from 2021-12-17T11:29:35

DB-Dec16,2021:As the Fed wages its battle against inflation by signaling raising interest rates in 2022 at a faster pace than expected, Liz Young, Head of Investment Strategy at SoFi, explains who ...

Listen

This Is What the Fed's Decision Means for You from 2021-12-16T01:40:29

DB-Dec15,2021:In the most highly anticipated decision of the year, the Fed said it would ramp up its pace of tapering and hike rates three times in 2022. So what does that mean for your investments...

Listen

Fed Meeting Begins: What s Next for Stocks, Bitcoin,&Your Portfolio? from 2021-12-15T01:47:09

DB-Dec14,2021:The Fed meeting begins today, and Thomas Thornton joins the Daily Briefing to discuss what that means for stocks and Bitcoin. One thing’s for sure: we can probably expect a hike in in...

Listen

How to Navigate a Jittery Market Ahead of the Fed Meeting from 2021-12-14T02:20:27

DB-Dec13,2021:U.S. stocks have kicked off the week in the red amid concerns over the Omicron variant and ahead of the Fed decision on Wednesday. Meme stocks like GameStop and AMC are suffering the ...

Listen

U.S. CPI Print Comes in Hot: Is Bitcoin Still an Inflation Hedge? from 2021-12-11T01:33:58

DB-Dec10,2021:Raoul Pal shares his key takeaways from Real Vison’s ‘The Takeover’ in Las Vegas. Where are the leading names in the cryptosphere placing their bets? Plus, U.S. inflation surges to it...

Listen

What Should A Cryptocurrency Portfolio Look Like? from 2021-12-10T01:46:30

DB-Dec09,2021:Ahead of Friday’s CPI print, analysts expect a reading of 6.8%, showing that inflation is still running hot through the economy. After a week-long rebound, Brent Crude fell 0.8% as fu...

Listen

Pfizer&BioNTech Share Results on Boosters as Job Openings Near All-Time High from 2021-12-09T01:44:44

DB-Dec08,2021:With markets easing on Omicron fears this week and assets across the board beginning to recover from last week’s drawdowns, Pfizer and BioNTech both announced today the initial findin...

Listen

Navigating Omicron: Will the Market Comeback Last? from 2021-12-08T09:48:23

DB-Dec07,2021:Tech stocks are making a comeback today and oil is up over 4%, easing Omicron fears, but can it last? Pfizer CEO Albert Bourla said that while the Omicron variant appears mild, its li...

Listen

The Secret Formula: A Four Quadrant Approach to Investment from 2021-12-07T01:11:41

DB-Dec06,2021: The Macro Compass is a four-quadrant tool that helps see the macro forest first and then the trees. Alfonso Peccatiello uses this model to determine how to distribute his investment ...

Listen

Fear Is Back: Omicron's Grip Threatens Global Disruption from 2021-12-04T01:21:34

DB-Dec 03,2021:The NASDAQ is down today over 300 points, and the VIX continues to edge up to its 52-week high. Jim Bianco discusses the latest tech fallout and where the equities sell-off is concen...

Listen

Navigating Volatility: Should We Buy the Dip? from 2021-12-03T01:21:43

DB-DEC 02,2021:Steven Van Metre joins the Daily Briefing to share his outlook of the volatility ahead as we close out the year and begin to look forward to an equally unstable 2022. With markets st...

Listen

Omicron: Should Investors Worry? from 2021-12-02T01:25:53

DB-Dec 01,2021: As U.S. equities and oil inventories rise, investors are wondering whether the newly discovered Omicron variant threatens to reverse the recovery the economy has made. While officia...

Listen

Surprise, Surprise: Inflation Is Not Transitory? from 2021-12-01T00:13:45

DB-Nov 30,2021: Fed Chair Jerome Powell just said it’s time to retire the word “transitory”—are you shocked? All the major U.S. market indices fell more than 1% on the announcement while the dollar...

Listen

Turkish Lira in Crisis While Virtual Land Skyrockets from 2021-11-30T00:59

DB-Nov 29,2021:Weston Nakamura joins us from Japan to share his insight on why the market went down on Friday and to talk about Turkey, where the stock market is thriving. He also discusses what’s ...

Listen

Jobless Claims Plummet: Throwback to 1969 from 2021-11-25T00:01:09

DB-Nov 24,2021: Are we back in 1969? At only 199,000, last week’s initial jobless claims were the lowest in over half a century since November 1969. That was the pre-internet and pre-cell phone era...

Listen

U.S. to Tap into 50M Barrels of Reserve Oil to Tame Rising Gas Prices from 2021-11-24T00:22:49

DB-Nov 23,2021:The U.S. Department of Energy announced it will release 50 million barrels of crude oil from the Strategic Petroleum Reserve to battle gas prices and tame inflation. Gold and silver ...

Listen

A Brave New World: Biden Reappoints Powell Amid a Coordinated Strategic Oil Reserves Release from 2021-11-22T23:50:49

DB-Nov 22,2021:President Biden nominates Fed Chairman Jerome Powell for a second term. The question on everyone’s mind is, what does it mean for the economy? Could Biden’s pick signal that the admi...

Listen

Raoul's Big Picture: Bitcoin's Taproot Facelift&the Economy from 2021-11-20T01:33:37

DB-Nov 19,2021: Bitcoin just got its biggest upgrade yet with Taproot, which will streamline transaction processing and make everything more efficient. In the U.S., the House finally passes Preside...

Listen

Will There Be an End of the Year Rally? from 2021-11-19T02:03:13

DB-Nov 18,2021: Katie Stockton, founder, and managing partner at Fairlead Strategies joins to chat about her outlook for stocks as we head into the end of the year. The major indices remain in cons...

Listen

Did Biden Get the Economy All Wrong? from 2021-11-18T00:15:51

DB-Nov 17,2021: After weeks of backlog in the L.A. ports, officials say they’ve finally made some progress and cleared about 29% of the cargo. Last month’s retail sales report resulted in a gleeful...

Listen

'Tis the Season to Shop&Be Merry Despite Inflation from 2021-11-17T01:23:44

DB-Nov 16,2021: Tony Greer returns to the Daily Briefing to discuss a spike in retail sales in October, even in the face of rising inflation. Not only are sales up 1.7% from the previous month, but...

Listen

Analyzing the U.S.-Canadian Dollar, European Lockdowns, Tesla's Stock,&Musk's Twitter Tantrum from 2021-11-16T01:30:28

DB-Nov 15,2021: Dave Floyd, founder of Aspen Trading, joins Maggie Lake to talk about the U.S. dollar against the Canadian dollar, Austria’s enforcement on a lockdown on the unvaccinated, and why B...

Listen

Consumer Sentiment Hits 10-Year Low While the Great Resignation Continues from 2021-11-13T01:44:59

DB-Nov 12,2021: The government has engaged in endless borrowing and endless wasting since World War II, and at some point, according to the latest issue of Macro Link, we’ll have to meet the conseq...

Listen

Elon Musk Sells $5 Billion in Tesla Stock as Competitors Put on the Pressure from 2021-11-12T00:54:20

DB-Nov 11,2021: Elon Musk sells over 4.5 million Tesla shares this week after posting a poll on Twitter about whether he should unload a tenth of his stake in the company and spurring controversy a...

Listen

Hottest CPI in 30 Years And Rivian Goes Public from 2021-11-11T00:32:44

DB-Nov 10,2021: There’s no question about it: inflation is not transitory. The latest Consumer Price Index revealed prices of everything except food and energy went up 4.6%, the quickest spike sinc...

Listen

The End of an Era: GE Splits into 3 Companies from 2021-11-10T00:34:49

DB-Nov09,2021:What’s going on with General Electric? After a decade of being only a shell of its former self, the manufacturing giant founded by Thomas Edison is splitting up into three separate co...

Listen

House Passes Infrastructure Bill and Twitter Votes for Musk to Sell Tesla Stock from 2021-11-09T00:38:45

DB-Nov 08,2021:The House passed a $1 trillion bipartisan infrastructure bill on Friday to revamp the country’s transportation, utilities, and broadband structures. Meanwhile, despite Friday’s posit...

Listen

October Jobs Report Beats Expectations with Unemployment Dropping to New Pandemic Low from 2021-11-06T02:12:32

DB-Nov 05,2021: We’re ringing in the holiday season with some good news: U.S. non-farm payrolls increased by 531,000 in October, beating the estimate of 450,000. Spreading more cheer, unemployment ...

Listen

Bank Of England Defies the Market and Leaves Heads Turning from 2021-11-05T08:56:27

DB-Nov 04,2021: The Fed announced their long-awaited taper to begin later this month with room for adjustment based on changes in the economic outlook. While the Fed focuses on keeping the inflatio...

Listen

The FOMC Meeting Begins as the Labor Market Recovery Shows Promise from 2021-11-04T00:54:45

DB-Nov 03,2021: The FOMC meeting begins today as Fed officials come together to decide on the tapering of their asset purchase program. The economic recovery seems to be slowly but surely underway ...

Listen

Countries and Individuals Pledge Billions to Curb Climate Change, But Is It Enough? from 2021-11-03T01:39:16

DB-Nov 02,2021: Tony Greer is back on the Daily Briefing, this time discussing the events surrounding energy this week and the price action around oil, natural gas, uranium, and more. With COP26 un...

Listen

Mega Cap Tech Leads the Way--But Is a Market Rotation Around the Corner? from 2021-11-02T01:37:01

DB-Nov 01,2021: Seasonal effects on the markets are in play with heightened volatility and earnings causing aggressive price movement across asset classes. Katie Stockton, CMT, founder of Fairlead ...

Listen

Stumbling Supply Chains, Stirring Inflation, and a Stagnant Labor Market from 2021-10-30T02:37:10

DB-Oct 29,2021: The Core PCE Index's rise of 3.6% is the latest inflation pressure that has the markets beat. Real Vision CEO and co-founder Raoul Pal joins to unpack the latest in the supply chain...

Listen

Inflation Will Continue to Rise and Persist Amidst a Flattening Yield Curve from 2021-10-28T23:02:07

DB-Oct 28,2021: The last time Harry Melandri of MI2 Partners was on the Daily Briefing, he urged people to sell their Euro Dollars due to high inflation and a strengthening economy. Those factors c...

Listen

U.S. Trade Deficit Widens Another $8.2 Billion and Durable Goods Orders Decline from 2021-10-28T00:59:45

DB-Oct27,2021: Orders for durable goods, big-ticket items that are meant to last over three years, have fallen 0.4% in September, the first decline since April of this year. This comes amid continu...

Listen

Can't Stop, Won't Stop--Inflation Will Rage On from 2021-10-27T00:53:19

DB-Oct26,2021: Earnings season continues with Microsoft, Twitter, Alphabet, Visa, and Robinhood due to release their reports today after market close. With the VIX also rising today, earnings thus ...

Listen

Equities and Commodities Rallying With a Big Earnings Week Ahead from 2021-10-26T01:39:41

DB-Oct25,2021: Markets are up as stocks rally across the board ahead of weeklong releases of earning reports from tech giants Facebook, Microsoft, Alphabet, Amazon, and Apple. PayPal also jumped 2....

Listen

Digital World Ascends to Greater Heights While Valkyrie Bitcoin ETF Drowns from 2021-10-23T00:37:21

DB-Oct22,2021: Former President Donald Trump’s new social media company is skyrocketing on Wall Street, sparking speculation about whether this is the next meme stock. Meanwhile, current U.S. Presi...

Listen

Earnings, Acquisitions, and Supply Chains--Where Are the Buy Signals? from 2021-10-22T00:29:53

DB-Oct21,2021: Tesla stock jumped midday after reporting better-than-expected Q3 earnings, a particularly commendable feat given the major supply chain issues plaguing several industries, while the...

Listen

Bitcoin Hits All Time High Amid Reemerging Reflation from 2021-10-21T00:52:21

DB-Oct20,2021: Bitcoin hits its all-time high at nearly $67,000 in intraday trading following the launch of the ProShares Bitcoin Futures ETF yesterday. VanEck may soon follow step with the launch ...

Listen

Uranium Prices Surging Higher as Bitcoin Futures ETF Makes Debut from 2021-10-20T00:57:46

DB-Oct19,2021: After languishing for a decade, uranium prices are finally rising, which is now, in part, being driven up by enthusiastic, individual traders. Tony Greer of TG Macro joins to discuss...

Listen

Dave Floyd on the Bitcoin Futures ETF Launch, the US Dollar, and Tech from 2021-10-19T00:48:39

DB-Oct 18,2021: Bitcoin continued to climb to all-time highs with ProShares planning to launch the first ever Bitcoin-linked ETF, which will track the Bitcoin futures market, tomorrow on the NYSE. ...

Listen

Bitcoin Jumps as BTC Futures ETF Set to Make Its Debut from 2021-10-16T00:55:14

DB-Oct 15,2021: Amid supply chain issues and inflation fears, the crypto wave continues strong with Bitcoin topping $60,000, nearing a record high. Real Vision CEO and co-founder Raoul Pal discusse...

Listen

The Everything Rally: Earnings Season Begins With A Bang from 2021-10-15T01:00:48

DB-Oct 14,2021: With markets rallying across the board, Bank of America and Citigroup both reported stronger-than-expected results as the economy continues to improve. However, labor shortages pers...

Listen

CPI Runs Hot--Are We Headed For Stagflation? from 2021-10-14T01:03:18

DB-Oct 13,2021: September’s CPI report revealed that, as energy and food prices climbed, consumer prices rose 0.4%, pushing the year-over-year inflation to an uncomfortably hot 5.4%. Yield curves f...

Listen

IMF Cuts Growth Forecast as Record Number of U.S. Workers Quit Their Jobs from 2021-10-13T00:57:29

DB-Oct12,2021: Energy prices continue to jump higher, and global supply shortages continue to worsen just as the IMF now cuts their growth forecast to 5.9%, which is 0.1% lower than their July fore...

Listen

Why Small Cap Stocks May Hold the Key to the Next Equity Breakout from 2021-10-12T00:43:35

DB-Oct11,2021: As the rotation out of mega-cap tech into energy&financials in equity market continues, Mark Ritchie II, Manager of RTM Capital, weighs in on whether there is an expiration on this t...

Listen

Nonfarm Payrolls Show Abysmal U.S. Job Growth as Oil Futures Spike from 2021-10-09T01:09:21

DB-Oct8,2021: The U.S. nonfarm payrolls data revealed that a mere 194,000 jobs were added in September, a major miss on the 500,000 median estimate and the slowest month in U.S. job growth so far i...

Listen

Markets Rallying Hard While Debt Limit Increases by $480 Billion from 2021-10-08T01:03:14

DB-Oct7,2021: Lawmakers have reached an agreement to extend the debt ceiling through early December, which allows the debt limit to increase by $480 billion. With equities’ high volatility this wee...

Listen

Stocks Swinging To and Fro as Bitcoin Soars from 2021-10-07T00:45:54

DB-Oct06,2021: With stocks rocking back and forth, crypto exploding, the ADP jobs report revealing a positive surprise, and natural gas gyrating up and down, this week's price action thus far has b...

Listen

Tony Greer: Will the Broad-Based Market Rebound Hold? from 2021-10-06T00:46:21

DB-Oct05,2021: Markets have made a comeback today with major European and US indices recovering most of yesterday’s losses. However, with September payroll data coming out later this week, will thi...

Listen

Stocks Plunge as NASDAQ Sinks to 3-Month Low from 2021-10-05T00:50:44

DB-Oct04,2021: U.S. equities begin the new week on unsteady footing with tech stocks taking a blow as the S&P 500 dips below its 100-day moving average and NASDAQ falls more than 2%. Dave Floyd, fo...

Listen

Jim Bianco: U.S. Regulators Turn Their Eye Toward Stablecoins from 2021-10-02T06:41:34

DB-Oct01,2021: Jim Bianco, president of Bianco Research, gives us a recap of traditional markets from the past couple weeks, Fed talk, and Biden’s infrastructure bill. He also shares his thoughts o...

Listen

Darius Dale: Could Inflation Continue to Grip the Economy into Q4? from 2021-10-01T00:25:06

DB-Sep30,2021: Bed Bath&Beyond has plunged more than 20% in today’s trading after the company had downgraded their earnings outlook due to slowing consumption and ongoing supply chain bottlenecks. ...

Listen

Peter Boockvar: Is Fed Chair Jay Powell's Renomination on the Line? from 2021-09-30T00:34:58

DB-Sep29,2021: The DXY is extending its rally from Tuesday, breaking the 94 level for the first time since the end of October last year. With yields now falling today and Senator Warren’s strong op...

Listen

Tony Greer: Will Europe's Energy Crisis Lead to a Commodity Supercycle? from 2021-09-29T00:39:01

DB-Sep28,2021: As the European energy crisis surges, concerns of its affects beyond the UK and EU manifest themselves in risk-off sentiment today in U.S. and European equities. With energy rates ri...

Listen

Jared Dillian: "The Next Crisis Will Come from China" from 2021-09-28T01:59:35

DB-Sep27,2021: With Evergrande’s looming collapse and China’s ban on all crypto transactions, Jared Dillian, editor of The Daily Dirtnap, sees that the next crisis will be coming from China—here, h...

Listen

China's Tightening Grip: PBOC Declares Cryptocurrency Transactions Illegal from 2021-09-25T00:28:37

DB-Sep24,2021: China says goodbye to cryptocurrencies as the PBOC officially declares that all crypto transactions are now illegal. The crackdown comes as China plans to unveil its official digital...

Listen

Steven Van Metre: The Fed's Move to Taper and Evergrande's Critical Moment from 2021-09-24T00:50:27

DB-Sep23,2021: With the Fed’s announcement that tapering may be coming as soon as November, Steven Van Metre of Steven Van Metre Financial joins financial reporter Dion Rabouin to share his thought...

Listen

Fed Announces Taper Plans as Evergrande's Fate Hangs In The Balance from 2021-09-23T01:08:55

DB-Sep22,2021: With the FOMC meeting now coming to a close, Darius Dale, founder and CEO of 42 Macro, returns to examine Fed policy guidance on tapering and also shares his perspective on the risks...

Listen

Tony Greer: Commodities, Evergrande, and Europe's Energy Crisis from 2021-09-22T01:05:48

DB-Sep21,2021: With a potential shock to China’s financial system from Evergrande’s looming debt default and with Europe facing an energy crisis, Tony Greer of TG Macro joins financial reporter Mag...

Listen

Global Market Volatility Spikes as Fears of Evergrande Contagion Spread from 2021-09-21T00:20

DB-Sep20,2021: Equities globally are in tumult, and volatility is rising sharply—Peter Boockvar, editor of the Boock Report and CIO of Bleakley Advisory Group, joins financial reporter Dion Rabouin...

Listen

Does Evergrande Pose Broader Market Threats Outside China? from 2021-09-18T01:21:08

DB-Sep17,2021: Markets are down again today, bracing for potential impact by Evergrande and the FOMC’s upcoming meeting—Jim Bianco, president of Bianco Research, cuts through the market noise and p...

Listen

Stocks and Bonds Decline as Markets Weigh the Odds of a Taper Announcement from 2021-09-17T00:47:30

DB-Sep16,2021: In light of down day for U.S. markets and mixed economic data, Jack Farley, Ash Bennington, and Dion Rabouin come together to discuss the likelihood of a Fed taper announcement comin...

Listen

$300 Billion Default Pushes Chinese Real Estate Market to the Brink from 2021-09-16T01:13:12

DB-Sep15,2021: Darius Dale, founder and CEO of 42 Macro, returns to the Daily Briefing to update viewers on the triple threat that Chinese risk assets face: the alarming slowdown in economic growth...

Listen

Inflation Cools Slightly As Oil Continues Its Rebound from 2021-09-15T01:06:51

DB-Sep14,2021: With oil demand projected to continue strengthening for the rest of the year and OPEC upping their 2022 demand forecast, Tony Greer of TG Macro joins financial journalist Maggie Lake...

Listen

Is It Now Japan's Moment to Shine? Plus Chinese Tech, Crypto, and Oil from 2021-09-14T01:13:10

DB-Sep13,2021:Weston Nakamura says now’s the time to go long Japan—he unpacks his bull case here. He also examines further Chinese regulation and crackdowns as China tech stocks tumble with the gov...

Listen

Producer Prices Soar as Apple Loses 80 Billion Dollars In Market Cap from 2021-09-11T04:11:01

DB-Sep10,2021: On today’s Daily Briefing, Real Vision CEO and co-founder Raoul Pal talks with senior editor Ash Bennington about how his macro framework is evolving when it comes to the dollar, bon...

Listen

Tony Greer: Going Long Bitcoin from 2021-09-10T00:45:16

DB-Sep09,2021: TG Macro’s Tony Greer is now going long on Bitcoin—where does he see the future of crypto going? He explains here why he’s changed his tune, and he updates his thoughts on commoditie...

Listen

Bearishness Emerging on Wall Street Within the Goldilocks Regime from 2021-09-09T00:43:18

DB-Sep08,2021: Darius Dale, founder and CEO of 42 Macro, anticipates that the Goldilocks regime will be persisting in the U.S. for awhile longer yet, offering fertile ground for asset prices to con...

Listen

Jared Dillian: How Much Higher Can Inflation Get? from 2021-09-08T00:33:58

DB-Sep07,2021: Jared Dillian, editor of The Daily Dirtnap, joins the Daily Briefing to discuss his thoughts on why he sees the potential for inflation to fly even higher in the coming months. He al...

Listen

August Nonfarm Payrolls Disappoint As Smart Contract Protocols Skyrocket from 2021-09-04T00:51:10

DB-Sep03,2021: With a major miss today in the August nonfarm payrolls report, Jim Bianco, president of Bianco Research LLC, updates his perspective on the economic recovery and inflation as well as...

Listen

A Bounce Back in Cyclicals? What the Options Market Is Signaling from 2021-09-03T00:47:46

DB-Sep02,2021: Imran Lakha, founder of Options Insight, shares his latest insights into current market dynamics, sectors set up for outperformance, and the state of the U.S. economy. With jobless c...

Listen

Real Vision Turns 7! Raoul Pal Celebrates Real Vision's History and Future from 2021-09-02T00:40:35

DB-Sep01,2021: On today's special edition of the Daily Briefing, Real Vision CEO&co-founder Raoul Pal celebrates the history and future of Real Vision. Raoul describes the company's founding in Sep...

Listen

Can The S&P 500 Hit 5K? from 2021-09-01T00:55:11

DB-Aug31,2021:As the S&P 500 posts a monthly gain for the seventh time in a row, Tony Greer of TG Macro returns to the Daily Briefing to share how the renewed dovishness of the Federal Reserve is s...

Listen

Is There Deflationary Risk Ahead with Possible Fed Tapering? from 2021-08-30T22:42:09

DB-Aug30,2021: Darius Dale, founder and CEO of 42 Macro, updates his macro framework for markets after Jay Powell announced at Jackson Hole that the Fed may begin to reduce stimulus this year and b...

Listen

Stocks Rise on Powell's Dovish Taper Talk from 2021-08-28T01:21:03

DB-Aug27,2021: Tommy Thornton, founder of Hedge Fund Telemetry, weighs in on Federal Reserve Chair Jerome Powell’s speech at the virtual Jackson Hole Symposium, indicating tapering could start in...

Listen

Will Jay Powell Embrace The Hawks? from 2021-08-27T00:46:39

DB-Aug26,2021: Weston Nakamura and Petr Pinkhasov of Real Vision’s “The Exchange” join the Daily Briefing as markets anticipate the Jackson Hole Economic Symposium, which begins tomorrow. Plus, the...

Listen

Meme Stocks Make a Comeback and the SEC's Tough Stance on Chinese Tech from 2021-08-26T00:47:04

DB-Aug25,2021: Max Wiethe joins the Daily Briefing to break down the day’s price action, including Gamestop ($GME) soaring upwards of 27% with the return of the meme stocks, as well as the SEC rein...

Listen

Tony Greer's Market Update: Stock Rally, Crypto Heist and China Tech from 2021-08-25T00:45:45

DB-Aug24,2021:Real Vision senior editor Ash Bennington welcomes Tony Greer of TG Macro to address a broad-base rally in stocks, the hacker behind $600 million Poly Network heist returning the stole...

Listen

US Equities Erase Last Week's Losses and PMIs Show Mixed Data from 2021-08-24T00:39:16

DB-Aug23,2021: Maggie Lake welcomes markets reporter Dion Rabouin and Darius Dale, founder and CEO of 42 Macro, to discuss the rebound in the major US equity indices on Monday and Japan’s PMI getti...

Listen

Chinese Tech Continues to Get Battered and Eviction Moratorium Remains from 2021-08-21T01:50:39

DB-Aug20,2021: Real Vision senior editor Ash Bennington welcomes Michael Green, chief strategist and portfolio manager at Simplify Asset Management, to discuss the day’s price action as well as Gre...

Listen

Oil Declines After Taper Talks and Amazon and Facebook in the Spotlight from 2021-08-20T01:06:45

BD-Aug19,2021: Real Vision senior editor Ash Bennington welcomes Tommy Thornton, founder of Hedge Fund Telemetry, to update his framework for the U.S. economy and inflation as well as his outlook f...

Listen

The FOMC's Developing Thoughts on the Taper Timeline from 2021-08-19T01:16:42

DB-Aug18,2021:Real Vision senior editor Ash Bennington welcomes back Darius Dale, founder and CEO of 42 Macro, to dig deep into the Fed minutes released today and discuss whether there’s signs of t...

Listen

Are Weakening Retail Sales a Sign of Increasing Inflationary Pressure? from 2021-08-18T00:39:09

DB-Aug17,2021: Real Vision senior editor Ash Bennington welcomes back to Tony Greer of TG Macro to provide an update on his framework, the sectors he’s watching, and his thoughts on inflation. Gree...

Listen

Will China's Slowdown and Taper Talks Derail The Reflation Trade? from 2021-08-17T00:31:41

DB-Aug16,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Jared Dillian, editor of The Daily Dirtnap, to examine China’s economic slowdown in July and what risks that ...

Listen

Consumer Sentiment Is Dipping - Is the Economy Slowing? from 2021-08-14T00:41:42

DB-Aug13,2021: Real Vision editor Jack Farley and Maggie Lake welcomes Harry Melandri of MI2 Partners to discuss the day’s price action as well as address dipping consumer sentiment and the possibi...

Listen

Initial Jobless Claims Continue to Decline as Core CPI Misses Expectations from 2021-08-13T00:41:53

DB-Aug12,2021: Real Vision senior editor Ash Bennington and Petr Pinkhasov welcome Weston Nakamura to examine the weekly jobs data, how yesterday’s core CPI actually hit below expectations, and upd...

Listen

Bonds Rally and Cyclicals Thrive as CPI Rises 0.5% from 2021-08-12T00:24:59

DB-Aug11,2021: Real Vision editor Jack Farley and markets reporter Dion Rabouin welcome Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, to unpack the U.S. CPI release...

Listen

The Impact of the $550 Billion Infrastructure Bill on Inflation and Crypto from 2021-08-11T00:33:56

DB-Aug10,2021: Ash Bennington welcomes Tony Greer of TG Macro to analyze the day's price action as well as discuss the economic ramifications of the $550 billion infrastructure bill as it passes in...

Listen

Darius Dale: Gold's Flash Crash and the Latest on Infrastructure from 2021-08-10T00:34:52

DB-Aug09,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and 42 Macro founder and CEO Darius Dale to discuss the latest on the infrastructure bill and how the new amendme...

Listen

What does July's Job Report Imply About the Economy? from 2021-08-07T00:33:25

DB-Aug06,2021: Real Vision senior editor Ash Bennington welcomes editor Real Vision founder, Raoul Pal, to discuss market price action resulting from the July non-farm payroll report and Robinhood’...

Listen

Labor Market Shows Improvement as Ethereum Undergoes Crucial Update from 2021-08-06T00:40:31

DB-Aug05,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Jim Bianco, president of Bianco Research, to discuss today’s market reaction towards the improvement in the l...

Listen

Bonds Snap Back as Robinhood Explodes Higher from 2021-08-05T00:35:29

DB-Aug04,2021: Real Vision’s Jack Farley, Petr Pinkhasov, and Weston Nakamura break down a day of confounding price action across global markets. Farley and Pinkhasov cover the disappointing change...

Listen

Analyzing Market Risk as Mortgage Forbearance Comes to an End from 2021-08-04T01:03:35

DB-Aug03,2021: Real Vision senior editor Ash Bennington welcomes Tony Greer of TG Macro to analyze the day’s price action as well as SEC Chairman Gary Gensler’s remarks on crypto regulation. Greer ...

Listen

Can Biden's Infrastructure Bill Reinvigorate the Economy? from 2021-08-03T00:45:18

DB-Aug02,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Darius Dale, founder of 42 Macro, to discuss today’s market sentiment as investors receive Chinese PMI data a...

Listen

Christian Angermayer: Investing in the Therapeutic Potential for Psychedelics from 2021-08-01T19:18:31

The Interview: Christian Angermayer, founder of Apeiron Investments, Atai Life Sciences, and COMPASS Pathways, made headlines for attributing his decision to invest in Bitcoin to a trip on mushroom...

Listen

Accelerating Returns in The Exponential Age from 2021-07-31T19:25:57

The Interview: Azeem Azhar, founder of Exponential View, joins Real Vision managing editor Ed Harrison to explain how the accelerating pace of technological progress is rapidly transforming busines...

Listen

Mark Ritchie II: Cash is King from 2021-07-31T02:01:55

DB-Jul30,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Mark Ritchie II, CIO at RTM Capital Advisors, to share his thoughts on earnings for tech and energy companies...

Listen

Jared Dillian: Is Economic Growth Slowing? from 2021-07-30T01:01:29

DB-Jul29,2021: Jared Dillian of The Daily Dirtnap sits down with Real Vision’s Ash Bennington and Jack Farley on the Daily Briefing to discuss his outlook for the economy by analyzing jobless claim...

Listen

Interpreting the Fed's FOMC Meeting Results from 2021-07-29T00:50:43

DB-Jul28,2021: Real Vision’s Weston Nakamura sits down with Jack Farley on the Daily Briefing to share his thoughts on price action related to the FOMC meeting today and the recovery in Chinese equ...

Listen

Why Bitcoin Will Green the Planet (w/ Mustafa Yilham, Meltem Demirors, Caroline Cochran,&Whit Gibbs ) from 2021-07-28T14:05:14

Crypto Gathering Special: Mustafa Yilham, VP of Global Business Development at Bixin; Meltem Demirors, chief strategy officer for CoinShares; Caroline Cochran, co-founder and chief operating office...

Listen

NASDAQ Churns as Chinese Equities Plummet from 2021-07-28T00:26:38

DB-Jul27,2021: Tommy Thornton, founder of Hedge Fund Telemetry, sits down with Real Vision’s Ash Bennington on the Daily Briefing to discuss price action within the NASDAQ as well as the continued ...

Listen

Are Chinese Stocks Doomed? from 2021-07-27T00:54:46

DB-Jul26,2021: Darius Dale, founder of 42 Macro, sits down with Real Vision’s Ash Bennington and Jack Farley on the Daily Briefing to discuss Bitcoin’s rebound, Chinese regulatory concerns, and def...

Listen

Future Trouble in Macro? Liquidity Traps and a Slowing Global Credit Impulse from 2021-07-25T17:32:56

The Interview: Could a slowdown in credit creation and a tightening of monetary conditions push bond yields lower and threaten risk assets? Alfonso Peccatiello, fixed income investor and publisher ...

Listen

Raoul Pal&Julian Brigden: Diving into the Macro from 2021-07-24T00:59:50

DB-Jul23,2021: Along with Real Vision senior editor Ash Bennington, Real Vision CEO and co-founder Raoul Pal welcomes Julian Brigden, co-founder of MI2 Partners, for his Real Vision Daily Briefing ...

Listen

Jobless Claims Rise -- What This Means for Central Bank Tapering from 2021-07-22T23:59:07

DB-Jul22,2021: Petr Pinkhasov of Real Vision's Exchange joins Real Vision’s Samuel Burke and Jack Farley on the Daily Briefing to discuss new data related to jobless claims in addition to developme...

Listen

The Ongoing Evolution of the Ethereum Network from 2021-07-22T13:01:20

Crypto Special ; Real Vision senior editor Ash Bennington welcomes Ryan Berckmans, investor and Ethereum community member, to discuss the evolution of Ethereum and the changes forthcoming that will...

Listen

Is the Sell-Off Over? Making Sense of a Market in Flux from 2021-07-22T01:23:59

DB-Jul21,2021: Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision’s Ash Bennington and Jack Farley on the Daily Briefing to share his insights into market expectations of economic gr...

Listen

Tony Greer's Market Update: Inflation, Equities, Bonds, and More from 2021-07-21T05:19:51

DB-Jul20,2021: With U.S. stocks rallying off of yesterday’s steep selloff while bonds remain relatively flat, what risks are markets pricing in currently, and what opportunities does that lead to f...

Listen

Global Equity Markets Recoil as Delta Variant Concerns Rise from 2021-07-20T14:25:22

DB-Jul19,2021: Darius Dale, founder of 42 Macro, joins Real Vision’s Jack Farley and Ash Bennington to share his updated framework on equity markets, bond yields, and oil prices as delta variant co...

Listen

VC Legend Bill Tai: The "New Era" of Valuations from 2021-07-18T18:05:42

The Interview: Legendary venture capitalist Bill Tai is an expert in identifying exponential trends. He has been an angel investor in more than 20 companies that have gone public, including Zoom an...

Listen

When Opportunity Meets Reality: Real Estate in a Post-Covid World from 2021-07-17T20:05:10

The Interview: Nick Halaris, president at Metros Capital, welcomes Jim Rehlaender, CEO at JLP Asset Management, to discuss the US housing market, Covid-19's impact on real estate, and the effects o...

Listen

Raoul Pal: Takeaways from "After the Hype: Reality Sets in for NFTs" from 2021-07-17T16:46:35

DB-July16,2021: Real Vision senior editor Ash Bennington welcomes Raoul Pal, CEO and co-founder of Real Vision, to share his thoughts on Real Vision’s recent campaign, “After the Hype: Reality Sets...

Listen

Has the FED's Goal of Substantial Employment Progress been Achieved? from 2021-07-15T22:55:26

DB-July15-2021: Jared Dillian of the Daily Dirtnap joins Real Vision’s Ash Bennington and Jack Farley on the Daily Briefing to discuss a pandemic low for jobless claims and market reactions to rece...

Listen

Jimmy Song: A Philosophical Approach to Bitcoin from 2021-07-14T16:00

Crypto Wednesday: Ash Bennington, Real Vision senior crypto editor, hosts Bitcoin developer, educator, and entrepreneur Jimmy Song to discuss how his thoughts on Bitcoin have been evolving over the...

Listen

Making Sense of June's CPI from 2021-07-14T13:26:17

DB-Jul 13,2021: Tommy Thornton, president at Hedge Fund Telemetry, joins the Daily Briefing to discuss the CPI print released today, equity pricing, and earnings season. Thornton, along with Real V...

Listen

Are Markets Mispricing Inflation Expectations? from 2021-07-13T00:40:22

DB-Jul12,2021: Darius Dale, founder and CEO of 42 Macro, joins the Daily Briefing to discuss his updated outlook on inflation expectations and market sentiment as the S&P 500 hits a new intra-day h...

Listen

Building a Portfolio that Benefits from Inflation: Live with James Davolos from 2021-07-12T11:00

Real Vision Live Replay: The risk of inflation is clearly one of the top market narratives for 2021, and many investors are buying in. But how do you actually build a portfolio to benefit from infl...

Listen

Tail Wagging the Dog: How Options Gamma Drives Equity Price Action from 2021-07-11T16:52:32

The Interview: Imran Lakha of Options Insight and Brent Kochuba of SpotGamma are veterans of the options market, and they join Real Vision to shed light on how options exert a hidden pressure on th...

Listen

Dario Perkins: Rebooting the Fiscal Software from 2021-07-10T16:15:47

The Interview: Dario Perkins, managing director of macro at TS Lombard, argues that we are seeing a global regime shift in economic policy from monetary dominance to fiscal dominance. In this inter...

Listen

Equities Surge as the U.S. Bond Rally Relents from 2021-07-10T00:55:45

CB-Jul09,2021: The 8-day rally in U.S. Treasury bonds finally breaks as global equities take back much of yesterday’s sell-off. Real Vision’s Ash Bennington, Weston Nakamura, and Jack Farley analyz...

Listen

Stocks Crash Worldwide as Reflation Trades Backfire from 2021-07-09T00:44:35

DB-Jul08,2021: Peter Boockvar, chief investment officer of Bleakley Advisory Group, joins Real Vision’s Samuel Burke and Jack Farley to make sense of the risk-off sentiment that dragged down almost...

Listen

Oil Crashes as Bond Yields Slide to 5-Month Low from 2021-07-09T00:07

DB-Jul07,2021 :Darius Dale, founder and CEO of 42Macro, joins the Daily Briefing to discuss his updated outlook on FAANG stocks, the retreat from Chinese tech stocks, and the release of the FED’s F...

Listen

Sygnum: Paving a New Banking System with Heritage from 2021-07-07T17:38:14

Crypto Wednesday: Real Vision co-founder and CEO Raoul Pal hosts Mathias Imbach, co-founder of Sygnum, to discuss Imbach's background, Sygnum's services, European regulations, central banks, and th...

Listen

OPEC+ stalls as China's Increases Regulatory Stance from 2021-07-07T00:52:41

DB-Jul06,2021 :Weston Nakamura returns to the Daily Briefing to discuss his updated outlook on oil prices as OPEC+ struggles to strike a deal. Nakamura, joined by Real Vision’s Ash Bennington, shar...

Listen

David Rosenberg: Is US Economic Strength Here to Stay? from 2021-07-04T14:24:37

The Interview: At a time when the mainstream narrative revolves around the risk of an overheating US economy and consumer price inflation, David Rosenberg, president and chief economist&strategist ...

Listen

Equities Surge as U.S. Jobs Increase Beats Expectations from 2021-07-03T00:30:04

DB-Jul02,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Mark Ritchie II, CIO at RTM Capital Advisors, to discuss the June jobs report and capital markets price actio...

Listen

OPEC Set to Boost Oil Production as Unemployment Applications Fall from 2021-07-02T00:31:02

DB-Jul01,2021 :Real Vision’s Jack Farley welcomes Samuel Burke, managing editor, and Weston Nakamura to discuss the decline in U.S. jobless claims and surging oil prices as OPEC agrees to increase ...

Listen

The Ideological Trade: Value, Oil, and InflationDraft Episode for Jun 30, 2021 from 2021-07-01T00:28:28

DB-Jul01,2021 :Real Vision’s Jack Farley welcomes Samuel Burke, managing editor, and Jared Dillian of The Daily Dirtnap to the Daily Briefing to discuss U.S. treasury yields, commodity prices, and ...

Listen

Decentralized Finance (DeFi): The Future of Finance from 2021-06-30T16:59:19

Crypto Wednesday: To learn more about Decentral Park and how to participate in their fund visit: http://rvtv.io/DeFiinvestment John Quinn, CIO and general partner of Decentral Park Capital, discuss...

Listen

Are Investors Correctly Pricing Delta Variant Risk? from 2021-06-30T03:43:35

DB-Jun29,2021: Real Vision senior editor Ash Bennington welcomes Real Vision interim managing editor Samuel Burke and Tommy Thornton of Hedge Fund Telemetry to the Daily Briefing to discuss Bitcoin...

Listen

Darius Dale: End of Market Goldilocks? Oil, the Dollar, and Bitcoin from 2021-06-29T01:27:31

DB-Jun28,2021: Real Vision managing editor Samuel Burke welcomes Jack Farley and Darius Dale, founder and CEO of 42 Macro, to the Daily Briefing to discuss Dale’s macro outlook and weigh the possib...

Listen

Michael Vranos - Lessons from the King of Structured Credit from 2021-06-28T18:51:15

Real Vision Live Replay: Michael Vranos, founder and CEO of Ellington Management Group, has been known as "the most powerful man on Wall Street" and, over the course of his almost 30 years running ...

Listen

Gary Shilling: What Is the Consensus View Getting Wrong? from 2021-06-27T17:28

The Interview: Gary Shilling, president of A. Gary Shilling&Co., joins Real Vision managing editor Ed Harrison to evaluate the health of the economy and how it impacts the future path of assets suc...

Listen

How Green Energy Will Forever Transform the Commodities Sector from 2021-06-26T13:12

The Interview: Marin Katusa, chairman of Katusa Research, returns to Real Vision to share a new thesis on how the rise of ESG (environmental, social, and governance) will forever transform the way ...

Listen

Raoul Pal: Preparing for the Exponential Age Amid Inflationary Pressure from 2021-06-26T00:58:02

DB-Jun25,2021: Real Vision senior editor Ash Bennington welcomes Raoul Pal to the Daily Briefing to discuss his thoughts on inflation, the strength of the dollar, and winners in an exponential age....

Listen

A U.S. Infrastructure Deal Is Reached and Bank Stress Tests Loom from 2021-06-25T01:00:03

Db-Jun24,2021 : Real Vision’s Samuel Burke, Jack Farley Ash Bennington discuss U.S President Joe Biden’s announcement that a deal on infrastructure has been reached, and the potential significance ...

Listen

NASDAQ Grinds Higher as Bitcoin Bounces Back from 2021-06-24T00:49:07

DB-Jun23,2021: Real Vision’s Jack Farley welcomes Samuel Burke, Real Vision managing editor, and Weston Nakamura to the Daily Briefing to discuss the S&P 500 trending higher, effects of global vacc...

Listen

Zcash: History, Privacy, and the Future of Web 3 from 2021-06-23T17:36:17

Crypto Wednesday: Aztec co-founder Thomas Walton-Pocock hosts Zooko Wilcox, CEO of Electric Coin Company, to discuss Zcash, privacy, technical barriers, and innovation. Zcash, a decentralized, open...

Listen

Bitcoin Crashes as Stocks Flirt with All-Time Highs from 2021-06-23T01:04:24

DB-Jun,22,2021: Real Vision senior editor Ash Bennington welcomes Tommy Thornton of Hedge Fund Telemetry and to the Daily Briefing to discuss Bitcoin’s crash, FED Chair Powell’s testimony, and mark...

Listen

Is Crude Oil the Best Inflation Hedge? And Other Oil Questions from 2021-06-22T11:00

The Interview: Michael Kao, CEO of Akanthos Capital Management, returns to Real Vision to give his outlook on oil and energy markets. Kao highlights energy's outperformance in inflationary environm...

Listen

The Fallout from the FED's Dot Plot from 2021-06-22T08:19

DB-JUN 21,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and managing editor Samuel Burke to the Daily Briefing to discuss Bitcoin’s recent decline, FED policy implicati...

Listen

What Currencies Are Saying About the Sell-Off ( w/ Andreas Steno Larsen ) from 2021-06-21T11:00

Real Vision Live Replay: The global currency market dwarfs all other markets in its size. Although in weeks like this it is easy to get sucked in by the high volatility in equities, bonds, and cryp...

Listen

The Tiger Cub Investing in Technologies Driving the Future of Agriculture from 2021-06-20T16:00:33

The Interview: Dwight Anderson of Ospraie Ag Science is well known as one of Julian Robertson’s famous "Tiger Cubs" and, for the last 20 years, has been one of the leading investors in agriculture ...

Listen

Raoul Pal: The Dollar is the King from 2021-06-19T03:57:37

DB-Jun18,2021: Real Vision senior editor Ash Bennington welcomes Raoul Pal, CEO and co-founder of Real Vision, to explore recent price action of the key macro variable--the dollar--and its impact o...

Listen

Commodities Plunge as NASDAQ Holds Firm from 2021-06-18T05:31:09

DB-Jun17,2021: Senior editor Ash Bennington and editor Jack Farley welcome Real Vision’s new interim managing editor Samuel Burke to the Daily Briefing. The trio cover the big declines in commoditi...

Listen

All Eyes On The Fed: Will The Market Hear Some Taper Talk? from 2021-06-17T05:27:22

DB-Jun16,2021: Real Vision senior editor Ash Bennington hosts Real Vision’s Ed Harrison and Jack Farley to break down an action-packed day as Fed Chair Jerome Powell responds to mounting inflationa...

Listen

Welcome to the Metaverse: The First Digital Real Estate NFT Fund from 2021-06-16T14:44:10

Real Vision Crypto: As people are spending increasingly more time in virtual worlds (also known as the metaverse), Janine Yorio, managing director of Republic Realm, joins Real Vision's Haley Drazn...

Listen

Tony Greer: What Should Investors Watch Out For At The Fed Meeting? from 2021-06-16T06:13:35

DB-Jun15,2021: Real Vision senior editor Ash Bennington welcomes back Tony Greer of TG Macro to anticipate the Fed’s forecasts and policy moves and explore where Greer thinks markets are headed nex...

Listen

Looking Under the Hood of China's Economic Data ( w/ Leland Miller ) from 2021-06-15T14:00

Real Vision Live Replay: Leland Miller, CEO of China Beige Book, joins Ed Harrison on Real Vision Live to share his perspective on the true health and trajectory of the Chinese economy. By mainstre...

Listen

Making Sense of the FED's Inflation Data from 2021-06-15T00:59:11

DB-June14,2021:Real Vision senior editor Ash Bennington welcomes Ed Harrison, managing editor at Real Vision, to the Daily Briefing to discuss the market’s reaction to last week’s CPI print as well...

Listen

Meb Faber: A Framework for Outperformance from 2021-06-13T18:15

The Interview: Jason Buck of the Mutiny Fund welcomes Mebane Faber, co-founder and chief investment officer of Cambria Investments, for an in-depth conversation on the methods diligent investors ca...

Listen

Danny Moses: The Ghosts of Hidden Leverage from 2021-06-12T23:01:22

The Interview: Danny Moses, founder of Moses Ventures, joins Mike Green for a conversation on how to make sense of a market characterized by surging equity valuations and ultra-tight credit spreads...

Listen

Raoul Pal: Examining Shifts in the Global Macro Policy Paradigm from 2021-06-12T18:22:54

DB-Jun11,2021: Real Vision managing editor Ed Harrison welcomes Raoul Pal, CEO and co-founder of Real Vision, to the Daily Briefing to discuss the changes in the macro policy paradigm globally. Pal...

Listen

Bracing for Inflation Data: Will All Hell Break Loose? from 2021-06-10T11:19:15

DB- Jun9,2021: Jared Dillian of The Daily Dirtnap returns to the Daily Briefing to update Real Vision’s Jack Farley on how he is gauging market sentiment before tomorrow’s momentous release of key ...

Listen

QCP Capital: A Breakdown of Asia's Crypto Markets from 2021-06-09T18:09:21

Crypto Wednesday: Darius Sit and Joshua Ho, co-founders of QCP Capital, joins Raoul Pal, Real Vision CEO and co-founder, to discuss Asia's crypto demand, how it differs from the West, and the futur...

Listen

Bullish Sentiment Holds Firm As New Meme Stocks Emerge from 2021-06-09T06:41:19

DB-June8,2021: Real Vision senior editor Ash Bennington welcomes Thomas Thornton to discuss the inflation debate ahead of the US CPI number to be released Thursday and the bullish sentiment present...

Listen

Takeaways from the Miami Bitcoin Conference from 2021-06-08T16:03:44

DB-June7,2021: Real Vision managing editor Ed Harrison and senior editor Ash Bennington sit down together on the Daily Briefing to provide their insights into today’s market price action and share ...

Listen

Weak Demand and the Return to "Normal" Illusion ( w/ Paul Hodges ) from 2021-06-08T15:55:13

RV Live replay: Paul Hodges of The pH Report and New Normal Consulting returns to Real Vision to update viewers on the health of the global economy and what that means for financial markets. Hodges...

Listen

Jens Nordvig: The Death of Fixed Income from 2021-06-07T12:00

The Interview: Danish-born economist Jens Nordvig, founder of Exante Data, a data and analytics firm for institutional investors that specializes in foreign exchange markets and macroeconomic polic...

Listen

Marko Papic: Generating Geopolitical Alpha from 2021-06-05T19:10:51

The Interview: Marko Papic, partner and chief strategist at Clocktower Group, joins Michael Green to discuss how and why geopolitics will have major effects on markets in the coming years with a pa...

Listen

Equities and Bonds Retreat as "BANG" Stocks Squirm from 2021-06-04T13:45

DB-Jun3,2021: Real Vision’s Jack Farley and Weston Nakamura guide viewers through a topsy-turvy day of price action where U.S. stocks and bonds sell off together as the “BANG” meme stocks (Blackber...

Listen

Second Coming of the Meme Stocks? from 2021-06-03T07:37:40

DB-Jun2,2021: Real Vision’s Jack Farley and Weston Nakamura cover the resurgence of “meme stocks” such as AMC Entertainment Holdings ($AMC) and Bed Bath&Beyond ($BBBY). They analyze the seemingly i...

Listen

Market Froth, Anti-Bubbles, and the Consequences of Unparalleled Monetary Easing ( w/ Diego Parrilla ) from 2021-06-01T10:09:01

Real Vision Live Replay: Diego Parrilla, portfolio manager at Quadriga Asset Managers and the author of "The Anti-Bubbles," weighs in on the ongoing conversation around bubbles in this interview wi...

Listen

Gold, Active Management, and Macro Hedge Funds: The Alaska Permanent Fund's Unconventional Allocation from 2021-05-30T18:11:52

The Interview: The Alaska Permanent Fund is the $75 billion sovereign wealth fund of the state of Alaska, and since oil was discovered in Alaska in the 1970s, the APF has been receiving royalties a...

Listen

Marko Papic: Generating Geopolitical Alpha ( w/ Mike Green ) from 2021-05-29T15:12:05

The Interview: Marko Papic, partner and chief strategist at Clocktower Group, joins Michael Green to discuss how and why geopolitics will have major effects on markets in the coming years with a pa...

Listen

Raoul Pal: Update on Crypto Markets and the Macro Outlook from 2021-05-29T06:24:34

DB- May28,2021: Real Vision senior editor Ash Bennington welcomes Raoul Pal, CEO and co-founder of Real Vision, to discuss his macro outlook, inflation, and crypto markets. Pal will be sharing his ...

Listen

Jobs, Re-Opening, and Inflation: How Transitory is "Transitory"? from 2021-05-28T15:38:17

DB-May27,2021: Real Vision managing editor Ed Harrison welcomes Jim Bianco, president of Bianco Research, back to the Daily Briefing to update viewers on how the bond market is reacting to the re-o...

Listen

Jared Dillian on Risk Management and "The Inflation Inflection Point" from 2021-05-27T08:52:44

DB-May26,2021: Jared Dillian, Bloomberg Opinion columnist and publisher of The Daily Dirtnap, returns to the Daily Briefing to update viewers on his inflation thesis and the re-opening trade. He te...

Listen

The Case for "Bitcoin Maximalism" from 2021-05-26T18:46:04

Crypto Wednesday: Brad Mills, host of Magic Internet Money Podcast and partner at Xsquared Ventures, joins Ash Bennington, Real Vision senior editor, to discuss everything Bitcoin—from the Block Si...

Listen

Tommy Thornton: Reverse Repos and Ebbing Consumer Confidence from 2021-05-26T07:51:46

DB-May25,2021: Tommy Thornton, founder of Hedge Fund Telemetry, joins Real Vision senior editor Ash Bennington to sharing his latest insights on market activity as U.S. consumer confidence falls sl...

Listen

China Is Cracking Down on More Than Just Crypto from 2021-05-25T07:52:52

DB- May24,2021: Real Vision managing editor Ed Harrison and editor Jack Farley break down today’s most important market-moving stories—from China’s clampdown on commodity speculation and Bitcoin mi...

Listen

The Asset Overvaluation Debate and the Future of Risk-Parity( w/ with Alex Gurevich ) from 2021-05-24T16:23:45

Real Vision Live Replay: Here at Real Vision, we are exploring the question, "Is Everything a Bubble?" To many investors though, that question doesn't even begin to scratch the surface of what need...

Listen

Rocky Roads: Geopolitics, Crypto&the Future of Electric Vehicles from 2021-05-22T19:01:03

DB-May21,2021: Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison and editor Jack Farley to make sense of an action-packed week. They interpret the bullish PMIs coming from ...

Listen

U.S. Treasury Department Focuses In on Crypto: Implications for Speculative Fervor and Reflation from 2021-05-21T18:06:24

DB-May20,2021: Real Vision senior editor Ash Bennington is joined by managing editor Ed Harrison to tackle the Treasury’s call for crypto transfers equaling $10,000 and above to be begin being repo...

Listen

Making Sense of Crypto Turmoil (featuring Raoul Pal) from 2021-05-19T23:54:25

DB-May19, 2021: Real Vision’s Jack Farley and Weston Nakamura host the Daily Briefing on this action-packed day where almost every asset class seemed to plummet: stocks, commodities, and, most dram...

Listen

Tony Greer: Commodities Going Full Steam Ahead. from 2021-05-19T12:56:48

DB-May18,2021: Real Vision senior editor Ash Bennington welcomes Tony Greer of TG Macro for a live Daily Briefing to analyze the tape and provide an update on his thoughts concerning the direction ...

Listen

Revenge of the Miners: Green Energy Meets Natural Resources ( w/ Warren Irwin ) from 2021-05-17T13:51:34

Real Vision Live Replay: Warren Irwin, president and CIO of Rosseau Asset Management and one of the most successful natural resources investors of the past few decades, joins Real Vision’s Max Wiet...

Listen

Fourth Turning Update: The Pandemic's Impact on Demographics, the Economy, and Society from 2021-05-16T13:11:35

The Interview: Even with birthrates slowing and rapid aging in the developed world, years like 2021 where deaths outpace new births are a huge demographic outlier. In this interview with Ed Harriso...

Listen

The Next Wave of Regulation, Adoption, and the Intersection of Private Cryptos and CBDCs ( w/ Kyle Bass&Peter Smith ) from 2021-05-15T10:00

The. Interview: It’s no secret that crypto has gone from a retail phenomenon to something increasingly embraced by institutions and professional investors. As well, the size of the market has gotte...

Listen

Raoul Pal: Insights from "Welcome to the Exponential Age" Week 1 from 2021-05-15T03:13:59

DB-May15,2021: Real Vision managing editor Ed Harrison welcomes Raoul Pal, co-founder and CEO of Real Vision, to review the first week of the campaign, “Welcome to the Exponential Age.” Ed and Raou...

Listen

Making Sense of Yesterday's Sell-Off -- What's Next? from 2021-05-13T22:29:10

DB-May13,2021: Real Vision managing editor Ed Harrison welcomes Tommy Thornton, founder of Hedge Fund Telemetry, to contextualize yesterday’s sell-off and whether it is indicative of longer-term ma...

Listen

Inflation Pains: Will the Fed Stay the Course? from 2021-05-13T13:10:59

DB- May13,2021: Real Vision managing editor Ed Harrison and senior editor Ash Bennington discuss the huge inflationary print that is roiling equity markets. For our Listeners :?Join Arca's 4th an...

Listen

Dave Floyd: The Sell-Off Continues from 2021-05-12T07:52:43

DB-May11,2021: Dave Floyd, founder of Aspen Trading, joins Real Vision senior editor Ash Bennington to provide an update on the markets as U.S. equities continued their decline this morning as infl...

Listen

Nasdaq's Slump, Beyond Meat's Woes, and DogeCoin's Latest Rival ( w/ Kyla Scanlon ) from 2021-05-11T06:14

DB- May10,2025 - On today’s live edition of the Daily Briefing, Real Vision’s Jack Farley welcomes Kyla Scanlon, investment partner at On Deck and financial content creator, for a conversation on t...

Listen

Opposing Views on the Role of Government and the Essence of Money ( w/ Peter Schiff&Michael Green ) from 2021-05-10T13:38:14

The Interview: Mike Green, portfolio manager and chief strategist at Simplify Asset Management, and Peter Schiff, chief economist and global strategist of Euro Pacific Capital, sit down with Real V...

Listen

Get Ready for the Return of Secular Stagnation ( w/ Daniel Lacalle&Ed Harrison ) from 2021-05-09T16:43:03

The Interview: Narratives around the reflation trade and asset prices are currently pointing towards a full recovery and a period of extended growth as the world exits lockdowns. In this interview ...

Listen

How Taxes Will Shape the Future ( w/ Dominic Frisby&Raoul Pal ) from 2021-05-08T17:29:37

The Interview: Even before COVID, global deficits had already expanded—but in the last year, they have exploded to levels that almost guarantee increases in taxes. We can already see the effects as...

Listen

Raoul Pal: Is Macro "Dead"? from 2021-05-08T05:53:11

DB-May7,2021: Managing editor Ed Harrison welcomes Raoul Pal, Real Vision CEO and co-founder, to introduce Real Vision’s latest campaign, “Welcome to the Exponential Age.” Raoul will be going in-de...

Listen

Gold Breaks Out As Labor Market Trouble Endures from 2021-05-07T01:19:38

DB-May6,2021: Real Vision managing editor Ed Harrison and editor Jack Farley evaluate price action in markets as the bond market refuses to budge, some chaos in single stocks today has been hidden ...

Listen

Bitcoin: Savior of a Dying Empire? ( w/ Michael Krieger&Brent Johnson ) from 2021-05-05T14:42:49

Real Vision Crypto Wednesday: Michael Krieger, creator of Liberty Blitzkrieg, joins Brent Johnson, CEO of Santiago Capital, to discuss their discovery of Bitcoin, the subculture, and the probabilit...

Listen

Tony Greer: Update on Inflation, Rates, and Commodities as Growth Stocks Decline from 2021-05-05T03:49:52

DB-May4,2021: Real Vision senior editor Ash Bennington welcomes Tony Greer of TG Macro to discuss Treasury Secretary Janet Yellen’s statement today on interest rates, Bank of America’s warning of t...

Listen

Warren Buffett on Stocks and Inflation - Plus the Interest Rate Swirl from 2021-05-04T18:10:36

DB-May3,2021: Real Vision managing Ed Harrison and editor Jack Farley break down today’s market action in stocks, bonds, and commodities. Farley interprets Warren Buffett’s latest comments at the B...

Listen

Will the U.S. Leave the Value of the Dollar to "Market Forces"? ( w/ Luke Gromen) from 2021-05-03T12:51:43

Real Vision Live Replay: Luke Gromen, founder and president of FFTT, joins Real Vision managing editor Ed Harrison to discuss why he believes the strength or weakness of the dollar cannot be left t...

Listen

The "Right" Price for Bonds, Demographics and Inflation, and Cheap Bets on Volatility ( w/ Harley Bassman) from 2021-05-02T16:36:10

The Interview: With bonds selling off alongside equities and the volatility of both asset classes rising, there is perhaps no better time to hear from The Convexity Maven himself, Harley Bassman. I...

Listen

Jim Rogers: Identifying Opportunities While Markets Are Up to A Fever Pitch from 2021-05-01T17:42:45

The. Interview: Legendary independent investor Jim Rogers joins Real Vision CEO and co-founder Raoul Pal to share his outlook on markets and the lessons he learned on his storied career. Rogers tel...

Listen

Lessons from Earnings Season from 2021-05-01T04:44:21

DB-Apr30,2021: Real Vision crypto editor Ash Bennington welcomes managing editor Ed Harrison to make sense of a crazy week in markets in this live edition of the Daily Briefing. Alongside Real Visi...

Listen

Stock Earnings Galore: What Could Go Wrong? from 2021-04-30T05:18:45

DB-Apr29,2021: Real Vision’s Jack Farley and Weston Nakamura break down an action-packed day of earnings, economic data, and price movement. Farley shares updates on Amazon’s eye-popping earnings a...

Listen

The Widening Chasm Between the Fed and Reality from 2021-04-28T23:31:19

DB-Apr28,2021:Real Vision managing editor Ed Harrison welcomes back Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, to discuss his takeaways from today’s FOMC meeting...

Listen

Abra: The Future of Crypto Banking ( w/ Bill Barhydt and Raoul Pal ) from 2021-04-28T17:39:47

Crypto Wednesday:: Abra CEO Bill Barhydt joins Raoul Pal, Real Vision CEO and co-founder, to discuss Abra, the future role of banks, and security. Barhydt describes Abra as moving towards the visio...

Listen

Goldman Sachs' Economic Forecast, Market Pullback Risk, and Chinese Tech Stocks from 2021-04-28T14:00:40

DB-Apr27,2021: Real Vision senior editor Ash Bennington joins Tommy Thornton, founder of Hedge Fund Telemetry, to discuss his current take on markets. Thornton explains the thin trading volume for ...

Listen

A Potential Pullback, Big Tech Privacy Initiatives, and The Future of Deficit Spending from 2021-04-26T22:43:42

DB-Apr26,2021: Real Vision senior editor Ash Bennington welcomes managing editor Ed Harrison to discuss the great tax debate happening in the US, infrastructure, and privacy. Ed and Ash touch on ea...

Listen

Inflation vs. Reflation: Why Risk Asset Prices Hinge on the Difference from 2021-04-26T16:28:04

Real Vision Live Replay: James Bianco, president of Bianco Research, joins Real Vision managing editor Ed Harrison to discuss whether inflation or reflation is on the horizon and how either would i...

Listen

What's Really Driving China's Strategic Objectives? ( w/ from 2021-04-25T19:05:39

The Interview: M. Taylor Fravel, Arthur and Ruth Sloan Professor of Political Science and director of the MIT Security Studies Program, sits down with his long-time friend Mike Green of Logica Capi...

Listen

Nick Kokonas: Derivatives Trader Turned Fine Dining Visionary from 2021-04-24T23:31:38

The Interview: Nick Kokonas, founder and CEO of Tock, joins Jason Buck, co-founder and CIO of The Mutiny Fund, to share the lessons he has learned on his path from a derivatives trader, to a restau...

Listen

Relentless Markets&Paper Cuts: The Return of Volatility? from 2021-04-24T15:38:45

DB-Apr,23-2021: Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison and editor Jack Farley for a live talk on the biggest market-moving stories as the week comes to a close. ...

Listen

Whispers of Tax Hikes Spook Stocks - Plus Defining "The New Normal" from 2021-04-23T14:41:24

DB-Apr23,2021: Real Vision managing editor Ed Harrison and editor Jack Farley tackle the whispers of a capital gains tax hike on America’s wealthiest investors, which triggered a midday sell-off in...

Listen

Dollar Dump Breathes New Life Into Commodities from 2021-04-21T07:39:04

DB-Apr20,2021: Tony Greer of TG Macro joins Real Vision crypto editor Ash Bennington to update his thesis on commodities and interest rates as the U.S. economy continues to roar. Greer makes sense ...

Listen

Will Dogecoin's Eye-Popping Surge Test the Fed's Resolve? from 2021-04-19T23:04:43

DB-Apr19,2021: In the first segment, Real Vision managing editor Ed Harrison and Jack Farley investigate the challenges the Federal Reserve faces as speculative fervor reaches a fever pitch in Doge...

Listen

Grantham's GMO: Twilight of Growth Stocks w/ Matt Kadnar ) from 2021-04-18T20:12:46

The Interview: In the wake of interviews with Jeremy Grantham and his recent heir apparent Ben Inker, managing editor Ed Harrison welcomes a third member of GMO, portfolio manager Matt Kadnar, to R...

Listen

Uranium: "The Most Asymmetric Trade I've Seen In My Life" (w/ Lyn Alden and Marcelo Lopez) from 2021-04-17T18:55:14

The Interview: Lyn Alden, founder of Lyn Alden Investment Strategy, welcomes Marcelo Lopez, managing partner at L2 Capital Partners, for a deep-dive on Uranium both as an energy source as well as a...

Listen

Breaking Down "The Exponential Age: Crypto's Fast and Furious Rise" from 2021-04-16T22:40:46

DB-Apr16,2021: Real Vision senior editor Ash Bennington welcomes Real Vision co-founder and CEO Raoul Pal to discuss his Expert View, “The Exponential Age: Crypto’s Fast and Furious Rise,” released...

Listen

The Bumpy Road to Reopening, Long-Term Supply Shortages, and Inflation ( w/ Jim Bianco) from 2021-04-16T06:46:58

DB-Apr15,2021: Real Vision managing editor Ed Harrison welcomes back Jim Bianco, president of Bianco Research, to discuss the newest release in the weekly jobless claims data, comparing the vaccine...

Listen

Signs of Trouble in the Bank Earnings "Blowout"? Plus Coinbase's Debut ( w/ Chris Whalen) from 2021-04-14T22:19

DB-Apr14,2021: Real Vision’s Jack Farley welcomes Chris Whalen, chairman of Whalen Global Advisors, to make sense of the release of earnings from big banks such as JPMorgan Chase ($JPM), Goldman Sa...

Listen

Portfolio Construction: Beyond Bitcoin and Ethereum ( w/ Jeff Dorman, Joey Krug, Raoul Pal and Ari Paul ) from 2021-04-14T17:34:38

Crypto Wednesday: Arca CIO Jeff Dorman, Pantera Capital co-CIO Joey Krug, and BlockTower Capital CIO and co-founder Ari Paul join Raoul Pal, Real Vision CEO and co-founder, to discuss their three f...

Listen

Inflation, Stock Options and Crypto Derivatives in a Vol-Suppressed World ( w/ Imran Lakha ) from 2021-04-14T00:09:43

DB-April13,2021: Imran Lakha of Options Insight joins Real Vision’s Jack Farley to make sense of a market that is becoming calmer day-by-day as measured by implied as well as historical volatility....

Listen

Market Outlook for 2021 in Charts ( w/ Peter Brandt ) from 2021-04-12T17:21:42

Real Vision Live Replay: Legendary chartist, Peter Brandt of Factor LLC, returns to Real Vision Live to run through his 2021 outlook for a handful of assets based on their technical setups. Togethe...

Listen

Felix Zulauf's Outlook on Equities, Bonds, Currencies, and Commodities (w/Raoul Pal) from 2021-04-11T18:12:12

The Interview: Raoul Pal, CEO and co-founder of Real Vision, welcomes Felix Zulauf, legendary investor and CEO of Zulauf Consulting, to share his thoughts on the interplay of interest rates, equiti...

Listen

Are SPACs in a Bubble? ( w/ Mark Yusk ) from 2021-04-10T19:28:38

The Interview: What are SPACs? What role do they play in the current investment landscape? What opportunities do they offer investors? And, perhaps most importantly, are they in a bubble? Mark Yusk...

Listen

Update from Raoul on the Dollar, Rates, Growth, and Crypto. from 2021-04-10T07:58:16

DB-April9,2021: Real Vision CEO and co-founder Raoul Pal joins senior editor Ash Bennington to make sense of a market in flux and share opportunities on his radar. Raoul updates his macro views on ...

Listen

Buyer Beware: Are Markets Set Up for a Pullback? from 2021-04-09T09:09:58

DB-Apr8,2021: Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, joins Real Vision managing editor Ed Harrison to share his insights on the inflationary pressures and dr...

Listen

The Roaring Twenties:Inflation, Equity Melt-Ups, and Extreme Bond Pain ( w/ Jared Dillian ) from 2021-04-09T08:11:54

DB- Apr7,2021: Jared Dillian, publisher of The Daily Dirtnap, returns to the Daily Briefing to update Real Vision’s Jack Farley on how America’s red-hot economy is precipitating wage inflation alon...

Listen

Unfettered, Wide-Open Innovation ( w/ Andreas M. Antonopoulos ) from 2021-04-07T17:48:08

Crypto Wednesday: Author, coder, and educator Andreas M. Antonopoulos (aantonop.com) joins Ash Bennington, Real Vision senior editor, to discuss Bitcoin, layer 2 solutions, and the Wild West of cry...

Listen

Investor Sentiment Peaking, Coinbase Taking Off, and Archegos Imploding ( w/ Tommy Thornton ) from 2021-04-06T22:36

DB-April6, 2021: Tommy Thornton, founder of Hedge Fund Telemetry, joins Real Vision senior editor Ash Bennington to discuss Coinbase, Archegos’s implosion, and the overall state of U.S. equities. A...

Listen

Hedge Fund Strategies for Bonds, Equities, and Bitcoin ( w/ Troy Gayeski ) from 2021-04-06T14:38:54

DB-Apr5,2021: Troy Gayeski, co-chief investment officer of SkyBridge Capital, joins Real Vision’s Jack Farley to break down how he thinks the rapidly changing economic and financial landscape is af...

Listen

White-Collar Crime Episode: Why White Collar Criminals Get Away With It( w/ Jesse Eisinger and Quinton Mathews ) from 2021-04-05T17:14:08

Real Vision Live Replay: Jim Chanos recently remarked that we are in a golden age of fraud, highlighting that companies trade unaffected by credible public accusations for years before it finally c...

Listen

A Rejection of the New "Roaring 20s" Recovery Narrative (w/David Rosenberg and Ed Harrison) from 2021-04-04T20:16:13

The Interview: David Rosenberg, chief economist and strategist at Rosenberg Research Associates, believes that there will be a recovery—but not one nearly as robust as the market is currently prici...

Listen

Growing Wealth in an Inflation Avalanche (w/Russell Napier and Stephen Clapham) from 2021-04-03T19:58:28

The Interview: If central banks and governments unite to debase their money and depreciate their currency, will the long-awaited inflation finally arrive? And if it does, how can investors position...

Listen

Labor Market Strength Catches the Bond Market Off-Guard as Ethereum Soars from 2021-04-03T08:30

DB-Apr2,2021: Real Vision senior and crypto editor Ash Bennington welcomes Real Vision editors Max Wiethe and Jack Farley to the Daily Briefing. They discuss the Nonfarm Payrolls data, which signif...

Listen

Twilight of the 60/40 Portfolio: Boomers, Bonds, and Bitcoin from 2021-04-02T08:25:13

DB-Apr1,2021: Tyler Neville, senior editor at Blockworks, and Real Vision’s Jack Farley briefly look at the S&P 500’s breach beyond 4000 as bond yields retreat and the dollar marches higher. Tyler ...

Listen

Archegos Unwinds as S&P 500 Flirts with 4000 from 2021-03-31T22:19:57

DB-Mar31,2021: Real Vision editor Jack Farley welcomes Real Vision’s Weston Nakamura and Max Wiethe to the Daily Briefing. After briefly analyzing the day’s price action (U.S. equities surged as Tr...

Listen

Dan Tapiero: Three Key Crypto Investment Categories from 2021-03-31T18:20

Crypto Wednesday: Dan Tapiero, founder and managing partner of 10T Holdings, joins Raoul Pal, CEO and co-founder of Real Vision, to discuss some of the crypto investment sectors he is interested in...

Listen

Archegos's Leveraged Blow-Up: Danger Under the Hood? from 2021-03-31T08:22

DB-Mar30,2021: What does the leveraged blow-up of Archegos Capital Management mean for risk assets? Tony Greer of TG Macro joins Real Vision senior editor Ash Bennington to answer this question and...

Listen

Bitgo: Securing the World's Crypto (w/ Mike Belshe and Raoul Pal) from 2021-03-30T18:44:15

Real Vision Crypto: Mike Belshe, co-founder and CEO of Bitgo, joins Raoul Pal, Real Vision CEO, to discuss Bitgo, tokenization, and the DeFi markets. Belshe describes Bitgo as a security and techno...

Listen

How Sticky Will Inflation Be in 2021? from 2021-03-29T22:16:29

DB-Mar29,2021: Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, joins Real Vision managing editor Ed Harrison to discuss how the next few months will be critical in de...

Listen

Erik Norland and Harley Bassman on Fed Policy, Volatility, MMT and Inflation from 2021-03-29T16:20:50

Real Vision Live Replay : Erik Norland, executive director and senior economist at CME Group, joins Wall Street veteran Harley Bassman of The Convexity Maven to discuss the impact of Fed policy on ...

Listen

Mark Cuban: What the Fed-Driven Bubble Means for the Financial Establishment ( w/Raoul Pal ) from 2021-03-28T16:54:04

The Interview: Famed investor and entrepreneur Mark Cuban, star of Shark Tank, joins Real Vision founder and CEO Raoul Pal to make sense of the changing market structure and the disruption of the f...

Listen

Richard Koo: How Excessive Corporate Debt Could Thwart Future Economic Growth from 2021-03-27T18:15:22

Richard Koo, chief economist at Nomura Research Institute, returns to Real Vision to update his framework on how key economic variables such cash, liquidity, savings, and debt have been impacted by...

Listen

The Battles in the Market: Big vs. Small, Stay-At-Home vs. Re-Opening from 2021-03-26T22:29:33

DB-Mar26,2021: Tommy Thornton of Hedge Fund Telemetry gives Real Vision’s Jack Farley a much-needed update on the “battles” in the market between mega-cap stocks that dominate the S&P 500 and the s...

Listen

Priced for Perfection: Has the Reflation Trade Gone Too Far? from 2021-03-26T07:59:45

DB-Mar25,2020. Real Vision managing editor Ed Harrison welcomes to the Daily Briefing Amanda Agati, chief investment strategist of PNC Financial Services Group, and Marc Chandler, chief market stra...

Listen

Nasdaq Woes In A Re-Opening "Explosion" from 2021-03-25T08:47:50

DB-Mar24,2021: In the main segment, Jared Dillian, editor of the Daily Dirtnap, returns to the Daily Briefing to update Real Vision’s Jack Farley on how he’s navigating the mercurial swings in stoc...

Listen

One Year Anniversary of the Market Bottom -- What Could Go Wrong? from 2021-03-24T06:35

DB-Mar23,2021. Lily Francus, independent quantitative researcher, joins Real Vision senior editor Ash Bennington to share her outlook on narrative economics, the NOPE Index, and the dangers of beta...

Listen

Lyn Alden on Gold, Real Bond Yields, and the Treasury s Bloated War Chest from 2021-03-22T21:25

DB- Mar22, 2021. Lyn Alden of Lyn Alden Investment Strategy returns to the Daily Briefing to update Real Vision’s Jack Farley to share her analysis on the prospects of U.S. Treasury bond yields, gi...

Listen

The $17 Trillion Question (w/ Jim Grant ) from 2021-03-22T18:53

Real Vision Live Replays. It isn't hard to find data indicative of the madness that pervades the current market environment, but to Jim Grant, founder of Grant's Interest Rate Observer, no data poi...

Listen

The SPAC Boom Apex, Market Memes,&the Biggest Opportunities in Tech (w/Josh Wolfe&Michael Green) from 2021-03-21T06:01:36

The Interview. Because of their favorable structure, SPACs have become the vehicle of choice for founders and venture capitalists to bring private startups to the public market—even with the explos...

Listen

A Potential False Dawn : Banks, Oil, Tech, and Supplementary Leverage Ratios from 2021-03-20T03:23:54

DB-Mar19,2021. Despite today’s head fake in bonds (yields surged but quickly retreated from their peaks), this Friday marks the seventh consecutive week in which the U.S. 10 year Treasury yield has...

Listen

How Are Rising Yields Impacting Retirement Portfolios? from 2021-03-19T04:53:01

DB- Mar18,2021. Ramsey Smith, founder and CEO of ALEX.fyi, returns to Real Vision to share with managing editor Ed Harrison his economic outlook and his views on how the advent of COVID-19 has chan...

Listen

An Update from the Fed: Coming to the Rescue? from 2021-03-18T05:30

DB-Mar 17,2021: Real Vision’s Jack Farley hosts managing editor Ed Harrison to break down the Federal Reserve’s Open Market Committee (FOMC) meeting and Fed Chair Jay Powell’s speech. Harrison and ...

Listen

Opposing Views: Pomp&Mike Green on Bitcoin from 2021-03-17T19:12:32

Crypto Wednesday: Mike Green, chief strategist and portfolio manager at Logica Capital, and Anthony Pompliano, investor at Pomp Investments, join Ash Bennington, Real Vision senior editor, to discu...

Listen

Greer on His Bullishness: "It's a Difficult Tape to Fade" ( w/ Tony Greer ) from 2021-03-17T02:17:33

DB-Mar16,2021: Tony Greer of TG Macro joins Real Vision senior editor Ash Bennington to share his thoughts on how the gyrations in the bond market are affecting risk assets. With the market leaning...

Listen

Europe's Vaccine Rejection, Airlines' Day in the Sun, and the Tesla "Technoking" from 2021-03-16T06:07

DB-Mar15,2021. Real Vision managing editor Ed Harrison and editor Jack Farley interpret the day’s market news. Farley breaks down the bullish price action in U.S. airlines as TSA throughput picks u...

Listen

Uranium: The Underappreciated Clean Energy Transition Trade - (w/ Adam Rodman and Arthur Hyde ) from 2021-03-15T17:19:53

Real Vision Live Replay: Segra Capital Management partner Arthur Hyde, CFA, and founder and portfolio manager Adam Rodman join Real Vision editor Max Wiethe to give an in-depth update on uranium. H...

Listen

The Macro "Endgame": Growth, Gold, Deflation, and the Dollar ( w/ Eric Basmajian ) from 2021-03-14T19:10:11

Eric Basmajian, founder and editor at EPB Macro Research, joins Lyn Alden of Lyn Alden Investment Strategy to break down his near-term outlook on the global economy as well his longer-term framewor...

Listen

Deflation and Insolvency Risks: Gold and Bonds' Moment to Shine ( w/ Steven Van Metre ) from 2021-03-13T17:54

The Interview: Steven Van Metre of Steven Van Metre Financial and Real Vision president Travis Kimmel discuss how bonds and gold perform during times of deflation and insolvency. After Kimmel share...

Listen

Yield Curve Control, Non-Fungible Tokens, and a Wobbling Equity Market from 2021-03-13T03:26:52

DB-Mar12,2020.Real Vision CEO and co-founder Raoul Pal joins senior editor Ash Bennington to make sense of a bond market trying to regain its footing and a wobbling equity market vulnerable to an i...

Listen

"If the Bond Market Has a Problem, Everyone Will Have a Problem" from 2021-03-12T03:58:36

DB-Mar11,2021: Real Vision managing editor Ed Harrison welcomes James Bianco, president of Bianco Research, and Peter Boockvar, chief investment officer of Bleakley Advisory Group and editor of The...

Listen

Corey Hoffstein: "Things Are Going to Stay Weird" from 2021-03-11T04:31:14

DB-Mar10,2021. Real Vision editors Jack Farley and Max Wiethe analyze price action in U.S. equities as well as today’s print of the Consumer Price Index, which met but did not exceed expectations a...

Listen

Polkadot: A Bet Against Maximalism(w/ Gavin Wood) from 2021-03-10T20:12:56

Crypto Wednesday: Gavin Wood, co-founder of Polkadot and co-founder and CTO of Ethereum, joins Sebastian Moonjava, Real Vision associate crypto editor, to discuss Polkadot, Kusama, and the evolving...

Listen

Growth's Eye-Popping Snapback and the $86 Billion Pension Bailout from 2021-03-10T04:41:57

DB-Mar10,2021: Real Vision editor Jack Farley hosts managing editor Ed Harrison to process the astonishing resistance rally in technology and growth stocks with high duration such as Tesla ($TSLA),...

Listen

If Duration Is In A Bubble, Where Can Investors Hide? from 2021-03-09T04:29:06

DB-Mar8, 2021. As treasury yields continued their ascent today, big tech stocks such as Alphabet Inc ($GOOGL) and Apple Inc ($AAPL) joined growthy darlings such as Tesla, Zoom, and Peloton in today...

Listen

White Collar Crime Part 3 -- Former Enron CFO Andy Fastow on the Problem of "Legal Fraud" from 2021-03-08T18:49

Real Vision Live Replay. Former Enron CFO Andy Fastow is infamous for his role in Enron's collapse; however, since serving his time and reflecting on his actions, he has turned over a new leaf, spe...

Listen

The Cannabis Trade: An Industry Set to Take Off (w/ Jason Wild and Tony Greer) from 2021-03-07T18:06:44

The Interview. Jason Wild, founder of JW Asset Management, sits down with Tony Greer, founder of TG Macro, to discuss his career journey from pharmacist to investor with a firm that oversees $1 bil...

Listen

Society's Disenfranchisement&the Connection Between the Law, Money, and Corporatism (w/Mike Green) from 2021-03-06T18:21:55

The Interview: How you feel about gold, bitcoin, the Fed, or MMT probably has to do with how you answer the question, "What is Money?" In this interview with Mike Green of Logica Capital, Rohan Gre...

Listen

Hidden Credit Risk, Jobs, and the Sudden "De-Frothing" Reversal from 2021-03-06T04:26

DB-March5, 2021. Real Vision senior editor Ash Bennington welcomes managing editor Ed Harrison and editor Jack Farley to make sense of today’s confounding price action. Growthy names plummeted alon...

Listen

Bonds Bite Back: How and When Will the Fed Respond? from 2021-03-05T03:14:05

DB-Mar4,2021. Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, joins Real Vision managing editor Ed Harrison to break down today’s volatile price action in bonds and h...

Listen

Bonds, Commodities, and the Fed's Moment of Truth from 2021-03-03T23:12:16

DB, Mar3, 2021: In the first segment, Lyn Alden of Lyn Alden Investment Strategy shares with Real Vision editor Jack Farley her thoughts on how the ongoing rout in U.S. Treasurys will amplify the r...

Listen

Transitioning From Analog to Digital Finance (w/ Erik Voorhees) from 2021-03-03T15:00

Crypto Wednesday. Erik Voorhees, CEO and founder of Shapeshift.io, joins Raoul Pal, Real Vision CEO, to discuss Shapeshift, the transition to a digital currency world, and some of the most exciting...

Listen

A New Yield Regime: Commodity-Led Rally in the Making (w/ Tony Greer ) from 2021-03-03T03:08

DB-Mar02,2021. Real Vision senior editor Ash Bennington welcomes back Tony Greer of TG Macro where he declares that the five sigma sell-off in Treasuries last week marks the beginning of a new yiel...

Listen

Bond Vigilantes Grumble as Bitcoin and Equities Recover( w/ Raoul Pal&Ed Harrison ) from 2021-03-02T02:23:37

DB-Mar1,2021. Real Vision managing editor Ed Harrison is hosted by editor Jack Farley to break down the continued breakout in Treasury bonds as the S&P 500 posts its best day since June. Ed and Jac...

Listen

A Lighthouse Amid the Fog( w/ Danielle DiMartino Booth&Raoul Pal ) from 2021-03-01T15:47:59

Real Vision Live Replay. Real Vision co-founder and CEO, Raoul Pal, welcomes Danielle DiMartino Booth, CEO of Quill Intelligence, to forecast future economic growth and and the fate of fiscal stimu...

Listen

Carly Fiorina: Big Tech Has Unprecedented Economic Power from 2021-02-28T17:56:23

The Interview. Recorded on Jan 11, 2021. Carly Fiorina, founder and chairman of Carly Fiorina Enterprises and 2016 Republican Presidential candidate, joins Real Vision managing editor Ed Harrison t...

Listen

Iran: Investing in One of the Best-Performing Stock Markets (w/ Raoul Pal&Maciej Wojtal) from 2021-02-27T15:00

The Interview- Real Vision founder and CEO Raoul Pal welcomes back Maciej Wojtal, founder and CIO of Amtelon Capital, an investment fund devoted to Iranian equities, to discuss how he's identified ...

Listen

Will Rising Interest Rates Change The Game? from 2021-02-27T04:23:43

DB-Feb26,2021: Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison and editor Jack Farley for a deep-dive on how rapidly rising interest rates are transforming the financial ...

Listen

Stocks Follow Bonds Into the Slaughterhouse from 2021-02-26T03:22

DB-Feb25,2021: Real Vision managing editor Ed Harrison welcomes James Bianco, president of Bianco Research, to the Daily Briefing to make sense of the massive rout in long-dated Treasury bonds that...

Listen

Buy the Rumor, Sell the News from 2021-02-25T03:24:18

DB-Feb24,2021: Has speculative mania reached a fever pitch? Will rising Treasury yields drag high-flying growth stocks back to the ground? Real Vision editor Jack Farley welcomes Jared Dillian, Blo...

Listen

Driving Transaction Costs Down to Zero ( w/ Jeremy Allaire&Raoul Pal) from 2021-02-24T16:44

Crypto Wednesday: Circle co-founder, chairman, and CEO Jeremy Allaire joins Raoul Pal, Real Vision CEO, to discuss stable coins, regulation, and the problems that Circle is working to solve. Allair...

Listen

NASDAQ Goes Haywire as Powell Doubles Down from 2021-02-24T03:21:25

DB-Feb23,2021: Real Vision senior editor Ash Bennington welcomes Tommy Thornton of Hedge Fund Telemetry back to the Daily Briefing to make sense of how a jittery stock market copes with rising yiel...

Listen

Brazilian Markets Crash and Energy Shines as Yields Break Higher from 2021-02-23T02:34:46

DB-Feb22,2021. Real Vision editor Jack Farley and managing editor Ed Harrison break down how rising yields are impacting risk assets such as growth equities and high-yield bonds. The pair review to...

Listen

Challenging the Mainstream COVID-19 Lockdown Narrative (w/Mike Green, Nick Hudson&Russel Lamberti) from 2021-02-21T18:53:21

The Interview, Recorded on January 4, 2021In the fight against COVID-19, lockdowns have become a major policy tool used by governments around the world with a stated goal of limiting the spread of ...

Listen

"Is Everything a Bubble?" Wrap-Up - Highlights and Takeaways for Today's Markets from 2021-02-20T04:14:59

Tune in for this special edition of the Daily Briefing to hear from editor Max Wiethe, managing editor Ed Harrison, and Real Vision CEO and co-founder Raoul Pal . Together, they discuss their thoug...

Listen

Junk Yields Rising, Bitcoin Sniffing Out Yield Curve Control, and GameStop's Hearings from 2021-02-19T02:15:46

DB-Feb18,2021: Real Vision managing editor Ed Harrison welcomes Tyler Neville of Blockworks back to the Daily Briefing to share his thoughts on everything from implied volatility in the credit mark...

Listen

VIX Dislocations, Hendry's Take on TLT, and Buffett's Sale of $GOLD from 2021-02-18T02:49

DB-Feb18,2021. Real Vision editors Jack Farley and Max Wiethe start the Daily Briefing by breaking down the latest stories, ranging from rolling blackouts in Texas to the congressional hearing surr...

Listen

Tony Greer: "Commodity Inflation Is Happening Before Our Eyes" from 2021-02-17T00:58:10

DB-Feb17,2021: Real Vision senior editor Ash Bennington welcomes Tony Greer of TG Macro back to the Daily Briefing to provide analysis on the billowy price action in commodities. Greer looks at the...

Listen

The Real Mechanics of Monetary Policy&Financial Plumbing (w/ Caitlin Long and Dr. Manmohan Singh) from 2021-02-13T15:00

The Interview, Recorded on December 7, 2020: If you are one of the few who have studied the mechanics of monetary policy and the plumbing of the financial system, most of what you learned may be ou...

Listen

Bumble's IPO, The Yield Curve Migration, and a "Bubble" in Passive Investing? from 2021-02-12T23:25:36

Real Vision managing editor Ed Harrison is joined by senior editor Ash Bennington and editor Jack Farley to break down recent price action and inspect current market conditions. They analyze the re...

Listen

Waiting for Inflation, SPACmania, and Dislocations in the Cannabis Bull Market from 2021-02-10T23:46:46

DB:Feb 10,2021: Real Vision editors Max Wiethe and Jack Farley delve into what Fed Chair Powell’s remarks indicate about the future of monetary policy and the economy. Max catalogs the rally in can...

Listen

The Triggers for a Bond Bubble Pop Are Now in Motion from 2021-02-09T23:38:32

DB:Feb 9, 2021. Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision senior editor Ash Bennington to discuss the oil market rally, signals of incoming inflation and the central bank re...

Listen

Tesla's Bitcoin Wager, Rising Yields, and Ed's Take on the Banks from 2021-02-08T23:27:22

DB-Feb7, 2021. Real Vision managing editor Ed Harrison and editor Jack Farley discuss Tesla’s decision to buy $1.5 billion worth of Bitcoin as a reserve asset on its balance sheet. They then analyz...

Listen

Marc Cohodes: "The Stock Market is Not A Game" from 2021-02-07T20:27:18

The Interview, recorded on February 1, 2021 .In this interview with Jason Buck of The Mutiny Fund, famed short-seller Marc Cohodes of Alder Lane Farm pulls no punches as he diagnoses the true culpr...

Listen

Japanese Stocks: The Ultimate Undervalued Investment Opportunity (w/ Andrew McDermott&David Salem) from 2021-02-06T16:04:13

The Interview: Recorded on December 14, 2020. David Salem, managing partner of Windhorse Capital Management, welcomes Andrew McDermott, president of Mission Value Partners, an investment firm that ...

Listen

Raoul Pal on Bubbles, Short Squeezes, and Systemic Market Risk. from 2021-02-06T03:50:09

Raoul Pal, Real Vision CEO and co-founder, joins senior editor Ash Bennington to share how his market framework is evolving. First, Raoul and Ash provide a sneak-peek into Real Vision’s upcoming ca...

Listen

Legal Fraud vs. Intellectual Fraud: The Growing Challenges Activist Short Sellers Face from 2021-02-05T00:00:08

Carson Block, CIO of Muddy Waters Capital LLC, joins Real Vision managing editor Ed Harrison to discuss the different forms that financial fraud can take in the corporate world, what happened with ...

Listen

The Mayor of Miami on Blockchain and Ben Hunt on COVID-19, the Fed, and How "Not To Be The Sucker At The Table" from 2021-02-04T03:56:24

In the first segment, Real Vision CEO Raoul Pal speaks to the mayor of Miami, Francis X. Suarez, about his plans to attract talent, jobs, capital, and “anchor tenants” to Miami as well as his embra...

Listen

"Money Incineration" in Stonks, "Champagne and Caviar" for the S&P 500 from 2021-02-02T23:44

Real Vision senior editor Ash Bennington welcomes Tony Greer of TG Macro to give an overview of GameStop as $GME and other retail favorites such as $AMC and $BBBY continue to unwind. Tony and Ash d...

Listen

Is Silver "Next"? Plus an Update on Short Interest and Options Flow in GameStop from 2021-02-01T23:13

DB-Feb1,2021: Real Vision’s Haley Draznin explores how the Reddit mania is spreading from Gamestop to the precious metals market like silver and even SPACs. In the main segment, Real Vision managin...

Listen

Demographics II: Tailwinds and Tenterhooks (w/ Amlan Roy&Raoul Pal) from 2021-02-01T15:53:59

RealVision Live Replay, Recorded on September 14, 2020.Global macro investing is one of the most complex styles of allocating capital, as the data sets one has at their fingertips is just so large:...

Listen

Investment Ideas for a Hard Winter in the Real Economy (w/ Ed Harrison and Gary Shilling) from 2021-01-31T17:37:53

The Interview: Recorded on Dec 4 , 2020: With cases spiking and economic data surrounding the recovery slowing or outright rolling over in many cases, it appears as though a hard winter is in store...

Listen

The Future of SaaS Investing, Machine Learning,&Data Privacy (w/ Raoul Pal&Gordon Ritter) from 2021-01-30T17:36:49

The Interview. Recorded on Nov5,2020 : Cloud investor Gordon Ritter, founder of Emergence Capital, one of the first venture capital firms to invest exclusively in software-as-a-service, or SaaS, ma...

Listen

The GameStop Gamma Wall Breaks Down as Virus Variants Ring Alarm Bells (w/ Real Vision Editorial) from 2021-01-30T04:14:39

DB-Jan29,2021: In the intro, Real Vision senior editor Ash Bennington speaks to Lily Francus, derivatives trader and PhD candidate in Bioinformatics at the University of California San Diego, about...

Listen

Robinhood on Shaky Ground and Potential Market Destabilization to Come( w/ Dave Floyd ) from 2021-01-28T23:42:19

DB-Jan28,2021: Dave Floyd, founder of Aspen Trading, joins Real Vision managing editor Ed Harrison to talk about the newest developments in the GameStop story and the market implications of elevate...

Listen

The Robinhood Revolt as an Expression of the Fourth Turning (w/ Ed Harrison&Max Weithe) from 2021-01-27T23:07:03

DB-Jan27,2021: Real Vision managing editor Ed Harrison sits down with Max Wiethe to discuss how Ed is making sense of the retail assault on short-sellers as an expression of the unfolding of The Fo...

Listen

Bitcoin&The Future of Regulation (w/ Caitlin Long&Raoul Pal) from 2021-01-27T18:07:32

Crypto Wednesday: Recorded on November 30, 2020. Caitlin Long, CEO&Founder of Avanti Financial Group, joins Real Vision CEO Raoul Pal to discuss Bitcoin, Wyoming at the forefront of regulations, an...

Listen

"GameStonk" Lunacy: Is Speculative Fervor Reaching Epic Proportions?( w/ Tommy Thornton&Ash B) from 2021-01-26T23:57:35

DB-Jan26,2021: Senior editor Ash Bennington hosts Tommy Thornton of Hedge Fund Telemetry to break down a day of absurd price action as GameStop skyrocketed 90% today and zoomed an additional 46% du...

Listen

Reflation Misgivings and The GameStop Gamma Squeeze ( w/ Ed Harrison&Jack Farlay ) from 2021-01-25T23:40:07

DB-Jan25,2021: Real Vision managing editor Ed Harrison and editor Jack Farley break down the logic-defying price action in highly speculative stocks like Blackberry, AMC Entertainment Holdings, and...

Listen

The Insolvency Phase: Why the Market is Mispricing Insolvency Risk( w/ Matt Rowe and Wiethe) from 2021-01-25T15:00

Real Vision Live Replay, Recorded on 24 Sep 2020: Here at Real Vision it’s clear that viewers are keenly focused on Raoul’s unfolding thesis and the potential that the market is teetering between h...

Listen

USD's Reserve Status, the Eurodollar System, and International Trade ( w/ Lyn Alden&Hugh Hendry ) from 2021-01-24T15:00

The Interview, Recorded on December 1, 2020.: Hugh Hendry, founder and former CIO of Eclectica Asset Management, welcomes Lyn Alden of Lyn Alden Investment Strategy for a wide-ranging discussion on...

Listen

Teddy Vallee on the Dollar, Hard Assets, and the Real Rate Rotation (w/ Jack Farley) from 2021-01-23T17:41:09

Teddy Vallee, founder and CIO of Pervalle Global, joins Real Vision's Jack Farley to share his strategic outlook for assets such as the U.S. dollar, technology and energy stocks, gold, and bitcoin....

Listen

COVID-19 Spiraling Out of Control, Whipsawing Crypto, and the Coiled Snake of Macro from 2021-01-22T23:56

DB-Jan22,2021: Real Vision CEO Raoul Pal joins senior editor Ash Bennington to share his latest thoughts on COVID-19, market froth, and cryptocurrency. Using models from his latest Real Vision Pro ...

Listen

The Fed's Quandary: Speculative Fervor Around Inflation Expectations ( w/ Michael Lebowitz&Ed Harrison) from 2021-01-21T23:44:33

DB-Jan21,2021: Michael Lebowitz, partner at Real Investment Advice, joins Real Vision managing editor Ed Harrison to discuss where inflation is headed and whether the market’s bet on the Fed gettin...

Listen

Buy the Reflation Rumor and Sell the Recovery News? from 2021-01-20T23:22:46

DB - Jan20, 2021: Real Vision managing editor Ed Harrison joins editor Max Wiethe to update his views on how yield curve steepening is affecting equity markets and his three potential outcomes for ...

Listen

Discerning the Phases of a Crypto Bull Market( w/ Ari Paul&Raoul Pal) from 2021-01-20T15:39:56

Crypto Wednesday: Ari Paul, CIO&managing partner of BlockTower Capital, joins Real Vision CEO Raoul Pal to discuss the launch of Paul's fund, value accrual in the crypto space, and how far along we...

Listen

Tony Greer - When the Bond Market Speaks, I Like to Listen from 2021-01-19T22:59:09

DAILY BRIEFING: Tony Greer of TG Macro tells senior editor Ash Bennington why he has derisked as market sentiment spikes and the bond market continues to sell-off. Looking at indicators such as the...

Listen

Ask Me Anything with "The Young Bucks": DB-Jan18, 2021 from 2021-01-18T22:34:05

Real Vision editors Max Wiethe and Jack Farley source questions from Real Vision members via The Exchange in this special, pre-recorded edition of The Real Vision Daily Briefing. Max and Jack discu...

Listen

COVID-19 and The Acceleration of Secular Deflation ( w/ Jeff Booth&Raoul Pal ) from 2021-01-18T17:39

REAL VISION LIVE REPLAY'S: Last time Jeff Booth, author of “The Price of Tomorrow,” was on Real Vision, he discussed why the central banks’ constant money printing to combat deflation is only a los...

Listen

The Incoming Commodity Supercycle ( w/ Tian Yang and Simon White ) from 2021-01-16T16:00

Recorded on October 28, 2020. In a peer-to-peer conversation, Tian Yang and Simon White of Variant Perception explore how inflationary pressures could serve as rocket fuel for commodities such as g...

Listen

Looking Forward at Interest Rates, the U.S. Dollar, Volatility, and the B117 Variant: DB-Jan15,2021 from 2021-01-15T23:46

Real Vision CEO and co-founder Raoul Pal joins Real Vision managing editor Ed Harrison for a nuanced discussion of how the economic recovery will evolve over the next few months. Raoul and Ed inter...

Listen

Real Vision's New President on the Dollar, Bonds, Bitcoin, and Tether: DB-Jan14,2021 from 2021-01-15T04:27

Managing editor Ed Harrison welcomes Real Vision’s new president, Travis Kimmel, to the Daily Briefing. Travis shares his Real Vision journey from an entrepreneur to a self-taught investor and outl...

Listen

Why Bond Yields Are the True Reflation Toggle: DB - Jan13,2021 from 2021-01-13T22:28

Real Vision managing editor Ed Harrison joins Max Wiethe to discuss why he thinks US treasury yields—and not the dollar—is the key to the success or failure of the reflation trade. Together Ed and ...

Listen

The Perfect Macro Story( w/ Mike Novogratz&Raoul Pal ) from 2021-01-13T05:00

Crypto Wednesday: Mike Novogratz, CEO of Galaxy Digital Holdings, joins Real Vision ceo Raoul Pal to discuss investing in the crypto space, the risk curve, and accelerating crypto adoption. Novogra...

Listen

How Inflationary Risk Could Corner the Fed: DB- Jan12, 2021 from 2021-01-12T23:30:48

Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision managing editor Ed Harrison to discuss how the full force of inflation that could emerge in 2021 could pose a significant risk to t...

Listen

Bitcoin's Stumble and the Bond Market's Moment of Truth: DB- Jan11,2021 from 2021-01-11T23:16:22

Real Vision managing editor Ed Harrison is joined by editor Jack Farley to break down the interplay between interest rates and duration and why lower interest rates cause growth stocks to explode h...

Listen

Central Bank Omnipotence ( w/ Jeff Snider and Ed Harrison) from 2021-01-11T17:22

Recorded on 3 Sep, 2020. Central banks are powerful entities -- of this, there is no doubt. As of late, however, they have gone from powerful to almost omnipotent. Markets hang on their every word,...

Listen

Macro: A Framework for Truth ( w/ Raoul Pal&Lyn Alden ) from 2021-01-10T18:51

Recorded on 18 Aug 2020. The unprecedented nature of everything going on today has made topics such as the viability of fiat currencies, USD reserve status, Bitcoin, monetary/fiscal policy, and pre...

Listen

The Next Phase of the Crypto Bull Market ( w/ Dan Morehead and Raoul Pal ) from 2021-01-09T15:53

Dan Morehead, CEO and founder of Pantera Capital, joins Real Vision CEO Raoul Pal to discuss the current macro setup and its relationship to crypto as well as why this crypto bull market is differe...

Listen

Raoul's Framework for 2021 and Beyond: DB- Jan8, 2021 from 2021-01-08T23:07:42

Real Vision CEO Raoul Pal returns to the Daily Briefing to share with Ash Bennington his updated thesis for the new year. Raoul argues that the prevailing narrative around reflation is a “one-sided...

Listen

Vulnerabilities of the Reflation Consensus: DB- Jan7, 2021 from 2021-01-07T23:23:08

Real Vision managing editors Ed Harrison and Roger Hirst examine the consensus around reflation which has gripped financial markets – a narrative that Roger views as the most unanimous one he’s see...

Listen

The Debt-Liquidity Spiral ( w/ Michael Howell&Ed Harrison ) from 2021-01-07T16:53:45

Michael Howell, managing director at CrossBorder Capital, believes that liquidity is the ultimate force driving global markets. In this interview with Ed Harrison, Howell argues that liquidity, deb...

Listen

Chaos Rules in D.C.: Lyn Alden on the Fourth Turning and Her Latest Trades: DB- Jan6, 2020 from 2021-01-07T00:02:02

In this unique edition of the Real Vision Daily Briefing, managing editor Ed Harrison and senior editor Ash Bennington give a breaking news update on the unprecedented events unfolding in Washingto...

Listen

Tony Greer on Oil's Surge, Liquidity Bonanzas, and "Inflation Hedge Paradise": DB- Jan5,2021 from 2021-01-05T23:03

Real Vision senior editor Ash Bennington welcomes back Tony Greer of TG Macro to share his thoughts on the first rally of the new year. Tony arrives in high spirits as the eye-popping gains of crud...

Listen

Accounting Schemes at Chinese Tech Giants (w/ Stephen Clapham and Kyle Bass) from 2021-01-05T16:14:57

Hayman Capital's founder and CIO Kyle Bass welcomes forensic accountant and Behind the Balance Sheet's founder Stephen Clapham to break down the accounting irregularities peppered throughout the re...

Listen

2021 Kickoff: Looking Through the Headlines with Mike Green: DB - Jan4, 2020 from 2021-01-04T23:31

Mike Green kicks off the Real Vision Daily Briefing in 2021 with Real Vision’s Max Wiethe. Although markets sold off and volatility rose sharply, Mike was not particularly surprised by today’s pric...

Listen

The Future of Crypto and the Next Generation of Blockchain ( w/ Olaf Carlson-Wee ) from 2021-01-04T16:13:20

Recorded on October 8, 2020. Olaf Carlson-Wee, founder&CEO of Polychain Capital, joins Ash Bennington, Real Vision senior editor, to discuss Web3, decentralized finance, and the future of blockchai...

Listen

Pinpointing Scams in the Gold Mining Industry (w/ Warren Irwin and Max Wiethe) from 2021-01-03T15:17

Recorded on 17 August 2020. It's no secret that as of late, precious metals have become the talk of the town. Gold recently blasted through its all time high, while silver continues its seemingly u...

Listen

Not in Kansas Anymore ( w/ Raoul Pal and Hugh Hendry ) from 2021-01-02T16:02:12

Hugh Hendry, founder and former CIO of Eclectica Asset Management, joins Real Vision CEO, Raoul Pal, to re-imagine the future of money, credit, currency, and interest rates. The great predicament o...

Listen

Jeremy Grantham's Big Calls: Emerging Markets, Venture Capital, and the Green Revolution from 2021-01-01T16:56:45

Long-term investment strategist and co-founder of GMO Jeremy Grantham has made a name for himself as a bubble spotter. In this interview with Mike Green of Logica Capital Advisors, Grantham argues ...

Listen

Finding Relative Value Amid Credit Market Madness (w/ Boaz Weinstein and Ed Harrison) from 2020-12-31T12:59:25

Boaz Weinstein, founder and CIO of Saba Capital Management, made a name for himself at Deutsche Bank in the early days of credit derivatives. Since leaving to start his own fund he has continued to...

Listen

Silicon Valley Innovation in the Covid Era (w/ Raoul Pal and Keith Rabois) from 2020-12-30T15:27:13

Venture capitalist Keith Rabois, a general partner with Peter Thiel's Founders Fund, is widely known for his early-stage startup investments and his executive roles at PayPal, LinkedIn, and Square....

Listen

The Winklevoss Twins: Bitcoin Is The "Trade of the Decade" (w/ Raoul Pal) from 2020-12-29T15:40:50

Tyler Winklevoss, CEO and co-founder of Gemini, and Cameron Winklevoss, president and co-founder of Gemini, join Real Vision CEO Raoul Pal to discuss how they first discovered Bitcoin, their explor...

Listen

Chamath Palihapitiya on SPACs, Bitcoin, and the New World of Finance ( w/Raoul Pal ) from 2020-12-28T15:00

Chamath Palihapitiya, CEO of Social Capital, gives Raoul Pal, Real Vision CEO, an inside glimpse of the seismic forces that are radically transforming the investment landscape — from SPACs and toke...

Listen

What Does It Take to Invest in Russia? ( w/ Harvey Sawikin ) from 2020-12-27T15:59

Harvey Sawikin, co-founder and lead portfolio manager at Firebird Management, a fund dedicated to investing in frontier and emerging market equities in Eastern Europe, joins Real Vision editor/repo...

Listen

The Central Banks' Easy Money Experiment Will End Badly (w/ Jim Grant&William White) from 2020-12-26T15:38:02

William White, former central banker at the BoE, BoC, and BIS and senior fellow at the CD Howe Institute, has been a thorn in the side of his central banking colleagues for decades, questioning the...

Listen

The Controversial STABLE Act&Its Implications for Crypto from 2020-12-24T18:04:29

Rohan Grey, president of Modern Money Network&doctoral fellow at Cornell Law, joins Santiago Velez, co-founder and R&D division lead for Block Digital, to discuss the controversial STABLE Act, the ...

Listen

Ed and Ash's Holiday Send-Off: Looking Ahead to 2021 from 2020-12-24T03:28:39

Special Edition of Daily Briefing with Ash Bennington and Ed Harrison. They will answer audience questions, provide an update on what they're seeing in markets this holiday season, and look ahead t...

Listen

Taking Things in Stride: Stimulus, COVID-19, and Inflation: DB- Dec22, 2020 from 2020-12-22T23:13

Real Vision senior editor Ash Bennington joins Tony Greer of TG Macro to discuss the new fiscal package from Congress, the macro signals Tony has his eye on, and his outlook for the new year. Tony ...

Listen

The Investment Portfolio that Grows and Preserves Wealth for 100 Years (w/ Jason Buck&Chris Cole) from 2020-12-22T15:52:03

In the grand finale to “The Big Picture,” Jason Buck speaks to Chris Cole, founder and CIO of Artemis Capital. Chris is one of the sharpest players in the volatility space and has made his name by ...

Listen

When Market Ebullience Meets A Left Hook: DB- Dec21, 2020 from 2020-12-21T23:44:06

Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision editor Jack Farley to break down his market outlook as stimulus talks draw to a close and an alarming new strain of COVID-19 spread...

Listen

The Golden Age of Corporate Fraud (w/ Jim Chanos&Mike Green) from 2020-12-20T16:46

Jim Chanos, president of Kynikos Associates, is one of the most legendary investors of all-time, short seller or otherwise. Even after an incredible bull run that has taken many short sellers out b...

Listen

Napier and Johnson: The Money Riddle from 2020-12-19T19:03

For the past decade, Russell Napier has correctly called for disinflation, dissenting with the conventional wisdom that inflation is on horizon. Yet he has changed his mind, and in this conversatio...

Listen

Raoul's Christmas Market Wrap: DB- Dec18,2020 from 2020-12-18T23:16:07

Real Vision CEO Raoul Pal joins Real Vision senior editor Ash Bennington to share his market wrap-up of 2020. They monitor the price dislocations at the close as the S&P 500 was under pressure all ...

Listen

Mike Green - This Car Has No Brakes (But We re Driving Uphill): DB- Dec17, 2020 from 2020-12-17T23:25:42

Mike Green of Logica Capital Advisors joins Real Vision senior editor, Ash Bennington, to share his market outlook as U.S. equities yet again reach all-time highs. Green breaks down the current mar...

Listen

Looking Beyond the U.S. and a Few Crumbs from the Fed Meeting: DB: Dec16, 2020 from 2020-12-16T22:54

Real Vision Managing Editor Ed Harrison and Editor Max Wiethe discuss the next turn of the rotation trade and the few crumbs of information served up from today's Fed meeting. Ed and Max begin by b...

Listen

Ash and Jack's Impromptu Briefing: DB- Dec15 , 2020 from 2020-12-16T01:14

Senior editor Ash Bennington welcomes Real Vision’s Jack Farley, who is filling in for Dave Floyd. Jack and Ash break down the rising volumes of put option contracts on DoorDash, and the announceme...

Listen

The Major Corporate Solvency Crisis: DB - Dec14, 2020 from 2020-12-14T23:14:50

Real Vision managing editor Ed Harrison is joined by editor Jack Farley to break down the growing corporate debt crisis. Ed and Jack discuss the latest report from the Group of Thirty, which finds ...

Listen

Ric Edelman on Bitcoin: Breaking Down the Barriers to Entry from 2020-12-13T22:19:23

Acclaimed financial advisor Ric Edelman, founder of the RIA Digital Assets Council (www.riadac.com) and Edelman Financial Engines, the #1 RIA firm in the nation according to Barron’s, talks with Re...

Listen

James Litinsky: Rare Earths Taking Center Stage in the Electric Vehicle Boom from 2020-12-12T22:02

James Litinsky, founder and CEO of MP Materials ($MP), is joined by Real Vision editor Jack Farley to discuss his mission to restore to North America the rare earth supply chain, which for decades ...

Listen

Bubblicious Markets and Big Tech's Monopolistic Behavior: DB-Dec11, 2020 from 2020-12-12T03:20:35

Real Vision managing editor Ed Harrison welcomes senior editor Ash Bennington to discuss water futures, “bubblicious” market froth, and potential anti-competitive behavior by Big Tech. After Ed and...

Listen

Tempering Exuberance: Market Signals Over Market Noise: DB- Dec 10, 2020 from 2020-12-10T23:31

Real Vision managing editor Ed Harrison joins Tommy Thornton, founder of Hedge Fund Telemetry, to discuss the market exuberance around this week’s IPOs, DeMarc indicators, and his forward outlook. ...

Listen

A Corporate Executive's Market: Unprofitable IPOs and Dilutive Offerings: DB from 2020-12-09T23:05

Real Vision managing editor Ed Harrison joins editor Max Wiethe to put today’s market selloff in context of the broader bullish attitudes that have prevailed amid trouble in the real economy. They ...

Listen

Visions of a Vaccinated World: The Trajectory of the Market Rotation: DB- Dec 8, 2020 from 2020-12-09T00:11

Real Vision senior editor Ash Bennington welcomes Tony Greer, editor of the Morning Navigator, to delve into the day’s trading and explore where markets are currently at. With Joe Biden becoming Pr...

Listen

Cold Winter, Hot Money: DB-Dec 7, 2020 from 2020-12-08T14:31:02

Real Vision managing editor Ed Harrison is joined by editor Jack Farley to break down the froth of the market and explore whether it will boil over. Ed analyzes the significance of the Smart Money ...

Listen

Kaplan and Rule: The Golden Ticket: The Interview from 2020-12-06T19:00

Dr. Thomas Kaplan, chairman of The Electrum Group and executive chairman of Panthera Corporation, joins Rick Rule, President&CEO of Sprott U.S. Holdings, to discuss the opportunities he sees at thi...

Listen

Putting Passive Flows to Work in a Portfolio: The Interview from 2020-12-05T19:32

Real Vision viewers should be well acquainted with Mike Green's research into how big passive funds are responsible for many of the “distasteful” dynamics that have perplexed and enraged market par...

Listen

A Keynesian Beauty Contest – But With No Beauty: DB- Dec4, 2020 from 2020-12-04T23:13:51

Real Vision senior editor Ash Bennington (“Cash Pennington”) hosts managing editor Ed Harrison to break down today’s dismal data on the state of the U.S. labor market. Ed and Ash put in context the...

Listen

Reopening Fake Out Sectors, Positive Jobs Data Surprises, and Renewed Stimulus Hopes: DB Dec3, 2020 from 2020-12-03T23:20

Real Vision editor Max Wiethe is joined by both Jack Farley and Ed Harrison in this multi-part edition of The Daily Briefing. In part one, Jack and Max discuss the swirling optimism and pessimism s...

Listen

Four Fiscal Cliffs Between Now and the Inauguration: DB- Dec2, 2020 from 2020-12-02T23:37

Real Vision managing editor Ed Harrison joins editor Max Wiethe to discuss the potentially negative jobs data that Ed is watching out for later this week. Harrison also highlights the four fiscal c...

Listen

Keep Your Wits About You: Inflation Creeping In: DB Dec1, 2020 from 2020-12-01T23:27

Bleakley Advisor Group CIO Peter Boockvar joins senior editor Ash Bennington to discuss a potentially higher inflationary environment for 2021 and why that may put central banks and markets at odds...

Listen

Liquidity Reversal: The Rotation Trade Speed Bump: DB - Nov30, 2020 from 2020-11-30T23:21

Real Vision managing editor Ed Harrison is joined by editor Jack Farley to evaluate the value rotation trade and the challenges it will face in the coming months. As November comes to a close – a m...

Listen

Banking Disruptors and Insured Crypto Yield from 2020-11-29T21:26

Robert Sharratt, managing director at Cresco Fin, joins Raoul Pal, Real Vision CEO, to discuss how crypto is disrupting the traditional banking system and how Cresco Fin is leveraging crypto to pro...

Listen

The US-China Global Dominance Debate and Our C.Y.A. Society: The Interview from 2020-11-28T23:07:56

Mike Green of Logica Capital Advisers launches his new series with one of his favorite topics, China, and one of his favorite experts, Louis Vincent Gave, CEO of Gavekal Research. In this interview...

Listen

The Background for Black Friday's All-Time Highs from 2020-11-28T01:20

Real Vision managing editor Ed Harrison and senior editor Ash Bennington discuss the all-time highs set on the S&P 500 and Nasdaq Composite on this holiday-shortened trading day in U.S. equity mark...

Listen

Thanksgiving "Ask Me Anything" with Ed and Jack from 2020-11-26T22:45

Real Vision managing editor Ed Harrison welcomes Jack Farley for a Thanksgiving “Ask Me Anything” special edition of the Daily Briefing. Sourcing questions from the Real Vision Exchange, Jack asks ...

Listen

5 Big Questions for a Double-Dip Recession:DB -Nov25, 2020 from 2020-11-25T23:30

Max Wiethe and Real Vision managing editor, Ed Harrison, discuss Ed's outlook for a winter double-dip recession in the U.S. and the most important questions for determining the breadth, depth, and ...

Listen

The World Is Getting Back In Business: DB - Nov24, 2020 from 2020-11-24T22:44

Senior editor Ash Bennington welcomes back Tony Greer of TG Macro to make sense of today’s price action as the equity markets roar to all-time highs. After the pair briefly discusses the significan...

Listen

Leveraged Finance at Full Throttle:DB - Nov 23, 2020 from 2020-11-23T23:34

Real Vision editor Jack Farley hosts Tyler Neville of Real Vision for a spirited debate about the fate of risk assets. Tyler makes the case that U.S. equities have a lot more room to run, basing hi...

Listen

Macro Mayhem: Filtering the Signal from the Noise: The Interview from 2020-11-22T18:36

Raoul Pal, CEO and co-founder of Real Vision, welcomes back Keith McCullough, founder and CEO of Hedgeye Risk Management, to analyze how divergent indicators in inflation and growth are revealing t...

Listen

The Central Bank Digital Currency Paradigm Shift: The Interview from 2020-11-21T21:49

Bill Campbell, portfolio manager for Global Bond Strategy at DoubleLine Capital, sits down with Ed Harrison to discuss how he is making sense of the massive paradigm shift to central bank digital c...

Listen

The Economics of Common Sense: The Interview from 2020-11-20T23:44:28

With a phenomenal investment track record greater than perhaps even Warren Buffett and George Soros, Joel Greenblatt is renowned as one of the world's greatest investors in history. Yet recently, h...

Listen

Is A Double-Dip Recession On The Horizon?: DB- Nov19, 2020 from 2020-11-20T02:24

Real Vision managing editor Ed Harrison is joined by editor Jack Farley to break down the economic impact of the partial lockdowns U.S. officials are implementing day-by-day as cases and deaths fro...

Listen

Tesla, Banks, Bonds, and Bitcoin: DB - Nov18, 2020 from 2020-11-19T01:31

Real Vision Managing editor Ed Harrison hosts Tommy Thornton, founder of Hedge Fund Telemetry, to discuss the opportunities and risks on the investment horizon. Tommy explores whether the ongoing r...

Listen

A Technical Framework for Trading Ambivalent Markets: DB- Nov17, 2020 from 2020-11-17T23:53

Real Vision senior editor, Ash Bennington, welcomes Dave Floyd of Aspen Trading Group back to the Daily Briefing to evaluate price action in the S&P 500, the U.S. 10 year Treasury note, and a varie...

Listen

The Vaccine Rally: DB- Nov16, 2020 from 2020-11-16T23:25

Real Vision managing editor, Ed Harrison, and senior editor, Ash Bennington, discuss the all-time highs being set in the S&P 500 and the Dow Jones Industrial Average as the news of Moderna’s vaccin...

Listen

Dueling Perspectives On China's Economic Reality from 2020-11-15T17:22

Michael Pettis, senior fellow at the Carnegie-Tsinghua Center for Global Policy, and Kyle Bass of Hayman Capital Management are both keenly focused on the complex task of discerning China's economi...

Listen

Jeffrey Gundlach -- Waiting for the Next Big Trade from 2020-11-14T21:59:13

Jeffrey Gundlach, CEO of DoubleLine Capital, has evolved his investment style over the years, and although he is still the "bond king", increasingly he has become multi-asset with a focus on gettin...

Listen

The Next Phase: DB- Nov13, 2020 from 2020-11-14T01:17:30

Real Vision CEO, Raoul Pal, and senior editor, Ash Bennington, discuss the growing shutdown measures in the U.S. even as the S&P 500 makes all-time highs. Looking at declining mobility data, Pal ex...

Listen

Is The Value Rotation "Over": DB- Nov 12, 2020 from 2020-11-12T23:26

Real Vision managing editor, Ed Harrison, is joined by editor, Jack Farley, to break down a day of heavy selling across sectors as COVID-19 cases surge to unseen levels. Ed interprets what the Citi...

Listen

Credit and the COVID Mushroom Cloud: DB- Nov 11, 2020 from 2020-11-11T23:43

Senior editor, Ash Bennington, and managing editor, Ed Harrison, break down the pausing of the rotation out of growth and into value as cases and hospitalization in the U.S. surge to unseen levels....

Listen

Market Euphoria: This Year's Trading Patterns Coming Undone from 2020-11-11T00:12

Senior editor, Ash Bennington, joins Tony Greer, editor of the Morning Navigator, to examine the latest euphoric episode in markets. Greer discusses how the rotation in the markets demonstrates the...

Listen

Daily Briefing Ask Me Anything from 2020-11-09T22:00

NOTE: THIS DAILY BRIEFING WAS FILMED THURSDAY, NOVEMBER 5. Fielding questions from Real Vision subscribers, senior editor, Ash Bennington, and managing editor, Ed Harrison, analyze how the various ...

Listen

Optimism for a Digital Future Amid Harsh Economic Realities: The Interview w/ Raoul Pal from 2020-11-08T17:00

Howard Lindzon, general partner at Social Leverage, tells Real Vision CEO Raoul Pal why he is bullish on the digital future of business despite acknowledging the harsh economic realities that have ...

Listen

The Gold Bull Market Is Only in the Fourth Inning: The Interview (w/ Kiril Sokoloff and Raoul Pal ) from 2020-11-07T17:35:01

Kiril Sokoloff sits down with Raoul Pal to discuss why he believes the bull market for precious metals is only in its fourth inning. All-in costs of gold production are under $1000 compared to the ...

Listen

Dissecting the Narratives: What Markets Are Anticipating in the Coming Weeks from 2020-11-06T23:31:09

Managing editor, Ed Harrison, and senior editor, Ash Bennington, review this past week’s “everything rally” and key macro indicators against the backdrop of political uncertainty and COVID-19. Ed e...

Listen

Daily Briefing - Nov 5, 2020 from 2020-11-05T23:27

Managing editor, Ed Harrison, is joined by Jay Pelosky, co-founder and CIO of TPW Investment Management, to provide an update on his current outlook amid a turbulent election and uncertain future w...

Listen

Too Early to the Party? Market Rallies and Election Anxiety: DB- NOV 4, 2020 from 2020-11-04T23:02

In light of the market rally along with election uncertainty today, Ash Bennington&Ed Harrison ask, "just what exactly are the markets celebrating?" Learn more about your ad choices. Visit megaphon...

Listen

U.S. Election: Gamma Baptism of Fire: DB- NOV 3, 2020 from 2020-11-03T23:22

Real Vision senior editor Ash Bennington welcomes Hari Krishnan, head of volatility strategies at SCT Capital, to break down the hidden forces driving markets on U.S. election day. Disagreeing with...

Listen

Calm Before the Storm: DB- Nov 2, 2020 from 2020-11-02T23:22

Real Vision senior editor, Ash Bennington, welcomes Tommy Thornton, president of Hedge Fund Telemetry, to break down his framework for trading markets as the U.S. Presidential election rapidly appr...

Listen

Bitcoin Infiltrates Corporate America (w/ Michael Saylor and Raoul Pal) from 2020-11-01T19:28:29

Michael Saylor, chairman&CEO of MicroStrategy Inc., joins Real Vision CEO, Raoul Pal, to discuss MicroStrategy’s major Bitcoin acquisitions. Saylor describes his background, what led up to the crea...

Listen

Masterworks: Art Investing for the Masses: Bonus Episode from 2020-10-31T15:48

Not only is art one of the oldest asset classes in the world, but it also is one of the best performing. In this interview with Real Vision’s Max Wiethe, Scott Lynn, CEO of Masterworks, makes the c...

Listen

The Economics of Video Games and Movies: The Interview from 2020-10-31T02:01

Strauss Zelnick, chairman and CEO of Take-Two Interactive and partner at ZMC, joins headhunter Christian Alexander of Macro Link to share the lessons he learned on his journey to the top of the med...

Listen

Walking on Eggshells: Markets on High Alert with the Election&COVID-19: DB-Oct 29, 2020 from 2020-10-29T23:17

Managing editor, Ed Harrison, welcomes Stephen Kalayjian, chief market strategist of Ticker Tocker, to discuss the elevated levels of volatility and his forward outlook for markets over the coming ...

Listen

The Rubber Hits the Road: DB-Oct 28, 2020 from 2020-10-28T22:53:12

Real Vision senior editor Ash Bennington is joined by managing editor Ed Harrison for a special edition of the Daily Briefing. Ed gives an update on his thesis, now that U.S. and European equities ...

Listen

Bitcoin: "Finding Its Seat at the Macro Table" : DB-Oct 27, 2020 from 2020-10-27T22:51:46

Senior editor Ash Bennington welcomes Tony Greer of TG Macro back to the Daily Briefing to make sense of price action in equities, bonds, currencies, and commodities. Tony reviews Monday’s rout in ...

Listen

Market Shocks Around the Corner? U.S. Election&COVID-19: DB-Oct 26 , 2020 from 2020-10-26T23:40

Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to talk through the social, political, and economic ramifications of the various U.S. presidential election outcomes in tandem wit...

Listen

The Bitcoin Life Raft: The End of Monetary&Fiscal Policy As We Know It w/ Raoul Pal from 2020-10-25T21:41

Real Vision CEO, Raoul Pal, breaks down the events leading to the recent tidal wave of interest in Central Bank Digital Currencies. He touches on the various crises that have encouraged the rampant...

Listen

Impact Investing: Making the Case for Charter Schools: The Interview from 2020-10-24T21:27:30

Are charter schools a wise addition to your investment portfolio? Charter schools receive less public funding from local and state taxes and federal programs than their district school counterparts...

Listen

Raoul Pal: The Biggest Trade in the World: DB-Oct 23 from 2020-10-23T22:27

Real Vision CEO, Raoul Pal, arrives to the Daily Briefing frothing at the mouth with Bitcoin bullishness. Senior editor, Ash Bennington, tries in vain to contain Raoul’s enthusiasm, but with Bitcoi...

Listen

The Latest Macro Data and What It Means for the Economy's Recovery: DB-Oct 22 from 2020-10-22T22:40

Managing editor, Ed Harrison, talks to Peter Boockvar, chief investment officer of Bleakley Advisory Group, about some of the most recent macroeconomic data releases such as jobless claims and exis...

Listen

Jared Dillian's Macro Outlook for Markets&Best Practices for Investors : DB-Oct 21 from 2020-10-21T22:19

Senior editor, Ash Bennington, joins Jared Dillian, editor of The Daily Dirtnap, to discuss the art of portfolio construction and his current outlook on markets. Dillian shares his thoughts on why ...

Listen

DB-Oct 20, 2020 - Last Leg of the Ride: What 2020 Has Left in Store for Markets from 2020-10-20T22:53

Senior editor, Ash Bennington, joins Thomas Thornton, founder of Hedge Fund Telemetry, to discuss earnings, stimulus intervention, and investment time horizons. Thornton talks about how, despite st...

Listen

DB-Oct 19, 2020 - How rising infections will impact markets from 2020-10-19T22:32

Senior editor, Ash Bennington, is joined by managing editor, Ed Harrison, to interpret how the rising COVID-19 infections in Europe and the U.S. will impact markets. Ed conducts a deep dive on best...

Listen

The Interview - The Big Changes Coming for Major Asset Classes. from 2020-10-18T20:20:27

Everyone knows Jeremy Grantham as the face of GMO, the behemoth money manager that has become legendary for its work on asset allocation, but Ben Inker, head of asset allocation at GMO since 1998, ...

Listen

The Interview - Reinventing the Monetary System with Decentralized Finance from 2020-10-17T22:30

Alex Saunders, CEO and founder of Nugget's News, joins Real Vision CEO, Raoul Pal, to explain the reinvention of the monetary system through new crypto payments systems based on Bitcoin, Ethereum, ...

Listen

DB-Oct 16, 2020 - The Debt Civil War and "The Organic Recession" from 2020-10-16T22:36

Senior editor, Ash Bennington, and managing editor, Ed Harrison, look forward to the relevant themes. Ed adds to David Rosenberg’s recent comments that “organically, the economy is still in recessi...

Listen

DB-Oct 15, 2020 - Choppy Stocks and Currency Swings from 2020-10-15T22:19

Managing editors Ed Harrison and Roger Hirst analyze a choppy day of global market action. They look at European equities as well as currency swings in the Euro and the Australian dollar. Roger loo...

Listen

DB-Oct 14, 2020 - Credit Strains and the Bank Schism from 2020-10-14T23:03

|Credit Markets| IPOs | Bond Issuance | Real Vision managing editor, Ed Harrison, is joined by editor, Jack Farley, to break down today’s bank earnings reports and look forward to the fate of the c...

Listen

DB-Oct 13, 2020 - The Bond Rally and the Dollar Retracement from 2020-10-14T03:00:09

Daily Briefing | JPMorgan Chase| Citigroup |Finance | Investing Real Vision senior editor Ash Bennington welcomes Tony Greer of TG Macro back to the Daily Briefing to make sense of big moves today ...

Listen

DB-Oct 12, 2020 - Real Vision AMA: A Peek Behind the Curtain from 2020-10-12T22:16

S&P 500 | VIX |Economics | Trading | Investing Managing editor Ed Harrison and senior editor Ash Bennington answer questions from the Real Vision audience in this special edition of the Daily Brief...

Listen

The Interview - Why China Will Avoid Crisis by Any Means Necessary w/ Chris Balding and Michael Green from 2020-10-11T19:00

Asia | China | Europe | GeoPolitics | Macro Technology After years living abroad in China and Vietnam, professor Chris Balding has returned to the U.S. because of concerns for his safety due to his...

Listen

Has Everything Changed? with Raoul Pal from 2020-10-10T19:00

Real Vision CEO and co-founder, Raoul Pal, kicks off an exciting two weeks of content on Real Vision by explaining why we are endeavoring to answer the ultimate question, "has everything changed?" ...

Listen

DB-Oct 9, 2020 - Software’s ever-tightening grip on the economy w/ Raoul Pal. from 2020-10-09T22:20

Real Vision CEO Raoul Pal is joined by senior editor Ash Bennington to look back at market action and make sense of several secular trends. Raoul shares several of the lessons from his interview wi...

Listen

DB - Oct 8, 2020 - Inflation Expectations and Its Effect on Treasuries and Currencies from 2020-10-08T22:20

Ed Harrison and Roger Hirst break down some of the most significant price action they're seeing in markets. Real Vision reporter Haley Draznin explains the back-and-forth on fiscal stimulus negotia...

Listen

DB-Oct 7, 2020 - The Fiscal Stimulus Vanishing Before Our Very Eyes from 2020-10-07T22:26:34

Real Vision managing editor, Ed Harrison, is joined by editor, Jack Farley, to break down the vanishing fiscal stimulus and the K-shaped economic recovery. Ed interprets the latest economic data to...

Listen

DB - Oct 6, 2020 - Market Rollercoaster: Headline vs. Macro Drivers from 2020-10-06T22:56

Senior editor, Ash Bennington, joins Tony Greer, editor of the Morning Navigator, to examine the latest wild market swings. Despite a large selling episode on Friday with the announcement of Presid...

Listen

DB-Oct 5, 2020 -Are We in an Economic Depression? from 2020-10-05T23:23

Senior editor Ash Bennington and managing editor Ed Harrison break down another day of risk-on sentiment as the market evaluates the state of President Trump’s health and the chances of another rou...

Listen

The Interview w/ Raoul Pal&Marc Cohodes: When Megatrends Collide from 2020-10-04T19:45

Marc Cohodes is well known as a confident and vocal short-seller willing to fight harder and dig deeper into a company than anyone else in the business. But when he sees the buying opportunity of a...

Listen

The Interview - Turkish Lira: A Recipe for Disaster? from 2020-10-03T21:05

Michael Nicoletos, CIO and co-founder of Appletree Capital, is joined by John Floyd, head of macro strategies at Record Currency Management, to analyze the mounting pressures on the Turkish Lira as...

Listen

DB-Oct 2, 2020 - White House Outbreak and the Teetering Equity Market from 2020-10-02T23:39

Real Vision CEO and co-founder, Raoul Pal, joins senior editor, Ash Bennington, to interpret the latest financial newsflow. Raoul explores the possibility of a top forming in U.S. equities through ...

Listen

DB-Oct 1, 2020 - Reflation and Recovery: The Long-Term Outcomes of Today's Market Pressures from 2020-10-01T22:26

Managing editor, Ed Harrison, joins managing editor, Roger Hirst, to break down today’s price action. Using Julian Brigden’s Expert View from September 28th as a springboard, Roger discusses the pr...

Listen

DB Sep 30 - 2020 - The Ultimate "Pain Trade" from 2020-09-30T22:33

Real Vision managing editor Ed Harrison hosts Peter Boockvar, chief investment officer of Bleakley Advisory Group and editor of The Boock Report. Boockvar shares his macro analysis on what he calls...

Listen

DB Sep 29 - 2020 - Manic Markets: Energy, Tech, Financials, and Sentiment from 2020-09-29T22:43:08

Senior editor, Ash Bennington, joins Tony Greer, editor of the Morning Navigator, to break down recent price action in markets. Tony provides his latest thoughts about what’s happening in the energ...

Listen

DB-Sep28, 2020 - How Ultra-low interest rates transform the investment landscape. from 2020-09-28T23:20

Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison to make sense of the biggest 3-day breakout in equities since April. Through the lens of Ed’s most recent piece in "Credit...

Listen

The Interview-The Banks are Going to Crash the Stock Market w/ Steven Van Metre from 2020-09-27T20:00

Brent Johnson, CEO of Santiago Capital, is joined by Steven Van Metre of Steven Van Metre Financial to discuss the most pressing issues on the macro horizon. After exploring whether quantitative ea...

Listen

The Interview - Larry McDonald: "The Cobra Effect" from 2020-09-26T20:30

What happens when the monetary and fiscal engines run too hot? This is the question that Larry McDonald, New York Times bestselling author and founder of the Bear Traps Report, explores with Real V...

Listen

DB- Sep25, 2020-Ruffled Feathers: Major Market Outlooks and the Political Timebomb from 2020-09-25T22:10:54

Managing editor, Ed Harrison, and senior editor, Ash Bennington, come together to analyze the price action in stocks, bonds, and currencies. Ed looks forward to his interview with Leon Cooperman, a...

Listen

DB-Sep 24, 2020-The Pivotal Momentum Shift In Stocks And Currencies. from 2020-09-24T22:17:39

Managing editor, Ed Harrison, hosts managing editor, Roger Hirst, to break down wild market swings that have characterized the last week of price action. Roger explores key retracement levels in th...

Listen

Daily Briefing - Sep23, 2020 - Bearish on the S&Ps, Bullish on Silver from 2020-09-23T22:40

Managing editor, Ed Harrison, joins Dave Floyd, founder of Aspen Trading, to review and analyze today’s price action. Ed and Dave first discuss the continuing sell-off in equities and examine Dave’...

Listen

Daily Briefing - Sep 22, 2020 - Pass the Baton: Is the Market Rally Sustainable? from 2020-09-22T22:37:01

Senior editor, Ash Bennington, welcomes back Tony Greer, editor of the Morning Navigator, to discuss the ongoing inflation trade. Tony expounds on his bullish posture toward oil and some of the tec...

Listen

Daily Briefing - Sep 21, 2020 - Stocks, Gold, and Silver: A Violent Market Selloff. from 2020-09-21T22:15

Real Vision senior editor, Ash Bennington, and managing editor, Ed Harrison, discuss a volatile day in markets. Ed and Ash analyze today’s sell-off in stocks, gold, and silver as well as a signific...

Listen

The Interview -Cities Aren't Dying - Demography&Rates Drive Housing w/ Logan Mohtashami from 2020-09-20T19:00

If you haven’t been living under a rock, you’ve probably heard the narrative that cities are dead and that white collar workers, now unburdened by the ability to work from home, are fleeing to the ...

Listen

The Interview - How to Buy and Store Physical Metals w/ Mark Yaxley and Raoul Pal from 2020-09-19T19:58:08

There will always be debate surrounding what is the best way to gain exposure to precious metals. Should you buy gold miners, an ETF, maybe trade futures? It can all seem very complicated, but what...

Listen

Daily Briefing - Sep 18,2020 - Market Slip and Slide: The Fallout from the Fed's FOMC Meeting from 2020-09-19T01:12:57

Real Vision CEO and co-founder, Raoul Pal, is joined by senior editor, Ash Bennington, to look forward to the future of markets as well as Real Vision. After they evaluate how the market interprete...

Listen

Daily Briefing - Sep 17, 2020 - When the Other Shoe Drops: Earnings, Market Mania, Unemployment from 2020-09-17T22:58

Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss the latest in markets, macro, and coronavirus. They discuss how the results of the upcoming earnings season will provid...

Listen

Daily Briefing - September 16, 2020 - Retail Investors Are the Megalodon of the Market: Hirst from 2020-09-16T23:23:12

Senior editor, Ash Bennington, invites managing editor, Roger Hirst, to take a deep dive into options to gain clarity on what this market’s greatest, current mover is. Roger argues that, contrary t...

Listen

Daily Briefing - Sep 15, 2020 - Markets Likely to Continue Higher Through End of Year: Tony Greer from 2020-09-15T22:43:42

Senior editor, Ash Bennington, welcomes back Tony Greer, editor of the Morning Navigator, to discuss the latest in markets. Tony breaks down what he’s seeing in the tech shakeout and explains how h...

Listen

Daily Briefing - Sep 14, 2020 - How Options Mania is Driving Stock Market Price Action from 2020-09-15T01:10:51

Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison to discuss the animal spirits that are driving this market. After reviewing historical financial panics, Ed and Ash take a...

Listen

The Interview- Fleckenstein and Rule: Miners Are a Call on Unintended Fed Policy w/ Bill Fleckenstein&Rick Rule from 2020-09-13T19:53:09

Bill Fleckenstein, president of Fleckenstein Capital, sits down with Rick Rule, president and CEO of Sprott U.S. Holdings Inc., to talk about the macro drivers of the recent precious metals bull ma...

Listen

The Interview - COVID-19: The World's Crash Course in Data Analysis and Modeling w/ Christina Ramirez from 2020-09-12T19:53:54

For much of the population, analysis and projections of COVID-19 cases, mortality, and the associated policy response have brought forward the importance of statistical analysis and modeling techni...

Listen

Daily Briefing- Sep 11, 2020 -Debt, Demographics, Crypto, and "The Exchange" w/ Raoul Pal from 2020-09-11T23:22:08

Real Vision CEO Raoul Pal is joined by senior editor Ash Bennington to reflect on the latest financial newsflow as well as Real Vision's new projects. After briefly discussing oil’s recent price ac...

Listen

Daily Briefing - Sep 10, 2020 - Where and How Will Economic Growth Come Into the Picture? from 2020-09-10T22:44:41

Real Vision managing editor Ed Harrison is joined by Tyler Neville to discuss how the recent market sell-off may have been a temporary equity volatility-driven event due to credit spreads. They que...

Listen

Daily Briefing - Sep 9, 2020 - The Banking Crisis No One's Talking About from 2020-09-09T23:04:29

Real Vision senior editor Ash Bennington is joined by managing editor Ed Harrison to discuss the market plumbing that’s fueling the wild price action on Wall Street. Ed and Ash first break down the...

Listen

Daily Briefing - Sep 8, 2020 - Dramatic turmoil playing out in equity markets from 2020-09-08T22:30:18

Real Vision senior editor Ash Bennington is joined by Jared Dillian, editor of The Daily Dirtnap, to discuss the dramatic turmoil playing out in equity markets. Dillian discusses how the speculativ...

Listen

Daily Briefing - Sep 7, 2020 - Real Vision AMA: Crypto, Austrian Economics, and Foreign Service from 2020-09-07T23:16:59

In this Real Vision Daily Briefing, managing editor, Ed Harrison, and senior editor, Ash Bennington, answer questions from Real Vision subscribers, about markets, their respective journeys, as well...

Listen

The Interview-The Unwinding: Gold, The Credit Cycle, and the Monetary System - w/ Dan Oliver and Simon Mikhailovich. from 2020-09-06T22:24:20

History is often overlooked and misunderstood, especially financial history. Dan Oliver of Myrmikan Capital, LLC and Simon Mikhailovich, managing director of The Bullion Reserve, explain the role o...

Listen

The Interview - w/ Milton Berg - The Return of the Turning Point Master from 2020-09-05T21:28:27

Milton Berg, Founder and CIO of Milton Berg Advisors, joins managing editor Ed Harrison to analyze the technical patterns and market internals on his radar. From his repository of over 10,000 indic...

Listen

Daily Briefing-Sep 3, 2020-The Hidden Forces Behind the Market Panic - w/ Raoul Pal and Ash Bennington from 2020-09-04T22:21

Real Vision CEO, Raoul Pal, is joined by senior editor, Ash Bennington, to reflect on a week of extreme price action. They analyze the dramatic crash of U.S. equities on Thursday and its connection...

Listen

Daily Briefing - Sep 3, 2020 - Real Vision Dissects Today's Market Volatility. from 2020-09-03T22:33

Senior editor, Ash Bennington, hosts Dave Floyd, founder of Aspen Trading, to discuss the levels he’s looking at after U.S. equity markets cratered today. Dave considers whether there are structura...

Listen

Daily Briefing - Sep 2, 2020 - Risk of an Equity drawdown from 2020-09-02T22:46:52

Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to talk about the risk of an equity drawdown for retail investors in particular. Ed and Ash explore how market volatility is incre...

Listen

Daily Briefing – Sept 1, 2020 – Fed’s Inflation Memo Sparked A New Leg Of The Rally: Tony Greer from 2020-09-01T22:36

Senior editor, Ash Bennington, hosts Tony Greer, editor of The Morning Navigator, to discuss how the Fed’s “inflation running hot” memo has been translated by the markets. With a weakening dollar, ...

Listen

Daily Briefing – Aug 31, 2020 – This Bull Market Is Built On A Very Shaky Foundation: Ed Harrison from 2020-08-31T22:02

How is it that the real economy can be so weak while the asset markets continue to fly? Real Vision managing editor Ed Harrison explores this and more with senior editor Ash Bennington. Ed and Ash ...

Listen

The Interview - w/ Parrilla and Pal - A Macro Masterclass in Portfolio Construction and Management from 2020-08-30T19:00

Diego Parrilla, portfolio manager and author of "The Anti-Bubbles" and "The Energy World," returns to discuss his poignant predictions that are coming to fruition one-by-one in this conversation wi...

Listen

The Interview- Samra's Rules for Value Investing from 2020-08-29T22:14:17

David Samra, Portfolio Manager of Artisan Partners’ International Value Fund, speaks with Real Vision managing editor Ed Harrison about the subtle art of value investing. Samra, who defines value ...

Listen

Daily Briefing – Aug 28, 2020 – Inflation is a Proxy for GDP: Ed Harrison from 2020-08-28T22:03

Real Vision senior editor, Ash Bennington, and managing editor, Ed Harrison, react to the new U.S. consumer spending report out today from the Commerce Department. Despite gains for three consecuti...

Listen

Bonus Episode: The Festival Of Learning Pre -Party With Raoul Pal&Damian from 2020-08-28T19:16

With just days to go before The Festival of Learning kicks off on Wednesday Sept 2nd, Real Vision Co-Founder and CEO Raoul Pal and Real Vision Co-Founder and Chief Creative Officer Damian Horner ho...

Listen

Daily Briefing – Aug 27, 2020 – Sentiment is Shifting in the Markets: Tommy Thornton from 2020-08-27T23:37:43

Senior editor, Ash Bennington, hosts Tommy Thornton, founder of Hedge Fund Telemetry, to check the pulse of the market. Tommy discusses how frothy markets have seen price action heavily skewed by s...

Listen

Daily Briefing – August 26,2020 – U.S. Headed For the Fiscal Cliff in September: Ed Harrison from 2020-08-26T22:41:32

Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss risk assets, credit markets, and the fiscal cliff. Within an environment of secular stagnation, they talk about the cro...

Listen

Daily Briefing – Aug 25, 2020 – Markets Are Starting To Telegraph The Onset Of Inflation: Tony Greer from 2020-08-25T22:44:31

Senior editor, Ash Bennington, hosts Tony Greer, editor of The Morning Navigator, to continue their discussion of the wild inflation trade. They first look at ExxonMobil getting the boot from the D...

Listen

Daily Briefing – Aug 24, 2020 – Real Vision Talks K-Shaped Recovery, Tesla, Money Fund Fee Waivers from 2020-08-24T23:04:10

Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison to make sense of a series of financial news stories -- from the so-called “K-shaped” recovery to the struggles American co...

Listen

The Interview- w/ Simon Dixon&Raoul Pal- Banking the Future from 2020-08-23T21:37:25

Simon Dixon, CEO of bnktothefuture.com, joins Real Vision CEO, Raoul Pal, to break down the intersection of the crypto world and the world of traditional finance. Starting his career in investment ...

Listen

The Interview -w/ Marko Papic and Mike Green -- The Next Decade for Geopolitics and Markets from 2020-08-22T19:00

We can all remember when geopolitical tensions and trade wars were the most important headlines seeming to move global markets up or down depending upon their tenor, but recently the global pandemi...

Listen

Daily Briefing – August 21, 2020 – W-Shaped Recession Isn’t Off the Table: Raoul Pal from 2020-08-21T23:01:19

Real Vision CEO Raoul Pal is joined by senior editor Ash Bennington to reflect on the future of markets at this unique juncture. Raoul begins by giving Ash a glimpse of how his “unfolding” thesis h...

Listen

Daily Briefing – August 20, 2020 – The Best Thing For Asset Prices Is A Deep Recession: Roger Hirst from 2020-08-20T22:44:37

Senior editor, Ash Bennington, hosts managing editor, Roger Hirst, to discuss ongoing global monetary and fiscal policy support, how central banks may need to adjust their course, and what the long...

Listen

Daily Briefing – Aug 19, 2020 – Euro Strength Driving Dollar Weakness, Inflationary Breakout Stories: Roger Hirst from 2020-08-19T22:34:22

Senior editor, Ash Bennington, joins managing editor, Roger Hirst, to take a deep dive into the apex predator of currency markets: the U.S. dollar. Roger argues that the size and speed of the dolla...

Listen

Daily Briefing – August 18, 2020 – The Inflation Trade Just Caught Fire Again: Tony Greer from 2020-08-18T22:19:57

Senior editor, Ash Bennington, hosts Tony Greer, editor of The Morning Navigator Newsletter, to discuss the S&P 500 breaking record highs and the wild inflation trade. Tony considers where inflatio...

Listen

Daily Briefing – August 17, 2020 – Goldman’s S&P Target By No Means Out of the Question: Max Wiethe from 2020-08-17T22:38:34

Senior editor, Ash Bennington, is joined by editor, Max Wiethe, to talk gold, stocks, housing, and New York. After Ash analyzes the dismal Empire Manufacturing reading, he and Max discuss the NAHB ...

Listen

The Interview - The Dawn of Chaos w/ Hugh Hendry and Luke Gromen from 2020-08-16T19:30

The global economy had been running higher for over a decade, and the coronavirus has been a major speed bump. But what happens when central banks have replaced the airbag with a dagger? This is th...

Listen

The Interview w/ Mike Green&Sri Thiruvadanthai - Policy Response to COVID-19 and the Fate of the United States. from 2020-08-15T19:00

Mike Green of Logica Capital sat down with Srinivas Thiruvadanthai, director of research at the Jerome Levy Forecasting Center, in the last interview to be filmed in Real Vision's studios before th...

Listen

Daily Briefing – August 14, 2020 – The Crypto Space Is The Best Trade In The World: Raoul Pal from 2020-08-14T22:36

Real Vision CEO, Raoul Pal, is joined by senior editor, Ash Bennington, to reflect on the current state of markets. Raoul and Ash discuss the upcoming “precious metals week,” and Raoul shares his v...

Listen

Daily Briefing – August 13, 2020 – Private Portfolios Skewing Toward Long Duration Assets As Bond Proxies: Ed Harrison from 2020-08-13T22:53:25

Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss secular stagnation, initial jobless claims, and the fiscal cliff. They begin by exploring Ed’s takeaways from his inter...

Listen

Daily Briefing – August 12, 2020 – Millennials Are Trading On Hype: Robert Leonard from 2020-08-12T22:35:37

Senior editor, Ash Bennington, joins Robert Leonard, VP of Growth and Innovation at The Investor’s Podcast Network, to discuss how novice and millennial investors are currently navigating the marke...

Listen

Daily Briefing – August 11, 2020 – Why Aren’t Bond Yields Rising? from 2020-08-11T22:36:35

Senior editor, Ash Bennington, joins Tyler Neville to discuss secular stagnation and the financial chicanery happening in markets. With stocks rising above global GDP, Ash and Tyler consider how th...

Listen

Daily Briefing – August 10, 2020 – Buy Signals May Actually Be Sell Signals in Equity Markets from 2020-08-10T22:42:06

Real Vision senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss the pivotal forces driving markets. They discuss bank balance sheets in Europe and how compression of net i...

Listen

The Interview - Druckenmiller Protege on Tech Investing and Developing Your Own Framework from 2020-08-09T21:33:47

We all get our start somewhere, and often the formative experiences of our early years shape our career path for years to come. Beeneet Kothari, managing partner at Tekne, was fortunate enough to s...

Listen

The Interview-The Austrian Perspective on Recoveries, Bubbles, and Monetary Policy. from 2020-08-08T21:23

For decades, the schools of economic thought that have informed monetary and fiscal policy decisions have been decidedly not Austrian; but, outside of the echo chambers of Washington D.C., Austrian...

Listen

Daily Briefing - Aug 7 2020 w/ Real Vision CEO, Raoul Pal. from 2020-08-07T22:25:26

Real Vision CEO Raoul Pal is joined by senior editor Ash Bennington to discuss the current state of different asset classes at this unique juncture. Raoul shares his view on the dollar, precious me...

Listen

Daily Briefing – August 6, 2020 – GDP Looks Backward; Stock Market Looks Forward : David Bahnsen from 2020-08-06T22:48:14

Senior editor Ash Bennington speaks to David Bahnsen, founder and managing partner of The Bahnsen Group, about the economics of re-opening and the state of the U.S. equity markets. Bahnsen weighs t...

Listen

Daily Briefing - Aug 5, 2020 - The Pandemic Is Everything Right Now: Ed harrison from 2020-08-05T23:08:26

Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss some of the latest data coming out, revealing the health of the US economy. They go over the July ADP Nonfarm Payroll n...

Listen

Daily Briefing – August 4, 2020 – Central Banks Don’t Have Things Under Control: Mike "Mish" Shedlock from 2020-08-04T22:30:51

Senior editor Ash Bennington is joined by Mike "Mish" Shedlock of TheStreet.com to discuss gold and the looming fiscal cliff. Shedlock analyzes the purported "short squeeze" on gold, shining a ligh...

Listen

Daily Briefing – August 3, 2020 – Downside Risk Has Not Been Fully Appreciated By Markets: Ed Harrison from 2020-08-03T22:13:34

Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to reckon with the idea of whether a COVID-19 vaccine will be the “medical bailout” everyone is staking their hopes on. Ash and Ed...

Listen

The Interview - Angrynomics: Twilight of the Technocrats w/ Mark Blyth and Eric Lonergan from 2020-08-02T19:08:03

The neoliberal model of free trade, open borders, and liberalized capital flows is under assault. Traditional economic models with rational agents and efficient markets don't accord with reality, a...

Listen

The Interview - The Spirit of St. Louis: A View From Inside the Fed w/ David Andolfatto from 2020-08-01T22:37:39

David Andolfatto, economist and senior vice president at the Federal Reserve Bank of St. Louis, joins Pedro da Costa, senior reporter at Market News International, to give a peek behind the curtain...

Listen

Daily Briefing – July 31, 2020 – Passive Investing Is A Misnomer: Mike Green from 2020-07-31T23:29:01

Senior editor Ash Bennington hosts Real Vision favorite Mike Green of Logica Capital Advisors. Mike Green gives a strategic update on the markets, and, through the lens of his renowned critique of ...

Listen

Daily Briefing – July 30, 2020 – Dollar Decline Narrative is Exaggerated: Marc Chandler from 2020-07-30T22:20:55

Managing editor, Ed Harrison, hosts Marc Chandler, chief market strategist at Bannockburn Global Forex, to discuss currency markets, the dollar’s reserve status, and the world’s loosening grip on t...

Listen

Daily Briefing – July 29, 2020 – The Fed is the Dominant Agent in this Market: Ash Bennington from 2020-07-29T22:24:34

Managing editor, Ed Harrison, and senior editor, Ash Bennington, come together to discuss the Fed in light of the FOMC’s announcement today. Ed and Ash drive home how the Fed, at this time, is the ...

Listen

Daily Briefing – July 28, 2020 – Real Vision Talks Politics, Stimulus, and Blockchain from 2020-07-28T22:27:40

Senior editor, Ash Bennington, joins Max Wiethe to cover the types of U.S. stimulus that have been implemented so far, the battle happening in Congress, and the crypto space. Ash and Max do a deep-...

Listen

Daily Briefing - July 27, 2020 - Dollar Strength is Off the Table Now: Ed Harrison from 2020-07-27T22:23

Senior editor, Ash Bennington, hosts managing editor, Ed Harrison, to break down the recent price action in gold and bitcoin, and to analyze the health of the U.S. economy as COVID-19 continues to ...

Listen

The Interview - How Will China Emerge From the COVID-19 Crisis? w/ George Magnus from 2020-07-26T20:00

In many ways, China is at the center of the public health and economic crisis that has gripped the entire world for most of 2020, but recently more focus has been placed on the U.S. and Europe. Geo...

Listen

The Interview - Lining Up The Dollar Dominoes w/ Brent Johnson and Lyn Alden from 2020-07-25T22:00

Brent Johnson, CEO of Santiago Capital, joins Lyn Alden of Lyn Alden Investment Strategy for an in-depth discussion on the fate of the world's most important currency: the U.S. dollar. Johnson give...

Listen

Daily Briefing – July 24, 2020 – Inter-Asset Correlations Can Be Telling: Max Wiethe from 2020-07-24T22:20:16

Senior editor Ash Bennington is joined by editor Max Wiethe to reflect on a week of divergent price action. Ash and Max analyze the extreme rallies in precious metals, with Max describing his macro...

Listen

Daily Briefing – July 23, 2020 – We Are In A Secular Stagnating Market: Tyler Neville from 2020-07-23T22:22:15

Managing editor, Ed Harrison, joins Real Vision’s Tyler Neville to break down his ideas around secular stagnating markets, demographics, and pensions. Tyler discusses how mega corporations are no l...

Listen

Daily Briefing – July 22, 2020 – Gold Rally Could Be Signaling Inflation Fears: Jim Bianco from 2020-07-22T22:16:20

Managing editor, Ed Harrison, hosts Jim Bianco of Bianco Research to discuss the Fed and Judy Shelton’s recent nomination, the significance of flows, and his forward look on markets and the economy...

Listen

Daily Briefing – July 21, 2020 – There Is Only One Story: Europe – Ed Harrison from 2020-07-21T22:16

Senior editor Ash Bennington joins managing editor Ed Harrison to talk about how EU leaders have closed in on its landmark recovery deal. Ash and Ed examine how European political dynamics have shi...

Listen

Daily Briefing – July 20, 2020 – Jobless Claims Will Rise By 500,000 Over Next Month: Ed Harrison from 2020-07-20T22:34:20

Senior editor, Ash Bennington, hosts managing editor, Ed Harrison, to analyze the economic news of the day. Ed and Ash examine the recent jobs figures, and Ed describes why he believes the current ...

Listen

The Interview - Debt Deflation Holy Grail w/ Richard Koo from 2020-07-19T21:00

Real Vision Managing Editor Ed Harrison talks to Richard Koo, Chief Economist at Nomura Research Institute. Koo is famous for his work on balance sheet recessions, a rare type of recession where dr...

Listen

The Interview - Inside the COVID-19 Vaccine Project w/ Dr. Kayvon Modjarrad from 2020-07-18T21:00

Dr. Kayvon Modjarrad, director of the Emerging Infectious Diseases Program at Walter Reed Army Institute of Research, joins Ash Bennington to explain what the Department of Defense's coronavirus va...

Listen

Daily Briefing – July 17, 2020 - Gold Miners The Only Action In Town: Raoul Pal from 2020-07-17T22:47:11

Real Vision CEO Raoul Pal is joined by senior editor Ash Bennington to reflect on weakness in the banking sector and the odd flatness that has characterized the market for the past month. Raoul giv...

Listen

Daily Briefing – July 16, 2020 – The Reopening Has Stalled: Ed Harrison from 2020-07-16T23:16:15

Senior editor Ash Bennington joins managing editor Ed Harrison to discuss the latest jobless claims numbers and its particular significance this week. They start off by discussing Ed’s latest inter...

Listen

Bonus Episode - The Interview - Steve Keen -- We Need a Private Debt Jubilee from 2020-07-16T18:27:31

In these unprecedented times of economic stress, the mainstream playbook has been tossed out the window as fiscal and monetary authorities continue to throw everything but the kitchen sink at the p...

Listen

Daily Briefing – July 15, 2020 – Fed Tightening May Be Defining Factor for Equities and the Dollar: Roger Hirst from 2020-07-15T22:39:36

Senior editor Ash Bennington joins managing editor Roger Hirst to discuss the latest developments in markets and macro. Bennington and Hirst consider the divergence of large-cap stock indexes and s...

Listen

Daily Briefing - July 14, 2020 - The System is Rigged Against Ordinary People: Ed Harrison from 2020-07-14T22:17:51

Senior editor Ash Bennington joins managing editor Ed Harrison to discuss Q2 earnings for banks such as JPMorgan and Wells Fargo and use it as a barometer to talk about market cycles. Ash and Ed co...

Listen

Daily Briefing - July 13, 2020 - Record Tesla Stock Price Reeks of Desperation - Ed Harrison from 2020-07-13T22:42

Senior editor Ash Bennington hosts Ed Harrison for a conversation about life and markets during coronavirus. Using Tesla as a jumping off point, they take an existentialist turn and explore what mi...

Listen

The Interview - Professor Richard Werner joins Hugh Hendry - More Power To The Princes from 2020-07-12T22:05

Professor Richard Werner joins Hugh Hendry, founder and former CIO of Eclectica Asset Management, for a deep-dive into the world of central banking. They explore the process of credit creation and ...

Listen

The Interview - Stephanie Kelton -- MMT and the Deficit Myth from 2020-07-11T21:00

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 ...

Listen

Daily Briefing - July 10, 2020 - The V-Shape Recovery Idea is Dead: Raoul Pal from 2020-07-10T22:24:23

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....

Listen

Daily Briefing - July 9, 2020-Fee-Free and Passive Trading Are Distorting Price Discovery: Tyler Neville from 2020-07-09T22:04

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,...

Listen

Daily Briefing - July 8, 2020 - ETF Inflows Could Make Market Vulnerable - Ed Harrison from 2020-07-08T22:17:03

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 St...

Listen

Daily Briefing - July 7, 2020 - Macro Backdrop Signals Slowing Global Growth. from 2020-07-07T22:43:40

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...

Listen

Daily Briefing - July 6, 2020 - Sentiment Is All That Matters from 2020-07-06T22:38

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 b...

Listen

The Interview w/ William White&Brent Johnson- July 5, 2020 from 2020-07-06T00:26:55

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, tel...

Listen

The Interview w/ Kyle Bass&Raoul Pal - The State of Global Macro through Coronavirus Chaos from 2020-07-04T23:32:02

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 du...

Listen

Daily Briefing - July 3, 2020 - Special Edition from 2020-07-04T02:11:12

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 ...

Listen

Daily Briefing - July 2, 2020 - Will The US Pay the Price for Reopening? from 2020-07-02T22:18:57

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...

Listen

Daily Briefing - July 1, 2020 - Crypto Can Change the World from 2020-07-01T22:22:33

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 pie...

Listen

Daily Briefing - June 30, 2020 from 2020-06-30T22:23:31

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...

Listen

Daily Briefing - June 29, 2020 from 2020-06-29T22:22:44

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 whet...

Listen

The Interview - How Coronavirus Exposed the "Shaky Foundation" from 2020-06-28T22:00

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 ...

Listen

The Interview - Public Employee "Plunder" and California's Perfect Storm from 2020-06-27T21:00

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 Mik...

Listen

Daily Briefing - June 26 ,2020 from 2020-06-27T04:03

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 issue...

Listen

Daily Briefing - June 25, 2020 from 2020-06-25T22:45:22

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,...

Listen

Daily Briefing - June 24, 2020 from 2020-06-24T22:16:16

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 dis...

Listen

Daily Briefing - June 23, 2020 from 2020-06-23T22:15:49

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...

Listen

Daily Briefing - June 22, 2020 from 2020-06-22T22:03:14

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” o...

Listen

The Interview - Credit Chaos and Fool's Yield: Updating the Thesis withDan Rasmussen and Greg Obenshain from 2020-06-21T21:24:48

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....

Listen

The Interview - The Electrodollar: Venture Capitalism, Technology, and Silicon Valley from 2020-06-21T02:19:09

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 corp...

Listen

Daily Briefing - June 19, 2020 from 2020-06-19T23:44:46

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 bank...

Listen

Daily Briefing - June 18, 2020 from 2020-06-18T22:31:08

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 traj...

Listen

Daily Briefing - June 17, 2020 from 2020-06-17T22:30:01

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 ...

Listen

Daily Briefing - June 16, 2020 from 2020-06-16T22:23:24

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 Harris...

Listen

Daily Briefing - June 15, 2020 from 2020-06-15T21:58:24

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, eq...

Listen

The Interview - The New Frontier with Trevor Mottl and Raoul Pal from 2020-06-14T19:00

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 – fro...

Listen

The Interview - When The Whole Daisy Chain Unwinds from 2020-06-13T20:03:16

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 a...

Listen

Daily Briefing - June 12 , 2020 from 2020-06-12T22:38:24

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 exp...

Listen

Daily Briefing - June 11, 2020 from 2020-06-11T22:27:35

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 o...

Listen

Daily Briefing - June 10, 2020 from 2020-06-10T22:48:14

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 ...

Listen

Daily Briefing - June 9, 2020 from 2020-06-09T22:16

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 Harr...

Listen

Daily Briefing - June 8, 2020 from 2020-06-08T22:48

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. E...

Listen

The Interview - How to Stay Safe on the Rollercoaster Ride (w/ Ric Edelman) from 2020-06-07T18:51:48

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. Ede...

Listen

The Interview - Profiting from Mispriced Credit Risk with Daniel Zwirn, CEO of Arena Investors from 2020-06-06T17:35

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 ne...

Listen

Daily Briefing - June 5, 2020 from 2020-06-05T22:26:27

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...

Listen

Daily Briefing - June 4, 2020 from 2020-06-04T21:57:50

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 re...

Listen

Daily Briefing - June 3, 2020 from 2020-06-03T22:34:05

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 ...

Listen

Daily Briefing - June 2, 2020 from 2020-06-02T22:05

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 ma...

Listen

Daily Briefing - June 1, 2020 from 2020-06-01T21:52:01

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...

Listen

The Interview - with Kiril Sokoloff and Raoul Pal -Gold, Germs, and Self-Preservation from 2020-05-31T17:40:21

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 consequen...

Listen

The Interview - Don't Hate the Fed, Hate the Game from 2020-05-30T17:16:17

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 ot...

Listen

Daily Briefing - May 29, 2020 from 2020-05-30T00:35:11

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 ...

Listen

Daily Briefing - May 28, 2020 from 2020-05-29T06:50:27

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 ev...

Listen

Daily Briefing - May 27, 2020 from 2020-05-27T22:06:47

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, in...

Listen

Daily Briefing - May 26, 2020 from 2020-05-26T21:57:56

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" betwee...

Listen

Daily Briefing - May 25, 2020 from 2020-05-25T21:48:33

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 ...

Listen

The Interview - The Second Wave Is Going to Be Much, Much Worse from 2020-05-24T17:07:40

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 Remdesi...

Listen

The Interview - The Third Act from 2020-05-23T18:07:43

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 ...

Listen

Daily Briefing - May 22, 2020 from 2020-05-23T00:02:20

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 t...

Listen

Daily Briefing - May 21, 2020 from 2020-05-21T23:13:40

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 Sou...

Listen

Daily Briefing - May 20, 2020 from 2020-05-20T22:09:44

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 ...

Listen

Daily Briefing - May 19, 2020 from 2020-05-19T22:19:04

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...

Listen

Daily Briefing - May 18, 2020 from 2020-05-18T22:44:38

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...

Listen

The Interview - Corona Crisis: The View from The Valley from 2020-05-17T20:53:33

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 comb...

Listen

The Interview - Corona Crisis: The View from The Valley from 2020-05-17T20:53:33

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 comb...

Listen

Daily Briefing - May 15, 2020 from 2020-05-15T19:08

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 a...

Listen

Daily Briefing - May 14, 2020 from 2020-05-14T18:57

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, a...

Listen

Daily Briefing - May 13, 2020 from 2020-05-13T00:00

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 repercu...

Listen

Daily Briefing - May 12, 2020 from 2020-05-12T18:41

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 continuousl...

Listen

The Interview - The Fed's New Unwritten Mandate from 2020-05-11T02:26:37

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 o...

Listen

The Interview - An International Perspective on COVID-19 from 2020-05-11T02:22:48

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 centra...

Listen

Daily Briefing - May 11, 2020 from 2020-05-11T00:00

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 ...

Listen

Daily Briefing - May 8, 2020 from 2020-05-08T23:24:49

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-wee...

Listen

The Interview ( Bonus Episode ) - Another Great 'Mortgage Meltdown' from 2020-05-08T17:20:49

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 ...

Listen

The Interview ( Bonus Episode ) - Another Great 'Mortgage Meltdown' from 2020-05-08T17:20:49

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 ...

Listen

Daily Briefing - May 7, 2020 from 2020-05-08T00:49:50

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 centra...

Listen

Daily Briefing - May 6, 2020 from 2020-05-06T23:41:37

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 al...

Listen

Daily Briefing - May 5, 2020 from 2020-05-05T22:21:17

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 reo...

Listen

Daily Briefing - May 4, 2020 from 2020-05-04T22:07:39

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 an...

Listen

The Interview - The Charts of Truth from 2020-05-03T19:38:49

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 technic...

Listen

The Interview - The Fed Opening the Flood Gates from 2020-05-02T18:07:39

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 ...

Listen

Daily Briefing - May 1, 2020 from 2020-05-02T00:18:46

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 descri...

Listen

Daily Briefing - April 30, 2020 from 2020-04-30T22:13:19

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,...

Listen

Daily Briefing - April 29, 2020 from 2020-04-29T22:17:36

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 ...

Listen

Adventures in Finance - Daily Briefing - April 28, 2020 from 2020-04-28T22:28:03

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. recessio...

Listen

Adventures in Finance - Daily Briefing - April 27, 2020 from 2020-04-27T22:26:37

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 econ...

Listen

Adventures in Finance - Daily Briefing - April 24, 2020 from 2020-04-24T23:06:26

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 marke...

Listen

Adventures in Finance - Daily Briefing - April 23, 2020 from 2020-04-23T22:04:26

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 commo...

Listen

Adventures in Finance - Daily Briefing - April 22, 2020 from 2020-04-22T22:16:13

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 glo...

Listen

Adventures in Finance - Daily Briefing - April 21, 2020 from 2020-04-21T22:16:48

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 b...

Listen

Adventures in Finance - Daily Briefing - April 20, 2020 from 2020-04-21T00:10

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 ...

Listen

Adventures in Finance - Daily Briefing - April 17, 2020 from 2020-04-17T22:13:04

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...

Listen

Adventures in Finance - Daily Briefing - April 16, 2020 from 2020-04-16T22:03:48

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 ...

Listen

Adventures in Finance - Daily Briefing - April 15, 2020 from 2020-04-15T23:31:16

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 prod...

Listen

Adventures in Finance - Daily Briefing - April 14, 2020 from 2020-04-14T23:45:14

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 ...

Listen

Adventures in Finances - Daily Briefing - April 13, 2020 from 2020-04-13T23:21:01

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 f...

Listen

Adventures in Finance - Daily Briefing - April 10, 2020 from 2020-04-12T21:31:51

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 Benningto...

Listen

Adventures in Finance - Daily Briefing - April 9, 2020 from 2020-04-09T22:55:24

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...

Listen

Adventures in Finance - Daily Briefing - April 8, 2020 from 2020-04-08T23:32:02

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 ...

Listen

Adventures in Finance - Daily Briefing - April 7 2020 from 2020-04-07T23:24:53

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 un...

Listen

Adventures in Finance - Daily Briefing - April 6 2020 from 2020-04-07T17:52:52

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 Ed...

Listen

Dr. Gio Valiante — Sustainable Excellence in Investing and Life from 2019-11-15T05:00

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 st...

Listen

Mark Ritchie II — The Critical Tell for the Stock Market from 2019-11-08T05:00

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 re...

Listen

What Will a Recession Do to Venture Capital? With Josh Wolfe and Raoul Pal from 2019-11-01T04:00

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 th...

Listen

Gold&“The Bitcoin Standard” with Saifedean Ammous and Marty Bent from 2019-10-25T04:00

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...

Listen

China vs. The U.S.: Trade War to Cold War? (with Kyle Bass and Robert Spalding) from 2019-10-18T13:00

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 s...

Listen

The Gold vs. Bitcoin Debate with Barry Silbert and Roy Sebag from 2019-10-11T04:00

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 t...

Listen

Understanding Dollar Repo Madness with Danielle DiMartino Booth and George Goncalves from 2019-10-04T04:00

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...

Listen

The Chinese Mirage with Chris Balding from 2019-09-27T04:00

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 inconsiste...

Listen

WeWork, Amazon, Fannie Mae and Berkshire: Whitney Tilson’s Hedge Fund Odyssey from 2019-09-20T04:00

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 ...

Listen

Barry Silbert Forecasts the Future of Crypto from 2019-09-13T04:00

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 w...

Listen

Are Unfunded Pensions Secretly Driving Markets? (With Brian Reynolds and Tyler Neville) from 2019-09-06T04:00

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 ...

Listen

Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal) from 2019-08-30T21:18:34

Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal) Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen

Russell Clark - Devaluing the Chinese Renminbi from 2019-08-23T04:00

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,...

Listen

Real Vision Classics #5 - Josh Wolfe interviewed by Michael Green from 2019-01-18T02:00

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...

Listen

Real Vision Classics #4 - Raoul Pal interviewed by Dee Smith from 2019-01-11T02:00

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...

Listen

Real Vision Classics #3 - Stanley F. Druckenmiller Interviewed by Kiril Sokoloff from 2019-01-04T02:00

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 vers...

Listen

Real Vision Classics #2 - Joe Duran Speaks to Brian Price from 2018-12-28T02:00

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 ...

Listen

Real Vision Classics #1 - Mark Cuban in Conversation with Kyle Bass from 2018-12-21T02:00

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 cho...

Listen

The Knock-On Effect #28 - The Fate of Waste, Nuts, Space&More from 2018-12-14T02:00

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...

Listen

The Knock-On Effect #27 - Why Big Soda’s Political Strategy Matters from 2018-12-07T02:00

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 ...

Listen

The Knock-On Effect #26 - Inflation, Inequality and Bitcoin from 2018-11-30T02:00

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 ...

Listen

The Knock-On Effect #25 - Urbanization, Obesity, and India’s Exports from 2018-11-23T02:00

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...

Listen

The Knock-On Effect #24 - Why Fruit Patents Matter from 2018-11-16T02:00

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 app...

Listen

The Knock-On Effect #23 - Are Bear Markets Actually Good? from 2018-11-09T02:00

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 ...

Listen

The Knock-On Effect #22 - Why the trucker shortage matters, part 2 from 2018-11-02T01:00

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 MCA...

Listen

The Knock-On Effect #21 - Why does the growth of China's billionaire class mean wine bottles will get a lot more complicated? from 2018-10-26T01:00

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. Lea...

Listen

The Knock-On Effect #20 - Why might our honey obsession lead to more mini-robotic drones? from 2018-10-19T01:00

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...

Listen

The Knock-On Effect #19 - Elections, Payday Loans&Stolen Goods from 2018-10-12T01:00

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 ...

Listen

The Knock-On Effect #18 - Why will trucking surveillance lead to problems for holiday shoppers? from 2018-10-05T01:00

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...

Listen

The Knock-On Effect #17 - Why does increased NASA funding mean Qatar could lose an honor? from 2018-09-28T02:00

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 f...

Listen

The Knock-On Effect #16 - Online ads and grocery store shifts? from 2018-09-21T02:00

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 ...

Listen

The Knock-On Effect #15 - South African Meat and Large-Cap Tech from 2018-09-14T01:00

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...

Listen

The Knock-On Effect #14 - Why will asthma cases change cargo shipping? from 2018-09-07T02:00

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 massiv...

Listen

The Knock-On Effect #13 - Why China’s waste ban matters from 2018-08-31T01:00

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 touchi...

Listen

The Knock-On Effect #12 - Turkey Troubles and Spicy Hazelnuts from 2018-08-24T01:00

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 choice...

Listen

The Knock-On Effect Summer Series #2 - Raoul Pal on Turkey from 2018-08-17T01:00

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...

Listen

The Knock-On Effect Summer Series #1 - Mark Dow on Liquidity from 2018-08-10T01:00

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 M...

Listen

The Knock-On Effect #11 - Almond milk and stamp storage from 2018-08-03T01:00

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 “Illumina...

Listen

The Knock-On Effect #10 - Yield Surge to Trash Cheap Vodka? from 2018-07-27T03:00

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 controve...

Listen

The Knock-On Effect #9 - Trade Fears to Clarify Diamonds? from 2018-07-20T01:00

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 ...

Listen

The Knock-On Effect #8 - Stock Rally to Spur Foot Picking? from 2018-07-13T01:00

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....

Listen

Real Vision Rewind #1 – Godfather of Central Banking from 2018-07-06T01:00

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 histor...

Listen

The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors? from 2018-06-29T01:00

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 t...

Listen

The Knock-On Effect #6 - Fed Hikes to Quash Lottery Ticket Sales? from 2018-06-22T01:00

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....

Listen

The Knock-On Effect #5 - Demographics and Doorways from 2018-06-15T01:00

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...

Listen

The Knock-On Effect #4 - Tariffs and Cork from 2018-06-08T03:00

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 yo...

Listen

The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom from 2018-06-01T01:00

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 sto...

Listen

The Knock-On Effect #2 - Rising Rates and Sandy Tracks from 2018-05-25T01:00

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...

Listen

The Knock-on Effect #1 - Protectionism and Red Velvet Cake from 2018-05-18T01:00

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, ...

Listen

Adventures in Finance 66 - Collective Wisdom: The best pieces of advice ever received by Real Vision contributors from 2018-05-11T02:00

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 o...

Listen

Adventures in Finance 65 - A Revolution is underway: Stock markets, oil, bonds and Real Vision from 2018-05-04T02:00

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...

Listen

Adventures in Finance 64 - Crossing the Rubicon? The Bond Market’s Big Move from 2018-04-27T02:00

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 ...

Listen

Adventures in Finance 63 - Reality Check? The Case for Stocks from 2018-04-20T03:00

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...

Listen

Adventures in Finance 62 - Powering Down: Beginning of the End for Tesla? from 2018-04-13T02:27:31

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,...

Listen

Adventures in Finance 61 - Crude Awakening: The Yuan, the Dollar, and the Battle for Global Supremacy from 2018-04-06T02:00

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, f...

Listen

Adventures in Finance 60 - Look Out Below? David Rosenberg’s Stormy Outlook from 2018-03-30T02:00

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 t...

Listen

Adventures in Finance 59 - Anti-Social: Facebook, Privacy and Societal Shifts from 2018-03-23T01:26:40

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 ...

Listen

Adventures in Finance 58 - Commercial Break: What the Ad industry’s struggles say about the economy from 2018-03-16T01:00

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 des...

Listen

Adventures in Finance 57 - Blue Steel: Tariffs, Trade and Trump from 2018-03-09T03:00

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 ...

Listen

Adventures in Finance 56 - Digging Gold: The Case for Precious Metals from 2018-03-02T04:00

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...

Listen

Adventures in Finance 55 - The Storm After the Calm: Is Market Volatility Back? from 2018-02-23T02:00

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 o...

Listen

Adventures in Finance 54 - Trump Whisperer: The Life and Times of Ken Kurson from 2018-02-16T02:00

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, h...

Listen

Adventures in Finance 53 - Unfixed Income: The Bond Market Meltdown from 2018-02-09T02:00

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 yie...

Listen

Adventures in Finance 52 - New Kids on the Blockchain: Inside the Minds of Cryptocurrency Investors from 2018-02-02T03:00

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 th...

Listen

Adventures in Finance 51 - Xi’s China: What Next For The Middle Kingdom? from 2018-01-26T03:00

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? Finall...

Listen

Adventures in Finance 50 - 363 Days: Donald Trump’s First Year from 2018-01-19T02:00

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 i...

Listen

Adventures in Finance 49 - Charge!: The Bull Case for Tesla from 2018-01-12T03:00

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 t...

Listen

Adventures in Finance 48 - Taking Stock: The Best of “Adventures in Finance” from 2017-12-29T04:08:04

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 choice...

Listen

Adventures in Finance 47 - What Lies Beyond? Big Themes for 2018 Part II: Inflation from 2017-12-22T02:00

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...

Listen

Adventures in Finance 46 - What Lies Beyond? Big Themes for 2018 Part I: Volatility from 2017-12-15T02:00

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 o...

Listen

Adventures in Finance 45 - Baring The FAANGS: What’s Next For The Tech Titans? from 2017-12-08T02:28:55

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 t...

Listen

Adventures in Finance 44 - Mind Games: Harnessing Market Psychology from 2017-12-01T02:00

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 met...

Listen

Adventures in Finance 43 - Take-out or Delivery: What’s really happening in retail? from 2017-11-24T02:00

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 consume...

Listen

Adventures in Finance 42 - A Deep Dive into the Real Vision Think Tank from 2017-11-17T02:00

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 Gree...

Listen

Adventures in Finance 41 - A Sea Change Could Be On The Fed’s Horizon from 2017-11-10T02:00

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 B...

Listen

Adventures in Finance 40 - Electric Shock: The Shifting Sands Beneath Elon Musk&Tesla from 2017-11-03T02:00

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 manu...

Listen

Adventures in Finance 39 - Bits, Blocks&Forks: The Story of Bitcoin&The Blockchain from 2017-10-27T02:36:54

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...

Listen

Adventures in Finance 38 - Black Monday: First Hand Accounts of the 87 Crash from 2017-10-20T01:00

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...

Listen

Adventures in Finance 37 - Hours from Oblivion: Inside the White House During The Cuban Missile Crisis from 2017-10-13T01:00

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...

Listen

Adventures in Finance 36 - Battlegrounds: From Warfare to Wall Street with Preston Pysh from 2017-10-06T01:00

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 par...

Listen

Adventures in Finance 35 - Observations and Interpretations: Jim Grant from 2017-09-29T01:00

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 lit...

Listen

Adventures in Finance 34 - Jim Rogers: The Investment Biker Rides Again from 2017-09-22T01:00

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 t...

Listen

Adventures in Finance 33 - Keys to the Kingdom: Inside the Beautiful Mind of Hugh Hendry from 2017-09-15T01:00

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...

Listen

Adventures in Finance 32 - Season 2 Premier: KYLE BASS from 2017-09-08T01:00

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 te...

Listen

Adventures in Finance - 2017 Summer Series 5: Steve Diggle from 2017-09-01T03:27:35

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...

Listen

Adventures in Finance - 2017 Summer Series 4: Mark Yusko from 2017-08-25T02:29:30

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 phi...

Listen

Adventures in Finance - 2017 Summer Series 3: Jawad Mian from 2017-08-18T01:38:23

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...

Listen

Adventures in Finance - 2017 Summer Series 2: Pippa Malmgren from 2017-08-11T01:00

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 r...

Listen

Adventures in Finance - 2017 Summer Series 1: Milton's Mailbag from 2017-08-04T03:24:30

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 Snid...

Listen

Adventures in Finance 26 - Season Finale: Market Wizardry and the Power of Picking the Right indicator from 2017-07-28T02:01:11

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 t...

Listen

Adventures in Finance 25 - The Hedge Fund That Almost Broke the World from 2017-07-21T02:35:47

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 ...

Listen

Adventures in Finance 24 - Demons, Angels and the Enemy Within from 2017-07-13T23:33:40

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 tradi...

Listen

Adventures in Finance 23 - Fast Cars, Fake IDs, and Billion Dollar Fraudsters from 2017-07-07T01:42:15

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 w...

Listen

Adventures in Finance 22 - Murderer, Gambler, Aristocrat&Pauper. John Law, The Godfather of Central Banking (Financial History - Part 2) from 2017-06-30T00:39:25

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 ...

Listen

Adventures in Finance 21 - Ponzi Hunters: Harry Markopolos and His Dogs of Fraud from 2017-06-23T00:00

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 ...

Listen

Adventures in Finance 20 - Cyber Warfare: Welcome to the New Normal from 2017-06-16T00:00

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...

Listen

Adventures in Finance 19 - Over Stocked&Under Sold: A Tale of the US Shopper and the Global Economy from 2017-06-09T00:22:24

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 Po...

Listen

Adventures in Finance 18 - Bitcoin: Journey Beyond the Hype to a Universe of Applications from 2017-06-02T03:30

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 underl...

Listen

Adventures in Finance 17 - Demographics Are Destiny from 2017-05-26T00:51:51

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 ...

Listen

Adventures in Finance 16 - Having Reservations: US Restaurant Revenues Signal Recession Risk from 2017-05-19T01:00

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 recessi...

Listen

Adventures in Finance 15 - Crises, Bubbles, Scandals: Financial History Uncensored (Part 1) from 2017-05-12T01:00

"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 ...

Listen

Adventures in Finance 14 - Feeding the Future: Debt, Demographics,&Dinner Plates from 2017-05-05T01:00

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...

Listen

Adventures in Finance 13 - What Lies Beneath: Volatility in a Peaceful World from 2017-04-28T01:00

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, Ma...

Listen

Adventures in Finance 12 - Bass and Burbank, A Masterclass from 2017-04-21T00:25:43

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 W...

Listen

Adventures in Finance 11 - Broken Promises: The Impending Global Pension Crisis from 2017-04-14T01:50:42

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 liabil...

Listen

Adventures in Finance 10 - Carson Block: Short-selling Legend and Market Vigilante from 2017-04-07T00:00

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 shor...

Listen

Adventures in Finance 9 - Reflation: American Dream or Political Nightmare? from 2017-03-30T23:43:43

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 ba...

Listen

Adventures in Finance 8 - Over the Barrel: A Journey From Boom to Bust from 2017-03-23T23:24:56

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'...

Listen

Adventures in Finance 7 - The Triggering: Article 50 and Brexit from 2017-03-17T01:13:23

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 Fleckenste...

Listen

Adventures in Finance 6 - Satellites, Big Data and Finance from 2017-03-09T17:00

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 Stra...

Listen

Adventures in Finance 5 - China’s One Belt One Road from 2017-03-02T17:00

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 sha...

Listen

Adventures in Finance 4 - Analyzing Cyclical Market Behavior from 2017-02-23T17:00

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 g...

Listen

Adventures in Finance 3 - Opportunities in German Real Estate from 2017-02-09T17:00

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 M...

Listen

Adventures in Finance 2 - Geopolitical Framework for Investing from 2017-02-02T17:00

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,...

Listen

Adventures in Finance 1 - Aftermath of India Demonetization from 2017-01-26T17:00

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 Investor...

Listen

Podcasts by Real Vision Daily Briefing: Finance

All episodes

Will Powell Be the Grinch Who Stalled the Rally? from 2023-12-12T22:27

Is the Recession Forecast wrong? from 2023-12-11T22:49

AMA with Raoul Pal and Maggie Lake from 2023-12-10T09:00

My Biggest Crypto F*ck Up from 2023-12-09T09:00

Is the Fed Nailing the Soft Landing? from 2023-12-08T22:22

Is Crypto a Bull Signal for Risk Assets? from 2023-12-07T22:29

Is This Crypto's Time to Shine? from 2023-12-06T22:48

Is The Fed's Plan Finally Working? from 2023-12-05T22:58

A New Digital Gold Rush? from 2023-12-04T22:37

Is Inflation Disappearing? from 2023-12-03T09:00

Argentina: Investable, or Not Yet? from 2023-12-02T09:00

Is the Good News Already Priced In? from 2023-12-01T22:43

Immaculate Disinflation? from 2023-11-30T22:21

Is Gold ready to shine? from 2023-11-29T22:47

Is The Fed Done Raising Rates? from 2023-11-28T22:35

Will Risk Assets Keep Rallying Into 2024? from 2023-11-27T23:55

The End of China as We Know It? from 2023-11-26T12:00

Is the Real Rates Tsunami Incoming? from 2023-11-25T09:00

How Long Can the Fed Hold Rates? With Noelle Acheson from 2023-11-21T22:53

Inflation Is Down, but Is It Contained? With Mish Schneider from 2023-11-20T22:38

Is the Green Transition at a Crossroads? from 2023-11-19T09:00

The Present and Future of Chainlink from 2023-11-18T09:00

Drinks with Raoul Pal - Ask Me Anything from 2023-11-18T00:24

Is the Goldilocks Forecast Too Good to be True? from 2023-11-16T23:41

Is Inflation Finally Tamed? from 2023-11-16T00:01

Year-end rally, here we go! from 2023-11-15T22:18

Are We Still Headed for a Recession? from 2023-11-13T22:23:41

The Exponential Age Series: Part 4 from 2023-11-12T09:00

The Exponential Age Series Part 2: Why Apple May Have Finally Nailed Mixed Reality from 2023-11-11T09:00

What is the Treasury Market Telling Us? from 2023-11-09T22:44:15

The Impacts of Higher For Longer from 2023-11-08T22:41:57

Will the Downtrend in Oil Continue? from 2023-11-07T23:06:22

The Realities of a Recession from 2023-11-06T22:44:42

The Energy-Recession Link from 2023-11-05T09:00

The Exponential Age Series: Part I from 2023-11-04T08:00

Is The Fed Done? from 2023-11-03T23:04:29

Can the Market Party Last? from 2023-11-02T22:13:16

Is A Credit Event Coming? from 2023-11-01T22:07:43

Is the Fed About to Spook the Markets? from 2023-11-01T00:41:28

What's Driving Down Oil Prices? from 2023-10-30T22:08:11

Peter Zeihan on the Israel-Hamas War from 2023-10-29T08:00

American Exceptionalism: Is the U.S. Rebounding? from 2023-10-28T08:00

The Technology Boom and Its Impact on Mankind With David Mattin&Raoul Pal from 2023-10-27T21:57

How Low Can U.S. Stocks Go? With Greg Weldon from 2023-10-27T13:03

Higher Forever? With Andy Constan from 2023-10-25T19:00

Are Crypto Bulls Ready to Charge? With Imran Lakha from 2023-10-24T21:24

What's Driving the Bond Market Bloodbath? from 2023-10-23T22:31:50

Is a New Golden Era Upon Us? ft. Frank Giustra&Ronald-Peter Stoeferle from 2023-10-22T08:00

AI and the Rule of Law ft. David Mattin&Mikhail Voloshin from 2023-10-21T14:47

Time to Get Ahead of the Downturn? With Ben Miller from 2023-10-20T21:18

How Long Can the Fed Hold? With Darius Dale from 2023-10-19T20:56

Are We Trapped in a Silent Depression? With Jeffrey Snider from 2023-10-18T18:39

Is it Time to Throw in the (Recession) Towel? With Tony Greer from 2023-10-17T21:12

Will Earnings Bolster the Bulls? With Dale Pinkert from 2023-10-16T21:33

The Business Credit Market Unwrapped with Lon M Singer from 2023-10-15T08:00

Is a Recession Priced In? with Bob Elliot from 2023-10-14T08:00

Is a Second Wave of Inflation Coming? With Vincent Deluard and Raoul Pal from 2023-10-11T21:37

Will the Safe Haven Bid Last? with Thomas Thornton from 2023-10-10T21:15

Navigating Markets Amid Middle East Conflict ft. Jared Dillian from 2023-10-09T21:23

Rick Rule: The Energy and Commodities Angle ft. Tracy Shuchart from 2023-10-08T09:00

How to Profit in a Crash or a Boom ft. Louis-Vincent Gave&Harris Kupperman from 2023-10-07T09:00

What Does the Fed Do Now? With Peter Boockvar from 2023-10-06T21:39

What’s Driving Global Liquidity? With Darius Dale from 2023-10-05T19:01

Is Cash Still King? with Mish Schneider from 2023-10-04T21:26

Return of the Bond Vigilantes? With Tony Greer from 2023-10-03T21:22

Crypto Trends in Focus: From Bitcoin's Rally to Ether-Futures ETFs from 2023-10-02T22:10

The Dollar in an Increasingly Multipolar World ft. Luke Gromen&Larry McDonald from 2023-10-01T09:00

A Rolling Recession or a Hard Landing? ft. David Rosenberg&Liz Ann Sonders from 2023-09-30T10:00

What’s Driving Both Stocks and Yields Higher? With Cem Karsan from 2023-09-28T19:51

Real Vision's Birthday Special from 2023-09-27T22:14

What’s Bugging Bond Markets? With Jared Dillian from 2023-09-26T21:20

Energy Crisis Part II? from 2023-09-25T21:41:32

The Recession Plot Thickens ft. Mikael Sarwe from 2023-09-24T08:00

Crash or Boom: Week 2 Wrap-Up from 2023-09-23T00:54:50

What’s the Bond Market Signaling? from 2023-09-21T22:48:11

What’s the Fed’s Next Move? from 2023-09-19T22:05

Will Surging Energy Force the Fed's Hand? from 2023-09-18T23:03:21

Will the Fed Continue to Embrace a Longer-Term Hawkish Stance? from 2023-09-17T07:00