Real Vision: Finance & Investing

Latest Episodes:

Tony Greer's Market Update: Inflation, Equities, Bonds, and More Jul 21, 2021

Show notes

DB-Jul20,2021: With U.S. stocks rallying off of yesterday’s steep selloff while bonds remain relatively flat, what risks are markets pricing in currently, and what opportunities does that lead to for investors? Tony Greer of TG Macro joins Ash Bennington, senior editor at Real Vision, to discuss Greer’s impression of the Monday selloff and what that spells for equities, bonds, commodities, and the dollar going forward.

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Global Equity Markets Recoil as Delta Variant Concerns Rise Jul 20, 2021

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DB-Jul19,2021: Darius Dale, founder of 42 Macro, joins Real Vision’s Jack Farley and Ash Bennington to share his updated framework on equity markets, bond yields, and oil prices as delta variant concerns force a market correction. Dale dives into macro data points indicating whether the stock market correction is driven by the delta variant or overbought assets. The trio also examines OPEC’s decision to boost output and its long-term implications for oil’s bull run this year.

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Christian Angermayer: Investing in the Therapeutic Potential for Psychedelics Jul 19, 2021

Show notes

The Interview: Christian Angermayer, founder of Apeiron Investments, Atai Life Sciences, and COMPASS Pathways, made headlines for attributing his decision to invest in Bitcoin to a trip on mushrooms, but his journey as an investor and advocate for psychedelics goes much deeper than the clickbait. In this interview with Mike Green, Angermayer discusses how he went from a successful investor living the straight edge life to founding and eventually IPOing two startups, which are at the cutting edge of research into how mushrooms and other psychedelics could revolutionize the way we think about treating mental health issues. Together, they discuss the parallels between the modern human experience and other times of great change, how this is manifesting itself in societal and individual angst, and why this might make today the perfect time for broader acceptance of these treatments. They also touch on Green's own personal experience with mushrooms and Angermayer's optimistic approach to investing in technologies driving human progress.

Recorded on May 8, 2021.

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VC Legend Bill Tai: The "New Era" of Valuations Jul 18, 2021

Show notes

The Interview: Legendary venture capitalist Bill Tai is an expert in identifying exponential trends. He has been an angel investor in more than 20 companies that have gone public, including Zoom and Dapper Labs. Tai returns to Real Vision to share with co-founder and CEO Raoul Pal what makes an exponential valuation and how the low interest rate environment has caused a surge in P/E multiples, richly rewarding high-growth technology companies. The two discuss how the current wave of NFTs and the adoption of the Metaverse unlock a new layer of value that brings economic empowerment, resulting in a new style of business based around community and platforms.

Recorded May 7, 2021.

Key Learnings: Tai is now looking to invest in companies with massively asymmetric risk, such as healthcare and renewables, where he sees potential for network effects to be created in these sectors. He shares his guiding principles behind every technology company he invests in: lower the friction to a use case, increase replicability of the behavior, and build a back end tuned for great scalability. To continue the discussion with fellow Real Vision members on Raoul and Bill's interview, click here to visit the Exchange: https://rvtv.io/3uHKsUL.

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When Opportunity Meets Reality: Real Estate in a Post-Covid World Jul 17, 2021

Show notes

The Interview: Nick Halaris, president at Metros Capital, welcomes Jim Rehlaender, CEO at JLP Asset Management, to discuss the US housing market, Covid-19's impact on real estate, and the effects of rising raw materials prices. He argues that rising construction costs and heightened demand for suburban land have contributed to the increase in home prices. This has presented a unique opportunity in rental properties as families decide where they want to settle after the pandemic. Rehlaender does not believe that high lumber prices are sustainable as an uptick in interest rates and delaying developments will curtail the demand for homes. The pair also discuss the impact on commercial real estate as businesses decide if their employees will return to work in person or remain remote.

Recorded on June 8, 2021. Key Learnings: Rehlaender explains his firm’s strategy of investing in publicly listed companies that are owners or operators of real estate assets. As Rehlaender analyzes potential investments, he ensures that the company has a good management team and an effective business strategy. He stresses that it is important to invest in people that can help poorly managed properties recover. However, if Rehlaender's team does not understand the market dynamics or property type, they will avoid investing in that company.

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Raoul Pal: Takeaways from "After the Hype: Reality Sets in for NFTs" Jul 17, 2021

Show notes

DB-July16,2021: Real Vision senior editor Ash Bennington welcomes Raoul Pal, CEO and co-founder of Real Vision, to share his thoughts on Real Vision’s recent campaign, “After the Hype: Reality Sets in for NFTs” as well as provide a strategic update on his macro thinking. Together, they discuss the highlights from the campaign as well as their takeaways, and Raoul explains the role that NFTs serve in his Exponential Age framework. He also touches on the broader financial markets, talking through his perspective on the evolving inflation narrative that has captured market sentiment. To learn more about "After the Hype: Reality Sets in for NFTs," click on this link here: https://rvtv.io/NFTWeek

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Has the FED's Goal of Substantial Employment Progress been Achieved? Jul 15, 2021

Show notes

DB-July15-2021: Jared Dillian of the Daily Dirtnap joins Real Vision’s Ash Bennington and Jack Farley on the Daily Briefing to discuss a pandemic low for jobless claims and market reactions to recently released manufacturing surveys. The trio takes a look at the labor market dichotomy between jobless claim decreases and labor shortages. Dillian shares his perspective on sectors he is watching as FED governors voice their support for tapering talks.

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Jimmy Song: A Philosophical Approach to Bitcoin Jul 14, 2021

Show notes

Crypto Wednesday: Ash Bennington, Real Vision senior crypto editor, hosts Bitcoin developer, educator, and entrepreneur Jimmy Song to discuss how his thoughts on Bitcoin have been evolving over the last year, its future, alt-season, and the path to decentralization. Song states that value is not intrinsic, but rather subjective, and is the utility an individual can derive out of it. He explains that scarcity also factors into value, particularly money, and in that regard, Bitcoin is the ultimate store of value. As the current monetary system has a constant flow of money pushed through the economy at a high velocity, thereby creating wealth, Song explores how any form of solitary money would lose value in this system and how long-term stores of value such as real estate, stocks, and gold have power consolidated among only a few, which makes this system flawed. On the other hand, Bitcoin does not have any of these problems.

Recorded on May 10th, 2021.

Key Learnings: Song states Bitcoin is a savings technology, one that can be used over a long period of time. This, in turn, allows societies to focus on improving the future. Within the current monetary system, continual currency debasement, re-investment, and losses due to transactional fees can burden individuals too heavily in retaining the value of their money and can prevent society from bringing new goods and services to the market. Song believes Bitcoin is a civilization building technology, which can enable society to flourish in new and exciting ways.

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Making Sense of June's CPI Jul 14, 2021

Show notes

DB-Jul 13,2021: Tommy Thornton, president at Hedge Fund Telemetry, joins the Daily Briefing to discuss the CPI print released today, equity pricing, and earnings season. Thornton, along with Real Vision’s Ash Bennington, examines the effect that the CPI print will have on the FED’s dovish commitment to the economy. Additionally, the pair looks at how different markets are reacting to the high consumer price index figure and if sentiment is changing towards inflation.

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Are Markets Mispricing Inflation Expectations? Jul 13, 2021

Show notes

DB-Jul12,2021: Darius Dale, founder and CEO of 42 Macro, joins the Daily Briefing to discuss his updated outlook on inflation expectations and market sentiment as the S&P 500 hits a new intra-day high. Dale joins Real Vision’s Ash Bennington and Samuel Burke to examine the results of the New York Fed’s Consumer Survey for inflation expectations. Additionally, the trio looks at the possibility of an ECB policy shift as it looks to continue its monetary stimulus to support Europe’s reopening economy.

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