Real Vision: Finance, Business & The Global Economy artwork

Real Vision: Finance, Business & The Global Economy

317 episodes - English - Latest episode: about 19 hours ago - ★★★★ - 580 ratings

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.
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Episodes

Raoul Pal: The Biggest Trade in the World: DB-Oct 23

October 23, 2020 22:27 - 42 minutes

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 Bitcoin up over 20% this month, Raoul’s zeal simply cannot be restrained, and he proceeds to go at length about how this asset will become a global reserve asset as the world moves along an adoption curve of trust. Raoul and Ash proceed to discuss the ongoing progress to make crypto-assets easier to own f...

The Latest Macro Data and What It Means for the Economy's Recovery: DB-Oct 22

October 22, 2020 22:40 - 36 minutes

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 existing home sales and what they portend for the economy. Boockvar also explains why recent comments from the Fed and the level on the 10-year Treasury bond matter. Real Vision reporter Haley Draznin analyzes the surge in corporate bonds as companies have done so much refinancing in one year and she lo...

Jared Dillian's Macro Outlook for Markets & Best Practices for Investors : DB-Oct 21

October 21, 2020 22:19 - 33 minutes

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 backstopping the credit markets. Dillian also covers his thoughts on ...

DB-Oct 20, 2020 - Last Leg of the Ride: What 2020 Has Left in Store for Markets

October 20, 2020 22:53 - 34 minutes

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 how he thinks about managing positions and time horizons. Thorn...

DB-Oct 19, 2020 - How rising infections will impact markets

October 19, 2020 22:32 - 35 minutes

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. Ed gives a sneak peek of his upcoming interview with legenda...

The Interview - The Big Changes Coming for Major Asset Classes.

October 18, 2020 20:20 - 1 hour

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 future of the 60/40 portfolio to bonds as an asset class in th...

The Interview - Reinventing the Monetary System with Decentralized Finance

October 17, 2020 22:30 - 1 hour

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Oct 16, 2020 - The Debt Civil War and "The Organic Recession"

October 16, 2020 22:36 - 36 minutes

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 Wells Fargo. In the intro, Ash speaks to Real Vision editor, Jack ...

DB-Oct 15, 2020 - Choppy Stocks and Currency Swings

October 15, 2020 22:19 - 34 minutes

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 intro, Haley Draznin analyzes price action, Morgan Stanley’s earni...

DB-Oct 14, 2020 - Credit Strains and the Bank Schism

October 14, 2020 23:03 - 34 minutes

|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 margins. Jack guides viewers through the remarkable performance of G...

DB-Oct 13, 2020 - The Bond Rally and the Dollar Retracement

October 14, 2020 03:00 - 36 minutes

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 coincided with significant sector rotations in the S&P 500. Ben...

DB-Oct 12, 2020 - Real Vision AMA: A Peek Behind the Curtain

October 12, 2020 22:16 - 41 minutes

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 VIX. Lastly, they explore whether credit is “the canary in the coal m...

The Interview - Why China Will Avoid Crisis by Any Means Necessary w/ Chris Balding and Michael Green

October 11, 2020 19:00 - 1 hour

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 on the current state of affairs in China. Together they examine...

Has Everything Changed? with Raoul Pal

October 10, 2020 19:00 - 42 minutes

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 by banks, BBB equities, and bond yields while tech stocks are stubbornly stuck in the ...

DB-Oct 9, 2020 - Software’s ever-tightening grip on the economy w/ Raoul Pal.

October 09, 2020 22:20 - 33 minutes

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. They close by discussing wage deflation and software’s ever-ti...

DB - Oct 8, 2020 - Inflation Expectations and Its Effect on Treasuries and Currencies

October 08, 2020 22:20 - 26 minutes

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Oct 7, 2020 - The Fiscal Stimulus Vanishing Before Our Very Eyes

October 07, 2020 22:26 - 28 minutes

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 where the bifurcation between the haves and the have-nots is bec...

DB - Oct 6, 2020 - Market Rollercoaster: Headline vs. Macro Drivers

October 06, 2020 22:56 - 27 minutes

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 they talk about how FAANG is now getting pummeled even though the ral...

DB-Oct 5, 2020 -Are We in an Economic Depression?

October 05, 2020 23:23 - 35 minutes

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 forward. Lastly, Ash discusses his interview on Friday with Brian...

The Interview w/ Raoul Pal & Marc Cohodes: When Megatrends Collide

October 04, 2020 19:45 - 1 hour

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, and the tZERO blockchain network have him extremely bullish on O...

The Interview - Turkish Lira: A Recipe for Disaster?

October 03, 2020 21:05 - 39 minutes

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 creditors on a dollar- or euro-denominated basis. Floyd and Nicoletos the...

DB-Oct 2, 2020 - White House Outbreak and the Teetering Equity Market

October 02, 2020 23:39 - 41 minutes

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 next week’s interview with bond kingpin Jeffrey Gundlach. Raoul...

DB-Oct 1, 2020 - Reflation and Recovery: The Long-Term Outcomes of Today's Market Pressures

October 01, 2020 22:26 - 32 minutes

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 pressures that central banks are under to create reflation in an environment of low productivity, low growth, and a weaker dollar when they have instead contributed to asset price inflation. Roger and Ed also analyze the rebound in equities by considering how US equities are carrying out a bullish nar...

DB Sep 30 - 2020 - The Ultimate "Pain Trade"

September 30, 2020 22:33 - 35 minutes

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 “the pain trade": companies that have been the most hurt by COVID-19 and have the most to gain from re-opening. Boockvar and Harrison review the latest economic data and discuss what is and what is not priced into the markets. Boockvar also discusses banks as the ultimate value trap and why they ma...

DB Sep 29 - 2020 - Manic Markets: Energy, Tech, Financials, and Sentiment

September 29, 2020 22:43 - 29 minutes

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 energy sector and where oil is headed as we begin to close out 2020, reviews his stance on the tech rally and its sub-sectors, and offers his perspective on the financials sector. Ash and Tony also discuss market sentiment with the U.S. presidential election fanning the flames of anxiety and the risk of ...

DB-Sep28, 2020 - Biggest 3-day breakout in equities since April.

September 28, 2020 23:20 - 29 minutes

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 Writedowns." Ed and Ash explain why low interest rates tend to make growth stocks more valuable relative to value stocks, and why the recent rally in small-cap value stocks might be short-lived. Ed looks forward to his interview with hedge fund legend Leon Cooperman, which airs tomorrow, on Tuesday...

DB-Sep28, 2020 - How Ultra-low interest rates transform the investment landscape.

September 28, 2020 23:20 - 29 minutes

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 Writedowns." Ed and Ash explain why low interest rates tend to make growth stocks more valuable relative to value stocks, and why the recent rally in small-cap value stocks might be short-lived. Ed looks forward to his interview with hedge fund legend Leon Cooperman, which airs tomorrow, on Tuesday...

The Interview-The Banks are Going to Crash the Stock Market w/ Steven Van Metre

September 27, 2020 20:00 - 1 hour

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 easing (QE) and low rates are inflationary or deflationary, Johnson and Van Metre take a deep dive into the plumbing of the Treasury market and specifically the operations of the Fed's FOMC. Van Metre explains why he believes the Fed's policies have actually caused banks to tighten their lending stand...

The Interview - Larry McDonald: "The Cobra Effect"

September 26, 2020 20:30 - 52 minutes

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 Vision CEO, Raoul Pal. McDonald and Pal start by analyzing the valuations of high-flying tech stocks and discuss whether they will continue to soar or make an early landing. The pair then examine in detail the remarkable price action seen over the past few months in commodities such as precious metal...

DB- Sep25, 2020-Ruffled Feathers: Major Market Outlooks and the Political Timebomb

September 25, 2020 22:10 - 35 minutes

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, and Ash interprets the latest economic data, including today’s dismal print for durable goods orders. They then consider the latest political news and discuss how the upcoming presidential election will impact markets. In the intro, Ash speaks to Real Vision editor, Jack Farley, about stocks, credit ...

DB-Sep 24, 2020-The Pivotal Momentum Shift In Stocks And Currencies.

September 24, 2020 22:17 - 28 minutes

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 the IBEX and FTSE 100 as well as the recent weakness in bank stocks, using his analysis from his latest episode of “The Big Conversation.” Ed then discusses the momentum shift over the past two weeks from growth to value through the lens of his interview with Ben Inker, heir apparent to Jeremy Grantha...

Daily Briefing - Sep23, 2020 - Bearish on the S&Ps, Bullish on Silver

September 23, 2020 22:40 - 22 minutes

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’s bearish position on the S&Ps. They also consider the dollar’s move upward, what opportunities may exist for the yen as a result, and how low volatility in bonds is prompting higher volatility in the FX space. Finally, Dave shares his thoughts on the sell-off in silver, explains what technicals he ...

Daily Briefing - Sep 22, 2020 - Pass the Baton: Is the Market Rally Sustainable?

September 22, 2020 22:37 - 31 minutes

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 technical indicators he uses to analyze different securities. He also reviews some of the current policy stances that emerged from last week’s FOMC meeting, explaining how he leverages these policy shifts to seek out price inflation across different asset classes. Real Vision reporter Haley Draznin mon...

Daily Briefing - Sep 21, 2020 - Stocks, Gold, and Silver: A Violent Market Selloff.

September 21, 2020 22:15 - 31 minutes

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 significant rally in bonds. They then consider the resignation of Nikola founder, Trevor Milton, the rumors of European bank consolidation, and the passing of Supreme Court Justice Ruth Bader Ginsberg. Ed looks forward to his interviews with Jim Berry, Deloitte’s U.S. real estate leader, and Ben Inker, head...

The Interview -Cities Aren't Dying - Demography & Rates Drive Housing w/ Logan Mohtashami

September 20, 2020 19:00 - 51 minutes

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 suburbs as fast as they can. Logan Mohtashami, lead analyst at Housing Wire, explains to Real Vision’s Ash Bennington why it is nothing more than an interesting narrative. He goes on to add that, aside from a few pockets in New York and San Francisco, the relative strength in the suburban housing ma...

The Interview - How to Buy and Store Physical Metals w/ Mark Yaxley and Raoul Pal

September 19, 2020 19:58 - 51 minutes

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 if you want to do it the way it has been done for centuries -- owning physical metal with your name on it stored in a vault in a secure location? Mark Yaxley, general manager at Strategic Wealth Preservation (SWP), sits down with friend and client Raoul Pal to answer that very question and discuss ...

Daily Briefing - Sep 18,2020 - Market Slip and Slide: The Fallout from the Fed's FOMC Meeting

September 19, 2020 01:12 - 29 minutes

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 interpreted the Fed’s latest FOMC meeting, Raoul broadens the conversation beyond equities to make sense of the flatness in bond yields and credit spreads. Raoul and Ash then discuss the upcoming two-week exploration on Real Vision, “Has Everything Changed,” as well as discuss how Real Vision’s new platform, ...

Daily Briefing - Sep 17, 2020 - When the Other Shoe Drops: Earnings, Market Mania, Unemployment

September 17, 2020 22:58 - 30 minutes

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 provide a gauge on the health of the economy and solidify its standing as 2020 begins to come to a close. They also speculate on the ongoing persistence and momentum to the upside in equity markets, short-dated options trading amongst retail investors, and the sudden proliferation of special purpose acqui...

Daily Briefing - September 16, 2020 - Retail Investors Are the Megalodon of the Market: Hirst

September 16, 2020 23:23 - 37 minutes

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 to conventional thought, currently the institutional “whales” are less influential than the retail investors, who are driving the options markets and have made themselves out to be the “megalodon.” He breaks down how retail investors are contributing to momentum through options, how “air pockets” in ...

Daily Briefing - Sep 15, 2020 - Markets Likely to Continue Higher Through End of Year: Tony Greer

September 15, 2020 22:43 - 32 minutes

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 he’s approaching the recent correction in equity markets. He walks through the indicators he watched and how that guides his investment decisions. Ash and Tony then discuss the ongoing suppression of oil demand, especially as fears of lagging demand will persist for years rise, and how Tony is mainta...

Daily Briefing - Sep 14, 2020 - How Options Mania is Driving Stock Market Price Action

September 15, 2020 01:10 - 30 minutes

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 another look at whether options mania is exerting influence on equity price action. They explore the “Softbank narrative” through the lens of volatility investor and arbitrageur Benn Eifert, and examine how speculators are buying options from market makers who are forced to delta-hedge their position...

The Interview- Fleckenstein and Rule: Miners Are a Call on Unintended Fed Policy w/ Bill Fleckenstein & Rick Rule

September 13, 2020 19:53 - 52 minutes

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 market and what to look for when investing in miners. Using their decades of experience in the industry, Rule and Fleckenstein explain why regardless of a specific price target and because precious metals investments as a percentage of the total market for savings and investments is far below the aver...

The Interview - COVID-19: The World's Crash Course in Data Analysis and Modeling w/ Christina Ramirez

September 12, 2020 19:53 - 1 hour

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 techniques that many have never learned and, at best, probably haven't used since long past college years. This has resulted in heated debate, politicization, and huge differences in policy decisions and attitudes across jurisdictions. In this Interview, Christina Ramirez, professor of biostatistics at th...

Daily Briefing- Sep 11, 2020 -Debt, Demographics, Crypto, and "The Exchange" w/ Raoul Pal

September 11, 2020 23:22 - 50 minutes

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 action of oil, Raoul and Ash break down how the Fed's action is affecting different segments of the credit market, and they also weigh in on Jeffrey Gundlach's recent comments that default rates on high-yield credit could double. Raoul then explains why the importance of demographics means that inflat...

Daily Briefing - Sep 10, 2020 - Where and How Will Economic Growth Come Into the Picture?

September 10, 2020 22:44 - 35 minutes

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 question where economic growth is going to come from and how funding in the private markets may fuel it. Real Vision reporter Haley Draznin weighs in on the juxtaposition between the real economy and the financial economy and Citigroup’s announcement today naming Jane Fraser as CEO, becoming the first ...

Daily Briefing - Sep 9, 2020 - The Banking Crisis No One's Talking About

September 09, 2020 23:04 - 31 minutes

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 tremendous pressures on banks, which find themselves in a cash-strapped economy lending to businesses with drastically-curtailed incomes. Ed then weighs the notion that central banks are ‘cartels’ in that they have a monopoly on the money supply. Ed and Ash then analyze the true effect of QE, explo...

Daily Briefing - Sep 8, 2020 - Dramatic turmoil playing out in equity markets

September 08, 2020 22:30 - 30 minutes

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 speculative bets in derivatives markets affect price action, and provides greater clarity on Softbank’s role in the ongoing saga. Dillian and Bennington also discuss Tesla’s selloff, the upcoming Canadian election, and the U.S. dollar. In the intro, Jack Farley explores the true effect of Softbank’s call-buyi...

Daily Briefing - Sep 7, 2020 - Real Vision AMA: Crypto, Austrian Economics, and Foreign Service

September 07, 2020 23:16 - 46 minutes

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 as Real Vision itself. Ed shares his experience of working in the foreign service, and he describes how his time spent working in the fixed income markets caused him to become more receptive to Austrian economics. Ash discusses his journey of transitioning from working in fintech to becoming a fina...

The Interview-The Unwinding: Gold, The Credit Cycle, and the Monetary System - w/ Dan Oliver and Simon Mikhailovich.

September 06, 2020 22:24 - 1 hour

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 of gold and the credit cycle through history, comparing today to the credit crises that have occurred roughly every 100 years since the 1720's – the Mississippi Bubble in France, Europe's reckoning with a post-Napoleon order in the 1820's, and the post-World War I calamities of the 1920's and 1930's....

The Interview - w/ Milton Berg - The Return of the Turning Point Master

September 05, 2020 21:28 - 46 minutes

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 indicators, Berg selects and discusses the ones he thinks are most compelling, such as 5-day breadth thrust, consecutive volume-up days, and the put/call ratio. Berg then observes that the equity markets are behaving like commodities, in that they are trending upward as volume spikes. Lastly, Berg and Ha...

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