
Real Vision: Finance & Investing
2,120 episodes — Page 15 of 43
Finding Value in Commercial Real Estate
🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Why investing in this troubled real estate sector could generate alpha. Maggie Lake sits down with Zac Goodman, director of TSP, a commercial real estate investor and operator based in the UK. Zac and Maggie discuss the situation in this downtrodden real estate sector, how it’s shifting to serve a post-COVID clientele that is slowly going back to the office, and why Zac thinks that being a contrarian and investing in the space is a great bet. Recorded November 27, 2023. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is Goldilocks Just A Fairy Tale?
🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Dr. Sri Kumar, president of Sri-Kumar Global Strategies, joins Maggie Lake to discuss Fed Chair Jerome Powell's decision to "cheer on" this rally, the implications of falling rates in 2024, and whether there are signs of something breaking in the market. You can find more of Sri's incredible research here: https://srikonomics.substack.com 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

How Low Can Yields Go?
🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. The U.S. dollar takes a dive while oil and gold spike higher after yesterday's FOMC decision. Cem Karsan, founder of Kai Volatility Advisors, joins Maggie Lake to discuss the ripple effects of yesterday’s Fed suggestion that peak interest rates are behind us. Plus, Cem will break down what the market flows are revealing, how traders are positioning for the run into year-end, and the risks that lie ahead for stocks and bonds.You can find more of Cem's incredible research here: https://www.kaivolatility.com 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Did the Fed Just Take a Victory Lap?
🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. The Fed holds rates steady for the third consecutive time. Darius Dale, founder of 42 Macro, joins Maggie Lake to react to the Federal Reserve's decision to hold rates unchanged and dissect Fed Chair Jerome Powell's comments following the announcement. With the Fed acknowledging the likelihood of lower rates in 2024, Darius will breakdown the market's reaction and what this change in tenor means for investors moving forward.You can find more of Darius' research here: https://42macro.com/ 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Will Powell Be the Grinch Who Stalled the Rally?
🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Tomorrow's FOMC meeting takes center stage as investors digest the latest CPI data. Maggie Lake sits down with Tony Greer, editor of the Morning Navigator, and Jared Dillian, editor of the Daily DirtNap, to discuss the market’s reaction to today’s November CPI print, the inflation data’s impact on tomorrow’s Fed decision, their expectations for year-end price action, and more.You can find more of Tony's trade ideas and research here: https://tgmacro.com 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is the Recession Forecast wrong?
🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Investors anticipate key events—tomorrow's Inflation data and an upcoming FOMC meeting. Jim Bianco, President of Bianco joins Maggie Lake to discuss his Inflation outlook, what he expects from the Fed in the upcoming meeting, and where he bonds to head in 2024. You can find more of Jim's incredible research here: www.biancoresearch.com 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices
AMA with Raoul Pal and Maggie Lake
🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5th to 6th June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3rd to 9th June, with over 150 side events that will make for unparalleled networking opportunities. After a crazy two days of learning, Raoul Pal is back in the hot seat to answer all of your questions about digital assets and the world of crypto. Moderated by Maggie Lake, Recorded October 13, 2023. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices
My Biggest Crypto F*ck Up
🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Ever wondered what your favorite creator’s biggest crypto f*ck up is? Well, this is the panel for you. From phishing attacks and sim swaps to plain old bad investments, Web3 creators Ovie Faruq and Fvckrender are here to bare their soul and share their biggest blunders. Moderated by Scott Melker, the Wolf of All Streets. Recorded October 12, 2023 To complete the Ledger Quest and claim your Proof of Knowledge — and a chance to claim a Real Vision branded Ledger! — please visit: https://quest.ledger.com/quests/real-vision-the-next-digital-assets-wave 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is the Fed Nailing the Soft Landing?
🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Peter Boockvar, CIO of Bleakley Advisory Group and author of The Boock Report, joins Maggie Lake to discuss the market's reaction to today's jobs report and what it means for next week's FOMC meeting. Plus, they examine the difficult situation the BOJ is stuck in. You can find more of Peter's research here: https://twitter.com/pboockvar 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is Crypto a Bull Signal for Risk Assets?
🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Kevin Kelly, co-founder of Delphi Digital, joins Maggie Lake to discuss the key macro trends shaping the crypto landscape, Coinbase's recent stock market outperformance, and the cyclical balancing act shaping up between SOL and ETH. You can find more of Kevin's research here: https://members.delphidigital.io 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is This Crypto's Time to Shine?
🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Noelle Acheson, founder and editor of the Crypto is Macro Now newsletter, joins Maggie Lake to discuss the cooling labor market’s impact on markets, what’s happening in crude oil, and bitcoin reaching a new 2023 high of $44,500. You can find more of Noelle's incredible research here: noelleacheson.substack.com 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is The Fed's Plan Finally Working?
🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Geo Chen, Author of Fidenza Macro research, joins Maggie Lake to discuss the implications of cooling labor market numbers, analyze the bond market's response, and explore Geo's strategic playbook for capitalizing on bullish views as we approach 2024. You can find more of Geo's incredible research here: https://substack.com/@fidenza 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

A New Digital Gold Rush?
🚀 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 Traditional markets pullback while Bitcoin soars to $42,000. Paul Hodges, author of the pH Report and chairman of New Normal Consulting, joins Maggie Lake to discuss the recent fluctuations in gold and bitcoin, and where he expects the U.S. dollar to go from here. Plus, they’ll discuss the delicate geopolitical situation surrounding China and its implications on the macro landscape. You can find more of Paul's research here: new-normal.com 🔥 Get 𝗙𝗥𝗘𝗘𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision:rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Is Inflation Disappearing?
🚀 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 softer inflation readings this week might demonstrate that inflation is truly disappearing — but is it possible that risks for a spike in future months are still present? Andreas Steno Larsen takes a look at the inflation data to see what is the more likely scenario. Recorded November 16 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 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
Argentina: Investable, or Not Yet?
🚀 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 Is Argentina’s pivot towards pro-capitalist candidates a game-changer for its economy and markets? Jacob Shapiro, director of geopolitical analysis at Cognitive Investments, is joined by Jared Dillian, editor of the Daily Dirtnap, and Ignacio Asis, associate professor of public policy at Austral University, to discuss why the results of this Sunday’s Argentinian presidential runoff elections could matter to investors more than you probably know. Recorded November 15, 2023. 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

Is the Good News Already Priced In?
🚀 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 Fed Chair Powell is unsure about rate cuts next year. Jeremy Schwartz, global CIO at WisdomTree Asset Management, joins Maggie Lake to discuss the market's reaction to the latest inflation and ISM manufacturing data, Fed Chair Jerome Powell's speech in which he pushed back against rate cuts in 2024, and more. You can find more of Jeremy's incredible research here: https://www.wisdomtree.com 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. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Immaculate Disinflation?
🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai On February 28-29, 2024, join over 5,000 attendees for SuperAI Singapore, the largest AI event in Asia. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage to explore the next wave of AI technologies. Singapore will become a vibrant AI hub for a week from February 26 to March 3, with over 150 side events that will make for unparalleled networking opportunities. Darius Dale, founder of 42 Macro, joins Maggie Lake to discuss the Fed's next move after the latest inflation figures and explore what the market might already be pricing in. You can find more of Darius' incredible research here: www.42macro.com 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is Gold ready to shine?
🔥 On February 28-29, 2024, join over 5,000 attendees for SuperAI Singapore, the largest AI event in Asia. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage to explore the next wave of AI technologies. Singapore will become a vibrant AI hub for a week from February 26 to March 3, with over 150 side events that will make for unparalleled networking opportunities. Visit www.realvision.com/superai for 20% off tickets and enter the code REALVISION. Dale Pinkert, Trading Coach at TradeGatehub, joins Maggie Lake to discuss the intricacies of the recent market movement in bonds, the impact of the US dollar on the Euro, and examine the setup for gold & bitcoin. You can find more of Dale's incredible research and trade ideas here: https://www.forexanalytix.com 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

Is The Fed Done Raising Rates?
Tony Greer, founder of TG Macro and editor of the Morning Navigator, joins Maggie Lake to discuss the latest market movements, particularly the decline in bond yields and the spike in oil prices ahead of Thursday's OPEC + meeting. You can find more of Tony's independent research and trade ideas here: www.tgmacro.com On February 28-29, 2024, join over 5,000 attendees for SuperAI Singapore, the largest AI event in Asia. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage to explore the next wave of AI technologies. Singapore will become a vibrant AI hub for a week from February 26 to March 3, with over 150 side events that will make for unparalleled networking opportunities. Visit www.realvision.com/superai for 20% off tickets and enter the code REALVISION. 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

Will Risk Assets Keep Rallying Into 2024?
🔥 Cyber Monday: Get 𝟱𝟬% 𝗢𝗙𝗙 across ALL our annual membership tiers https://rvtv.io/40Mle8t Harry Melandri, advisor at MI2 Partners, is joined by Vincent Deluard, Director of Global Macro at StoneX, is here to break down the latest developments in risk assets and the global economy. We'll also take a look at Vincent's Macro Roadmap from the Taylor Swift Hangover to the potential QE he sees by 2026. Join over 5,000 attendees for the largest AI event in Asia at SuperAI Singapore, February 28-29, 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage — joining the industry's most influential minds to explore and unveil the next wave of transformative AI technologies. Go to www.realvision.com/superai for 20% off tickets and enter the code ‘REALVISION’. 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
The End of China as We Know It?
🚀 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 Andreas Steno Larsen sits down with George Magnus, a distinguished economist and China Centre research associate at Oxford University. They examine the critical junctures in the Middle Kingdom’s economy, from real estate turbulence to its demographic woes and new global trade strategies. Recorded November 9th. 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
Is the Real Rates Tsunami Incoming?
🚀 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 Harry Melandri from MI2 Partners and Alex Gurevich, founder and CIO of HonTe Investments, discuss the resurgence of higher real rates amid the Fed's quantitative tightening and prolonged higher interest rates. Gurevich shares his 2024 inflation and growth outlook and offers insights on how to craft a balanced portfolio during these uncertain times. Recorded November 6th. Check out Alex’s new publication, 21 Futures, which can be found here: https://bitcoinbook.shop?ref=alexgurevich1 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

AI's Impact on Macro Trends With Andreas Steno's Larsen and Alex Campbell
🔥 Get 𝟱𝟬% 𝗢𝗙𝗙 across ALL our annual membership tiers this weekend https://rvtv.io/40Mle8t Today we're unlocking a piece from our Plus tier for everyone to enjoy. Andreas Steno Larsen welcomes Alex Campbell, ex-macro hedge fund manager turned founder and CEO of Rose AI, to look at how investors can improve their trading with the help of AI. In addition to the broader macro outlook, Alex shares his unique insider perspective on AI's transformative impact on the financial industry. 🔥 Today is the biggest Black Friday discount we’ve done. We are cutting the cost of memberships in half across all tiers 👉 https://rvtv.io/40Mle8t 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
The Q4 Business Cycle: Leads and Lags
As a Thanksgiving treat, we’re bringing all members one of our favorite Real Vision Plus pieces of the year. Enjoy. In this episode, Julien Bittel, head of macro research at GMI, explains how the leading and lagging indicators for inflation, employment, liquidity, and more drive shifts in the business cycle and dictate market sentiment. Recorded on October 8, 2023. This is the biggest Black Friday discount we’ve offered. Right now, we’re giving you a 50% discount across all Real Vision membership tiers, and members get to apply their existing membership credits as an additional discount. Learn how to upgrade here: realvision.com/earlyblackfriday 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

The State of Macro? Let’s Hear from the Pros With Julian Brigden, Barry Knapp, Steven McClurg, Leo Mizuhara, and Matt Hougan
🔥 Get 𝟱𝟬% 𝗢𝗙𝗙 across ALL our annual membership tiers this weekend https://rvtv.io/40Mle8t Today we’re giving you a peek behind the Real Vision Pro curtain. First, from this month's Insider Talks, Julian Brigden of MI2 Partners and Barry Knapp, managing partner of Ironside Macroeconomics, dissect the current macro landscape and share how it impacts their investment strategy. Next, we’ll hear from Steven McClurg, co-founder of Valkyrie, Leo Mizuhara, CEO of Hashnote, and Matt Hougan, CIO at Bitwise, as they explore the macroeconomic dynamics driving crypto price action. 🔥 This is the biggest Black Friday discount we’ve done. We are cutting the cost of memberships in half across all tiers and allowing non-members access to Real Vision. Doors will open at 8 am ET on Friday, Nov 24 here 👉 https://rvtv.io/40Mle8t 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

How Long Can the Fed Hold Rates? With Noelle Acheson
🔥 Get 𝟱𝟬% 𝗢𝗙𝗙 across ALL our annual membership tiers this weekend https://rvtv.io/40Mle8t Noelle Acheson, editor of Crypto is Macro Now, joins Maggie Lake to discuss whether crypto and stocks have finally decoupled, if the bitcoin spot ETF hype is overdone, where interest rates will go from here, and more. 🔥 This is the biggest Black Friday discount we’ve done. We are cutting the cost of memberships in half across all tiers and allowing non-members access to Real Vision. Doors will open at 8am ET on Friday, Nov 24 here 👉 https://rvtv.io/40Mle8t Learn more about your ad choices. Visit podcastchoices.com/adchoices

Inflation Is Down, but Is It Contained? With Mish Schneider
🔥 Get 𝟱𝟬% 𝗢𝗙𝗙 across ALL our annual membership tiers this weekend https://rvtv.io/40Mle8t Mish Schneider, chief strategist at MarketGauge, joins Maggie Lake to discuss what's driving the stock market's continued strength, whether we face the risk of hyperinflation, what will happen to commodities if that's the case, and where opportunities are arising in tech and crypto. This is the biggest Black Friday discount we’ve done. We are cutting the cost of memberships in half by giving you a 50% discount, and members get to apply their existing membership credits as an additional discount. Learn more about how to upgrade here: https://rvtv.io/40Mle8t 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
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. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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: 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

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: 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

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: 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: 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

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: 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

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: 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: 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

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: 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

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: 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
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. Learn more about your ad choices. Visit podcastchoices.com/adchoices
The Exponential Age Series Part 2: Why Apple May Have Finally Nailed Mixed Reality
🚀 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 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

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: 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

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

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

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: 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
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
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

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: 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

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. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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: 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

Is the Fed About to Spook the Markets?
🚀 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 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

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: 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
Peter Zeihan on the Israel-Hamas War
🚀 The Exponentialist - Become a charter member https://rvtv.io/3FAb8hj 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
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. Learn more about your ad choices. Visit podcastchoices.com/adchoices