Real Vision: Finance & Investing

Latest Episodes:

DB-Oct 2, 2020 - White House Outbreak and the Teetering Equity Market Oct 02, 2020

Show notes

Real Vision CEO and co-founder, Raoul Pal, joins senior editor, Ash Bennington, to interpret the latest financial newsflow. Raoul explores the possibility of a top forming in U.S. equities through the lens of his “GMI crash pattern.” He and Ash then analyze President Trump’s diagnosis of COVID-19 and investigate its potential market impact. Raoul then talks about today’s interview with hedge fund legend Dmitry Balyasny as well as next week’s interview with bond kingpin Jeffrey Gundlach. Raoul and Ash briefly discuss the criminal charges brought against BitMEX, one of the world’s largest crypto exchanges. Lastly, Raoul shares his view on the enfeebled energy sector. In the intro, Real Vision’s Jack Farley breaks down the price action following the COVID-19 outbreak in the White House.

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DB-Oct 1, 2020 - Reflation and Recovery: The Long-Term Outcomes of Today's Market Pressures Oct 01, 2020

Show notes

Managing editor, Ed Harrison, joins managing editor, Roger Hirst, to break down today’s price action. Using Julian Brigden’s Expert View from September 28th as a springboard, Roger discusses the pressures that central banks are under to create reflation in an environment of low productivity, low growth, and a weaker dollar when they have instead contributed to asset price inflation. Roger and Ed also analyze the rebound in equities by considering how US equities are carrying out a bullish narrative of recovery as compared to poorer equity performance outside of the US. Wrapping up their conversation, Roger also offers his thoughts on the NASDAQ futures short position as well as how pensions are being threatened now. Real Vision reporter Haley Draznin takes a look at the rise in SPACs as first blank-check ETF makes its trading debut today.

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DB Sep 30 - 2020 - The Ultimate "Pain Trade" Sep 30, 2020

Show notes

Real Vision managing editor Ed Harrison hosts Peter Boockvar, chief investment officer of Bleakley Advisory Group and editor of The Boock Report. Boockvar shares his macro analysis on what he calls “the pain trade": companies that have been the most hurt by COVID-19 and have the most to gain from re-opening. Boockvar and Harrison review the latest economic data and discuss what is and what is not priced into the markets. Boockvar also discusses banks as the ultimate value trap and why they may be poised for an ultimate turnaround should the long-end of the yield curve tighten. Real Vision reporter Haley Draznin breaks down two major technology companies, Palantir and Asana, and their direct listings on the NYSE today and how this could reshape the IPO market.

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DB Sep 29 - 2020 - Manic Markets: Energy, Tech, Financials, and Sentiment Sep 29, 2020

Show notes

Senior editor, Ash Bennington, joins Tony Greer, editor of the Morning Navigator, to break down recent price action in markets. Tony provides his latest thoughts about what’s happening in the energy sector and where oil is headed as we begin to close out 2020, reviews his stance on the tech rally and its sub-sectors, and offers his perspective on the financials sector. Ash and Tony also discuss market sentiment with the U.S. presidential election fanning the flames of anxiety and the risk of COVID-19 still looming. Real Vision reporter Haley Draznin looks ahead at what investors will be watching for in the first US presidential debate and its impact on continued market volatility.

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DB-Sep28, 2020 - How Ultra-low interest rates transform the investment landscape. Sep 28, 2020

Show notes

Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison to make sense of the biggest 3-day breakout in equities since April. Through the lens of Ed’s most recent piece in "Credit Writedowns." Ed and Ash explain why low interest rates tend to make growth stocks more valuable relative to value stocks, and why the recent rally in small-cap value stocks might be short-lived. Ed looks forward to his interview with hedge fund legend Leon Cooperman, which airs tomorrow, on Tuesday, September 29. The pair also discuss discount rates, portfolio rebalancing, and endogenous credit creation.

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The Interview-The Banks are Going to Crash the Stock Market w/ Steven Van Metre Sep 27, 2020

Show notes

Brent Johnson, CEO of Santiago Capital, is joined by Steven Van Metre of Steven Van Metre Financial to discuss the most pressing issues on the macro horizon. After exploring whether quantitative easing (QE) and low rates are inflationary or deflationary, Johnson and Van Metre take a deep dive into the plumbing of the Treasury market and specifically the operations of the Fed's FOMC. Van Metre explains why he believes the Fed's policies have actually caused banks to tighten their lending standards rather than loosen them as the Fed intended. The pair then take a look at swap lines and the Eurodollar funding market as well as the effect a credit contraction would have on the U.S. dollar. Lastly, Van Metre talks about his Real Vision journey and how the knowledge he’s gained has helped him as an investor as well as a financial advisor.

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The Interview - Larry McDonald: "The Cobra Effect" Sep 26, 2020

Show notes

What happens when the monetary and fiscal engines run too hot? This is the question that Larry McDonald, New York Times bestselling author and founder of the Bear Traps Report, explores with Real Vision CEO, Raoul Pal. McDonald and Pal start by analyzing the valuations of high-flying tech stocks and discuss whether they will continue to soar or make an early landing. The pair then examine in detail the remarkable price action seen over the past few months in commodities such as precious metals, lumber, and natural gas. McDonald compiles this appreciation as evidence to explore his thesis that excessive stimulus could serve as a "cobra effect" to augur a hyperinflationary economic collapse.

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DB- Sep25, 2020-Ruffled Feathers: Major Market Outlooks and the Political Timebomb Sep 25, 2020

Show notes

Managing editor, Ed Harrison, and senior editor, Ash Bennington, come together to analyze the price action in stocks, bonds, and currencies. Ed looks forward to his interview with Leon Cooperman, and Ash interprets the latest economic data, including today’s dismal print for durable goods orders. They then consider the latest political news and discuss how the upcoming presidential election will impact markets. In the intro, Ash speaks to Real Vision editor, Jack Farley, about stocks, credit spreads, and a steepening VIX curve.

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DB-Sep 24, 2020-The Pivotal Momentum Shift In Stocks And Currencies. Sep 24, 2020

Show notes

Managing editor, Ed Harrison, hosts managing editor, Roger Hirst, to break down wild market swings that have characterized the last week of price action. Roger explores key retracement levels in the IBEX and FTSE 100 as well as the recent weakness in bank stocks, using his analysis from his latest episode of “The Big Conversation.” Ed then discusses the momentum shift over the past two weeks from growth to value through the lens of his interview with Ben Inker, heir apparent to Jeremy Grantham at GMO. The pair then look at the head-and-shoulders pattern in the U.S. Dollar Index (DXY) and explore whether currencies could be a release valve for volatility adjustment. In the intro, Ed speaks to Real Vision reporter, Haley Draznin, about the steady rise in jobless claims released today, which signal continuing layoffs as the economy recovers slowly from the coronavirus pandemic.

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Daily Briefing - Sep23, 2020 - Bearish on the S&Ps, Bullish on Silver Sep 23, 2020

Show notes

Managing editor, Ed Harrison, joins Dave Floyd, founder of Aspen Trading, to review and analyze today’s price action. Ed and Dave first discuss the continuing sell-off in equities and examine Dave’s bearish position on the S&Ps. They also consider the dollar’s move upward, what opportunities may exist for the yen as a result, and how low volatility in bonds is prompting higher volatility in the FX space. Finally, Dave shares his thoughts on the sell-off in silver, explains what technicals he uses to manage the trade, and at what levels he’ll retest his bullish thesis on precious metals.

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