Real Vision: Finance & Investing

Latest Episodes:

The Knock-On Effect #6 - Fed Hikes to Quash Lottery Ticket Sales? Jun 22, 2018

Show notes

Why will a higher fed funds rates lead to a decline in the number of Americans who play the lottery? Alex and Justine discuss, along the way touching on the future of transportation, moving to L.A., the wisdom of playing the lottery, and Justine’s favorite writer.

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The Knock-On Effect #5 - Demographics and Doorways Jun 15, 2018

Show notes

Why will changing Chinese demographics lead to an increase of plastic strips in doorways? Justine and Alex discuss - and in so doing, also touch on Ikea trips, online dating, modern food production, and President Bush’s congratulatory message to President Obama. Then Alex explains how a horse racing term could apply to what’s ahead for stocks.

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The Knock-On Effect #4 - Tariffs and Cork Jun 08, 2018

Show notes

Why will U.S. tariffs lead to a resurgence for the global cork industry? Justine and Alex explain, along the way discussing Australian wine, cork shoes and the Chinese consumer.

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The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom Jun 01, 2018

Show notes

Why will higher oil prices result in disappointed craft beer drinkers? Justine and Alex discuss. Plus, Alex delves into the world of academia, and discusses an interesting finding about the way stocks react to earnings announcements.

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The Knock-On Effect #2 - Rising Rates and Sandy Tracks May 25, 2018

Show notes

Why will rising rates leave tire tracks on the world’s great beaches? Alex, Roger and Justine discuss. Plus, a high-pressure debate over whether stocks will fall 20% within the next year. Filmed on May 21, 2018.

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The Knock-on Effect #1 - Protectionism and Red Velvet Cake May 18, 2018

Show notes

In this inaugural episode of “The Knock-On Effect,” Justine and Roger try to convince Alex that a U.S. crackdown on free trade could lead American red velvet cakes to turn pink. Yes, really. Plus, Alex takes issue with Charlie Munger’s shocking bitcoin comparison.

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Adventures in Finance 66 - Collective Wisdom: The best pieces of advice ever received by Real Vision contributors May 11, 2018

Show notes

What’s the single best piece of advice you’ve ever received, and how have you applied it over the course of your investment career? In this episode of the “Adventures in Finance” series, eight of our favorite prior guests join us once again to answer that question. You’ll hear from Marc Cohodes, Pippa Malmgren, Chris Cole, Ben Hunt, Jawad Mian, Simon Mikhailovich, Dee Smith and Jeff Snider – and if you don’t walk away from this series of short interviews with something new to think about it, go back and listen again! Plus, in the long/short segment, Grant and Alex trade selfies, people who hate their jobs, and you.

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Adventures in Finance 65 - A Revolution is underway: Stock markets, oil, bonds and Real Vision May 04, 2018

Show notes

Real Vision’s CEO and macro-economist, Raoul Pal, offers his latest thoughts on the bond market, the dollar, oil and the business cycle as well as an update on what the future holds for Real Vision. In this week’s Long Short, Raoul and Grant discuss all things swine. Log on to www.realvision.com/adventuresinfinance to find out how you can be part Real Vision’s exciting financial media revolution.

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Adventures in Finance 64 - Crossing the Rubicon? The Bond Market’s Big Move Apr 27, 2018

Show notes

With the 10-year yield peaking above 3% this week, is the low finally in for the 10-year yield? How high is it liable to rise? How might the Fed and inflation play into this? And what could it all mean for equities? Julian Bridgen of Macro Intelligence 2 Partners joins to discuss all that and more. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade ancient appliances, Billy Bragg and middle seats.

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Adventures in Finance 63 - Reality Check? The Case for Stocks Apr 20, 2018

Show notes

After a treacherous few months for equities, investor sentiment appears to have turned relatively ursine. But is the reality that stocks will continue to rise in the short-term at least? Neil Azous of Rareview Macro makes just that case. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade hip-hop, the London skyline, overspending millennials and non-conventional art supplies.

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