Real Vision: Finance & Investing

Latest Episodes:

Is Bad News Good News? With Tony Greer Aug 29, 2023

Show notes

Tony Greer, editor of The Morning Navigator, joins Maggie Lake to discuss a potential breakout in the tech sector, the factors driving price in commodites, and how he is positioning his portfolio at the moment.

You can find more of Tony's work here: https://t.co/IuOqbaQY1a

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Is China in Crisis? Aug 29, 2023

Show notes

Geo Chen, author of the Fidenza Macro blog, joins Maggie Lake to address the troubling economic situation emerging in China, discuss which global indicators have him most concerned, and explore the potential ripple effects of China's exporting deflation. You can find more of Geo's work here: https://fidenza.substack.com/archive

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Tony Greer: How to Navigate an Era of Volatile Inflation ft. Kevin Muir CFA Aug 27, 2023

Show notes

Kevin Muir, author of The MacroTourist newsletter, sees a future with much higher than average, volatile inflation. Alongside Tony Greer of TG Macro and The Morning Navigator, Kevin explores how this threatens the long-standing negative correlation between stocks and bonds and how this profoundly impacts portfolio construction.

Kevin Muir kindly shared 5 of his paywalled articles exclusively for RV members. Find them here: https://tinyurl.com/msnhewp9

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AI Fire Hose - #1: Igniting the Future with Ash Bennington & Mikhail Voloshin Aug 26, 2023

Show notes

Dive into the inaugural episode of "AI Fire Hose" with hosts Ash Bennington and Mikhail Voloshin. This podcast sets the stage for a captivating exploration of the state and potential of artificial intelligence. With the combined expertise of journalist Ash and AI maven Mikhail, this episode promises to provide a nuanced conversation on AI's current landscape and its trajectory for the coming decade.

From breakthroughs in deep learning to the real-world integration of AI tools, our hosts dissect the most recent developments and speculate on the ripple effects across industries, economies, and societies. This deep dive is not just about the technology but also its ethical, economic, and societal implications.

Whether you're an AI aficionado, a tech professional, or just curious about the innovations defining our times, this episode is your gateway to understanding the force that is AI.

CHAPTERS:

(00:00) Intro to "AI Fire Hose"

(00:30) Ash & Mikhail's backgrounds

(01:33) Guest: Mikhail's cat

(02:10) Mention of "Dopamine" novel

(02:40) Podcast's origin story

(03:02) AI: hype vs reality

(03:59) Brain-computer interfaces intro

(04:34) Unbabel device spotlight

(05:11) Understanding EMG

(06:48) How Unbabel device works

(08:02) Predictive algo & LLM

(08:59) Hawking & ALS tech

(10:12) Unbabel's future

(10:49) Another brain-tech intro

(11:20) UCSF research & patient

(11:56) Brain signals for speech

(12:28) AI & sci-fi movie refs

(13:03) AI's role in speech synthesis

(13:36) Tech's impact on speech issues

(14:10) OpenAI & tech market topic

(14:41) OpenAI's 2022 losses

(15:12) OpenAI's AGI mission

(15:49) OpenAI's expenses

(16:27) OpenAI's revenue streams

(16:58) OpenAI's hiring & salaries

(17:35) Machine learning market trends

(18:11) OpenAI infrastructure costs

(18:45) NVIDIA in tech market

(19:22) Neural network deep dive

(19:55) Why "neural network"?

(21:08) Evolution of neural nets

(21:38) AI & copyright in arts

(22:10) AI content's copyright status

(22:42) AI & human content collab

(24:17) Spell checks & copyrights

(24:45) Grammarly & AI copyrights

(25:12) Article source & bias

(25:38) Legalities & tech advances

(26:18) AI in coding & CodeLama

(27:23) GPT history & code gen

(29:06) Naming tech tools

(30:10) AI in Dev Environments

(30:48) Advice to young engineers

(33:02) End discussion insights

(33:28) Tech market vs hype

(35:07) Show's closing remarks

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Are More Rate Hikes Coming? with Jared Dillian Aug 25, 2023

Show notes

The Daily Dirtnap editor Jared Dillian sits down with Maggie Lake to discuss the price action post-NVDA earnings, his takeaways after Powell spoke at Jackson Hole, and what he is expecting to happen in the bond market. You can find more of Jared's work here: https://t.co/G7ZK0pEnK2

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Ask Me Anything with Raoul Pal Aug 24, 2023

Show notes

Grab a drink and join Raoul as he answers audience questions to help educate and navigate you through this very confusing economic environment. Plus, you may even learn a little something about wine...!

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Can NVDA Live Up To The Hype? With Brent Donnelly Aug 23, 2023

Show notes

President of Spectra Markets, Brent Donnelly, sits down with Maggie Lake to discuss Nvidia's earnings, explore the economic data that may have the U.S. see a slower Q4, and his outlook for China's economy. You can find more of Brent's work here: https://t.co/uhDIKridTE

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What is Making the U.S. Economy so Resilient? with Darius Dale Aug 22, 2023

Show notes

Darius Dale, founder and CEO of 42 Macro, joins Maggie Lake to discuss what to expect from Fed Chair Jerome Powell’s speech at Jackson Hole on Friday, why one major tech stock has much broader market implications, and how Darius is navigating these volatile market conditions.

You can find more of Darius' work here: https://42macro.com

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Has NVIDIA Become a Macro Asset? With Imran Lakha Aug 21, 2023

Show notes

🔥 THE NEW REAL VISION - join the waitlist https://www.realvision.com/waitlist

Imran Lakha, founder of Options Insight, joins Ash Bennington to discuss the recent surge in market volatility and what to expect from central banks as the Fed prepares to meet in Jackson Hole. Plus, Imran will share his perspective on what Nvidia's earnings release will mean for the technology sector and the broader market.

You can find Imran's Options Academy course here: https://rvtv.io/41Wtu63

And find more of Imran's Trade ideas here: https://www.options-insight.com

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Finding Joy and Success on Life's Serpentine Road ft. Sa’ad Shah Aug 20, 2023

Show notes

🔥 THE NEW REAL VISION - join the waitlist https://www.realvision.com/waitlist

Dealing with danger, tragedy, or failure can often cloud our future, making it nearly impossible to predict where the path may lead. The same can apply to life’s highest points. Sa’ad Shah, managing partner and co-founder of Noetic Fund, joins Maggie Lake to share how his life experiences and career journey, both joyous and painful, have brought him to where he is today.

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