Real Vision: Finance & Investing

Latest Episodes:

Jared Dillian: Is Economic Growth Slowing? Jul 30, 2021

Show notes

DB-Jul29,2021: Jared Dillian of The Daily Dirtnap sits down with Real Vision’s Ash Bennington and Jack Farley on the Daily Briefing to discuss his outlook for the economy by analyzing jobless claim data and GDP forecasts in addition to commenting on Robinhood’s IPO. The trio covers the decline in jobless claims and its implications for the state of the labor market. Dillian examines Robinhood’s price action on its first day of trading and criticism of its payment for order flow business model. During today’s briefing, Ash and Jack will preview the fourth part of an interview with Cathie Wood conducted by Kiril Sokoloff, which you can watch right here: https://rvtv.io/3xaMOMi.

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Interpreting the Fed's FOMC Meeting Results Jul 29, 2021

Show notes

DB-Jul28,2021: Real Vision’s Weston Nakamura sits down with Jack Farley on the Daily Briefing to share his thoughts on price action related to the FOMC meeting today and the recovery in Chinese equities. Nakamura covers data implying a slowdown of the economy even as inflation prints continue to remain higher than expected. The pair explains the recent bullish sentiment towards Bitcoin and the mixed sentiment in Chinese markets as stocks begin to recover from the sharp sell-off. During today’s briefing, Jack will preview the third part of an interview with Cathie Wood conducted by Kiril Sokoloff, which you can watch right here: https://rvtv.io/3xaMOMi. Continue the conversation with Jack and Weston over at the Real Vision Exchange! https://rvtv.io/exchAfterHours728

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Why Bitcoin Will Green the Planet (w/ Mustafa Yilham, Meltem Demirors, Caroline Cochran, & Whit Gibbs ) Jul 28, 2021

Show notes

Crypto Gathering Special: Mustafa Yilham, VP of Global Business Development at Bixin; Meltem Demirors, chief strategy officer for CoinShares; Caroline Cochran, co-founder and chief operating officer of Oklo; and Whit Gibbs, founder and CEO of Compass Mining discuss how Bitcoin will ultimately prove a net positive for the greening of the planet. Given recent comments from individuals such as Elon Musk on their concerns over Bitcoin's adverse affects on the environment, the Real Vision Crypto team felt that it would be only proper to present our audience with an alternative viewpoint.

Recorded live on March 24, 2021 at Real Vision's Crypto Gathering.

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NASDAQ Churns as Chinese Equities Plummet Jul 28, 2021

Show notes

DB-Jul27,2021: Tommy Thornton, founder of Hedge Fund Telemetry, sits down with Real Vision’s Ash Bennington on the Daily Briefing to discuss price action within the NASDAQ as well as the continued onslaught against Chinese tech companies. Thornton walks through the sectors that he believes are strong and how to navigate the uncertainty surrounding popular tech companies in China. At the conclusion of today’s briefing, Ash will preview the second part of an interview with Cathie Wood conducted by Kiril Sokoloff, which you can watch right here: https://rvtv.io/3xaMOMi.

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Are Chinese Stocks Doomed? Jul 27, 2021

Show notes

DB-Jul26,2021: Darius Dale, founder of 42 Macro, sits down with Real Vision’s Ash Bennington and Jack Farley on the Daily Briefing to discuss Bitcoin’s rebound, Chinese regulatory concerns, and deflationary signals on Dale’s radar. Dale explains potential tailwinds for Bitcoin’s recent strength despite the increase in China’s regulation of technology and educational companies. Before the briefing concludes, Ash and Jack will preview an interview with Cathie Wood conducted by Kiril Sokoloff, which you can watch right here: https://rvtv.io/3xaMOMi

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Future Trouble in Macro? Liquidity Traps and a Slowing Global Credit Impulse Jul 25, 2021

Show notes

The Interview: Could a slowdown in credit creation and a tightening of monetary conditions push bond yields lower and threaten risk assets? Alfonso Peccatiello, fixed income investor and publisher of the Macro Compass, believes that’s possible. Peccatiello contends that inflation is indeed transitory, and, disagreeing with the "bond vigilantes," he argues that cash, bonds, and volatility protection will perform better in this environment than high-beta assets such as commodities and bank stocks. Interviewed by Real Vision’s Jack Farley on July 2, 2021. Peccatiello's blog, The Macro Compass, can be found here: https://themacrocompass.substack.com/.

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Raoul Pal & Julian Brigden: Diving into the Macro Jul 24, 2021

Show notes

DB-Jul23,2021: Along with Real Vision senior editor Ash Bennington, Real Vision CEO and co-founder Raoul Pal welcomes Julian Brigden, co-founder of MI2 Partners, for his Real Vision Daily Briefing debut. As a special edition of the Daily Briefing, Pal and Brigden will be diving deep into their respective frameworks, discussing the differences in how they’re seeing the macro picture as well as rallying around where they are aligned.

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Jobless Claims Rise -- What This Means for Central Bank Tapering Jul 22, 2021

Show notes

DB-Jul22,2021: Petr Pinkhasov of Real Vision's Exchange joins Real Vision’s Samuel Burke and Jack Farley on the Daily Briefing to discuss new data related to jobless claims in addition to developments surrounding central bank actions to deal with inflation. Pinkhasov also explains the effect of supply increases on oil prices and how central banks are approaching tapering asset purchases. The trio analyzes the increase in jobless claims despite the labor shortage that many business owners are experiencing.

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The Ongoing Evolution of the Ethereum Network Jul 22, 2021

Show notes

Crypto Special ; Real Vision senior editor Ash Bennington welcomes Ryan Berckmans, investor and Ethereum community member, to discuss the evolution of Ethereum and the changes forthcoming that will further solidify its role in the crypto ecosystem. Berckmans explains that Ethereum’s novelty stems from being an open-access global computer, which leads to credible neutrality, and he lays out how this undergirds Ethereum’s tactical applications. He also talks through Ethereum’s transition to a proof of stake (PoS) protocol and what benefits this transition holds for Ethereum and for the crypto space as a whole.

Recorded on May 27, 2021.

Key Learnings: Berckmans describes how Ethereum is a credibly neutral platform as an open-access world computer, allowing developers to leverage its network for end user and middleware applications and leading to more innovative and frictionless executions of financial services. He also discusses how one of the biggest risks to the Ethereum network currently is its transition to a PoS protocol; however, the development of Ethereum 2.0 will offer more security alongside opportunities for scaling and value generation that would otherwise be impossible on a proof of work (PoW) model.

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Is the Sell-Off Over? Making Sense of a Market in Flux Jul 22, 2021

Show notes

DB-Jul21,2021: Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision’s Ash Bennington and Jack Farley on the Daily Briefing to share his insights into market expectations of economic growth as stocks continue to move higher and inflation fears wane. The trio takes a look at Bitcoin’s price actions as it struggles to meaningfully move higher. Boockvar also dives into the recent bond rally to determine investor expectations of inflation and examines the future of oil prices as supply increases are imminent.

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