Real Vision: Finance & Investing

Latest Episodes:

Russell Clark: Investing Ideas for a New Macro World Apr 30, 2023

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Find out how Russell Clark views the global economy and how he's investing in it. Samuel Burke speaks with Russell Clark, former hedge fund manager and author of the Capital Flows and Asset Markets newsletter, in this special Festival of Learning edition of 3 Ideas. You can track the performance of all our guests’ 3 Ideas here: https://bit.ly/RV3Ideas

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An Upcoming Contraction in the Broader Energy Complex? Apr 29, 2023

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With natural gas has had a major correction and uranium experiencing some weakness, is oil next to drop? Francis Hunt of The Market Sniper joins Ash Bennington to discuss why he believes oil is due for a harsh selloff, with potential knock-on effects for inflation, yields, currencies, and more.

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Recession? What Recession? Apr 28, 2023

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Prices stay high as investors wonder whether recession will be avoided at a cost.

Maggie Lake is joined by Vincent Deluard, director of global macro strategy at StoneX Group, to discuss this morning's key inflation data, stress on the banking system, and why infrastructure and chips are 2 reasons the U.S. will not see a recession in 2023.

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Is It Time to Go Digging for Gold? Apr 27, 2023

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U.S. GDP for the first quarter of 2023 rose slower than estimates, refreshing stagflationary fears for investors.

Maggie Lake is joined by George Milling-Stanley, chief gold strategist at State Street Global Advisors, to discuss his expectations for gold in 2023, how the current stress in U.S. banks impacts the precious metals, and how to position your portfolio.

You can find more of George’s work here: https://www.ssga.com/us/en/intermediary/etfs

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How Much More Stress Can These Markets Handle? Apr 26, 2023

Show notes

The banking sector is back under pressure as First Republic's stock continues to plummet. Will we see spillover?

Jason DeSena Trennert, CEO of Strategas Securities, joins Ash Bennington to share his views on the fallout at First Republic Bank, potential contagion in the banking sector, and why growth investors may not want to get ahead of themselves if a recession is coming.

You can find more of Jason’s work here: https://www.strategasrp.com

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Banking Stress is Back Again Apr 25, 2023

Show notes

Volatility spiked and the market tumbled as earnings season continues, with First Republic Bank down more than 40%. Maggie Lake is joined by Andy Constan, CEO of Damped Spring Advisors, to discuss his views on the global macro landscape, renewed fallout in the banking sector, and why it’s time to get reacquainted with the debt ceiling. You can find more of Andy’s work here: https://dampedspring.com

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Will Big Tech Be a Big Disappointment? Apr 24, 2023

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All eyes are on Tech earnings as investors look for the next stock rotation. Tony Greer, the founder of TG Macro and editor of The Morning Navigator, joins Maggie Lake to discuss what might be priced into Big Tech earnings, how he's trading energy and industrial metals, and where the U.S. dollar is headed next.

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Man vs. Machine: The Intersection of Technology and Humans Apr 23, 2023

Show notes

This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL discovers the most undervalued companies and isolates special situations in the mining sector for our members. Sign up for our free E-letter for immediate action: https://www.goldinvestmentletter.com/realvision

"The collision between emerging technologies and fundamental human needs is where you can see the future," Raoul speaks to David Mattin, the founder of the New World Same Humans newsletter and a Real Vision contributor, about the emerging technologies that are reshaping what the future might look like and what that could mean for us as humans. Recorded on March 20, 2023.

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Understanding OPEC's Surprise Move Apr 22, 2023

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The Saudi-led cut has drawn criticism from the Biden administration. Maggie Lake speaks with Harris Kupperman, Founder & CIO, Praetorian Capital about OPEC’s surprise cut and what it says about U.S.-Saudi relations.

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Which Mistake Would The Fed Prefer To Make? Apr 21, 2023

Show notes

Harry Melandri joins the show to assess whether there’s any cure for this global economic hangover? Harry Melandri, advisor at MI2 Partners, joins Ash Bennington to talk through the current state of the global economy, risks in the real estate market, and regional banks. In the second half of the show, Harry will share his research on the credit cycle and why we’re still not able to tell if the current monetary policy is too tight.

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