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Real Vision Podcast Network
Welcome to the Real Vision Podcast, your go-to source for cutting-edge insights and expert analysis in the world of finance and investing.
Our mission is to arm you with the knowledge, tools, and network you need to succeed on your financial journey.
In each episode, we bring you in-depth interviews with the brightest minds in finance, including top investors, analysts, and industry leaders, to help you navigate the complexities of the global economy and make informed investment decisions.
Join us as we explore market trends, investment strategies, and the forces shaping the financial landscape.
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The Knock-On Effect #24 - Why Fruit Patents Matter
What does China’s shifting attitude toward intellectual property mean for the fruit industry? Justine and Alex discuss - also touching on the Bacardi family and the quest for the next celebrity apple.
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33:1316/11/2018
The Knock-On Effect #23 - Are Bear Markets Actually Good?
Real Vision’s Ash Bennington joins Alex to reflect on a trope
frequently heard in the cryptocurrency world these days: “The best projects are built in bear markets.” Plus: The differences between crypto conferences and muni bond conferences, why Bitcoin Cash has become a punchline, and what Alex learned from an Aria bellhop.
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30:2209/11/2018
The Knock-On Effect #22 - Why the trucker shortage matters, part 2
How does the recent mandate to electronically log trucker hours impact the labor force, Amazon and U.S. consumers? Justine and Alex speak with Will Pletcher, president of transportation company MCAH Ltd, about surging wages and costs in trucking. Will also sets the record straight on some common trucker stereotypes.
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32:5702/11/2018
The Knock-On Effect #21 - Why does the growth of China's billionaire class mean wine bottles will get a lot more complicated?
If the trade war winds down, why might we see more security measures on wine bottles? Alex and Justine discuss, touching on nail-biting auctions, vineyard pests and new uses for the blockchain.
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37:5026/10/2018
The Knock-On Effect #20 - Why might our honey obsession lead to more mini-robotic drones?
How does the health food craze contribute to the production of drones? Justine and Alex discuss, touching on global smuggling rings, food fakery and sauerkraut flavored honey.
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34:2919/10/2018
The Knock-On Effect #19 - Elections, Payday Loans & Stolen Goods
If the Republicans maintain control of Congress, why might it become easier to buy stolen goods by accident? Alex and Justine discuss, also touching on wordy regulations, the emotional reaction to wealth disparities, and Justine's mixed driving record.
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44:2312/10/2018
The Knock-On Effect #18 - Why will trucking surveillance lead to problems for holiday shoppers?
Why does a recent mandate for increased workplace surveillance spell trouble for retailers? Justine and Alex discus — also touching on implanted microchips, byzantine trucking regulations, and Alex’s affinity for “the open road.”
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42:4105/10/2018
The Knock-On Effect #17 - Why does increased NASA funding mean Qatar could lose an honor?
Who stands to profit from the next era of space exploration? Alex, Justine and Roger discuss, touching on international space law, libertarians on Mars, and Justine's favorite intergalactic snack food.
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29:0828/09/2018
The Knock-On Effect #16 - Online ads and grocery store shifts?
What impact will the growth of online advertising have on your local grocery store? Justine, Alex and Roger discuss — also touching on cookie wars, mysterious Senate hearing testimony, and Roger’s favorite breakfast.
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38:1421/09/2018
The Knock-On Effect #15 - South African Meat and Large-Cap Tech
What does cheaper South African biltong have to do with a rally in large-cap U.S. tech stocks? Roger, Justine and Alex discuss the knock-on effects of the shifts in emerging market currencies— also touching on earnings excuses, the myopic U.S. rally, and romantic questions.
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23:5814/09/2018
The Knock-On Effect #14 - Why will asthma cases change cargo shipping?
What impact will the proliferation of asthma have on innovation in the cargo shipping industry? Justine and Alex discuss in this podcast-only episode of the Knock-On Effect, also touching on massive kites, the dregs of the fuel-making process, and Alex’s Model UN days.
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28:2807/09/2018
The Knock-On Effect #13 - Why China’s waste ban matters
Why will China’s efforts to clean up its image put more water bottles inside shoes, lead to a recycling black market and raise the costs for shipping garbage? Alex and Justine discuss — also touching on virgin plastics, the voyage of a garbage barge in the 1980s, and the Polish trash mafia.
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44:2631/08/2018
The Knock-On Effect #12 - Turkey Troubles and Spicy Hazelnuts
Why will the crisis in Turkey lead hazelnuts to be covered in wasabi? Alex and Justine discuss — also touching on Nutella, “hot money,” and Japanese snacking habits.
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25:0924/08/2018
The Knock-On Effect Summer Series #2 - Raoul Pal on Turkey
Will turmoil in Turkey send global markets skidding? And why might such an economically small country have an incredibly outsized effect? Raoul Pal, co-founder CEO of Real Vision and founder of The Global Macro Investor, discusses with Justine and Alex.
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25:5417/08/2018
The Knock-On Effect Summer Series #1 - Mark Dow on Liquidity
Are market participants misunderstanding the current state of liquidity - and if so, what are the potential knock-on effects? Mark Dow, founder of Dow Global Advisors and author of the Behavioral Macro Blog, discusses with Roger, Justine and Alex.
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34:5010/08/2018
The Knock-On Effect #11 - Almond milk and stamp storage
Why will rising popularity of almond milk make it more expensive to store postage stamps? Justine and Alex discuss — also touching on bovine productivity, disused limestone mines, and the “Illuminati of Cheese.”
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36:0403/08/2018
The Knock-On Effect #10 - Yield Surge to Trash Cheap Vodka?
Will rising yields on Treasury notes sink the cheapest vodkas? Alex and Justine discuss – also touching on the causes of recession, Scottish drinkers, and the impact of Fed policy. Plus, a controversial USDA maneuver to clamp down on speedy traders.
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43:4827/07/2018
The Knock-On Effect #9 - Trade Fears to Clarify Diamonds?
Why will rising concerns about China’s trade-related retaliation lead diamonds to become clearer? Justine and Alex discuss – also touching on Jules Verne novels, iPhone batteries and a new version of blue.
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30:4020/07/2018
The Knock-On Effect #8 - Stock Rally to Spur Foot Picking?
Why will higher stock prices lead more American to pick feet? Alex and Justine discuss, also touching on income inequality, one very fancy Manhattan store, and the marital habits of reptile owners. Plus, Justine explains why companies seems to be so afraid of the number “4.”
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37:0913/07/2018
Real Vision Rewind #1 – Godfather of Central Banking
How did the modern age of central banking begin? In this story previously heard in a 2017 episode of “Adventures in Finance,” Grant Williams, Aaron Chan and Ben Hunt look at the fascinating history of the man some consider the godfather of central banking, John Law. Then Alex and Justine draw some present-day conclusions.
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41:1006/07/2018
The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors?
Why will a rising dollar lead to a proliferation of ice cream flavors that go far beyond vanilla? Justine and Alex discuss, touching on thieves in Madagascar, beaver glands, whisky maturation and the globalized food production process.
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35:4629/06/2018
The Knock-On Effect #6 - Fed Hikes to Quash Lottery Ticket Sales?
Why will a higher fed funds rates lead to a decline in the number of Americans who play the lottery? Alex and Justine discuss, along the way touching on the future of transportation, moving to L.A., the wisdom of playing the lottery, and Justine’s favorite writer.
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28:0122/06/2018
The Knock-On Effect #5 - Demographics and Doorways
Why will changing Chinese demographics lead to an increase of plastic strips in doorways? Justine and Alex discuss - and in so doing, also touch on Ikea trips, online dating, modern food production, and President Bush’s congratulatory message to President Obama. Then Alex explains how a horse racing term could apply to what’s ahead for stocks.
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45:4115/06/2018
The Knock-On Effect #4 - Tariffs and Cork
Why will U.S. tariffs lead to a resurgence for the global cork industry? Justine and Alex explain, along the way discussing Australian wine, cork shoes and the Chinese consumer.
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25:2908/06/2018
The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom
Why will higher oil prices result in disappointed craft beer drinkers? Justine and Alex discuss. Plus, Alex delves into the world of academia, and discusses an interesting finding about the way stocks react to earnings announcements.
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32:4401/06/2018
The Knock-On Effect #2 - Rising Rates and Sandy Tracks
Why will rising rates leave tire tracks on the world’s great beaches? Alex, Roger and Justine discuss. Plus, a high-pressure debate over whether stocks will fall 20% within the next year. Filmed on May 21, 2018.
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23:0025/05/2018
The Knock-on Effect #1 - Protectionism and Red Velvet Cake
In this inaugural episode of “The Knock-On Effect,” Justine and Roger try to convince Alex that a U.S. crackdown on free trade could lead American red velvet cakes to turn pink. Yes, really. Plus, Alex takes issue with Charlie Munger’s shocking bitcoin comparison.
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24:3718/05/2018
Adventures in Finance 66 - Collective Wisdom: The best pieces of advice ever received by Real Vision contributors
What’s the single best piece of advice you’ve ever received, and how have you applied it over the course of your investment career? In this episode of the “Adventures in Finance” series, eight of our favorite prior guests join us once again to answer that question. You’ll hear from Marc Cohodes, Pippa Malmgren, Chris Cole, Ben Hunt, Jawad Mian, Simon Mikhailovich, Dee Smith and Jeff Snider – and if you don’t walk away from this series of short interviews with something new to think about it, go back and listen again! Plus, in the long/short segment, Grant and Alex trade selfies, people who hate their jobs, and you.
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01:15:1811/05/2018
Adventures in Finance 65 - A Revolution is underway: Stock markets, oil, bonds and Real Vision
Real Vision’s CEO and macro-economist, Raoul Pal, offers his latest thoughts on the bond market, the dollar, oil and the business cycle as well as an update on what the future holds for Real Vision. In this week’s Long Short, Raoul and Grant discuss all things swine. Log on to www.realvision.com/adventuresinfinance to find out how you can be part Real Vision’s exciting financial media revolution.
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01:02:2704/05/2018
Adventures in Finance 64 - Crossing the Rubicon? The Bond Market’s Big Move
With the 10-year yield peaking above 3% this week, is the low finally in for the 10-year yield? How high is it liable to rise? How might the Fed and inflation play into this? And what could it all mean for equities? Julian Bridgen of Macro Intelligence 2 Partners joins to discuss all that and more. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade ancient appliances, Billy Bragg and middle seats.
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55:5027/04/2018
Adventures in Finance 63 - Reality Check? The Case for Stocks
After a treacherous few months for equities, investor sentiment appears to have turned relatively ursine. But is the reality that stocks will continue to rise in the short-term at least? Neil Azous of Rareview Macro makes just that case. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade hip-hop, the London skyline, overspending millennials and non-conventional art supplies.
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52:0820/04/2018
Adventures in Finance 62 - Powering Down: Beginning of the End for Tesla?
Can Tesla still take over the world – or is the end nigh for the ambitious electric car company? Charley Grant of the Wall Street Journal and Mark Spiegel of Stanphyl Capital join to discuss. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade the political circus, Twitter debates and scheming seniors.
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52:4113/04/2018
Adventures in Finance 61 - Crude Awakening: The Yuan, the Dollar, and the Battle for Global Supremacy
China appears to be taking a major step to combat the dominance of the U.S. dollar. How significant could that move be, and what political, economic, and market changes might result? Luke Gromen, founder of research firm Forest for the Trees, joins for a deeply insightful discussion. Plus, Grant Williams and Alex Rosenberg trade Saudi leadership, California regulations, and flat-falling April Fools’ Day jokes.
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01:19:3406/04/2018
Adventures in Finance 60 - Look Out Below? David Rosenberg’s Stormy Outlook
After a tumultuous first quarter for stocks, what will the rest of the year bring? Nothing good, according to famed economist David Rosenberg of Gluskin Sheff. He outlines what could be ahead for the economy and markets – and outlines some areas where investors might turn to safety. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade weight-losing poker players, sexy magazine covers and replying all.
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47:4030/03/2018
Adventures in Finance 59 - Anti-Social: Facebook, Privacy and Societal Shifts
Will the Facebook-Cambridge Analytica fracas actually turn the tide of public opinion against the social media giant? Jesse Felder of The Felder Report and Peter Atwater of Financial Insyghts join to discuss. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade Jerome Powell, scientific research and predictive coffee-based drinks.
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01:06:3623/03/2018
Adventures in Finance 58 - Commercial Break: What the Ad industry’s struggles say about the economy
Advertising behemoth WPP has run into massive troubles. Does this just reflect the flow of ad dollars into Google and Facebook, or does it suggest bigger problems with the global economy? Grant describes his findings, while Daniel Ives of GBH Insights takes the other side. Meanwhile in the long/short segment, Grant and Alex trade “King Dollar,” Russian airplane engineers and ETF-related class-action lawsuits.
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51:2016/03/2018
Adventures in Finance 57 - Blue Steel: Tariffs, Trade and Trump
What’s driving the modern movement toward protectionist tariffs and trade wars? Where will it all lead, and what lessons can we draw from history? Geopolitics consultant Peter Zeihan and historian Marc Palen discuss. Plus, in the long/short segment, Grant and Alex trade airline seats, trend followers and Wu Tang Clan fans.
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56:4209/03/2018
Adventures in Finance 56 - Digging Gold: The Case for Precious Metals
Will it soon be gold’s time to shine once again? Rick Rule of Sprott Global Resources, Simon Mikhailovich Tocqueville Bullion Reserve and Ronald-Peter Stoeferle of Incrementum AG weigh in. Plus, in the long/short segment, Grant and Alex trade tennis, pant-ripping lasers and flighty models.
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01:12:2202/03/2018
Adventures in Finance 55 - The Storm After the Calm: Is Market Volatility Back?
Stock market volatility has surged to levels unseen in years. So is the era of unusual market calm now over and done with? Or was this latest episode just a temporary bit of turmoil? Steve Diggle of Volpes Investment Management and Dennis Davitt of Harvest Volatility Management weigh in. Plus, in the long/short segment, Grant and Alex trade Apple, mediocre Olympic athletes and Jennifer Lawrence.
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01:02:4423/02/2018
Adventures in Finance 54 - Trump Whisperer: The Life and Times of Ken Kurson
Ken Kurson has been many things: A reporter, a rocker, a newspaper editor and a cryptocurrency evangelist. He’s also a supporter and occasional speechwriter for President Donald Trump. This week, he sits down with Real Vision’s Ash Bennington to discuss his varied careers – and to explain why he is a big believer in the current president. Plus, in the “Things I Got Wrong” segment, Nick Colas of DataTrek Research discusses the importance of having confidence at market turning points. And in the long/short segment, Grant and Alex trade Rolls-Royce SUVs, terrifying robots and mass-media volatility coverage.
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57:4716/02/2018
Adventures in Finance 53 - Unfixed Income: The Bond Market Meltdown
Bond prices appear to be in the midst of a striking dive. So can we blame bonds for the stock market drop? Is the decades-long bond bull market finally over? And where will the 10-year Treasury yield finally settle out? Jeffrey Snider of Alhambra Partners and Greg Weldon of “Weldon Live” join to discuss. Plus, in the long/short segment, Grant Williams, Alex Rosenberg and James Gibb trade volatility, Tesla and network TV.
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57:5609/02/2018
Adventures in Finance 52 - New Kids on the Blockchain: Inside the Minds of Cryptocurrency Investors
The crypto craze has made dedicated investors and traders out of many people who’ve never before given much thought to finance. What’s driven those people into bitcoin and other tokens, where do they see prices going, and how are they reacting to the recent plunge? We talk to a wide swath of crypto investors around the world to find out. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade sleep, Jeremy Corbyn and home-made New Zealand islands.
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01:05:3902/02/2018
Adventures in Finance 51 - Xi’s China: What Next For The Middle Kingdom?
With China’s plenum out of the way, what’s ahead for the Chinese economy? How much influence does the government have, and how successful has the transition to a consumer-based economy been? Finally, what does it all mean for the global growth and inflation outlook? Tian Yang of Variant Perception and Louis Gave of Gavekal weigh in. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade ICOs, Liberian leadership and lifeguard buffness.
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01:03:5926/01/2018
Adventures in Finance 50 - 363 Days: Donald Trump’s First Year
A year after Donald Trump’s inauguration, we take a close look at the president’s performance. How well has President Trump done? Should market bulls thank him for the recent rally? And how great is the risk of a significant policy misstep? Experts R.P. Eddy and Pippa Malmgren join to discuss. Plus, in the Long/Short segment, Grant and Alex trade felons, bitcoin and reality.
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01:04:0119/01/2018
Adventures in Finance 49 - Charge!: The Bull Case for Tesla
At long last, a Tesla bull steps up to retort Mark Spiegel’s bear case on the electric car company. Rob Maurer, host of the Tesla Daily podcast, makes an impassioned case for both the company and the stock. Plus, Grant Williams and Alex Rosenberg trade Nike, Hedy Lamarr and Scottish spiders in this week’s Long/Short segment.
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01:11:1812/01/2018
Adventures in Finance 48 - Taking Stock: The Best of “Adventures in Finance”
Grant looks back at some of his favorite moments from the podcast, reflecting on some of the boldest calls, sharpest insights and most meaningful stories he’s heard.
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01:37:3629/12/2017
Adventures in Finance 47 - What Lies Beyond? Big Themes for 2018 Part II: Inflation
Is an inflation spike around the corner – and if so, what effects could that have? To find out, Grant speaks to Jawad Mian of Stray Reflections, Jonathan Pain of the Pain Report, and Peter Boockvar of Bookmark Advisors. Each gives his take on where we are in terms of inflation now, and where we could be headed in the year ahead.
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01:06:5022/12/2017
Adventures in Finance 46 - What Lies Beyond? Big Themes for 2018 Part I: Volatility
Grant and James are joined by two of the most seasoned volatility traders in the world, David Dredge of City Financial and Chris Cole of Artemis Capital Management, to discuss the curious absence of volatility in 2017 and whether they see a return to more unpredictable moves in financial markets during 2018.
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01:06:1715/12/2017
Adventures in Finance 45 - Baring The FAANGS: What’s Next For The Tech Titans?
Mark Mahaney of RBC Capital Markets offers his positive assessment of the outlook for the big tech giants who have led the market rally while Jesse Felder, author of The Felder Report and host of the podcast Superinvestors and the Art of Worldly Wisdom returns to Adventures in Finance with some words of caution as he sees signs that both public opinion and the companies’ own performance are beginning to turn
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01:06:3608/12/2017
Adventures in Finance 44 - Mind Games: Harnessing Market Psychology
Peter 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.
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01:03:5701/12/2017