Real Vision: Finance & Investing

Daily Briefing – July 23, 2020 – We Are In A Secular Stagnating Market: Tyler Neville

23 Jul 2020

Contributed by Lukas

Managing editor, Ed Harrison, joins Real Vision’s Tyler Neville to break down his ideas around secular stagnating markets, demographics, and pension...

Daily Briefing – July 22, 2020 – Gold Rally Could Be Signaling Inflation Fears: Jim Bianco

22 Jul 2020

Contributed by Lukas

Managing editor, Ed Harrison, hosts Jim Bianco of Bianco Research to discuss the Fed and Judy Shelton’s recent nomination, the significance of flows...

Daily Briefing – July 21, 2020 – There Is Only One Story: Europe – Ed Harrison

21 Jul 2020

Contributed by Lukas

Senior editor Ash Bennington joins managing editor Ed Harrison to talk about how EU leaders have closed in on its landmark recovery deal. Ash and Ed e...

Daily Briefing – July 20, 2020 – Jobless Claims Will Rise By 500,000 Over Next Month: Ed Harrison

20 Jul 2020

Contributed by Lukas

Senior editor, Ash Bennington, hosts managing editor, Ed Harrison, to analyze the economic news of the day. Ed and Ash examine the recent jobs figures...

The Interview - Debt Deflation Holy Grail w/ Richard Koo

19 Jul 2020

Contributed by Lukas

Real Vision Managing Editor Ed Harrison talks to Richard Koo, Chief Economist at Nomura Research Institute. Koo is famous for his work on balance shee...

The Interview - Inside the COVID-19 Vaccine Project w/ Dr. Kayvon Modjarrad

18 Jul 2020

Contributed by Lukas

Dr. Kayvon Modjarrad, director of the Emerging Infectious Diseases Program at Walter Reed Army Institute of Research, joins Ash Bennington to explain ...

Daily Briefing – July 17, 2020 - Gold Miners The Only Action In Town: Raoul Pal

17 Jul 2020

Contributed by Lukas

Real Vision CEO Raoul Pal is joined by senior editor Ash Bennington to reflect on weakness in the banking sector and the odd flatness that has charact...

Daily Briefing – July 16, 2020 – The Reopening Has Stalled: Ed Harrison

16 Jul 2020

Contributed by Lukas

Senior editor Ash Bennington joins managing editor Ed Harrison to discuss the latest jobless claims numbers and its particular significance this week....

Bonus Episode - The Interview - Steve Keen -- We Need a Private Debt Jubilee

16 Jul 2020

Contributed by Lukas

In these unprecedented times of economic stress, the mainstream playbook has been tossed out the window as fiscal and monetary authorities continue to...

Daily Briefing – July 15, 2020 – Fed Tightening May Be Defining Factor for Equities and the Dollar: Roger Hirst

15 Jul 2020

Contributed by Lukas

Senior editor Ash Bennington joins managing editor Roger Hirst to discuss the latest developments in markets and macro. Bennington and Hirst consider ...

Daily Briefing - July 14, 2020 - The System is Rigged Against Ordinary People: Ed Harrison

14 Jul 2020

Contributed by Lukas

Senior editor Ash Bennington joins managing editor Ed Harrison to discuss Q2 earnings for banks such as JPMorgan and Wells Fargo and use it as a barom...

Daily Briefing - July 13, 2020 - Record Tesla Stock Price Reeks of Desperation - Ed Harrison

13 Jul 2020

Contributed by Lukas

Senior editor Ash Bennington hosts Ed Harrison for a conversation about life and markets during coronavirus. Using Tesla as a jumping off point, they ...

The Interview - Professor Richard Werner joins Hugh Hendry - More Power To The Princes

12 Jul 2020

Contributed by Lukas

Professor Richard Werner joins Hugh Hendry, founder and former CIO of Eclectica Asset Management, for a deep-dive into the world of central banking. T...

The Interview - Stephanie Kelton -- MMT and the Deficit Myth

11 Jul 2020

Contributed by Lukas

By both surprise and necessity, Modern Monetary Theory is here at our doorstep. And with neither major party remaining as the party of 'fiscal respons...

Daily Briefing - July 10, 2020 - The V-Shape Recovery Idea is Dead: Raoul Pal

10 Jul 2020

Contributed by Lukas

Is the idea of a V-shaped recovery dead? Real Vision CEO Raoul Pal and senior editor Ash Bennington explore that question in depth through the lens of...

Daily Briefing - July 9, 2020-Fee-Free and Passive Trading Are Distorting Price Discovery: Tyler Neville

09 Jul 2020

Contributed by Lukas

Real Vision managing editor Ed Harrison hosts Real Vision's Tyler Neville to discuss the ever-expanding chasm in markets between fundamentals and flow...

Daily Briefing - July 8, 2020 - ETF Inflows Could Make Market Vulnerable - Ed Harrison

08 Jul 2020

Contributed by Lukas

Senior editor Ash Bennington joins managing editor Ed Harrison to discuss the latest developments in markets, macro, and coronavirus. Ash and Ed first...

Daily Briefing - July 7, 2020 - Macro Backdrop Signals Slowing Global Growth.

07 Jul 2020

Contributed by Lukas

Managing editor Ed Harrison joins Dan Russo, CMT, chief market strategist at Chaikin Analytics, to discuss the latest developments and trends in marke...

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...