Real Vision: Finance & Investing

Latest Episodes:

Are the Tech Giants Teetering? With Jeremy Schwartz Sep 08, 2023

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Jeremy Schwartz, global CIO at WisdomTree Asset Management, joins Maggie Lake to break down the recent price action in mega cap tech, China-U.S. relations after China's recent ban on the iPhone, and the factors influencing September's interest rate decision.You can find more of Jeremy's work here: https://t.co/7r8WAngKUp

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Is it Gold’s Time to Shine? With Tavi Costa Sep 07, 2023

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Tavi Costa, portfolio manager at Crescat Capital, joins Maggie Lake to discuss his views on the U.S. debt deficit, the forces influencing Treasury yields and September's rate decision, why the Fed is backed into a corner, and the setup for precious metals.You can find more of Tavi's work here: www.crescat.net

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Is the Fed Back in Play? With Paul Hodges Sep 06, 2023

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Paul Hodges, author of The pH Report and chairman of New Normal Consulting, joins Maggie Lake to discuss the current inflation outlook, how the geopolitical landscape is driving energy and food prices, and how today's ISM services data could impact the Federal Reserve's September interest rate decision.Plus in the second half, Paul will share his outlook on China and emerging markets.You can find more of Paul's work here: https://t.co/d5mkV0QuBb

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A Crude Reality for Stocks? With Darius Dale Sep 05, 2023

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Darius Dale, founder of 42 Macro, sits down with Maggie Lake to explore the latest market moves, what further oil supply cuts mean for the broader energy sector, and how the latest jobs data could shift the Federal Reserve's decision-making. You can find more of Darius' work here: https://t.co/HbJL5Tpvyq

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Andreas Steno: Is the U.S. Headed for Baseline Inflation Above 2%? ft. Mike Mish Shedlock Sep 04, 2023

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Andreas Steno Larsen is joined by investment analyst and economic writer Mike “Mish” Shedlock of MishTalk to discuss whether the Fed will reach its 2% inflation target and what obstacles stand in its way. They also dig into the U.S. Treasury's recent credit downgrade, the health of the bond market, and more.

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Resource Abundance Will Transform Macro... And Human Life Sep 03, 2023

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How do we think about the business cycle in a world of abundance? Investment and finance expert, Jordi Visser, president and CIO of Weiss Multi-Strategy Advisers, welcomes tech visionary, Sultan Meghji, CEO and co-founder of Frontier Foundry, to discuss whether talk of recession and inflation will soon be markers of a bygone era. According to Sultan, AI and emerging exponential technologies such as fusion, protein folding, and LK99 have transformative properties that will change the way the global economy — and human life — functions.

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AI Fire Hose #2 - AI's Role in Our Future: Tesla, DoorDash, GPT & Linguistics Sep 02, 2023

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Dive deep into the transformative world of AI in this compelling episode. Unravel the controversies surrounding Tesla's self-driving lawsuits and discover groundbreaking insights into how DoorDash is leveraging AI for a futuristic food delivery experience.

From the intricacies of OpenAI's Chat GPT & its enterprise implications to the fascinating intersection of Chomsky's linguistic theories and AI's language processing, we traverse the landscape of modern AI applications and debates. Plus, the legal intricacies of 'Wugs' and their relevance in today's tech-savvy world are laid bare.

Join Ash Bennington and Mikhail Voloshin as they shed light on AI's monumental role in our future. Subscribe for more insights on AI's impact on our economy, job market, and daily lives.

CHAPTERS

00:08.55 - Introduction with Ash Bennington

01:11.383 - Tesla lawsuit: Driver fatalities '19

03:58.751 - Data: Self-driving vs. Human drivers

06:53.707 - Ethics: Self-driving & the trolley issue

13:16 - DoorDash and AI's role

13:41 - AI's impact on food delivery jobs

20:15 - AI implications in job market

21:00 - AI's impact on future economy

22:18 - Intro to Chat GPT & OpenAI Enterprise

24:11.345 - ChatGPT Enterprise features & benefits

27:59.631 - Future of GPT & Competitions

31:11.238 - Why discuss Wugs?

32:38.247 - Wugs: Legal Controversy

34:56.53 - Chomsky theories & AI's language process

39:38.89 - Ash's closing thoughts

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How the Jobs Report Affects Rate Expectations With Noelle Acheson Sep 01, 2023

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Noelle Acheson, editor of the Crypto is Now Macro newsletter, joins Ash Bennington to discuss the wide range of jobs data this week, how employment could influence the Fed's outlook for the rest of the year, and what impacts this will have on crypto after a significant legal victory for Grayscale's BTC ETF.

You can find more of Noelle's work here:https://noelleacheson.substack.com

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Where Are We in the Cycle? With Warren Pies Aug 31, 2023

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Warren Pies, founder of 3Fourteen Research, joins Ash Bennington to discuss the price action we’ve seen following some softening economic data, what specific data points he is monitoring to frame his outlook, and the driving forces that investors need to watch in the energy sector.

You can find more of Warren's work here: https://t.co/vM9jt9PPQe

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Is the Stock Market Severely Mispriced? With Jesse Felder Aug 30, 2023

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Jesse Felder, founder of Felder Investment Research, joins Ash Bennington to discuss his outlook on the Federal Reserve and its policies, the impacts of rapidly rising rates on the broader market, and why he believes the U.S. equity market is severely mispriced.

You can find more of Jesse's work here: https://t.co/bvf4IL8Oha

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