Real Vision: Finance & Investing
Episodes
Daily Briefing - July 6, 2020 - Sentiment Is All That Matters
06 Jul 2020
Contributed by Lukas
Max Wiethe joins managing editor Ed Harrison to discuss sentiment, the 2020 election, and forward earnings and what sort of impact that will have on m...
The Interview w/ William White & Brent Johnson- July 5, 2020
06 Jul 2020
Contributed by Lukas
At few moments in history have the policies of global central banks been as important as they are today. Former central bank insider and senior fellow...
The Interview w/ Kyle Bass & Raoul Pal - The State of Global Macro through Coronavirus Chaos
04 Jul 2020
Contributed by Lukas
Kyle Bass, founder and CIO of Hayman Capital, joins Real Vision's Raoul Pal to break down the state of global macro. Bass talks about the bifurcation ...
Daily Briefing - July 3, 2020 - Special Edition
04 Jul 2020
Contributed by Lukas
In this special, Fourth of July edition of the Daily Briefing, senior editor Ash Bennington and managing editor Ed Harrison sit down to answer questio...
Daily Briefing - July 2, 2020 - Will The US Pay the Price for Reopening?
02 Jul 2020
Contributed by Lukas
Senior editor Ash Bennington joins managing editor Ed Harrison to discuss the latest developments in markets, macro, and coronavirus. Bennington and H...
Daily Briefing - July 1, 2020 - Crypto Can Change the World
01 Jul 2020
Contributed by Lukas
Editor Max Wiethe joins senior editor Ash Bennington to debrief Real Vision’s Crypto Gathering conference. Ash shares his insights from some of the ...
Daily Briefing - June 30, 2020
30 Jun 2020
Contributed by Lukas
Managing editor Ed Harrison joins Dave Floyd, founder of Aspen Trading Group, to discuss how to evaluate markets from a technical perspective. Believi...
Daily Briefing - June 29, 2020
29 Jun 2020
Contributed by Lukas
Editor Max Wiethe joins managing editor Ed Harrison to discuss the latest developments in markets, macro, and coronavirus. Max and Ed examine how the ...
The Interview - How Coronavirus Exposed the "Shaky Foundation"
28 Jun 2020
Contributed by Lukas
What happens when an upheaval so massive forces financial markets, governments, and society to rethink how our systems work? Michael Krieger, author o...
The Interview - Public Employee "Plunder" and California's Perfect Storm
27 Jun 2020
Contributed by Lukas
Steve Greenhut, Western region director at R Street Institute and author of "Plunder: How Public Employee Unions are Raiding Treasuries, Controlling O...
Daily Briefing - June 26 ,2020
27 Jun 2020
Contributed by Lukas
Senior editor Ash Bennington hosts managing editor Ed Harrison to discuss a day of pain on Wall Street as the coronavirus shows no signs of relenting ...
Daily Briefing - June 25, 2020
25 Jun 2020
Contributed by Lukas
Senior editor Ash Bennington and managing editor Ed Harrison break down the latest economic data amid a bullish day on Wall Street. They discuss the r...
Daily Briefing - June 24, 2020
24 Jun 2020
Contributed by Lukas
Senior editor Ash Bennington joins managing editor Roger Hirst to analyze the anatomy of bubbles, propelled by emotional mania, and how that is releva...
Daily Briefing - June 23, 2020
23 Jun 2020
Contributed by Lukas
Senior editor Ash Bennington joins managing editor Ed Harrison to discuss the latest news in markets, macro, and coronavirus. Bennington and Harrison ...
Daily Briefing - June 22, 2020
22 Jun 2020
Contributed by Lukas
Senior editor Ash Bennington and managing editor Ed Harrison explore the perilous state of the global markets amid the unrelenting spread of coronavir...
The Interview - Credit Chaos and Fool's Yield: Updating the Thesis withDan Rasmussen and Greg Obenshain
21 Jun 2020
Contributed by Lukas
Dan Rasmussen, the CIO and Founder of Verdad Capital Advisers, speaks with his colleague Greg Obenshain, Verdad's director of credit, to examine the c...
The Interview - The Electrodollar: Venture Capitalism, Technology, and Silicon Valley
21 Jun 2020
Contributed by Lukas
Venture capitalist, Bill Tai, has been at the intersection of venture capitalism and innovation since the early days of Silicon Valley before the orch...
Daily Briefing - June 19, 2020
19 Jun 2020
Contributed by Lukas
Real Vision CEO Raoul Pal joins senior editor Ash Bennington to reflect on a week of muted volatility amid a "quadruple witching" and unprecedented in...
Daily Briefing - June 18, 2020
18 Jun 2020
Contributed by Lukas
Managing editor Ed Harrison joins Peter Boockvar, CIO of Bleakley Advisor Group, to discuss the latest developments in markets, macro, and coronavirus...
Daily Briefing - June 17, 2020
17 Jun 2020
Contributed by Lukas
Senior editor Ash Bennington joins Tommy Thornton, founder of Hedge Fund Telemetry, to discuss the latest in markets, macro, and coronavirus. Thornton...
Daily Briefing - June 16, 2020
16 Jun 2020
Contributed by Lukas
Senior editor Ash Bennington joins managing editor Ed Harrison to unpack today's positive retail numbers as well as whether the recession is now "over...
Daily Briefing - June 15, 2020
15 Jun 2020
Contributed by Lukas
Senior editor Ash Bennington joins Real Vision managing editor Ed Harrison to discuss a day of "risk on risk off" on Wall Street. Ed maps out a new pa...
The Interview - The New Frontier with Trevor Mottl and Raoul Pal
14 Jun 2020
Contributed by Lukas
Trevor Mottl, managing director at Lazard Labs, speaks to Real Vision CEO Raoul Pal about how machine learning and artificial intelligence (AI) can in...
The Interview - When The Whole Daisy Chain Unwinds
13 Jun 2020
Contributed by Lukas
James Aitken, partner at Aitken Advisors, joins Real Vision CEO Raoul Pal to discuss the intricate relationship between bond and FX markets and how th...
Daily Briefing - June 12 , 2020
12 Jun 2020
Contributed by Lukas
Real Vision CEO Raoul Pal and Real Vision managing editor Ed Harrison discuss today’s undulating recovery as global equities tried to regain ground ...
Daily Briefing - June 11, 2020
11 Jun 2020
Contributed by Lukas
Managing editor Ed Harrison joins Lloyd Khaner, general partner and CIO at Khaner Capital Management, to discuss his macro outlook for the next year a...
Daily Briefing - June 10, 2020
10 Jun 2020
Contributed by Lukas
Senior editor Ash Bennington joins Jay Pelosky, CIO and co-founder of TPW Investment Management, to unpack his contrarian and bullish thesis on the ec...
Daily Briefing - June 9, 2020
09 Jun 2020
Contributed by Lukas
Senior editor Ash Bennington joins managing editor Ed Harrison to discuss market sentiment in light of NBER's recent announcement that the U.S. slid...
Daily Briefing - June 8, 2020
08 Jun 2020
Contributed by Lukas
Senior editor Ash Bennington and managing editor Ed Harrison map out their framework for the rest of 2020. Ed and Ash look at the steepening yield cur...
The Interview - How to Stay Safe on the Rollercoaster Ride (w/ Ric Edelman)
07 Jun 2020
Contributed by Lukas
Ric Edelman, chairman and co-founder of Edelman LLC, speaks to Real Vision senior editor Ash Bennington about how investors can position themselves fo...
The Interview - Profiting from Mispriced Credit Risk with Daniel Zwirn, CEO of Arena Investors
06 Jun 2020
Contributed by Lukas
Daniel Zwirn, CEO of Arena Investors, kicks off Debt Week by bringing his unique credit framework to Real Vision. Zwirn argues that a decade of chea...
Daily Briefing - June 5, 2020
05 Jun 2020
Contributed by Lukas
Real Vision CEO Raoul Pal and senior editor Ash Bennington discuss a roaring day on Wall Street as the U.S. labor market breathed a sigh of relief. Lo...
Daily Briefing - June 4, 2020
04 Jun 2020
Contributed by Lukas
Senior editor Ash Bennington joins managing editor Roger Hirst to discuss the latest developments in macro, markets, and coronavirus. Bennington and H...
Daily Briefing - June 3, 2020
03 Jun 2020
Contributed by Lukas
Senior Editor Ash Bennington joins Managing Editor Roger Hirst to discuss the latest developments in macro, markets, and coronavirus. Bennington and...
Daily Briefing - June 2, 2020
02 Jun 2020
Contributed by Lukas
Senior editor Ash Bennington hosts managing editor Ed Harrison to delve into whether the pandemonium in the U.S. will ever spread into capital markets...
Daily Briefing - June 1, 2020
01 Jun 2020
Contributed by Lukas
Senior editor Ash Bennington hosts managing editor Ed Harrison to discuss how the roiling civil unrest in the U.S. could affect businesses and financi...
The Interview - with Kiril Sokoloff and Raoul Pal -Gold, Germs, and Self-Preservation
31 May 2020
Contributed by Lukas
Kiril Sokoloff, chairman and founder of 13D Global Strategy and Research, joins Raoul Pal, CEO and co-founder of Real Vision, to discuss the ongoing c...
The Interview - Don't Hate the Fed, Hate the Game
30 May 2020
Contributed by Lukas
Recently the Federal Reserve has taken unprecedented steps to backstop the market, sending investors scrambling to relearn the “rules of the game,”...
Daily Briefing - May 29, 2020
30 May 2020
Contributed by Lukas
Senior editor Ash Bennington joins managing editor Ed Harrison to discuss the latest developments in markets and macro in the era of coronavirus. Benn...
Daily Briefing - May 28, 2020
29 May 2020
Contributed by Lukas
Managing editor, Ed Harrison, joins managing editor, Roger Hirst, to discuss the latest developments in markets, macro, and coronavirus. They talk thr...
Daily Briefing - May 27, 2020
27 May 2020
Contributed by Lukas
Senior editor, Ash Bennington, joins managing editor, Roger Hirst, to discuss the latest developments in macro, markets, and coronavirus. Bennington a...
Daily Briefing - May 26, 2020
26 May 2020
Contributed by Lukas
Managing editor Ed Harrison and senior editor Ash Bennington break down the brewing tensions between China and the United States. They comprehend the ...
Daily Briefing - May 25, 2020
25 May 2020
Contributed by Lukas
Senior editor Ash Bennington joins Real Vision CEO and co-founder Raoul Pal to discuss the latest developments in macro and coronavirus. Bennington an...
The Interview - The Second Wave Is Going to Be Much, Much Worse
24 May 2020
Contributed by Lukas
Dr. Dena Grayson speaks to Pedro Da Costa about the ongoing efforts of medical professionals to save lives and stop the COVID-19 pandemic in its track...
The Interview - The Third Act
23 May 2020
Contributed by Lukas
Hugh Hendry, founder and former CIO of Eclectica Asset Management, joins Real Vision CEO Raoul Pal to analyze the state of markets at this unprecedent...
Daily Briefing - May 22, 2020
23 May 2020
Contributed by Lukas
Senior editor Ash Bennington sits down with Real Vision CEO and co-founder Raoul Pal to explore the latest developments in markets and macro. They div...
Daily Briefing - May 21, 2020
21 May 2020
Contributed by Lukas
Real Vision's managing editors Ed Harrison and Roger Hirst sit down to discuss the latest developments in markets, macro, and coronavirus. Nick Correa...
Daily Briefing - May 20, 2020
20 May 2020
Contributed by Lukas
Real Vision’s senior editor Ash Bennington and managing editor Roger Hirst analyze the latest developments in markets. Bennington and Hirst discuss ...
Daily Briefing - May 19, 2020
19 May 2020
Contributed by Lukas
Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison to discuss the retracement of the S&P 500 amid a distressing Bank of Americ...
The Interview - A Pandemic Focused Pension Health Update
19 May 2020
Contributed by Lukas
Long before the market’s most recent correction, underfunded pensions were already a huge concern. Now that prices have fallen along with interest r...
Daily Briefing - May 18, 2020
18 May 2020
Contributed by Lukas
Real Vision Senior Editor Ash Bennington hosts Managing Editor Ed Harrison to make sense of a roaring day on Wall Street. They analyze the extreme bul...
The Interview - Corona Crisis: The View from The Valley
17 May 2020
Contributed by Lukas
Balaji Srinivasan is a highly accomplished investor, entrepreneur, executive, and academic. In this conversation with Real Vision’s Ash Bennington...
Daily Briefing - May 15, 2020
15 May 2020
Contributed by Lukas
Real Vision's CEO and co-founder, Raoul Pal, joins Senior Editor Ash Bennington to update viewers on his "Unfolding" thesis about the trajectory of th...
Daily Briefing - May 14, 2020
14 May 2020
Contributed by Lukas
Real Vision’s Managing Editor Ed Harrison is joined by Roger Hirst to discuss the latest developments in markets, macro, and the coronavirus crisis....
Daily Briefing - May 13, 2020
13 May 2020
Contributed by Lukas
Real Vision's senior editor Ash Bennington sits down with managing editor Roger Hirst to discuss the latest in macro, markets, and coronavirus. They d...
Daily Briefing - May 12, 2020
12 May 2020
Contributed by Lukas
Real Vision's Ash Bennington and managing editor Ed Harrison discuss the latest developments in macro, markets, and coronavirus. They dive into the ha...
The Interview - The Fed's New Unwritten Mandate
11 May 2020
Contributed by Lukas
Professor Mark Blyth and Professor Adam Tooze explore how coronavirus is laying bare the hidden risks embedded within our financial systems and how ce...
The Interview - An International Perspective on COVID-19
11 May 2020
Contributed by Lukas
With every day of lockdown and every dollar of stimulus, policy and markets are becoming more and more intertwined. That is why Pedro da Costa has bee...
Daily Briefing - May 11, 2020
11 May 2020
Contributed by Lukas
Real Vision's Ash Bennington and Managing Editor Ed Harrison discuss Raoul's Expert View, "Global Recession - What's Next?", which was released today....
Daily Briefing - May 8, 2020
08 May 2020
Contributed by Lukas
Ash Bennington hosts Real Vision Co-Founder and CEO Raoul Pal as they look forward to the biggest voyage Real Vision has ever gone on: Global Recessio...
The Interview ( Bonus Episode ) - Another Great 'Mortgage Meltdown'
08 May 2020
Contributed by Lukas
Columnist for HousingWire, Logan Mohtashami of AMC Lending Group sits down with Real Vision's Ash Bennington to discuss the "complete meltdown" he see...
Daily Briefing - May 7, 2020
08 May 2020
Contributed by Lukas
Real Vision’s Managing Editor Ed Harrison is joined by Roger Hirst to discuss the latest developments in markets, macro, and the coronavirus crisis....
Daily Briefing - May 6, 2020
06 May 2020
Contributed by Lukas
Ash Bennington hosts Real Vision’s Roger Hirst. Today, Bennington and Hirst explore the relationship between fundamental and technical analysis in t...
Daily Briefing - May 5, 2020
05 May 2020
Contributed by Lukas
Real Vision’s Ash Bennington and Tony Greer, editor of Morning Navigator, discuss recent market action. Bennington and Greer discuss price action in...
Daily Briefing - May 4, 2020
04 May 2020
Contributed by Lukas
Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss recent developments in markets, macro, and the coronavirus crisis. Today, ...
The Interview - The Charts of Truth
03 May 2020
Contributed by Lukas
Peter Brandt, Founder of Factor LLC, speaks to Real Vision CEO, Raoul Pal, about the dramatic price action he’s witnessing in equities, commodities,...
The Interview - The Fed Opening the Flood Gates
02 May 2020
Contributed by Lukas
Dr. Thomas Hoenig, distinguished senior fellow at George Mason University's Mercatus Center, joins Pedro da Costa, columnist at MarketWatch and Forbes...
Daily Briefing - May 1, 2020
02 May 2020
Contributed by Lukas
Ash Bennington joins Real Vision CEO Raoul Pal for an exploration of how to find the macro signal amid the noise of economic indicators, alternative d...
Daily Briefing - April 30, 2020
30 Apr 2020
Contributed by Lukas
Real Vision's Managing Editor Ed Harrison sits down with Roger Hirst to discuss what's going on in markets today. Harrison and Hirst touch on the econ...
Daily Briefing - April 29, 2020
29 Apr 2020
Contributed by Lukas
Real Vision's Ash Bennington sits down with Roger Hirst to discuss the latest economic data: dismal GDP numbers, consumer spending, as well as other s...
Adventures in Finance - Daily Briefing - April 28, 2020
28 Apr 2020
Contributed by Lukas
Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss recent developments in markets, macro, and the coronavirus crisis. Today, ...
Adventures in Finance - Daily Briefing - April 27, 2020
27 Apr 2020
Contributed by Lukas
Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison for analysis of the day’s events. Bennington and Harrison discuss the shape & speed...
Adventures in Finance - Daily Briefing - April 24, 2020
24 Apr 2020
Contributed by Lukas
Ash Bennington hosts Tony Greer, Editor of the Morning Navigator, to get a trader's-eye view of what’s happening in markets. Greer unpacks the under...
Adventures in Finance - Daily Briefing - April 23, 2020
23 Apr 2020
Contributed by Lukas
In this episode of the Real Vision Daily Briefing, Managing Editor Ed Harrison hosts Roger Hirst for a discussion about emerging market credit risk, h...
Adventures in Finance - Daily Briefing - April 22, 2020
22 Apr 2020
Contributed by Lukas
Ash Bennington hosts Roger Hirst for a discussion about governments’ response to coronavirus and its implications for fiscal and monetary policy. Th...
Adventures in Finance - Daily Briefing - April 21, 2020
21 Apr 2020
Contributed by Lukas
Ash Bennington hosts Ed Harrison, Real Vision’s managing editor, to break down the day’s events. In today’s episode, Bennington and Harrison con...
Adventures in Finance - Daily Briefing - April 20, 2020
21 Apr 2020
Contributed by Lukas
Ash Bennington hosts Ed Harrison, Real Vision’s Managing Editor, to break down the day’s events. Today, the pair take a deep dive into the chaos o...
Adventures in Finance - Daily Briefing - April 17, 2020
17 Apr 2020
Contributed by Lukas
Ash Bennington hosts Ed Harrison, Real Vision’s Managing Editor, to break down the week’s events. The pair cover the U.S. banking sector, risks to...
Adventures in Finance - Daily Briefing - April 16, 2020
16 Apr 2020
Contributed by Lukas
On today’s Real Vision Daily Briefing, Roger Hirst and Ed Harrison discuss FX markets, high yield credit, and EM fixed-income through the lens of Br...
Adventures in Finance - Daily Briefing - April 15, 2020
15 Apr 2020
Contributed by Lukas
Ash Bennington hosts Real Vision’s Roger Hirst to talk markets and economics. In this episode, Bennington and Hirst discuss the dismal economic data...
Adventures in Finance - Daily Briefing - April 14, 2020
14 Apr 2020
Contributed by Lukas
Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss the day’s events. In this episode, the pair unpack new GDP growth foreca...
Adventures in Finances - Daily Briefing - April 13, 2020
13 Apr 2020
Contributed by Lukas
Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss the events of recent days as the coronavirus crisis grinds forward. Harris...
Adventures in Finance - Daily Briefing - April 10, 2020
12 Apr 2020
Contributed by Lukas
Real Vision CEO & co-founder Raoul Pal joins Ash Bennington for a big picture look at the events of the last few weeks in the wake of coronavirus with...
Adventures in Finance - Daily Briefing - April 9, 2020
09 Apr 2020
Contributed by Lukas
Real Vision's Roger Hirst and Ed Harrison talk about the Fed’s intervention into high yield ETFs and whether that support would spill over into equi...
Adventures in Finance - Daily Briefing - April 8, 2020
08 Apr 2020
Contributed by Lukas
Real Vision’s Ash Bennington hosts Roger Hirst to discuss the rally in US equities against the backdrop of coronavirus. Hirst and Bennington discuss...
Adventures in Finance - Daily Briefing - April 7 2020
07 Apr 2020
Contributed by Lukas
With markets and headlines moving faster than ever, we are now bringing all users a new ultra-timely show to help you keep up the dynamic news cycle. ...
Adventures in Finance - Daily Briefing - April 6 2020
07 Apr 2020
Contributed by Lukas
With markets and headlines moving faster than ever, we are now bringing all users a new ultra-timely show to help you keep up the dynamic news cycle. ...
Dr. Gio Valiante — Sustainable Excellence in Investing and Life
15 Nov 2019
Contributed by Lukas
Dr. Gio Valiante, founder of Fearless Golf and head performance coach at Point72 Asset Management, coaches individuals at the highest levels of sports...
Mark Ritchie II — The Critical Tell for the Stock Market
08 Nov 2019
Contributed by Lukas
Mark Ritchie II, CIO of RTM Capital Advisors, sits down with Real Vision’s Ed Harrison to discuss how he has re-positioned his investments after goi...
What Will a Recession Do to Venture Capital? With Josh Wolfe and Raoul Pal
01 Nov 2019
Contributed by Lukas
Josh Wolfe, co-founder of Lux Capital, sits down with Raoul Pal to examine the indicators that are warning that the economic cycle is reaching an infl...
Gold & “The Bitcoin Standard” with Saifedean Ammous and Marty Bent
25 Oct 2019
Contributed by Lukas
Is there a path for bitcoin to become the new gold standard? Economist Saifedean Ammous, author of the ‘The Bitcoin Standard: The Decentralized Alte...
China vs. The U.S.: Trade War to Cold War? (with Kyle Bass and Robert Spalding)
18 Oct 2019
Contributed by Lukas
Kyle Bass sits down with retired Brigadier General Robert Spalding to discuss the reality inside China. Spalding spent years living in China as Defens...
The Gold vs. Bitcoin Debate with Barry Silbert and Roy Sebag
11 Oct 2019
Contributed by Lukas
Earlier this summer, we released two interviews debating Grayscale Bitcoin Trust’s “Drop Gold,” campaign. Grayscale is a subsidiary of Digital C...
Understanding Dollar Repo Madness with Danielle DiMartino Booth and George Goncalves
04 Oct 2019
Contributed by Lukas
Danielle DiMartino Booth, chief strategist at Quill Intelligence, interviews George Goncalves of The Bond Strategist in his first appearance on Real V...
The Chinese Mirage with Chris Balding
27 Sep 2019
Contributed by Lukas
Christopher Balding, associate professor at Fulbright University Vietnam, delves into the many layers of the Chinese economy with Mike Green of Thiel ...
WeWork, Amazon, Fannie Mae and Berkshire: Whitney Tilson’s Hedge Fund Odyssey
20 Sep 2019
Contributed by Lukas
Whitney Tilson details his transformation from momentum trader to an investor living by Warren Buffett’s advice that “it’s far better to buy a w...
Barry Silbert Forecasts the Future of Crypto
13 Sep 2019
Contributed by Lukas
Barry Silbert is the founder and CEO of Digital Currency Group, a cryptocurrency investment trust that is now worth as much today as the whole asset c...
Are Unfunded Pensions Secretly Driving Markets? (With Brian Reynolds and Tyler Neville)
06 Sep 2019
Contributed by Lukas
Brian Reynolds, former chief market strategist at Rosenblatt Securities, tells why unfunded pension liabilities are the real engine for the U.S. credi...
Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal)
30 Aug 2019
Contributed by Lukas
Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal) Learn more about your ad choices. Visit podcastchoices.com/adchoices
Russell Clark - Devaluing the Chinese Renminbi
23 Aug 2019
Contributed by Lukas
Russell Clark of Horseman Capital warns that a Chinese currency shock could be the spark that burns down the entire global economy. In an hour-long co...