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Real Vision Daily Briefing: Finance & Investing
2.9473684210526314 out of 5 stars
Based on 19 reviews
Charlie Sheen Meyer
5 out of 5 stars
You can find REAL news right here.
1 out of 5 stars
Good days of real vision are behind. Now , we have this guys who likes rose and is clueless ( his words)
5 out of 5 stars
Amazing Content about Economics
Everyone on this podcast is very informative and I enjoy how the use data to back up their facts! Have learned a lot from these guys. Keep going guys! Would be nice if you guys can bring on George Gammon on the show!
1 out of 5 stars
Loosing money? Half podcast shows?
I used to love Real Vision but now they are pushing their “free” website and play these half podcasts. Idk why they are doing this. They used to be a part of my daily routine and now I can’t finish one show with out them saying “if you want to listen to the rest, go somewhere else” nonsense. Too bad, you guys had a following there for a minute.
3 out of 5 stars
Honest opinion: I. More Raul 2. More Crypto
I wish I could’ve rated this Pod higher than a 3* however I have a few issues. I love hearing Raul talk and he Loves Ethereum, Crypto, & The MetaVerse… this Pod focus’ on Legacy Markets and oil and traditional stocks. For a show produced by the man and my favorite speaker I was let down by the lack of crypto and lack of Raul.
5 out of 5 stars
Love this show
Really enjoy the commentators, interviewers, guests. The only issue is that sometimes people have different accents than the listener and right as they are talking about investment suggestions and implementation, there is a word or two that I miss! Might be just me. But if not, would it be possible to please put the trade/investment ideas into the notes of the episode? Or else please have the interviewer repeat it several times to make sure we all get it? I went back and listened and re-listened at different speeds and just missed some of the calls entirely, …. because I couldn’t understand the accent. (Absolutely love the diversity of the team, so certainly I would enjoy if you kept up with that!) Thank you!
Darius Dale, CEO of @42macro
5 out of 5 stars
I can’t believe this is free!
Been in institutional finance for over a third my life and I can confirm you’re not going to get deeper insights for free anywhere else on Global Wall Street. Great team. Great production. Great guests. Definitely subscribe!
1 out of 5 stars
Enjoyed Raul takes on innovation. But RealVision is now a cesspool of fear mongering
I h8 dns
1 out of 5 stars
Listened for a few months…waste of time in my opinion
2 out of 5 stars
This venue always plugs Ethereum. Decentralized in name only. Dino.
This venue always plugs Ethereum. Decentralized in name only. Dino. Short term Ethereum is OK. Long-term it will have a lot of competition and it passes the Howie test. In other words, Ethereum is a security. In the future, a lot of reporting will be required.
3 out of 5 stars
Sadly falling in its value
I’ve been a listener both paid and free of the podcast and the Real Vision service since it’s early inception. The show peaked prior to Covid with quality content, deep interviews and an array of guests and quality interviewers… without fail, every time. The show took a turn a couple years back… shorter form content, no Grant Williams, and now it seems like a walking advertisement, whether for Goldman Sachs or for Real Vision events. I appreciate what these guys built, but it sadly no longer feels like the vision in Real Vision is to “Democratize the world of finance,” like it so clearly was.
5 out of 5 stars
Entertaining, insightful and actionable! 🔥
Wherever you are in your journey as an investor and participant in the market - this is a must-listen resource! Ash and the entire RV team do an incredible job leading conversations that cover a huge breadth of topics you’ve got to have a handle on to build a cohesive investment thesis - with leaders who’ve actually experienced success themselves. Highly recommend listening and subscribing!
1 out of 5 stars
Great show, could not have picked a worse sponsor
I’ll start by saying this is a high quality show to watch, and I recommend it. But I can’t go higher than one star if these guys actually feel comfortable enough to say they’re sponsored by the Koch empire.
1 out of 5 stars
A Slow Downgrade of Value
Sorry but this podcast or Real Vision keeps getting cheaper and cheaper by the day. They use to be top of the line nowadays, it's questionable if it's better the CNBC's crap!!!
5 out of 5 stars
Realvision is invaluable!
The team at RealVision has been a great go-to source for economic information in my journey to learn Macroeconomics and finance. Raoul Pal’s insights are spot on, and everyone else provides so much great input from their point of view. Things that I see and they provide confirmation, and things I don’t see, that I’m glad THEY saw.
5 out of 5 stars
Great interviews! Ed has got to be one of the hardest working podcast hosts out there.
5 out of 5 stars
The hosts of the Real Vision podcast, highlight all aspects of finance and more in this can’t miss podcast! The hosts and expert guests offer insightful advice and information that is helpful to anyone that listens!
1 out of 5 stars
Fourth Turning Update Guest
Murders are going up because people are buying more guns??? Seriously? How about giving data driven people a platform instead of someone who shoots (pun unintended) from the hip with emotionally based thoughts that do zero to actually address the real problems?
1 out of 5 stars
Ed Harrison is a silly goose
There’s a few really good episodes. Followed these guys for a while and Ed is really not super bright. His understanding and analysis are almost always one sided which is amazing considering the people interviewed on here are really well rounded
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- Last upload date
- September 28, 2022
- Last fetch date
- September 29, 2022 6:29 PM
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- Real Vision Podcast Network
- © Copyright 2020 Real Vision
- They Used To Say the Sun Never Sets on the British EmpireWe’ve seen what could very well be an act of war perpetrated beneath the Baltic Sea. We’re watching the crumbling in real time of one of the world’s oldest, longest-standing economic, political, and financial pillars. And Hurricane Ian is bearing down on a densely populated coastal region extremely vulnerable to storm surge, high winds, and other attendant threats. But the three major U.S. equity indexes are ripping higher! Andreas Steno Larsen opens today’s Daily Briefing with a discussion of the U.K. and the extent to which its fiscal, monetary, and pension catastrophe could infect the rest of the world. With “sabotage” and “contagion” and “Cat 4” rising and “inflation” fading as the market’s main theme, Darius Dale joins to talk about what, if anything, today’s rally means in the bigger picture.0 comments0
- Something Is Brewing in the Baltic SeaThe word “sabotage” is in heavy rotation today, as the world wonders why natural gas is leaking from two pipelines that run under the Baltic Sea from Russia to Germany. This can only make things worse, on a basic energy supply-and-demand level as well as for the more complex geopolitical landscape. The major U.S. equity indexes opened in positive territory but turned negative early in the trading day, as yields continued to rise. Andreas Steno Larsen welcomes Tony Greer, the founder of TG Macro, to talk about the global energy market and what these mysterious leaks portend. We also hear from Suriya Jayanti, the co-founder and managing director at decarbonization and renewables consultancy Eney LLC, about who holds the leverage in Europe’s energy crisis. Watch the full conversation between Andreas Steno Larsen and Suriya Jayanti here: https://www.realvision.com/shows/make-or-break-energy-crisis/videos/we-have-to-own-our-energy-crisis-now-qp22?source_collection=852d5cce52bd4c829fc3d84de72c55b8.0 comments0
- Global Yields Continue To ClimbThe British pound reached a record low, the People’s Bank of China stepped up its support for the yuan, the Bank of Japan defended its own intervention in defense of the yen, and every major currency in the world traded lower against the U.S. dollar today. Meanwhile, yields are spiking, particularly at the short end of the curve, and bonds are in their first bear market in 76 years. Should we be on the lookout for something big to break? Is the strong U.S. dollar going to cause a crisis for the rest of the world? Gordon Johnson, the founder of GLJ Research, joins Maggie Lake to talk about recent price action. We also hear from Jim Bianco about why inflation has probably peaked. Watch the full first video from our new Make or Break series featuring Jim and Raoul here: https://rvtv.io/3BPr7ph.0 comments0
- The Next Big Trade - Rick Rule Makes the Case for UraniumFor the past 45 years, Rick Rule has been investing and speculating in the natural resource industry for nearly half a century. The president and CEO of Rule Investment Media and the chair of Equinox Gold joins Harry Melandri to talk about why he’s turning his focus to uranium. In short, Rick is taking a long view on a resource that could help solve what will soon be a global energy crisis. Never miss an episode of Next Big Trade - subscribe here.0 comments0
- My Life in 4 Trades - Self-Knowledge Is the Key to Better InvestingDenise Shull, an expert decision coach at The ReThink Group, leverages her background in neuroscience and modern psychoanalysis to guide professional investors, traders, athletes, and entrepreneurs to maximum performance at times of high risk. In this special episode of My Life in Four Trades, Denise joins Maggie Lake to talk about the universal lessons drawn from the eclectic and unique career of Hugh Hendry. Never miss an episode of My Life in 4 Trades - subscribe here.0 comments0
- This Is About the Fed's Volcker WorshipWith global markets on the edge and investors concerned about a multitude of extant financial and potential political headwinds, Maggie Lake welcomes back Raoul Pal for today’s Real Vision Daily Briefing. “Are markets breaking?” sounds hyperbolic. But U.K. debt is being re-priced as if it’s issued by something less than a third-world country. And foreign-exchange markets “are presently screaming global depression, not recession,” as one prominent member of the FinTwit community put it. Maggie and Raoul talk about the global liquidity situation and how the Federal Reserve will respond to another mess of its own making. Indeed, as Raoul noted early Friday, “The central bank experiment of Volcker worship in a massively indebted economy is on its last legs in the coming month or two.”0 comments0
- Why the Forex Market Matters Right NowMere hours after the Federal Reserve announced a third consecutive 75 basis point rate hike and reiterated its commitment to bringing inflation back to its 2% target, the Bank of Japan stuck to its ultra-low interest rate policy and intervened in foreign-exchange markets on behalf of the Japanese yen for the first time since 1998. Weston Nakamura joins Andreas Steno Larsen at the top of today’s Daily Briefing to talk about the danger this policy divergence poses to the global financial system. Could we be on the verge of a currency war in reverse? Then, Andreas welcomes Tavi Costa, a partner and a portfolio manager at Crescat Capital, to talk about how to position for what Tavi recently described as “a vicious stagflationary environment.” We also hear from Nancy Davis and Kris Sidial about how to hedge downside risk amid rising volatility. Watch the full conversation featuring Nancy and Kris here: https://f.io/gHuRgo0F.0 comments0
- The Fed Feels It's Doing What's RequiredThe S&P 500 was on its way to a fifth consecutive “decision day” gain this afternoon – until a unanimous Federal Open Market Committee confirmed the market’s 100%-priced-in expectation of a 75-basis-point increase to the federal funds rate target range but firmly underscored its hawkish tone. Stocks turned red and yields surged at 2:00 p.m. ET, as the FOMC’s “dot plot” suggested another 125 basis points of rate hikes over its last two meetings in 2022 and further tightening well into 2023. Reiterating that it’s “highly attentive to inflation risks” and that it “anticipates that ongoing increases in the target range will be appropriate,” the Fed also lowered its growth forecast for the year. Real Vision’s Andreas Steno Larsen welcomes Joseph “The Fed Guy” Wang for today’s Daily Briefing to talk about Fed policy – looking back and going forward – and what it means for risk assets. We also hear from Thomas Hoenig, who led the Kansas City Fed for 20 years, about the risks “quantitative tightening” presents to the global financial system. Watch the full conversation featuring Thomas Hoenig and Harry Melandri here: https://f.io/fd0SmXxX.0 comments0
- It's a Busy Week for Central BankersThe Federal Reserve is just one of 16 central banks making interest-rate decisions this week, but it is the most widely watched monetary policy body in the world. And its current path – errant though it may be – is having a profound effect on the global economy by pushing up the U.S. dollar. The most recent data on the U.S. housing market surprised to the upside, but it’s just one piece of the puzzle. “I like that we got wildly positive homebuilder data,” tweeted Tony Greer today, “but the sector is still trading like it’s petrified of higher yields.” Tony, the founder and CEO of TG Macro, joins Ash Bennington for today’s Daily Briefing to talk about recent price action in key corners of the market, notably energy, as well as what he expects from the Federal Reserve tomorrow. We also hear from Weston Nakamura about what this week’s abundance of central bank activity means for financial markets and economic growth. Watch the full video featuring Weston Nakamura here: https://rvtv.io/3SmmDNU.0 comments0
- Can the Fed Stick To Its Guns?All three major U.S. equity indexes were essentially flat at the halfway point of Monday’s trading session, with attention squarely focused on the outcome of Tuesday’s and Wednesday’s Federal Open Market Committee meeting. As a 75-basis-point rate hike is a foregone conclusion, the main event will be Jerome Powell’s post-meeting press conference. Incoming data continue to suggest the economy is slowing, highlighted by a rapidly cooling housing market. Darius Dale, the founder and CEO of 42 Macro, joins Real Vision’s Andreas Steno Larsen for today’s Daily Briefing to preview this week’s central bank action. We also hear from Thomas Hoening, the longest-serving Fed president in U.S. history, about how risks posed by monetary tightening – i.e., rising unemployment – will test Powell’s resolve. Watch the full conversation featuring Thomas Hoenig and Harry Melandri here: https://rvtv.io/3qPyEQ3.0 comments0
- The Next Big Trade - Warren Pies on Why It's Good To Be Long EnergyWarren Pies is overweight energy for multiple reasons. The founder of 3Fourteen Research joins Harry Melandri to make the bullish case for everything related to hydrocarbon extraction, production, and delivery to market, citing years of poor management and negative cash flow as the primary reasons the sector was discounted. Warren explains why high-quality energy stocks should have a place in any long-term portfolio – and he notes that some housing exposure might be a good idea right now too. Never miss an episode of Next Big Trade - subscribe here.0 comments0
- My Life in 4 Trades - How To Recover From a Huge LossAndrew Rosener has always had an entrepreneurial spirit. As the founder and CEO of Media Options – the No. 1 media domain brokerage in the world – he’s responsible for some of the largest domain sales in history. In a captivating conversation, Andrew talks to Maggie Lake about how he’s remained at the tip of the spear in the digital asset realm. He also shares his worst trade and how he’s come to terms with a $1.9 billion loss. Never miss an episode of My Life in 4 Trades - subscribe here.0 comments0
- What Else Can Be Priced In?FedEx withdrew forward earnings guidance and CEO Raj Subramaniam warned of a “worldwide recession” on Friday, sounding another “risk off” signal and sending all three major U.S. indexes to declines of at least 1% two hours ahead of Friday’s close. Warren Pies, the founder of 3Fourteen Research, joins Maggie Lake for today’s Daily Briefing to talk about how a “worldwide recession” would impact particular asset classes, with an emphasis on energy. Warren explains the structural factors that make high-quality names related to crude oil and natural gas potential outperformers – even in an environment of “dramatic disinflation.” We also have a preview of an upcoming My Life in 4 Trades podcast featuring Bill Browder, who talks about Vladimir Putin, what comes next in the Russia-Ukraine conflict, and why it’s going to go on for some time longer.0 comments0
- "Our Conviction Is Very High"U.S. equity indexes traded mixed Thursday, as investors priced in murky economic data and the reality that Jerome Powell’s Federal Reserve shall not pivot from its inflation-fighting stance. “We think the CPI report was very important for the market,” said Eric Johnston, the Senior Managing Director and Head of Equity Derivatives and Cross Asset at Cantor Fitzgerald. “It showed that inflation does not magically come down and you can’t get it under control with a soft landing, an unemployment rate below 4%, and the S&P 500 at 4,000.” Eric joins Andreas Steno Larsen for today’s Daily Briefing to talk about why equities are holding up so well with global growth increasingly impaired and financial conditions more and more restrictive. Eric and Andreas also discuss key levels for major asset classes and positioning dynamics amid the many prevailing global geopolitical-macroeconomic crosscurrents. We also hear from Jason Trennert about the structural factors that will keep inflation higher for longer. Watch the full conversation featuring Jason Trennert and Ash Bennington here: https://rvtv.io/3dfUHvY.0 comments0
- What To Do at the Acceptance Stage of the Tightening CycleMarkets achieved a relative calm today following yesterday’s steep sell-off, as investors continued to process hotter-than-expected August Consumer Price Index data and priced in expectations-meeting Producer Price Index data. What we have now, as Darius Dale sees it, is the transition from the Federal Reserve pushing back on “pivot” expectations to market participants accepting the implications of a single-mandate central bank: a downturn in the global liquidity cycle. Darius, the founder and CEO of 42 Macro, joins Maggie Lake for today’s Daily Briefing to talk about what that means for prices of risk assets, including equities, crude oil, and Bitcoin. The key question, of course, is this: Where can we hide from what appears to be an imminent bear-market rout? We also hear from Peter Boockvar about what a strong U.S. dollar means to various market constituents. Watch the complete conversation between Peter Boockvar and Andreas Steno Larsen here: https://rvtv.io/3xkirps.0 comments0
- Inflation Is Still Super HotThe Nasdaq Composite led equity indexes to the downside, Bitcoin followed suit in the crypto market, and the yield on the two-year U.S. Treasury note spiked in the aftermath of this morning’s release of Consumer Price Index data for August. Expectations-beating 8.3% annual and 0.1% monthly readings all but guarantee the Federal Open Market Committee will announce a third straight 75-basis-point rate hike following its meeting next week. The question is, is it time to talk about 100 basis points? And how do we position our portfolios should the Fed get even more hawkish? Andreas Steno Larsen welcomes Tony Greer, the founder of TG Macro, to talk about inflation, the Fed, and portfolio positioning in this environment. We also hear from Peter Boockvar about the impact on company earnings of higher energy and other input costs. Watch the full conversation between Andreas Steno Larsen and Peter Boockvar here: https://rvtv.io/3xkirps.0 comments0
- Is Inflation Cooling Fast Enough for the Fed?The New York Federal Reserve’s monthly consumer survey showed expectations for inflation over the next 12 months declined to 5.75% in August from 6.2% in July, as investors await Tuesday’s release of Consumer Price Index data for more clues about the direction of U.S. monetary policy. Gordon Johnson, the founder of GLJ Research, joins Maggie Lake to talk about how the Federal Reserve will interpret recent inflation data in the broader global economic context. With stocks on the rise, yields on the decline, and the inflation genie seemingly on its way back into the bottle, are things really getting better? We also hear from Mike Novogratz, who was live at the SALT Conference in New York City, about opportunities that are sure to emerge over the next three to five years amid a shifting macro landscape. We apologize for the abbreviated episode, as we were dealing with technical issues that caused it to be cut short. We’ve resolved those issues, and we hope to get Gordon Johnson back on the Daily Briefing soon to talk about the global economy.0 comments0
- The Next Big Trade - A Masterclass on Natural Resource Investing with Marin KatusaMarin Katusa has made a fortune investing in natural resources. He's also arranged more than $2 billion in deal financing in the sector and written the New York Times best-seller book “The Colder War” and the Amazon.com best-seller “The Rise of America.” In this fascinating episode of The Next Big Trade, Marin explains to Harry Melandri why the rule of law in relevant jurisdictions is critical for successful natural resource investing and identifies the uranium, carbon, and gold companies in which he’s invested. ** Transparency is of utmost importance to Real Vision and as such the disclosure from today guest, Marin Katusa, includes his position as co-chair of the board of directors of Carbon Royalty Corp. He’s also one of the largest individual shareholders of Carbon Streaming Corp ($OFSTF). Marin arranged financing for and is a shareholder of Uranium Royalty Corp ($UROY). He’s a shareholder of Uranium Energy Corp ($UEC). He’s a large shareholder of Osisko Development Corp ($ODV), and his wife sits on the Osisko Development board of directors.** Never miss an episode of Next Big Trade - subscribe here.0 comments0
- My Life in 4 Trades - How Pippa Malmgren’s Background Helps Her Build BridgesDr. Pippa Malmgren is a world-renowned economist and a former advisor to President George W. Bush. She uses her background in geopolitics to spot what's coming next, including the 2007 Global Financial Crisis, President Trump's election, and the return of inflation. On this special episode of My Life in Four Trades, Pippa talks to Real Vision’s Samuel Burke about the power of storytelling and how she acts as a bridge between investors and lawmakers. Never miss an episode of My Life in 4 Trades - subscribe here.0 comments0
- What's Driving the Rebound in Risk Assets?If we understand the macro through what the major equity indexes and more modern indicators such as Bitcoin and Ethereum tell us, then, at least for today, it’s all good. The Nasdaq Composite led the way, with a 2% gain heading into the last two hours of the trading week. With recent price action reflecting a “risk on” mood heading into the weekend, Michele “Mish” Schneider, the author of “Plant Your Money Tree,” joins Maggie Lake to talk about key levels for stocks, bonds, crypto and the dollar. Mish also shares critical information about hot sectors such as solar and EVs, emerging markets and trends, and the all-important commodity sector. What’s peaking right now, and what’s not? Mish and Maggie will answer that question and any others you’d like to ask – please share yours in the chat! Follow along with todays charts here: https://rvtv.io/3BuA7Br0 comments0
- Did the ECB Quit the Inflation Fight?European Central Bank President Christine Lagarde and Federal Reserve Chair Jerome Powell held competing public appearances this morning, as the ECB announced its biggest-ever interest-rate increase and the Fed doubled down on its commitment to fighting inflation. Lagarde’s message was more mixed, however, with higher borrowing costs only increasing the risk of recession in Europe. “We have calls like this for people freezing to death and a sovereign debt crisis, and I’m like, ‘I think they’re going to figure it out’,” wrote Jared Dillian in a recent issue of The Daily DirtNap. “I’m not saying there will be a good solution, only that there will be a solution.” Jared joins Andreas Steno Larsen at the top of today’s Daily Briefing for an assessment of Europe’s crises. Then, Andreas welcomes Weston Nakamura to talk about central banks, the forex market, and the rising probability of Japanese yen intervention. We also hear from Josh Young about why energy is the most compelling area of the market right now and how oil and gas stocks are phenomenally mis-priced. Watch the full conversation between Josh Young and Harris Kupperman here: https://rvtv.io/3RJIoqm.0 comments0
- When Central Bankers Take Center StageThe European Central Bank is expected to announce another 75-basis-point rate hike following its meeting tomorrow, even as the euro weakens against the U.S. dollar and authorities on the continent contend with an escalating energy crisis. Equity markets remain highly attuned to what central bankers say, with the major U.S. indexes bouncing on comments by Fed Governor Lael Brainard. “It seems the bond market is already pricing in a positive revision to the Fed’s inflation target,” tweeteds Darius Dale. “An outcome that may become reality towards the end of this tightening cycle.” Darius, the founder and CEO of 42 Macro, joins Real Vision’s Andreas Steno Larsen to talk about competing priorities for fiscal and monetary authorities, August PMI prints, supply-chain disruptions, and disinflation and inflation expectations compared to the Fed’s “price stability” mandate. We also hear from Emil Kalinowski about why European policymakers must backstop private lending in this escalating crisis. Watch the full video featuring Emil Kalinowski and Andreas Steno Larsen here: https://rvtv.io/3D9VHfA.0 comments0
- Straight Forex Makes the World Go 'RoundThe Institute for Supply Management reported today that its services index ticked up to 56.9 in August from 56.7 in July, expanding for the 27th consecutive month and catalyzing a “good news is bad news” leg of the recent equity selloff. It looks like investors are pricing in a higher probability of a 75-basis-point rate hike when the Federal Open Market Committee meets in two weeks. The U.S. dollar is pushing out to multi-decade highs against multiple counterparts, including the Japanese yen and the euro. And the greenback is at all-time highs against the British pound, as the new U.K. Prime Minister Liz Truss steps into Number 10 as well as a raging energy crisis. And with the People’s Bank of China taking more aggressive steps to defend the yuan against depreciation, now is a good time to understand what’s happening in foreign exchange markets. Weston Nakamura, Real Vision’s man on the ground in Asia, joins Maggie Lake to talk about what we can learn from forex, perhaps the purest market on the planet.0 comments0
- India: A Nation of Opportunity - Real Vision Twitter SpacesWith a population of nearly 1.5 billion, an average age of 28, and a rapidly growing economy, India is a country we all should be following. Capitalmind CEO Deepak Shenoy joins Ash Bennington to talk about the innovation happening across one of the world’s most vibrant places.0 comments0
- The Next Big Trade - Alex Gurevich Talks About His Meta Rules for TradingWe had so much great content from our episode with Alex Gurevich we had to release it into two parts. In this installment, Alex establishes his meta rules for trading and explains his current views on foreign exchange and global equities markets. Never miss an episode of Next Big Trade - subscribe here.0 comments0