Real Vision: Finance & Investing

Latest Episodes:

Daily Briefing - Sep 22, 2020 - Pass the Baton: Is the Market Rally Sustainable? Sep 22, 2020

Show notes

Senior editor, Ash Bennington, welcomes back Tony Greer, editor of the Morning Navigator, to discuss the ongoing inflation trade. Tony expounds on his bullish posture toward oil and some of the technical indicators he uses to analyze different securities. He also reviews some of the current policy stances that emerged from last week’s FOMC meeting, explaining how he leverages these policy shifts to seek out price inflation across different asset classes. Real Vision reporter Haley Draznin monitors the continued volatility in the markets and addresses the potential risks investors are paying close attention to in the coming weeks including another stimulus relief bill out of Congress, a new spending bill, and surging coronavirus cases in the U.S. and abroad.

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

Daily Briefing - Sep 21, 2020 - Stocks, Gold, and Silver: A Violent Market Selloff. Sep 21, 2020

Show notes

Real Vision senior editor, Ash Bennington, and managing editor, Ed Harrison, discuss a volatile day in markets. Ed and Ash analyze today’s sell-off in stocks, gold, and silver as well as a significant rally in bonds. They then consider the resignation of Nikola founder, Trevor Milton, the rumors of European bank consolidation, and the passing of Supreme Court Justice Ruth Bader Ginsberg. Ed looks forward to his interviews with Jim Berry, Deloitte’s U.S. real estate leader, and Ben Inker, head of asset allocation at GMO. Lastly, Ash speaks to Real Vision editorial intern Bryce Zuccoli, who was recently diagnosed with COVID-19.

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

The Interview -Cities Aren't Dying - Demography & Rates Drive Housing w/ Logan Mohtashami Sep 20, 2020

Show notes

If you haven’t been living under a rock, you’ve probably heard the narrative that cities are dead and that white collar workers, now unburdened by the ability to work from home, are fleeing to the suburbs as fast as they can. Logan Mohtashami, lead analyst at Housing Wire, explains to Real Vision’s Ash Bennington why it is nothing more than an interesting narrative. He goes on to add that, aside from a few pockets in New York and San Francisco, the relative strength in the suburban housing market is being driven by the only factors that matter -- demographics and mortgage rates. Bennington and Mohtashami also drill down on the relationship between bond yields and mortgage rates and the knock-on effects into housing demand that you could see depending on different scenarios for those rates.

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

The Interview - How to Buy and Store Physical Metals w/ Mark Yaxley and Raoul Pal Sep 19, 2020

Show notes

There will always be debate surrounding what is the best way to gain exposure to precious metals. Should you buy gold miners, an ETF, maybe trade futures? It can all seem very complicated, but what if you want to do it the way it has been done for centuries -- owning physical metal with your name on it stored in a vault in a secure location? Mark Yaxley, general manager at Strategic Wealth Preservation (SWP), sits down with friend and client Raoul Pal to answer that very question and discuss how SWP has made it easy to buy, sell, and store precious metals in the Cayman Islands in a safe, legal, and affordable way for countless clients from all over the world. Together, they also discuss the state of the physical gold market, Mark and Raoul’s outlooks for the asset class, differences between coins and bars from assorted global producers, and the types of clients Mark is seeing step into the physical market at this exciting time for precious metals. Filmed on August 19, 2020. To find out more about SWP or open a physical metals account, go to www.swpcayman.com/realvision.

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

Daily Briefing - Sep 18,2020 - Market Slip and Slide: The Fallout from the Fed's FOMC Meeting Sep 19, 2020

Show notes

Real Vision CEO and co-founder, Raoul Pal, is joined by senior editor, Ash Bennington, to look forward to the future of markets as well as Real Vision. After they evaluate how the market interpreted the Fed’s latest FOMC meeting, Raoul broadens the conversation beyond equities to make sense of the flatness in bond yields and credit spreads. Raoul and Ash then discuss the upcoming two-week exploration on Real Vision, “Has Everything Changed,” as well as discuss how Real Vision’s new platform, “The Exchange,” is allowing Real Vision members to connect with each other and form a “hive mind.” In the intro, Jack reviews market price action and gives a sneak peak of “Has Everything Changed.”

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

Daily Briefing - Sep 17, 2020 - When the Other Shoe Drops: Earnings, Market Mania, Unemployment Sep 17, 2020

Show notes

Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss the latest in markets, macro, and coronavirus. They discuss how the results of the upcoming earnings season will provide a gauge on the health of the economy and solidify its standing as 2020 begins to come to a close. They also speculate on the ongoing persistence and momentum to the upside in equity markets, short-dated options trading amongst retail investors, and the sudden proliferation of special purpose acquisition companies (SPACs). Ash and Ed then debrief yesterday’s FOMC meeting, lay out the impact the Fed’s actions will have on the bond market, and consider whether the Fed really is out of ammo at this point. In the intro, Peter Cooper shares the latest jobless claims data and enumerates on the flaws of solely relying on this data to understand the health of the labor market.

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

Daily Briefing - September 16, 2020 - Retail Investors Are the Megalodon of the Market: Hirst Sep 16, 2020

Show notes

Senior editor, Ash Bennington, invites managing editor, Roger Hirst, to take a deep dive into options to gain clarity on what this market’s greatest, current mover is. Roger argues that, contrary to conventional thought, currently the institutional “whales” are less influential than the retail investors, who are driving the options markets and have made themselves out to be the “megalodon.” He breaks down how retail investors are contributing to momentum through options, how “air pockets” in equity markets and contract expiries are linked, and how rising volatility will continue to increase “air pocket” risks. Roger then elaborates on why he believes these aren’t structural risks as of yet, but rather that insolvency risks are more near-term by observing how zombification of large-cap companies is on the rise due to misallocated capital and QE infinity. Ash and Roger then finish off their conversation by exploring the renewed risks to a clean Brexit. Real Vision reporter Haley Draznin analyzes at the correlation between retail sales out this morning and the performance in the market. She also looks at the surge in IPOs this week, including Snowflake’s debut today.

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

Daily Briefing - Sep 15, 2020 - Markets Likely to Continue Higher Through End of Year: Tony Greer Sep 15, 2020

Show notes

Senior editor, Ash Bennington, welcomes back Tony Greer, editor of the Morning Navigator, to discuss the latest in markets. Tony breaks down what he’s seeing in the tech shakeout and explains how he’s approaching the recent correction in equity markets. He walks through the indicators he watched and how that guides his investment decisions. Ash and Tony then discuss the ongoing suppression of oil demand, especially as fears of lagging demand will persist for years rise, and how Tony is maintaining his long natural resources position. Tony then offers his final thoughts on what he’s looking out for as the week goes on. Real Vision reporter Haley Draznin examines the rise of retail investors and why institutional investors are turning to platforms like Reddit and Twitter to track retail in efforts to gain an edge in the market and gain a better understanding of why they are flocking to stocks like Nikola.

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

Daily Briefing - Sep 14, 2020 - How Options Mania is Driving Stock Market Price Action Sep 15, 2020

Show notes

Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison to discuss the animal spirits that are driving this market. After reviewing historical financial panics, Ed and Ash take another look at whether options mania is exerting influence on equity price action. They explore the “Softbank narrative” through the lens of volatility investor and arbitrageur Benn Eifert, and examine how speculators are buying options from market makers who are forced to delta-hedge their position, as they don’t want to take a directional position. Lastly, Ed and Ash look forward and see if there is “another shoe to drop” as fall approaches. In the intro, Jack Farley and Ash Bennington discuss the OPEC’s latest monthly oil market report.

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

The Interview- Fleckenstein and Rule: Miners Are a Call on Unintended Fed Policy w/ Bill Fleckenstein & Rick Rule Sep 13, 2020

Show notes

Bill Fleckenstein, president of Fleckenstein Capital, sits down with Rick Rule, president and CEO of Sprott U.S. Holdings Inc., to talk about the macro drivers of the recent precious metals bull market and what to look for when investing in miners. Using their decades of experience in the industry, Rule and Fleckenstein explain why regardless of a specific price target and because precious metals investments as a percentage of the total market for savings and investments is far below the average over the past 50 years, reversion to the mean has precious metals exposed investments poised to march higher. Rule provides his explanation as to why Warren Buffet, who has called gold a pet rock in the past, has recently allocated a portion of Berkshire Hathaway's portfolio in Barrick Gold Corporation. Fleckenstein argues that there is a problem with using traditional NAV-based analysis and provides viewers with strategies to find hidden value when analyzing miners and to avoid the pitfalls that many investors fall victim to when investing in the space.

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

Our TOPPODCAST Picks

Follow Us

Stay Connected

Real Vision: Finance & Investing

Related Podcasts

Links

Stay Connected