Real Vision Daily Briefing: Finance & Investing
1,494 episodes - English - Latest episode: about 2 months ago - โ โ โ โ - 580 ratingsWe arm you with the knowledge, the tools, and the network to succeed on your financial journey. The Daily Briefing includes market analysis every weekday after US markets close and before Asian markets open. Subscribe today and get the best expert analysis for free. Brought to you from Real Vision.
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Episodes
#952 - Ask Me Anything - Happy Hour with Raoul Pal
January 12, 2024 23:35 - 58 minutes๐ฅ Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Join Real Vision co-founder and CEO Raoul Pal as he answers audience questions and shares his views of the latest developments in macro and crypto โ including bitcoinโs reaction to ETF approval. Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices
#951 - Has the Real Estate Market Bottomed? With Ben Miller
January 11, 2024 22:21 - 39 minutes๐ฅ Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Ben Miller, co-founder and CEO of Fundrise, joins Maggie Lake to share his macro outlook for 2024, his insights on the state of the real estate market, and how he's thinking about the role of AI in the global economy. You can find more of Ben's work here here:ย https://fundrise.com Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries. Learn more about you...
#950 - Is It Time To Fade Bonds? With Bob Elliott
January 10, 2024 22:15 - 39 minutes๐ฅ Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Bob Elliott, co-Founder, CEO, and CIO of Unlimited Funds, sits down with Maggie Lake to discuss the recent market action, why heโs bearish on bonds, and the potential parallels between early 2024 and the volatility-laden market terrain of 2023. You can find more of Bob's incredible research here:ย https://www.unlimitedfunds.com Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] ...
#949 - Is Big Tech About to Make Another Run? With Tony Greer
January 09, 2024 23:01 - 37 minutes๐ฅ Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Tony Greer, editor of The Morning Navigator newsletter, joins Maggie Lake to discuss whatโs driving prices in the tech sector, his expectations for bonds, and how heโs preparing his portfolio ahead of this week's critical December CPI and PPI prints. The Morning Navigator is a trade publication where Tony applies his inimitable method of following markets and boils them down into high-conviction trade ideas. Real Vision members can sa...
#948 - Prepare for Takeoff? With Dave Floyd
January 08, 2024 22:46 - 36 minutes๐ฅ Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Dave Floyd, founder of Aspen Trading Group and host of the Daytrader Podcast, joins Maggie Lake to explore whatโs moving markets ahead of this weekโs crucial inflation data and the potential Bitcoin spot ETF approval. Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices
The Metaverse Needs a Reckoning ft. Evan Helda
January 07, 2024 11:00 - 1 hour๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai Many people have become disenchanted by the idea of the metaverse, and Evan Helda, principal of strategy and GTM for spatial computing at Amazon Web Services and writer at MediumEnergy.io joins David Mattin, founder of New World Same Humans, to rectify that. They drill into the metaverse's what, how, and why so that others can better understand and think through this evolution of technology. CHAPTERS 1 ...
Why 2024 Could Be Very Exciting for Bitcoin ft. Jamie Coutts & Carri Cee
January 06, 2024 11:00 - 1 hour๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai Crypto analyst and Real Vision contributor Jamie Coutts speaks to Carri Cee, host of the Bitcoin People podcast, about his forecasts for Bitcoin pricing and adoption going forward. If you enjoyed Jamieโs analysis and want to see more, you can sign up for Real Vision Pro Crypto here https://www.realvision.com/pricing Unlock the potential to showcase your brand to our global audience. Contact us at partne...
#947 - Is Inflation Still a Worry? With Mish Schneider
January 05, 2024 22:01 - 35 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai Mish Schneider, chief strategist at MarketGauge joins Maggie Lake to recap this week in markets, discuss investorsโ reaction to todayโs jobs report and ISM data, a potential commodity supercycle, the prospects of a secondary inflation wave, and the potential impact of a bitcoin ETF. Keen to really dig into learning how to trade, but need the comfort of an expert guiding you along the way? Mishโs Ultimat...
#946 - Restrictive for Longer? With Tavi Costa
January 04, 2024 22:33 - 35 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai Tavi Costa, member and macro strategist at Crescat Capital, joins Maggie Lake to discuss, the implications of a bounceback bond yields, the market's response to some strong payroll numbers and consumer data, and how he's positioning for the months ahead. On June 5-6, 2024, join over 5,000 attendees at the largest AI event in Asia at SuperAI Singapore. Edward Snowden, Benedict Evans, Balaji Srinivasan, a...
#945 - Consolidation or Something More? With Michael Gayed
January 03, 2024 22:14 - 35 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai Michael Gayed, portfolio manager at Tidal Financial Group and publisher of The Lead-Lag Report, joins Maggie Lake to discuss whether the current pullback is a defensive rotation, what he expects from here, and examine why small caps hold the key. On June 5-6, 2024, join over 5,000 attendees at the largest AI event in Asia at SuperAI Singapore. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over ...
#944 - 2024: Bull or Bust? with Greg Weldon
January 02, 2024 22:24 - 36 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai Greg Weldon, CEO of Weldon Financial, joins Maggie Lake to discuss todayโs market action, where he sees potential opportunities in the months ahead, and some market complexities investors need to watch in 2024. Gregโs services offer portfolio strategies designed to help investors keep pace with the debasement of the purchasing power of paper currencies. Real Vision members can save $201 on Gregโs New A...
See You in 2024!
December 25, 2023 12:00 - 2 minutesThe holiday period is upon us and the Real Vision Daily Briefing will be taking a short break, returning on January 2, 2024. If youโre looking to fill that void between now and then, we have some outstanding conversations on our other Real Vision podcasts. Check outย My Life in 4 Tradesย and Raoul's Podcast โย Raoul Pal, The Journey Man. From all of us here at Real Vision, we'd like to wish all you Visionaries a safe and happy holiday season. See you in 2024! ๐ฅ Get ๐๐ฅ๐๐ ๐๐๐๐๐ฆ๐ฆ to Real Vision:...
Higher for Not Much Longer?
December 24, 2023 09:00 - 29 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai ย Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that wil...
Up, Up, Up
December 23, 2023 09:00 - 49 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai ย Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that wil...
Living in an Exponential Age
December 23, 2023 00:02 - 33 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai ย Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that wil...
What a Fed Pivot Means for Fixed Income
December 21, 2023 22:42 - 33 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai ย Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that wil...
Whatโs in Store for 2024?
December 20, 2023 22:32 - 33 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai ย Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that wil...
Is Bond Volatility Here to Stay?
December 19, 2023 22:19 - 33 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai ย Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that wil...
Will the BOJ change course?
December 18, 2023 22:55 - 36 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai ย Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that wil...
An AI Drama in the C-Suite
December 17, 2023 12:00 - 1 hour๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai ย Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that wil...
Finding Value in Commercial Real Estate
December 16, 2023 09:00 - 34 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai ย Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that wil...
Is Goldilocks Just A Fairy Tale?
December 15, 2023 22:43 - 35 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai ย Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that wil...
How Low Can Yields Go?
December 14, 2023 22:52 - 38 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai ย Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that wil...
Did the Fed Just Take a Victory Lap?
December 13, 2023 22:33 - 43 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai ย Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that wil...
Will Powell Be the Grinch Who Stalled the Rally?
December 12, 2023 22:27 - 36 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai ย Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that wil...
Is the Recession Forecast wrong?
December 11, 2023 22:49 - 39 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai ย Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that wil...
AMA with Raoul Pal and Maggie Lake
December 10, 2023 09:00 - 1 hour๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai ย Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5th to 6th June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3rd to 9th June, with over 150 side events ...
My Biggest Crypto F*ck Up
December 09, 2023 09:00 - 38 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai ย Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that wil...
Is the Fed Nailing the Soft Landing?
December 08, 2023 22:22 - 35 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai ย Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that wil...
Is Crypto a Bull Signal for Risk Assets?
December 07, 2023 22:29 - 47 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai ย Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that wil...
Is This Crypto's Time to Shine?
December 06, 2023 22:48 - 32 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets w/ the code REALVISION www.realvision.com/superai ย Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that wil...
Is The Fed's Plan Finally Working?
December 05, 2023 22:58 - 36 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets 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. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will...
A New Digital Gold Rush?
December 04, 2023 22:37 - 37 minutes๐ 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 while Bitcoin soars to $42,000. Paul Hodges, author of the pH Report and chairman of New Normal Consulting, joins Maggie Lake to discuss the recent fluctuations in gold and bitcoin, and where he expects the U.S. dollar to go from here. Plus, theyโll discuss the delicate geopolitical situation surround...
Is Inflation Disappearing?
December 03, 2023 09:00 - 28 minutes๐ 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 this week might demonstrate that inflation is truly disappearing โ but is it possible that risks for a spike in future months are still present? Andreas Steno Larsen takes a look at the inflation data to see what is the more likely scenario. Recorded November 16 For more access to Andreasโ independent ...
Argentina: Investable, or Not Yet?
December 02, 2023 09:00 - 43 minutes๐ 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 Argentinaโs pivot towards pro-capitalist candidates a game-changer for its economy and markets? Jacob Shapiro, director of geopolitical analysis at Cognitive Investments, is joined by Jared Dillian, editor of the Daily Dirtnap, and Ignacio Asis, associate professor of public policy at Austral University, to discuss why the resul...
Is the Good News Already Priced In?
December 01, 2023 22:43 - 34 minutes๐ 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 rate cuts next year. Jeremy Schwartz, global CIO at WisdomTree Asset Management, joins Maggie Lake to discuss the market's reaction to the latest inflation and ISM manufacturing data, Fed Chair Jerome Powell's speech in which he pushed back against rate cuts in 2024, and more. You can find more of...
Immaculate Disinflation?
November 30, 2023 22:21 - 42 minutes๐ฅ SuperAI Singapore: Get ๐ฎ๐ฌ% ๐ข๐๐ tickets 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. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage to explore the next wave of AI technologies. Singapore will become a vibrant AI hub for a week from February 26 to March 3, with over 150 side events that will make for unparalleled networking opportunities. Dar...
Is Gold ready to shine?
November 29, 2023 22:47 - 38 minutes๐ฅ 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 to explore the next wave of AI technologies. Singapore will become a vibrant AI hub for a week from February 26 to March 3, with over 150 side events that will make for unparalleled networking opportunities. Visitย www.realvision.com/superaiย for 20% off tickets and enter the codeย REALVISION.๏ปฟ Dale Pin...
Is The Fed Done Raising Rates?
November 28, 2023 22:35 - 34 minutesTony 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 ahead of Thursday's OPEC + meeting. You can find more of Tony's independent research and trade ideas here:ย www.tgmacro.com 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...
Will Risk Assets Keep Rallying Into 2024?
November 27, 2023 23:55 - 35 minutes๐ฅ Cyber Monday: Get ๐ฑ๐ฌ% ๐ข๐๐ across 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 StoneX, is here to break down the latest developments in risk assets and the global economy. We'll also take a look at Vincent's Macro Roadmap from the Taylor Swift Hangover to the potential QE he sees by 2026. Join over 5,000 attendees for the largest AI event in Asia at SuperAI Singapore, February 28-29,...
The End of China as We Know It?
November 26, 2023 12:00 - 58 minutes๐ 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 with George Magnus, a distinguished economist and China Centre research associate at Oxford University. They examine the critical junctures in the Middle Kingdomโs economy, from real estate turbulence to its demographic woes and new global trade strategies. Recorded November 9th. And check out the Exp...
Is the Real Rates Tsunami Incoming?
November 25, 2023 09:00 - 1 hour๐ 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 and Alex Gurevich, founder and CIO of HonTe Investments, discuss the resurgence of higher real rates amid the Fed's quantitative tightening and prolonged higher interest rates. Gurevich shares his 2024 inflation and growth outlook and offers insights on how to craft a balanced portfolio during these...
AI's Impact on Macro Trends With Andreas Steno's Larsen and Alex Campbell
November 24, 2023 18:00 - 45 minutes๐ฅ Get ๐ฑ๐ฌ% ๐ข๐๐ across ALL our annual membership tiers this weekend https://rvtv.io/40Mle8t Today we're unlocking a piece from our Plus tier for everyone to enjoy. Andreas Steno Larsen welcomes Alex Campbell, ex-macro hedge fund manager turned founder and CEO of Rose AI, to look at how investors can improve their trading with the help of AI. In addition to the broader macro outlook, Alex shares his unique insider perspective on AI's transformative impact on the financial industry. ๐ฅ Today is th...
The Q4 Business Cycle: Leads and Lags
November 23, 2023 21:00 - 54 minutesAs a Thanksgiving treat, weโre bringing all members one of our favorite Real Vision Plus pieces of the year. Enjoy. In this episode, Julien Bittel, head of macro research at GMI, explains how the leading and lagging indicators for inflation, employment, liquidity, and more drive shifts in the business cycle and dictate market sentiment. Recorded on October 8, 2023. This is the biggest Black Friday discount weโve offered. Right now, weโre giving you a 50% discount across all Real Vision member...
The State of Macro? Letโs Hear from the Pros With Julian Brigden, Barry Knapp, Steven McClurg, Leo Mizuhara, and Matt Hougan
November 22, 2023 21:00 - 31 minutes๐ฅ Get ๐ฑ๐ฌ% ๐ข๐๐ across ALL our annual membership tiers this weekend https://rvtv.io/40Mle8t Today weโre giving you a peek behind the Real Vision Pro curtain. First, from this month's Insider Talks, Julian Brigden of MI2 Partners and Barry Knapp, managing partner of Ironside Macroeconomics, dissect the current macro landscape and share how it impacts their investment strategy. Next, weโll hear from Steven McClurg, co-founder of Valkyrie, Leo Mizuhara, CEO of Hashnote, and Matt Hougan, CIO at Bit...
How Long Can the Fed Hold Rates? With Noelle Acheson
November 21, 2023 22:53 - 36 minutes๐ฅ Get ๐ฑ๐ฌ% ๐ข๐๐ across 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 have finally decoupled, if the bitcoin spot ETF hype is overdone, where interest rates will go from here, and more. ๐ฅ This is the biggest Black Friday discount weโve done. We are cutting the cost of memberships in half across all tiers and allowing non-members access to Real Vision. Doors will open at 8a...
Inflation Is Down, but Is It Contained? With Mish Schneider
November 20, 2023 22:38 - 35 minutes๐ฅ Get ๐ฑ๐ฌ% ๐ข๐๐ across ALL our annual membership tiers this weekend https://rvtv.io/40Mle8t Mish Schneider, chief strategist atย MarketGauge, joins Maggie Lake to discuss what's driving the stock market's continued strength, whether we face the risk of hyperinflation, what will happen to commodities if that's the case, and where opportunities are arising in tech and crypto. This is the biggest Black Friday discount weโve done. We are cutting the cost of memberships in half by giving you a 50% di...
Is the Green Transition at a Crossroads?
November 19, 2023 09:00 - 1 hour๐ 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 doย rising geopolitical tensions and turbulent energy markets mean for green energy? As the Ukraine conflict reshapes Western dependence on Russian resources, andย withย wind and solar facingย mounting challenges, the world is at a pivotal moment in its greenย energyย journey. Suriya Jayanti, co-founderย andย managing director of Eney...
The Present and Future of Chainlink
November 18, 2023 09:00 - 54 minutes๐ 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 Chainlink, joins Ash Bennington to dive deep into the latest developments at Chainlink. From cross-chain solutions to defining the verifiable web, Sergey and Ash cover everything you need to know. Recorded November 8th. Check out The Exponenialist, Raoul Pal and David Mattin's new research service on h...
Drinks with Raoul Pal - Ask Me Anything
November 18, 2023 00:24 - 1 hour๐ 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 markets look to end with gains. Grab a drink and join Raoul as he unravels the latest dynamics moving traditional markets along with crypto! Plus, he will be taking questions from the audience over on the Real Vision Platform! Check out The Exponenialist, Raoul Pal and David Mattin's new research s...