Real Vision Daily Briefing: Finance & Investing
1,494 episodes - English - Latest episode: about 2 months ago - ★★★★ - 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.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Adventures in Finance 44 - Mind Games: Harnessing Market Psychology
December 01, 2017 02:00 - 1 hourPeter Atwater (Financial Insyghts) and Ben Hunt (Salient) are masters of how to measure confidence in both the economy and in markets. In conversation with Grant Williams, they break down their methods, and share some surprising insights about where we stand right now. Peter Atwater explains how “hubris” led him astray in the aftermath of the financial crisis. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Adventures in Finance 43 - Take-out or Delivery: What’s really happening in retail?
November 24, 2017 02:00 - 52 minutesOn the eve of the Holiday shopping season, Stephanie Pomboy (MacroMavens) and Dana Telsey (Telsey Advisory Group) stake very different positions about the health of the retail space and the consumer. Then Jim Sullivan (Green Street Advisors) explains what it all means for the real estate sector. Plus, Mark Spiegel (Stanphyl Capital) discusses a key mistake he made early in his investing career and the valuable lesson he learned as a corporate insider. Learn more about your ad choices. Visit ...
Adventures in Finance 42 - A Deep Dive into the Real Vision Think Tank
November 17, 2017 02:00 - 1 hourThree contributors to the Real Vision Think Tank discuss their views on the most important areas upon which investors should currently be focusing. Maleeha Bengali of MB Commodity Corner, Tony Greer of TG Macro and Larry McDonald of The Bear Traps Report discuss base metals markets, crude oil, Chinese debt and data and the tug-of-war that is the Trump Tax Plan Learn more about your ad choices. Visit podcastchoices.com/adchoices
Adventures in Finance 41 - A Sea Change Could Be On The Fed’s Horizon
November 10, 2017 02:00 - 1 hourIs this a fork in the Fed’s road? President Trump has nominated Jerome Powell to be the next chair of the Federal Reserve. Whether Powell will continue down the same path of Janet Yellen, and Ben Bernanke before her, remains an open question. Danielle DiMartino Booth, a former advisor to Dallas Fed President Richard Fisher and author of Fed Up, says that Powell, in combination with other new faces at the central bank, could be poised to effect some serious change. Miles Kimball, professor of ...
Adventures in Finance 40 - Electric Shock: The Shifting Sands Beneath Elon Musk & Tesla
November 03, 2017 02:00 - 1 hourAmidst a shift in the narrative surrounding Tesla after a series of production issues and mounting losses, Mark B. Spiegel of Stanphyl Capital Partners makes the bear case for the electric car manufacturer and explains why increasing competition from a series of luxury carmakers, advances in battery technology and the increasing scepticism surrounding Elon Musk’s outlandish promises are combining to set the company up for an uncomfortable ride… in the wrong direction. Mark then bravely climb...
Adventures in Finance 39 - Bits, Blocks & Forks: The Story of Bitcoin & The Blockchain
October 27, 2017 02:36 - 1 hourThe origins of bitcoin predate most people’s understanding and this week, with the aid of Trace Meyer, of The Bitcoin Knowledge Podcast, and Bruce Kleinman, author of The Bitcoin Tutorial, we trace the rise of bitcoin and the blockchain from their unceremonious unveiling to the world in a simple, pseudonymous 8-page White Paper in October 2008 to the recent hard and soft forks. We look at the architecture and the technology underpinning this revolutionary protocol, decode some of the more com...
Adventures in Finance 38 - Black Monday: First Hand Accounts of the 87 Crash
October 20, 2017 01:00 - 1 hourOn the 30th anniversary of Black Monday, we recreate the events of that tumultuous time through the eyes of people who found themselves trying to navigate the biggest drop in Dow Jones history. The legendary Art Cashin takes us behind the scenes at the NYSE, while Bill Fleckenstein, David Hay, Michael Lewitt and Greg Weldon share their personal stories alongside Michael Oliver and Trader Vic – Victor Sperandeo who famously predicted the crash a few weeks before the event. Lastly, we hear the...
Adventures in Finance 37 - Hours from Oblivion: Inside the White House During The Cuban Missile Crisis
October 13, 2017 01:00 - 1 hourDr. Harald Malmgren, senior advisor to four US Presidents (Kennedy, Johnson, Nixon & Ford) joins Grant to recount his experiences in the White House and Pentagon during the thirteen days of the Cuban Missile Crisis in 1962 – a period where the world came within hours of a full-scale nuclear war. Harald explains how he and Defense Secretary Robert McNamara’s famous ‘Whizz Kids’ were tasked with not only helping find a solution to the biggest diplomatic crisis of the Cold War, but design a stra...
Adventures in Finance 36 - Battlegrounds: From Warfare to Wall Street with Preston Pysh
October 06, 2017 01:00 - 58 minutesA truly insightful and at times hard-hitting interview with Preston Pysh, host of The Investors Podcast. What’s it like to go from commanding a company of Apache helicopters in Afghanistan, as part of the 101st Airborne, to navigating the markets on wall street and co-hosting one of the world’s top investing podcasts? What can you learn from combat experience that can help maintain mental fortitude as a trader? We also send Preston to Mars and find out just what he can’t live without. In ou...
Adventures in Finance 35 - Observations and Interpretations: Jim Grant
September 29, 2017 01:00 - 58 minutesGrant Williams welcomes Jim Grant- legendary financial author and founder of the twice monthly journal on financial markets, Grant’s Interest Rate Observer. Together they discuss Jim’s rise to literary prominence from the time he was a gunner on the USS Hornet at the age of 17 through to his founding of Grant’s. We learn his views on the incredible rate increases of the mid 1980’s, what the end game would be for Central Banks, what he would do if he was FED chairman, when he thought the dev...
Adventures in Finance 34 - Jim Rogers: The Investment Biker Rides Again
September 22, 2017 01:00 - 52 minutesInvesting legend Jim Rogers joins Grant Williams to talk about the defining moments in his life which took him to Wall Street in the 1960s and to Russia and China on a motorbike in the 1980s. Jim talks about how important non-consensus thinking has been throughout his career, explains how the current troubles in North Korea could provide the investment opportunity of a lifetime … and let’s Hugh Hendry know exactly what’s in his pocket. Learn more about your ad choices. Visit podcastchoices.co...
Adventures in Finance 33 - Keys to the Kingdom: Inside the Beautiful Mind of Hugh Hendry
September 15, 2017 01:00 - 1 hourAlways candid, often hilarious, Hugh talks openly about his experience in 2008 when his fund returned nearly 50% as markets melted down around him, about the fear he confronts every time he puts on a trade, his typically canny tactical approach to debating the fellow Scot he calls ‘The Best Speaker in the World’ and takes us back in time to a party in Moscow at an Oligarch’s apartment when he discovered the secret contents of an investing legend’s trouser pocket… Learn more about your ad choi...
Adventures in Finance 32 - Season 2 Premier: KYLE BASS
September 08, 2017 01:00 - 1 hourSeason 2 of Adventures in Finance kicks off with Kyle Bass joining Grant for this week’s entire episode. Kyle shares some of the Defining Moments of his life and explains how they shaped him. He tells us a story of a disastrous trade gone wrong, answers listener’s questions from the Real Vision Mailbag, and explains what he’d take on a rocket ship to Mars. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Adventures in Finance - 2017 Summer Series 5: Steve Diggle
September 01, 2017 03:27 - 37 minutesGrant and Aaron cap off the 2017 Summer Series of Adventures in Finance as they are joined by the founder of Vulpes Investment Management, Steve Diggle, where he discusses his love of long-distance running, his career as a university boxer, and the tranquility of diving. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Adventures in Finance - 2017 Summer Series 4: Mark Yusko
August 25, 2017 02:29 - 40 minutesGrant and Aaron continue the 2017 Summer Series of Adventures in Finance as they are joined by Mark Yusko, Founder and CIO of Morgan Creek Capital Management, where he discusses his passion for philanthropy, the influence of legendary college coaches on his thinking, and the importance of solitude on one's ability to think deeply. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Adventures in Finance - 2017 Summer Series 3: Jawad Mian
August 18, 2017 01:38 - 28 minutesGrant and Aaron continue the 2017 Summer Series of Adventures in Finance as they are joined by Jawad Mian, founder of Stray Reflections, to discuss the philosophical underpinnings of his worldviews, how to create a mindset that lives in the present moment, why he went from buying hundreds of books to reading just a few of them multiple times. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Adventures in Finance - 2017 Summer Series 2: Pippa Malmgren
August 11, 2017 01:00 - 34 minutesGrant and Aaron continue the 2017 Summer Series of Adventures in Finance and turn-off from the beaten path as they are joined by the Pippa Malmgren to discuss drone technology, interesting summer reads, and the steps she takes to stay balanced and creative while multi-tasking as a mother, Presidential advisor, keynote speaker, startup founder, economist, and bestselling author. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Adventures in Finance - 2017 Summer Series 1: Milton's Mailbag
August 04, 2017 03:24 - 42 minutesGrant and Aaron kick off the 2017 Summer Series by addressing some of the most pressing listener questions during the first season of Adventures in Finance. The guys are also joined by Jeffrey Snider, of Alhambra Partners, and Michael Oliver, of Momentum Structural Analysis, who shed light on the Eurodollar markets and FAANG momentum, respectively. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Adventures in Finance 26 - Season Finale: Market Wizardry and the Power of Picking the Right indicator
July 28, 2017 02:01 - 1 hourOur season finale brings you three world-leading analysts and investors as they share their frameworks and favorite indicators, and help you to become a better investor. Featuring Jesse Felder of the Felder Report, Mark Yusko of Morgan Creek Capital Management, and Tian Yang of Variant Perception. We also say farewell to Aaron Chan, our co-host, as he departs Real Vision to continue his career in finance. In “Things I Got Wrong”, we speak with Josh Crumb, Co-founder of Goldmoney Inc., who sha...
Adventures in Finance 25 - The Hedge Fund That Almost Broke the World
July 21, 2017 02:35 - 1 hourBefore the hundreds of billions in corporate bailouts and trillions in central bank interventions, there was a time when we believed there was no way our financial models and investment strategies couldn’t be wrong. That was until a hedge fund came along that threatened to bring down the global financial system in 1998. In ‘Things I Got Wrong’, Julian Brigden, Co-Founder of Macro Intelligence 2 Partners, shares what he got wrong on spotting major trends but jumping on them too soon. Learn mor...
Adventures in Finance 24 - Demons, Angels and the Enemy Within
July 13, 2017 23:33 - 1 hourLook in the mirror and you will find your greatest ally and your mortal enemy. You will find someone who will play tricks on you, appeal to your worst emotions, but who holds the keys to your trading success. This week, we explore the psychology of trading with leading performance psychologist, Brett Steenbarger, and 40-year trading veteran and classical charting legend, Peter Brandt. In ‘Things I Got Wrong’, Rick Rule, President and CEO of Sprott U.S. Holdings, shares what he got wrong early...
Adventures in Finance 23 - Fast Cars, Fake IDs, and Billion Dollar Fraudsters
July 07, 2017 01:42 - 56 minutesEnter the shadowy world where people use complex strategies and cutting edge technology to hide their identities to defraud multinational companies out of millions of dollars. This week, we speak with Dee Smith, CEO and Principal of Strategic Insight Group, a man whose job is to see through this world of espionage and lies, and who is relied upon by corporations to find out exactly what they’re dealing with. In ‘Things I Got Wrong’, Peter Brandt, CEO and Founder of Factor Research, shares wha...
Adventures in Finance 22 - Murderer, Gambler, Aristocrat & Pauper. John Law, The Godfather of Central Banking (Financial History - Part 2)
June 30, 2017 00:39 - 1 hourMeet an 18th-century murderer, banker, convict, laughing stock, and the godfather of central banking, John Law. Accompanied by Dr. Ben Hunt, the Chief Investment Strategist at Salient Partners and author of the Epsilon Theory website, we explore how Law wrote the modern central banking playbook which resulted in a bubble which has reverberated through the actions of future central bankers since. In ‘Things I Got Wrong’, Michael Schneider, former CIO and co-founder of Brookline Partners and in...
Adventures in Finance 21 - Ponzi Hunters: Harry Markopolos and His Dogs of Fraud
June 23, 2017 00:00 - 1 hourHarry Markopolos was the lone whistleblower on Bernie Maddoff's $18 billion Ponzi scheme and, in this interview, takes the whole regulatory and accounting apparatus to task in a way that will have you thinking differently about institutions that guard the public trust. In 'Things I Got Wrong', Marin Katusa, professional resource investor and founder of Katusa Research, shares what he got wrong going all-in on a mining company early in his career. Learn more about your ad choices. Visit podcas...
Adventures in Finance 20 - Cyber Warfare: Welcome to the New Normal
June 16, 2017 00:00 - 1 hourFor years, cyberattacks on a global scale were the stuff of fiction; they have now become reality. And if the NSA isn’t safe then no one is safe. This week, we decode a potential existential threat to modern civilization with Dee Smith, CEO of Strategic Insight Group, and Kowsik Guruswamy, CTO of Menlo Security. In ‘Things I Got Wrong’, we speak with Greg Weldon, CEO of Weldon Financial, about what he got wrong shorting the Malaysian Ringgit during the 1997 Asian financial crisis. Learn more ...
Adventures in Finance 19 - Over Stocked & Under Sold: A Tale of the US Shopper and the Global Economy
June 09, 2017 00:22 - 59 minutesIf you want to predict the path of the global economy, you best have a pulse on the US consumer. At 70% of the US economy, consumer spending is in the economic driver seat. We speak to Stephanie Pomboy, economist and founder of MacroMavens, someone that has consistently got it right in predicting US consumer trends and has the inside track on where the US consumer is headed next. In ‘Things I Got Wrong’, we speak with Jerry Haworth, CEO of 36 South Capital Advisors, about what he got wrong sh...
Adventures in Finance 18 - Bitcoin: Journey Beyond the Hype to a Universe of Applications
June 02, 2017 03:30 - 1 hourBitcoin is all everyone can talk about and the public is downright hysterical about the price, but the price is not what you need to be focusing on. This week, we explore how Bitcoin and the underlying blockchain technology have opened up a universe of applications that have the potential to revolutionize entire industries and economies. In 'Things I Got Wrong', we speak with Jesse Felder, publisher of the Felder Report, about what he got wrong while holding a stock in a sector the government...
Adventures in Finance 17 - Demographics Are Destiny
May 26, 2017 00:51 - 1 hourNeil Howe isn't only a household name for finance-types, he coined the term "Millennials" and literally wrote the book on generational analysis. This week, he shares his insights on where we stand in his Fourth Turning framework and what it means for markets and society. In 'Things I Got Wrong', Simon Mikhailovich, Founding Partner of Toqueville Bullion Reserve, shares what he got wrong about liquidity and leverage during 2007. (A very special thanks and congratulations to our producer, James...
Adventures in Finance 16 - Having Reservations: US Restaurant Revenues Signal Recession Risk
May 19, 2017 01:00 - 59 minutesWhat if restaurant sales could predict the next recession? According to Paul Westra, Senior Research Analyst at Stifel, decades of restaurant sales data accurately predicted the last two US recessions, and the next one might be the biggest one yet. In 'Things I Got Wrong', and back by popular demand, Chris Cole, CIO of Artemis Capital Management, talks about what he got wrong in adjusting his systematic strategy to a new market regime. Learn more about your ad choices. Visit podcastchoices.co...
Adventures in Finance 15 - Crises, Bubbles, Scandals: Financial History Uncensored (Part 1)
May 12, 2017 01:00 - 1 hour"The farther back you can look, the farther forward you are likely to see", Sir Winston Churchill. Men and women of historical significance understood the importance of history. Tim Price, partner and Director of Investment at PFP Wealth Management and author of Investing Through the Looking Glass, kicks off our extended look at the history of financial crises and scandals, and what they can tell us about the future. In 'Things I Got Wrong', Alex Gurevich, CIO of HonTe Investments, shares wha...
Adventures in Finance 14 - Feeding the Future: Debt, Demographics, & Dinner Plates
May 05, 2017 01:00 - 1 hourThe agricultural industry sustains human life but is taken for granted and is subject to volatile cycles. Alan Boyce, former Soros Fund Management Director and Agtech investor, talks us through the biggest challenges facing the industry and major blind-spots few are aware of. In 'Things I Got Wrong', Daniel Want, CIO and co-founder of Prerequisite Capital Management, shares what he got wrong about the end-game in Australian real estate. Learn more about your ad choices. Visit podcastchoices.c...
Adventures in Finance 13 - What Lies Beneath: Volatility in a Peaceful World
April 28, 2017 01:00 - 1 hourVolatility permeates markets, nature, and life. Yet, it is monumentally misunderstood, and often to ruinous consequences. Stephen Diggle, Founder of Vulpes Investment Management, and Chris Cole, Managing Partner at Artemis Capital Management, get at the heart of what individual investors need to know about volatility. 'In Things I Got Wrong', Chris Martenson, Founder of PeakProsperity.com, shares what he got wrong with market structure and communicating emotionally charged ideas. Learn more a...
Adventures in Finance 12 - Bass and Burbank, A Masterclass
April 21, 2017 00:25 - 1 hourLearn from hedge fund legends as Kyle Bass interviews John Burbank III to reveal insights and ideas that differentiate truly independent market thinkers from amateur speculators. In 'Things I Got Wrong', John Netto, the Protean Trader and Author of The Global Macro Edge, discusses his error in preparing for catalysts and the evaluation framework that sprung from this experience. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Adventures in Finance 11 - Broken Promises: The Impending Global Pension Crisis
April 14, 2017 01:50 - 1 hourThe financial system will soon witness a collision between an unstoppable force and an immovable object. Pensions around the world are being crushed under the weight of trillions in unfunded liabilities while hundreds of millions of Baby Boomers are advancing to retirement in ever greater numbers, creating a perfect storm for the next crisis that is all but mathematically certain to happen. In 'Things I Got Wrong', Preston Pysh (@PrestonPysh), co-host of The Investors Podcast, shares crucial ...
Adventures in Finance 10 - Carson Block: Short-selling Legend and Market Vigilante
April 07, 2017 00:00 - 48 minutesCarson Block, Founder of Muddy Waters Research, single-handedly dismantles fraudulent companies and his research can cause stocks to plummet 90% in market cap. As one of the world's preeminent short-sellers, Carson shares his incredible story and process for identifying fraudulent targets. In 'Things I Got Wrong', Dr. Steve Keen, professor of economics at Kingston University London, fesses up to misjudging the Australian real estate bubble. Learn more about your ad choices. Visit podcastchoic...
Adventures in Finance 9 - Reflation: American Dream or Political Nightmare?
March 30, 2017 23:43 - 59 minutesDeconstruct the Trump Reflation Trade as unsightly political realities emerge from the shadows. In 'Things I Got Wrong', David Hay, CIO of Evergreen Gavekal, confesses to underestimating central bank firepower and the usefulness of extreme market sentiment readings. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Adventures in Finance 8 - Over the Barrel: A Journey From Boom to Bust
March 23, 2017 23:24 - 59 minutesThe repercussions of a boom-bust energy cycle and massive infrastructure investment means a supply glut and potentially lower oil prices for much longer than anyone expects. In 'Things I Got Wrong', Michael Lewitt sets aside his ego and trusts in the machines and artificial intelligence. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Adventures in Finance 7 - The Triggering: Article 50 and Brexit
March 17, 2017 01:13 - 55 minutesUncertainty reigns, as political and economic forces build before the historic negotiations which could alter the shape of Great Britain and the EU forever. In 'Things I Got Wrong', Bill Fleckenstein, CEO of Fleckenstein Capital discusses the mistakes he made in underestimating the folly and largesse of Central Bankers. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Adventures in Finance 6 - Satellites, Big Data and Finance
March 09, 2017 17:00 - 53 minutesExplore how satellite imagery data is being utilized to drive financial insights, with advice from James Crawford, CEO of Oribital Insights. In ‘The Things I Got Wrong’, Jawad Mian, Founder of Stray Reflections, sits down to share his slip-ups about silver and managing your ego. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Adventures in Finance 5 - China’s One Belt One Road
March 02, 2017 17:00 - 50 minutesUnearth unprecedented investment opportunities in China’s One Belt One Road strategy – something we haven’t seen since the BRICS. Plus, Ben Hunt, Chief Investment Strategist at Salient Partners shares what he got wrong about Europe. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Adventures in Finance 4 - Analyzing Cyclical Market Behavior
February 23, 2017 17:00 - 49 minutesUnderstand how to leverage financial cycles & forecast future markets with veteran investor Robin Griffiths. Also on this week, Brent Johnson, CEO of Santiago Capital, tells us his misjudgments’ on gold and being a true contrarian. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Adventures in Finance 3 - Opportunities in German Real Estate
February 09, 2017 17:00 - 51 minutesUncover the huge untapped potential in Germany’s real estate market and the interesting cultural and fundamental dynamics driving this opportunity. Mark Yusko, CEO and CIO of Morgan Creek Capital Management, also shares what he got wrong about volatility and leverage in 2008. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Adventures in Finance 2 - Geopolitical Framework for Investing
February 02, 2017 17:00 - 54 minutesNo investor can afford to ignore geopolitics anymore. Understand why you need a geopolitical analysis framework and how to use it to your advantage. In our ‘Things I Got Wrong’ segment, Louis Gave, Co-founder of Gavekal Research shares his errors about the liberalization of capital in China. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Adventures in Finance 1 - Aftermath of India Demonetization
January 26, 2017 17:00 - 56 minutesDelving into the consequences and opportunities following the cancellation of 86% of India’s currency in circulation. Also, find out what Raoul Pal, founder of Real Vision and Global Macro Investors, got wrong in times of crisis & learn from his mistakes. Learn more about your ad choices. Visit podcastchoices.com/adchoices