Real Vision: Finance, Business & The Global Economy
Real Vision helps you understand the worlds of finance, business and the global economy, We unlock access to the leading financial minds in the world to provide unbiased, in-depth analysis from real experts. The Real Vision podcast features our flagship series The Interview - the premier business and finance interview series in the world; And, the Daily Briefing which provides market analysis every weekday after US markets close and before Asian markets open. Subscribe today to get both of these shows totally free. Brought to you from Real Vision.
Episodes
October 21, 2020 • 33 min
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 investors whose sole focus is on returns fail and how to structure a portfolio that properly accounts for risk. He also breaks down how he gets exposure in real estate as well as how he’s thinking about the implications of the Fed backsto...
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October 20, 2020 • 34 min
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 stronger Q3 earnings, Q4 could demonstrate a pullback and whether the upcoming U.S. election could serve as a catalyst either to upside or downside. He also shares his thoughts on stimulus intervention and the hazards of MMT as well as on h...
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October 19, 2020 • 35 min
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 practices for containing the virus while mitigating the economic damage, reviewing protocols in Norway, Sweden, Belgium, and New Zealand, and Ash looks at how China’s remarkable GDP growth could be related to its own containment strategy...
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October 18, 2020 • 66 min
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, seems to be next in line for the throne. In this interview with Ed Harrison, Inker helps viewers make sense of the post-COVID investment landscape from the perspective of a major asset allocator. Together they discuss everything from the ...
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October 17, 2020 • 69 min
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, and stable coins. He tells Raoul the story of his introduction into the crypto world. Saunders also breaks down the expansion of global e-commerce through the explosive growth of decentralized finance.
Filmed on September 15, 2020.
Le...
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October 16, 2020 • 36 min
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 recession,” and he and Ash reflect on (the? a bit awk) recent success of Sweden’s pandemic shutdown response. They then put a week of bank earnings into context and analyze Warren Buffett selling the bulk of Berkshire Hathaway’s holdings in Well...
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October 15, 2020 • 34 min
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 looks at gold, and Ed analyzes the effect of narrowing net interest margins on bank earnings and yield curves. They also discuss central banks’ role in facilitating fiscal stimulus as well as global debt levels and zombification. In the intr...
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October 14, 2020 • 34 min
|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 credit markets. Ed shares his framework for understanding the K-shaped bifurcation between investment banks relying on a flurry of IPOs and bond issuance and commercial banks who are left with spotty loans and narrowing net interest margin...
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October 14, 2020 • 36 min
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 in equities, bonds, and the dollar. Greer analyzes the latest CPI reading through the lens of the ECB’s piggy-back announcement that it too would let inflation run hot. Greer then breaks down today’s bond rally as the dollar retracement c...
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October 12, 2020 • 41 min
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 Briefing. They discuss everything from the latest jobs numbers, to the regulatory hurdles that banks are facing, to the Real Vision editorial process. They also look at junk bond defaults and the correlation between the S&P 500 and the...
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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 role in exposing the data collection operations of Shenzen Zhenhua Data Technology. In this interview with Michael Green of Logica Capital Advisors, Balding lays out the initial findings from his expository research and updates viewers o...
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October 10, 2020 • 42 min
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?" As well, Pal switches hats into his role as head of GMI to update viewers on his "unfolding" thesis and his own view on the question, "has everything changed?" He argues that the insolvency phase is being signaled ...
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October 9, 2020 • 33 min
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 with “The Bond King” Jeffrey Gundlach, which leads into a discussion about changes to risk appetite and time horizon within the hedge fund industry. Raoul and Ash then discuss the latest banning of crypto derivatives for amateur investors. ...
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October 8, 2020 • 26 min
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 negotiations and why the Fed could issue a monetary policy offset to try and sustain economic momentum.
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October 7, 2020 • 28 min
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 give Jack his market outlook over the next six months. Ed then looks at how the impasse in the fiscal stimulus may widen the chasm between large corporations and small businesses. He and Jack then turn their gaze to the credit markets wh...
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October 6, 2020 • 27 min
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 President Trump being diagnosed with COVID-19, Tony discusses how the rally still has momentum as the macro indicators are still driving markets upward. Ash then asks how Tony is currently hedging the news of the president's health, and the...
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October 5, 2020 • 35 min
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 round of fiscal stimulus. Ed explores whether the term “depression” is appropriate, through the lens of his interview today with David Rosenberg. Ed and Ash then look at how duration risk and political gridlock might impact markets going for...
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October 4, 2020 • 79 min
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 lifetime, he's just as willing to get to work on the long side and spread the good news. In this interview with Raoul Pal, Cohodes explains why the combination of a booming e-commerce business, the massive call option of tokenization...
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October 3, 2020 • 39 min
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 well as other emerging market (EM) currencies. Floyd breaks down his bearish thesis on the Turkish Lira (TRY), citing Turkey's deeply negative real rates, dwindling FX reserves, and a banking sector deeply indebted to foreign credito...
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October 2, 2020 • 41 min
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 the lens of his “GMI crash pattern.” He and Ash then analyze President Trump’s diagnosis of COVID-19 and investigate its potential market impact. Raoul then talks about today’s interview with hedge fund legend Dmitry Balyasny as well as n...
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