Real Vision: Finance & Investing

Latest Episodes:

A Macro and Markets Deep Dive With Jim Rogers Jun 10, 2023

Show notes

This episode of the Real Vision Daily Briefing was sponsored by Kalshi. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates.

We're thrilled to welcome legendary investor Jim Rogers back to Real Vision for the first time since 2021. He joins Maggie Lake for a deep-dive conversation on what's on his radar now, and what could unfold next.

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Will This Stock Winning Streak Continue? with Noelle Acheson Jun 09, 2023

Show notes

Maggie Lake is joined by Noelle Acheson, editor of the Crypto is Macro Now newsletter, to discuss what investors need to watch ahead of next week's Fed interest rate decision and how that will move markets. Plus, Noelle explores the rise of AI as a venture capital darling, and AI's impact on the next wave of Web3 funding.You can find more of Noelle's work here: https://noelleacheson.substack.com

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A Tale of 2 Economies with Jared Dillian Jun 08, 2023

Show notes

Jared Dillian, editor of The Daily Dirtnap newsletter, joins Maggie Lake to discuss the resilient U.S. economy, the recession in Europe, what's causing stocks to push higher, and how these developments will influence Fed decision-making on interest rates next week. You can find more of Jared's work here: https://wggtb.substack.com

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Pause, Skip, or Hike? w/ Dr. Komal Sri-Kumar Jun 07, 2023

Show notes

Dr. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, sits down with Maggie Lake to discuss the Bank of Canada's historic rate hike, what it could mean for the next Fed decision, and why the bond market is sending a very different message from equities. In the second half of today's extended show, we'll dive into the current market risks and how investors can protect themselves. You can find more of Dr. Sri-Kumar's work here: https://t.co/ozsbAS3qSB

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AI: Friend or Foe? w/ Raoul Pal & David Mattin Jun 06, 2023

Show notes

This episode of the Real Vision Daily Briefing was sponsored by Kalshi. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates.

Maggie Lake is joined by Raoul Pal, co-founder and CEO of Real Vision, and David Mattin, founder of the New World Same Humans newsletter, to explore AI's potential benefits and drawbacks as it reshapes countless industries.

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What's Weighing on Oil? w/ Tony Greer Jun 05, 2023

Show notes

Tony Greer, founder of TG Macro and editor of The Morning Navigator, joins Maggie Lake to discuss what's driving the latest cross-asset price action and dive into the setups developing in gold and energy. You can find more of Tony's work here: http://tgmacro.Substack.com

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Raoul Pal & Sandy Kaul: A Technological Cambrian Explosion is Upon Us Jun 04, 2023

Show notes

Sandy Kaul, senior vice president at Franklin Templeton, joins Raoul to discuss how the biggest tech megatrends have already begun to overhaul the way we live and connect with one another—and how decentralization and the metaverse will tie it all together. Recorded on April 18, 2023.

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Nancy Davis: When a Little Luck and a Lot of Hard Work Pay Off Jun 03, 2023

Show notes

From a prop trading desk to the NYSE on IVOL's launch day, wiz portfolio manager Nancy Davis shares her journey. Nancy Davis, the founder, and CIO of Quadratic Capital Management, has enjoyed a storied career, from a post-grad career at Goldman Sachs to being on the opposite side of the famous London Whale Trade and launching her own ETF. She joins Maggie Lake to share how the highs and lows have shaped her winding road.

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Unraveling the Liquidity Cycle with Raoul Pal & Darius Dale Jun 02, 2023

Show notes

Darius Dale, founder of 42Macro, and Raoul Pal, Real Vision co-founder and CEO, join Maggie Lake to wrap up the week. They'll be discussing inflation, the debt ceiling, what's driving these markets, and their divergent views on the liquidity cycle. In the second half, Darius and Raoul will be answering audience questions, so please drop 'em in the live chat. You can find more of Darius' work here: https://t.co/qGAzjLMmrT

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Is This the Top of the Economic Cycle? w/ Eric Johnston Jun 01, 2023

Show notes

This episode of the Real Vision Daily Briefing is sponsored by Kalshi. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates.Sign up at kalshi.com/realvision now to claim $15 towards your first event contract, today.

Debt ceiling deal progress propels the US market. Eric Johnston, head of equity derivatives & cross-asset for Cantor Fitzgerald, sits down with Maggie Lake to discuss his perspective on the current state of equities and the possibility of reaching the top of the economic cycle. You can find more of Eric's work here: https://www.cantor.com/

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