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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.
Whether you're a seasoned investor or just starting, Real Vision is here to empower you with the information you need to achieve your financial goals.
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Is the Green Transition at a Crossroads?
🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj
What do rising geopolitical tensions and turbulent energy markets mean for green energy?
As the Ukraine conflict reshapes Western dependence on Russian resources, and with wind and solar facing mounting challenges, the world is at a pivotal moment in its green energy journey. Suriya Jayanti, co-founder and managing director of Eney, joins Andreas Steno Larsen to explore the future of the green transition. Recorded October 31.
And check out the Exponentialist — a new research service from Raoul Pal and David Mattin detailing how exponential technologies are reshaping our world… and what that means for investors: https://www.realvision.com/thefuture
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
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01:01:5219/11/2023
The Present and Future of Chainlink
🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj
Sergey Nazarov, co-founder of Chainlink, joins Ash Bennington to dive deep into the latest developments at Chainlink. From cross-chain solutions to defining the verifiable web, Sergey and Ash cover everything you need to know. Recorded November 8th.
Check out The Exponenialist, Raoul Pal and David Mattin's new research service on how technology is reshaping our world and what the Exponential Age could bring us:Â https://www.realvision.com/thefuture
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
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54:1318/11/2023
Drinks with Raoul Pal - Ask Me Anything
🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj
November's wild ride continues as markets look to end with gains.
Grab a drink and join Raoul as he unravels the latest dynamics moving traditional markets along with crypto! Plus, he will be taking questions from the audience over on the Real Vision Platform!
Check out The Exponenialist, Raoul Pal and David Mattin's new research service on how technology is reshaping our world and what the Exponential Age could bring us:Â https://www.realvision.com/thefuture
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
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01:07:1918/11/2023
Is the Goldilocks Forecast Too Good to be True?
🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj
Cem Karsan, founder of Kai Volatility Advisors, joins Maggie Lake to discuss the importance of the options market, its impact on broader markets, and how it will impact market structure in light of this recent rally. You can find more of Cem's incredible research here:Â Â https://www.kaivolatility.com
Don;t forget to check out The Exponenialist, Raoul Pal and David Mattin's new research service on how technology is reshaping our world and what the Exponential Age could bring us:Â https://www.realvision.com/thefuture
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
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40:1516/11/2023
Is Inflation Finally Tamed?
🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj
The market continues its gains as Investors weigh the possibility that the Fed is done.
Steve Miley, Co-founder and Chief Analyst at TradeDay, sits down with Maggie Lake, to discuss the market action we have seen after the recent Inflation data, how treasuries have responded and What is the next step for the Fed.
Check out The Exponenialist, Raoul Pal and David Mattin's new research service on how technology is reshaping our world and what the Exponential Age could bring us:Â https://www.realvision.com/thefuture
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
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37:2916/11/2023
Year-end rally, here we go!
🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj
The markets catch fire as October's inflation data defies Wall Street's expectations
Tony Greer, Founder of TG Macro and Editor of the Morning Navigator, to discuss the impact of today's Inflation Data, the response we saw from the market, and what this means for the Federal Reserve's strategy in the coming months. Get more of Tony's incredible research and trade ideas' here:Â https://tgmacro.com
Check out The Exponenialist, Raoul Pal and David Mattin's new research service on how technology is reshaping our world and what the Exponential Age could bring us:Â https://www.realvision.com/thefuture
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
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35:5315/11/2023
Are We Still Headed for a Recession?
🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj
Stocks stall as Moody's downgrades the U.S. credit rating and investors wait for tomorrow's October CPI data.
Jared Dillian, editor of the Daily Dirtnap newsletter, joins Ash Bennington to discuss what he expects from tomorrow's monthly inflation print, why the price action in oil makes him think we're still due for a recession, what market sentiment is signaling, and more.You can pre-order Jared's new book, No Worries: How to Live a Stress-Free Financial Life, right here:Â http://buynoworries.com
And check out the Exponentialist — a new research service from Raoul Pal and David Mattin detailing how exponential technologies are reshaping our world… and what that means for investors: https://www.realvision.com/thefuture
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
36:1613/11/2023
Currencies From Digital to Physical
🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj
From the fate of Dollar Yen to the impact of a Bitcoin ETF, get ready for a deep exploration.
Jim Bianco, president of Bianco Research, and Ram Ahluwalia, co-founder, CEO, and Co-CIO of Lumida, discuss their perspectives on the potential ramifications of an approved Bitcoin ETF. Continuing the conversation Julian Brigden, co-founder of MI2 Partners, and Raoul Pal, co-founder and CEO of Real Vision, will discuss their latest views on The BOJ and their Yield Curve Control policy. This discussion was originally part of October's monthly Insider Talks for Pro Macro members.
Check out The Exponenialist, Raoul Pal and David Mattin's new research service on how technology is reshaping our world and what the Exponential Age could bring us:Â https://www.realvision.com/thefuture
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
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27:2713/11/2023
The Exponential Age Series: Part 4
🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj
The intersection of macro and exponential technologies like AI has never been more important to understand.
Much like Real Vision co-founder and CEO Raoul Pal, Jordi Visser began his career immersed in macro markets. In recent years, the CIO and president of Weiss Multi-Strategy Advisers has gravitated toward the exponential technologies that will shape our future. Jordi joins Raoul to discuss the intersection of macro and accelerating technologies, specifically AI's role for investors moving forward.
Don’t forget to check out the Exponentialist — a new, premium research service from Raoul Pal and David Mattin detailing how exponential technologies are reshaping our world… and what that means for investors: https://www.realvision.com/thefuture
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
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01:41:0412/11/2023
The Exponential Age Series Part 2: Why Apple May Have Finally Nailed Mixed Reality
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With the Vision Pro, Apple refines mixed reality, paving ways forward in the metaverse and AI.
David Mattin, founder of New World Same Humans, joins Evan Helda, principal of spatial engineering at Amazon Web Services and writer at MediumEnergy.io, to explore why the Apple Vision Pro may have perfected mixed reality and what opportunities that unlocks for the metaverse and AI. In the midst of all these incredible advances in tech, they also discuss what it truly means to stay human in this period of exponential change.
And don’t forget to check out the Exponenialist, Raoul Pal and David Mattin's new research service detailing how technology is reshaping our world and what the Exponential Age means for investors: https://www.realvision.com/thefuture
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
01:00:4111/11/2023
What is the Treasury Market Telling Us?
🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj
U.S. equities take a slide as bond yields bounce back.
Warren Pies, co-founder of 3Fourteen Research, joins Ash Bennington to discuss the market action since the last FOMC meeting and explain the potential lag effects the economy will experience from higher interest rates.You can find more of Warren's research here:Â https://www.3fourteenresearch.com
And don’t forget to check out the Exponentialist — a new research service from Raoul Pal and David Mattin detailing how exponential technologies are reshaping our world… and what that means for investors: https://www.realvision.com/thefuture
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
35:5009/11/2023
The Impacts of Higher For Longer
🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj
Stocks slipped a bit and bond yields continued lower, as investors mull over some key statements from the Federal Reserve.
George Goncalves, head of U.S. macro strategy at MUFG, joins Ash Bennington to explain his Higher for Longer Paradox thesis, why he expects a prolonged period of higher interest rates, and the potential economic implications of such an environment.
Don’t forget to check out the Exponentialist — a new, premium research service from Raoul Pal and David Mattin detailing how exponential technologies are reshaping our world… and what that means for investors: https://www.realvision.com/thefuture
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
34:3308/11/2023
Will the Downtrend in Oil Continue?
🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj
Crude oil drops below 80 in intraday trading — but do the technicals show further declines on the horizon?
Ash Bennington is joined by technical trading expert Dave Floyd, founder of Aspen Trading Group, to discuss all the latest moves in markets, from oil's steady decline to U.S. equities taking off and yields pulling back. Dave shares how he's positioning trades in U.S. 10-year Treasuries, GLD, and more. You can join Dave's FX trading course tonight at 8 pm ET/5 pm PT: https://app.desiretotrade.com/masterclass
And don’t forget to explore the Exponentialist — a new, premium research service from Raoul Pal and David Mattin detailing how exponential technologies are reshaping our world… and what that means for investors: https://www.realvision.com/thefuture
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
37:0307/11/2023
The Realities of a Recession
🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj
After the best weekly rally of 2023 for stocks, investors wait for more clues on rates and the economy.
Daniel Lacalle, chief economist at Tressis, joins Ash Bennington to discuss the pressing questions surrounding the possibility of a recession and share why the intricacies of economic data have him feeling bearish on the Eurozone. You can find more of Daniel's research here:Â https://www.dlacalle.com/en/
And don’t forget to explore the Exponentialist — a new, premium research service from Raoul Pal and David Mattin detailing how exponential technologies are reshaping our world… and what that means for investors: https://www.realvision.com/thefuture
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
39:0706/11/2023
The Energy-Recession Link
🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj
With energy prices still elevated at this time, Andreas Steno Larsen explores whether that will lead us to a grinding halt in growth and what he sees as the recession playbook from here. Recorded October 17, 2023.
For more access to Andreas’ independent research, there’s a 40% discount exclusively for the Real Vision community using the code RV40 right here: https://www.realvision.com/steno
And don’t forget to check out the Exponentialist, Raoul Pal and David Mattin's new research service on how technology is reshaping our world and what the Exponential Age means for investors: https://www.realvision.com/thefuture
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
26:1205/11/2023
The Exponential Age Series: Part I
🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj
Raoul Pal and David Mattin on the dawn of the world’s most radical transformation.
Kicking off this new series, Real Vision co-founder and CEO Raoul Pal is joined by David Mattin, founder of New World Same Humans, for a thrilling conversation about the profound technological shift that has begun and what it represents not just for financial markets but for the world as we know it. Plus, Raoul and David share some clues about an exponentially important Real Vision announcement.
Recorded on October 20, 2023
Don’t forget to check out the Exponentialist, Raoul Pal and David Mattin's new research service on how technology is reshaping our world and what the Exponential Age means for investors: https://www.realvision.com/thefuture
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
59:5504/11/2023
Is The Fed Done?
🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj
Stocks continue their rally as the jobs report disappoints.
The Fed Guy, Joseph Wang, joins Maggie Lake to discuss today's jobs report and why he thinks yields will trend higher next year, and he will explain why he says, "The Fed is done with its hiking cycle". Get more of Joseph's incredible research here: https://fedguy.com
Check out The Exponenialist, Raoul Pal and David Mattin's new research service on how technology is reshaping our world and what the Exponential Age could bring us:Â https://www.realvision.com/thefuture
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
36:5003/11/2023
Can the Market Party Last?
🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj
U.S. stocks rally and yields pull back as traders bet on a a top in interest rates. But will the good times last?
Mark Ritchie II, managing partner at RTM Capital Advisors, joins Maggie Lake to discuss why he's not trusting the recent market rally. According to Mark, “the market is trying to find a bottom.” He’ll examine the latest action across asset classes, including the recent breakout in bitcoin, and share how he’s positioning for the months ahead.
In case you missed it, check out the Exponenialist — a new, premium research service from Raoul Pal and David Martin detailing how exponential technologies are reshaping our world… and what that means for investors: https://www.realvision.com/thefuture
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
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35:5702/11/2023
Is A Credit Event Coming?
🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj
Dr. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, joins Maggie Lake to discuss the impact of Fed Chairman Powell's statements during today's meeting and explore the dynamics surrounding the supply and demand of US Treasuries. Get more of Sri's incredible research here:Â https://srikonomics.substack.com
And don’t forget to check out the Exponentialist, Raoul Pal and David Mattin's new research service on how technology is reshaping our world and what the Exponential Age means for investors: https://www.realvision.com/thefuture
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
38:3901/11/2023
Is the Fed About to Spook the Markets?
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The Japanese yen falls to a 33-year low as markets close a third consecutive choppy month.
Tony Greer, editor of the Morning Navigator, joins Maggie Lake to discuss the recent moves in U.S. Treasuries, what he expects from tomorrow’s Federal Reserve interest rate decision, and how the BOJ’s latest yield curve control measure could impact global markets.You can find more of Tony's in-depth research here: https://twitter.com/TgMacro
Don’t forget to check out the Exponentialist, Raoul Pal and David Mattin's new research service on how technology is reshaping our world and what the Exponential Age means for investors: https://www.realvision.com/thefuture
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
34:4401/11/2023
What's Driving Down Oil Prices?
🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj
The market rallies as investors look ahead to Wednesday's Fed meeting.
Doomberg, the energy expert and editor of the Domberg Substack, joins Maggie Lake to discuss the geopolitical tension in the Middle East, its impact on oil, and how artificial intelligence will impact commodity markets. You can find more of Doomberg's excellent research here:Â https://doomberg.substack.com
And don’t forget to check out the Exponentialist, Raoul Pal and David Mattin's new research service on how technology is reshaping our world and what the Exponential Age means for investors: https://www.realvision.com/thefuture
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
36:3230/10/2023
Peter Zeihan on the Israel-Hamas War
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Geopolitical strategist and author Peter Zeihan joins Maggie Lake to unpack the complex geopolitical landscape. They look at the most recent developments in Israel and how this could impact the Russia-Ukraine war, discuss where China stands amid Middle East tensions, and explore how technology is changing the face of global warfare.
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
01:20:2129/10/2023
American Exceptionalism: Is the U.S. Rebounding?
🚀Get access to David and Raoul's full catalog of research here: https://rvtv.io/3FAb8hj
After a strong U.S. jobs report last Friday and 12 straight weeks of a strengthening U.S. dollar, is America entering a surprise economic rebound? And how does this compare with the rest of the world’s economic performance? Andreas Steno Larsen is back to analyze the data and share what he sees coming next.
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
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34:4128/10/2023
The Technology Boom and Its Impact on Mankind With David Mattin & Raoul Pal
🚀Get access to David and Raoul's full catalog of research here: https://rvtv.io/3FAb8hj
Raoul Pal, co-founder and CEO of Real Vision, and David Mattin, author of New World Same Humans, join Maggie Lake to discuss how accelerating advancements in technology are reshaping the world as we know it, why humans will have to adapt to this new reality, and what we learned about the future this week on Real Vision. Plus, Raoul and David have a special announcement you won't want to miss.
Get access to David and Raoul's full catalog of research here: https://rvtv.io/3FAb8hj
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
01:19:5627/10/2023
How Low Can U.S. Stocks Go? With Greg Weldon
​🔥 Crypto Academy: GET LIFETIME ACCESS here https://rvtv.io/45L06jM
Greg Weldon, CEO of Weldon Financials, joins Maggie Lake to discuss the market's response to this morning's surprisingly strong quarterly GDP data. Plus, Greg and Maggie explore what the rest of the year will look like for U.S. equities, the U.S. budget's impact on risk assets, and why commodities are fast becoming a vital asset class. You can get access to more of Greg's work by emailing:Â [email protected]
And if you want to become one of the first members to access the new Real Vision Crypto Academy, now’s your chance. Learn more here: https://www.realvision.com/crypto-academy
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
36:2927/10/2023
Higher Forever? With Andy Constan
​🔥 Crypto Academy: GET LIFETIME ACCESS here https://rvtv.io/45L06jM
Andy Constan, CEO of Damped Spring Advisors, joins Maggie Lake to discuss the market’s reaction to a big earnings miss, whether the Fed will raise interest rates again next week, and what the future looks like for AI stocks and investors. You can find more of Andy's work here: https://dampedspring.com
And if you want to become one of the first members to access the new Real Vision Crypto Academy, now’s your chance. Learn more here: https://www.realvision.com/crypto-academy
Learn more about your ad choices. Visit podcastchoices.com/adchoices
38:5025/10/2023
Are Crypto Bulls Ready to Charge? With Imran Lakha
​🔥 Crypto Academy: GET LIFETIME ACCESS here https://rvtv.io/45L06jM
Imran Lakha, founder of Options Insight, joins Maggie Lake to discuss the current state of markets as bond yields begin to stabilize and volatility retreats. Imran will share where he sees opportunities in tech, and what trader positioning in the options market tells him about sentiment and risk appetite. Plus, Ash Bennington will join the show to discuss what's driving the recent spike in bitcoin.You can find more of Imran's work here:Â https://www.youtube.com/@OptionsInsight
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
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36:3224/10/2023
What's Driving the Bond Market Bloodbath?
​🔥 The new Real Vision is a platform built around the universal truth that Knowledge x Tools x Network = Success. Explore it FREE at https://rvtv.io/tryrv
On this episode, let's take a closer look at exactly what's driving the turbulence in U.S. Treasuries:
Christophe Ollari, founder of Ollari Consulting, joins Ash Bennington to explore what a volatile bond market means for broader markets, the historical relevance of one of the worst drawdowns in bond market history, and what could change the narrative.Unlock the potential to showcase your brand to our global audience.
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34:2623/10/2023
Is a New Golden Era Upon Us? ft. Frank Giustra & Ronald-Peter Stoeferle
​🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t
Andreas Steno Larsen brings together expert investors, Frank Giustra, founder and CEO of the Fiore Group of Companies, and Ronnie Stöeferle, managing partner at Incrementum AG, to explore gold's future as an asset. They'll explain the current weak sentiment in gold, its comparison to Bitcoin, and how should one think about investing in the precious metal moving forward.
Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO).
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
01:05:3722/10/2023
AI and the Rule of Law ft. David Mattin & Mikhail Voloshin
​🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t
Ash Bennington and Mikhail Voloshin, CEO of Mighty Data, Inc., are joined by David Mattin, founder of New World Same Humans, for a wide-ranging conversation on the current state of AI. The group discusses the implications of the latest technical developments in AI for law enforcement, security, and civil society, unpacking the risks and opportunities ahead.
Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO).
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
55:5621/10/2023
Time to Get Ahead of the Downturn? With Ben Miller
​🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t
Ben Miller, co-founder, and CEO of Fundrise, joins Maggie Lake to discuss the market reaction to surging interest rates and their economic consequences, the odds of recession and how one might play out, and why his Great Lag thesis suggests a more drawn-out period of uncertainty than many investors expect. You can find more of Ben's work here: www.fundrise.com
Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO).
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
37:2820/10/2023
How Long Can the Fed Hold? With Darius Dale
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Darius Dale, founder of 42 Macro, sits down with Maggie Lake to discuss the market reaction to Fed Chair Jerome Powell's remarks today and share his perspective on what else is driving price action in the U.S. 10-year Treasury yield. Plus, Darius and Maggie will discuss how the geopolitical landscape is influencing the energy outlook. You can find more of Darius' work here:Â www.42macro.com
Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO).
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35:0019/10/2023
Are We Trapped in a Silent Depression? With Jeffrey Snider
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Jeffrey Snider, host of EuroDollar University, joins Maggie Lake to discuss the market reaction to today's Fed Beige Book release, the significance of some selling in U.S. 20-Year Treasury bonds, what he expects from the Fed in November, and why the global economy may be stuck in a "silent depression."You can join Jeff's free webinar on Friday, October 20 @ 6:30 p.m. ET here:Â https://event.webinarjam.com/register/18/qqx25to
Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO).
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41:3818/10/2023
Is it Time to Throw in the (Recession) Towel? With Tony Greer
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Tony Greer, founder of TG Macro and editor of the Morning Navigator, joins with Maggie Lake to discuss the market's response to today's surprisingly strong U.S. retail sales data, what it means for the potential of a U.S. recession, the outlook for the energy market, and more.You can find more of Tony's work here:Â https://tgmacro.com
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35:5417/10/2023
Will Earnings Bolster the Bulls? With Dale Pinkert
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Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to discuss the latest earnings numbers and update us on his outlook for tech, gold, the U.S. dollar, and more. You can find more of Dale's work here:Â https://www.forexanalytix.com
Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in Kraneshares. Learn more about the KCCA ETF here:  https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO).
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36:2816/10/2023
The Business Credit Market Unwrapped with Lon M Singer
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Ash Bennington welcomes Lon M. Singer, senior partner at Riemer & Braunstein, a boutique U.S. law firm dedicated to structuring and negotiating business loans with some of the biggest financial institutions in the United States. In this conversation, Ash and Lon discuss how Lon gauges the unique credit market and business conditions today. More crucially, Lon shares how these insights ripple across the broader macro landscape.
Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO).
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01:05:4215/10/2023
Is a Recession Priced In? with Bob Elliot
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In the eleventh installment of our Crash or Boom series, Andreas Steno Larsen welcomes Bob Elliott, CEO and co-founder of Unlimited Funds, to explore whether financial markets are correctly pricing in a recession. If so, is a recession tradable? And what is the base case for next year? Plus, Bob shares how he manages the dual tail risks of a boom or a crash.
Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO).
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01:03:2114/10/2023
A Crypto Update & a Gold vs. Bitcoin Showdown with Raoul Pal, Kevin Kelly & Andreas Steno Larsen
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It’s a best-of-Real Vision kind of Friday here at the Daily Briefing. You’ll hear from Andreas Steno Larsen discussing the classic rivalry between gold and bitcoin with Frank Giustra, CEO of the Fiore Group of Companies, and Ronald-Peter Stoeferle, managing partner at Incrementum AG. Then, Raoul Pal and Kevin Kelly, co-founder of Delphi Digital, share their latest updates, insights, and predictions for crypto in a snippet from their September edition of Pro Crypto Insider Talks.
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31:4013/10/2023
Understanding the Macro Landscape and Market Narratives with Raoul Pal, Julian Brigden, and Roger Hirst
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Julian Bridgen, co-founder of MI2 Partners, and Raoul Pal, co-founder and CEO of Real Vision, share the latest updates to their macro frameworks. This discussion was originally part of September's monthly Insider Talks for Pro Macro members. Then, in a snippet from a recent RVIP event in London, we’ll hear Roger Hirst discuss how investors can better understand the many competing narratives at play in markets today.
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20:2012/10/2023
Is a Second Wave of Inflation Coming? With Vincent Deluard and Raoul Pal
🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz
While an economic slowdown looms, elevated inflation remains a risk for investors.
Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss why he thinks the U.S. economy will be hit with a three-punch combo this month, why the steepening of the yield curve may not be over yet, and what it means for risk assets across the board. You can find more of Vincent's work here: https://marketintel.intlfcstone.com/MIPublic/Landing
Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in Kraneshares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company
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45:3311/10/2023
Will the Safe Haven Bid Last? with Thomas Thornton
🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz
Tom Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake to discuss the pullback in bond yields, the global economic implications of the Israel-Hamas War, and where he's spotting potential opportunities in this market environment. You can find more of Tom's work here: https://t.co/op6Mf4pLsD
Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO).
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35:5810/10/2023
Navigating Markets Amid Middle East Conflict ft. Jared Dillian
🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz
Jared Dillian, editor of the Daily Dirtnap newsletter, joins Ash Bennington to discuss how the ongoing conflict in the Middle East has increased risk in the energy sector — and the wide-ranging broader market implications. Plus, Jared and Ash will examine the potential market outcomes of the recent spike in bond yields, and what this week's inflation data could mean for rates. You can pre-order Jared's new book, Now Worries: How to Live a Stress-Free Financial Life, right here: https://t.co/TYFi4jwsdC
Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO).
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32:2209/10/2023
Rick Rule: The Energy and Commodities Angle ft. Tracy Shuchart
🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz
For part nine of our Crash or Boom series, Rick Rule, president and CEO of Rule Investment Media, sits down with Tracy Shuchart, CEO and founder of Hilltower Resource Advisors. Join these two commodities heavyweights as they unpack the macro implications and outlook for energy and commodities in this hazy global economic environment.
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01:00:0508/10/2023
How to Profit in a Crash or a Boom ft. Louis-Vincent Gave & Harris Kupperman
🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz
In part 8 of our Crash or Boom series, Ash Bennington welcomes Harris “Kuppy” Kupperman, founder and CIO of Praetorian Capital, and Louis-Vincent Gave, CEO of Gavekal Research to learn their global economic outlook and why they think a boom is coming for emerging markets and uranium.
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01:13:2707/10/2023
What Does the Fed Do Now? With Peter Boockvar
🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz
Peter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, joins Maggie Lake to help us understand the market's reaction to this morning's jobs report, the key factors driving investor sentiment, and the action in bond markets. Peter will explain what caused a spike in the U.S. 10-year Treasury yield and why yields are so pivotal in forecasting future economic growth. You can find more of Peter's work here: https://t.co/F4bYnWoq3x
This episode is sponsored by KraneShares’s KRBN ETF — the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at kraneshares.com/krbn/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).
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37:1506/10/2023
What’s Driving Global Liquidity? With Darius Dale
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Darius Dale, founder of 42 Macro, joins Maggie Lake to discuss the latest market action, the impact of some critical economic data releases, and how volatility in FX markets is impacting global liquidity.You can find more of Darius' work here:Â https://t.co/HbJL5Tpvyq
This episode is sponsored by KraneShares’s KRBN ETF — the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at kraneshares.com/krbn/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).
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34:3605/10/2023
Is Cash Still King? with Mish Schneider
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Mish Schneider, chief strategist at MarketGauge, joins Maggie Lake to share what her framework suggests about junk bonds and investment-grade bonds, what she's watching in commodity markets, and how to structure a portfolio to navigate both bull and bear markets.For MarketGauge Trading Strategies with Mish, there’s a 20% discount exclusively for the Real Vision community right here: https://www.realvision.com/mish
This episode is sponsored by KraneShares’s KRBN ETF is the 1st, largest, and most liquid carbon ETF. Please read the prospectus before investing at kraneshares.com/krbn/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).
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36:2104/10/2023
Return of the Bond Vigilantes? With Tony Greer
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Tony Greer, editor of the Morning Navigator and Founder of TG Macro, joins Maggie Lake to discuss what's causing bond yields to surge, how that impacts the entire risk asset complex, and why he's approaching the oil trade with much more caution this week.You can find more of Tony's work here:Â Â https://t.co/IuOqbaQY1a
This episode is sponsored by KraneShares’s KRBN ETF — the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at kraneshares.com/krbn/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).
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35:2903/10/2023
Crypto Trends in Focus: From Bitcoin's Rally to Ether-Futures ETFs
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Noelle Acheson, editor of the Crypto is Macro Now newsletter, joins Maggie Lake to delve into the launch of ether-futures ETFs and Bitcoin's notable rally, reaching its highest levels since August. Additionally, they explore today’s higher-than-expected ISM reading and preview the impending jobs and inflation data expected in the subsequent days. You can find more of Noelle's work here: https://noelleacheson.substack.com
This episode is sponsored by KraneShares’s KRBN ETF is the 1st, largest, and most liquid carbon ETF. Please read the prospectus before investing at kraneshares.com/krbn/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).
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37:5102/10/2023
The Dollar in an Increasingly Multipolar World ft. Luke Gromen & Larry McDonald
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In the fourth installment of our Crash or Boom series, New York Times bestselling author Larry McDonald, founder of The Bear Traps Report, is joined by Luke Gromen, founder and president of Forest for the Trees, to discuss how to think about the U.S. dollar in today’s environment. They analyze how the dollar drives monetary policy, the commodity cycle, and financial repression in this era of fiscal dominance and multipolarity. Recorded on September 11, 2023. To find more of Larry’s work, visit: https://www.thebeartrapsreport.com Larry has also provided some supplementary charts, which you can view here: https://rvtv.io/3LiElQX
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01:17:2801/10/2023