Real Vision: Finance & Investing

Latest Episodes:

The Knock-On Effect #13 - Why China’s waste ban matters Aug 31, 2018

Show notes

Why will China’s efforts to clean up its image put more water bottles inside shoes, lead to a recycling black market and raise the costs for shipping garbage? Alex and Justine discuss — also touching on virgin plastics, the voyage of a garbage barge in the 1980s, and the Polish trash mafia.

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The Knock-On Effect #12 - Turkey Troubles and Spicy Hazelnuts Aug 24, 2018

Show notes

Why will the crisis in Turkey lead hazelnuts to be covered in wasabi? Alex and Justine discuss — also touching on Nutella, “hot money,” and Japanese snacking habits.

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The Knock-On Effect Summer Series #2 - Raoul Pal on Turkey Aug 17, 2018

Show notes

Will turmoil in Turkey send global markets skidding? And why might such an economically small country have an incredibly outsized effect? Raoul Pal, co-founder CEO of Real Vision and founder of The Global Macro Investor, discusses with Justine and Alex.

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The Knock-On Effect Summer Series #1 - Mark Dow on Liquidity Aug 10, 2018

Show notes

Are market participants misunderstanding the current state of liquidity - and if so, what are the potential knock-on effects? Mark Dow, founder of Dow Global Advisors and author of the Behavioral Macro Blog, discusses with Roger, Justine and Alex.

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The Knock-On Effect #11 - Almond milk and stamp storage Aug 03, 2018

Show notes

Why will rising popularity of almond milk make it more expensive to store postage stamps? Justine and Alex discuss — also touching on bovine productivity, disused limestone mines, and the “Illuminati of Cheese.”

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The Knock-On Effect #10 - Yield Surge to Trash Cheap Vodka? Jul 27, 2018

Show notes

Will rising yields on Treasury notes sink the cheapest vodkas? Alex and Justine discuss – also touching on the causes of recession, Scottish drinkers, and the impact of Fed policy. Plus, a controversial USDA maneuver to clamp down on speedy traders.

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The Knock-On Effect #9 - Trade Fears to Clarify Diamonds? Jul 20, 2018

Show notes

Why will rising concerns about China’s trade-related retaliation lead diamonds to become clearer? Justine and Alex discuss – also touching on Jules Verne novels, iPhone batteries and a new version of blue.

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The Knock-On Effect #8 - Stock Rally to Spur Foot Picking? Jul 13, 2018

Show notes

Why will higher stock prices lead more American to pick feet? Alex and Justine discuss, also touching on income inequality, one very fancy Manhattan store, and the marital habits of reptile owners. Plus, Justine explains why companies seems to be so afraid of the number “4.”

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Real Vision Rewind #1 – Godfather of Central Banking Jul 06, 2018

Show notes

How did the modern age of central banking begin? In this story previously heard in a 2017 episode of “Adventures in Finance,” Grant Williams, Aaron Chan and Ben Hunt look at the fascinating history of the man some consider the godfather of central banking, John Law. Then Alex and Justine draw some present-day conclusions.

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The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors? Jun 29, 2018

Show notes

Why will a rising dollar lead to a proliferation of ice cream flavors that go far beyond vanilla? Justine and Alex discuss, touching on thieves in Madagascar, beaver glands, whisky maturation and the globalized food production process.

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