Real Vision: Finance & Investing

Latest Episodes:

Steno's Signals: The Recession That Never Was Jul 30, 2023

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Slowly but surely, recession calls are being called off by consensus — but is the risk of it still alive? Andreas Steno Larsen dives into the reasons why everyone misunderstood the probabilities of a slowdown. For more access to Andreas’ independent research, there’s a 40% discount exclusively for the Real Vision community using the code RV40 at https://www.realvision.com/steno

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Is the Business Cycle Rebounding? with Christophe Ollari Jul 29, 2023

Show notes

Ollari Consulting founder Christophe Ollari joins Andreas Steno Larsen to update us on his macro view for 2023 and examine current market positioning. They'll discuss whether China is rebounding, Christophe's base case for U.S. and Europe, and where he thinks inflation goes next.

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Are Investors Being Too Complacent? with Ben Miller Jul 28, 2023

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Ben Miller, co-founder and CEO of Fundrise, joins Maggie Lake to discuss this week's rate hikes from the ECB and Federal Reserve and the BOJ's yield curve control loosening. Plus, we’ll explore Ben's thesis: "The Great Lag.” You can find more of Ben's work here: https://fundrise.com

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The Risk of Being Bearish on Stocks with Cem Karsan Jul 27, 2023

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Cem Karsan, founder of Kia Volatility Advisors, joins Maggie Lake to unravel the market action following strong economic data and Q2 earnings. Cem will also explore what sectors are signaling concern and where he sees opportunity.

You can find more of Cem's work here: https://t.co/HwLmOP6aIA

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Is the Fed Done Hiking? With Darius Dale and Andreas Steno Larsen Jul 26, 2023

Show notes

Darius Dale, founder of 42 Macro, and Andreas Steno Larsen join Maggie Lake to react to this afternoon's historic interest rate hike by the Federal Reserve, explore the potential impact on markets, and look at what it means for the macro landscape going forward. Plus they'll be taking questions from Real Vision members.For more access to Andreas’ independent research, there’s a 40% discount exclusively for the Real Vision community using the code RV40 at Steno Research: https://www.realvision.com/steno

If you want to level up or lock in your membership, right this way: https://www.realvision.com/levelup

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Can Tech Take Stocks Higher? with Tony Greer Jul 25, 2023

Show notes

Tony Greer, editor of The Morning Navigator, sits down with Maggie Lake to explore today’s price action, the growing impact of AI on markets, and what the recent move in Oil means for the energy sector. You can find more of Tony's work here: https://t.co/yMmmxohxUJ

If you want to level up or lock in your membership, right this way: https://www.realvision.com/levelup

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Where in the World to Put Your Dry Powder (with Sam Burns) Jul 24, 2023

Show notes

Sam Burns, the chief strategist at Mill Street Research, joins Maggie Lake to discuss the significance of the lineup of central bank rate decisions this week and analyze some recent economic data out of China. Plus, Sam will share which parts of the world he believes are ripe for investment.

You can find more of Sam's work here: https://www.millstreetresearch.com/

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Leaning Into Your Expertise w/ Ben Harburg Jul 23, 2023

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Ben Harburg, founder and managing partner at MSA Capital, has been at the intersection of the U.S., China, and emerging markets for years. He joins Maggie Lake to share the highs and lows — and the lessons learned — of a career focused on China tech, Asian private markets, and the Middle East.

Join Rick Rule in person at the Rule Symposium on Natural Resource Investing in Florida, July 23-27. Access to industry insiders: elite bullion dealers, gold council members, and uranium pros. In-person and virtual seats available at http://realvision.com/rick

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Mitigating Risk in This High Valuation Environment w/ Tavi Costa Jul 22, 2023

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With current market conditions signaling potential macro headwinds, it's crucial to fortify your portfolio against negative returns. Tavi Costa, portfolio manager at Crescat Capital, joins Real Vision’s Maggie Lake to share how to navigate this inflationary era and mitigate risks associated with historically high valuations.

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Is the Soft Landing a Pipe Dream? Jul 21, 2023

Show notes

Markets look to end this week on a positive note ahead of next week's Fed meeting.

Noelle Acheson, editor of the Crypto is Macro Now newsletter, joins Maggie Lake to discuss the price action we saw this week, the implications of a weakening dollar on risk assets, and explore the possibility of a Fed rate hike next week. Plus, we'll dive into what regulation could do for the crypto space.

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