Real Vision: Finance & Investing

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Gold & “The Bitcoin Standard” with Saifedean Ammous and Marty Bent Oct 25, 2019

Show notes

Is there a path for bitcoin to become the new gold standard? Economist Saifedean Ammous, author of the ‘The Bitcoin Standard: The Decentralized Alternative to Central Banking,’ joins Real Vision to share his views on both gold & bitcoin. From an Austrian perspective, he points out the paradoxes of Keynesianism and details the implications his thesis might have on the global monetary system. Hosted by Marty Bent. Filmed on October 9, 2019 in New York. Introduction by Drew Bessette.

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China vs. The U.S.: Trade War to Cold War? (with Kyle Bass and Robert Spalding) Oct 18, 2019

Show notes

Kyle Bass sits down with retired Brigadier General Robert Spalding to discuss the reality inside China. Spalding spent years living in China as Defense Attache in Bejing & served as the chief China strategist for the chairman of the Joint Chiefs. Spalding has deep knowledge of the people, culture, economy, & military of China in and examines the multifaceted threat to the US posed by the rising Asian superpower. Filmed on September 27, 2019 in Washington D.C. - Introduction by Drew Bessette.

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The Gold vs. Bitcoin Debate with Barry Silbert and Roy Sebag Oct 11, 2019

Show notes

Earlier this summer, we released two interviews debating Grayscale Bitcoin Trust’s “Drop Gold,” campaign. Grayscale is a subsidiary of Digital Currency Group founded by Barry Silbert. He provides the argument for Bitcoin and explains the thinking behind the “Drop Gold,” campaign to Real Vision CEO, Raoul Pal. Then Roy Sebag, CEO and founder of Goldmoney, provides his rebuttal to Stephan Spears of McEwen Mining. These interviews were published June 2019. Introduction by Drew Bessette.

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Understanding Dollar Repo Madness with Danielle DiMartino Booth and George Goncalves Oct 04, 2019

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Danielle DiMartino Booth, chief strategist at Quill Intelligence, interviews George Goncalves of The Bond Strategist in his first appearance on Real Vision. As former insiders of the Dallas Fed and US Treasury primary dealers, Danielle and George deconstruct the US Dollar liquidity problems and help clarify the major structural issues confronting the repo markets. Filmed on September 18, 2019 in New York - introduction provided by Drew Bessette.

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The Chinese Mirage with Chris Balding Sep 27, 2019

Show notes

Christopher Balding, associate professor at Fulbright University Vietnam, delves into the many layers of the Chinese economy with Mike Green of Thiel Macro. Balding and Green discuss the inconsistencies in the overarching bullish narrative on China, and explain how the debt machine works in the Chinese real estate markets. Filmed on August 27, 2019 in Los Angeles and published on Real Vision September 6, 2019 - introduced by Drew Bessette.

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WeWork, Amazon, Fannie Mae and Berkshire: Whitney Tilson’s Hedge Fund Odyssey Sep 20, 2019

Show notes

Whitney Tilson details his transformation from momentum trader to an investor living by Warren Buffett’s advice that “it’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” Tilson shares his views on WeWork’s IPO trouble, Amazon, Fannie Mae, and beaten-up European financials. This interview was published as a video on Real Vision in September, and the podcast introduction is provided by Alex Rosenberg.

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Barry Silbert Forecasts the Future of Crypto Sep 13, 2019

Show notes

Barry Silbert is the founder and CEO of Digital Currency Group, a cryptocurrency investment trust that is now worth as much today as the whole asset class was five years ago. In this conversation with Raoul Pal, Silbert discusses the long-term outlook for cryptocurrencies, as well as some of the most promising blockchain businesses being build today. This interview was published as a video on Real Vision in June, and the podcast introduction is provided by Alex Rosenberg.

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Are Unfunded Pensions Secretly Driving Markets? (With Brian Reynolds and Tyler Neville) Sep 06, 2019

Show notes

Brian Reynolds, former chief market strategist at Rosenblatt Securities, tells why unfunded pension liabilities are the real engine for the U.S. credit boom, and how this financial engineering has produced one of the greatest bull markets ever. A legal mandate requires these funds to earn 7.5% returns, and when they fail to do so, taxpayers foot the bill. As a larger percentage of these pensions are moved onto corporate balance sheets, the tightrope these pension funds walk gets more and more precarious.

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Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal) Aug 30, 2019

Show notes

Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal)

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Russell Clark - Devaluing the Chinese Renminbi Aug 23, 2019

Show notes

Russell Clark of Horseman Capital warns that a Chinese currency shock could be the spark that burns down the entire global economy. In an hour-long conversation with Real Vision editor Roger Hirst, which was released as a video on Real Vision in July, Clark forecasts that Chinese policymakers will eventually respond to the trade war by changing the rules of the currency game. He then walks through the massive consequences that he believes this action could have. Intro provided by Alex Rosenberg.

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