Real Vision: Finance & Investing

The Interview: Christian Angermayer, founder of Apeiron Investments, Atai Life Sciences, and COMPASS Pathways, made headlines for attributing his decision to invest in Bitcoin to a trip on mushrooms, but his journey as an investor and advocate for psychedelics goes much deeper than the clickbait. In this interview with Mike Green, Angermayer discusses how he went from a successful investor living...

The Interview: Azeem Azhar, founder of Exponential View, joins Real Vision managing editor Ed Harrison to explain how the accelerating pace of technological progress is rapidly transforming business and life as we know it. Azhar identifies how technologies such as vaccines, renewable energy, and additive manufacturing (commonly known as "3D printing") are advancing at a rate faster than previously...

DB-Jul30,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Mark Ritchie II, CIO at RTM Capital Advisors, to share his thoughts on earnings for tech and energy companies as well as the continued uncertainty surrounding Chinese tech stocks. Ritchie covers the market’s negative reactions towards Amazon’s earnings release and its signaling of economic growth. The trio look...

DB-Jul29,2021: Jared Dillian of The Daily Dirtnap sits down with Real Vision’s Ash Bennington and Jack Farley on the Daily Briefing to discuss his outlook for the economy by analyzing jobless claim data and GDP forecasts in addition to commenting on Robinhood’s IPO. The trio covers the decline in jobless claims and its implications for the state of the labor market. Dillian examines Robinhood’s pr...

DB-Jul28,2021: Real Vision’s Weston Nakamura sits down with Jack Farley on the Daily Briefing to share his thoughts on price action related to the FOMC meeting today and the recovery in Chinese equities. Nakamura covers data implying a slowdown of the economy even as inflation prints continue to remain higher than expected. The pair explains the recent bullish sentiment towards Bitcoin and the mix...

Crypto Gathering Special: Mustafa Yilham, VP of Global Business Development at Bixin; Meltem Demirors, chief strategy officer for CoinShares; Caroline Cochran, co-founder and chief operating officer of Oklo; and Whit Gibbs, founder and CEO of Compass Mining discuss how Bitcoin will ultimately prove a net positive for the greening of the planet. Given recent comments from individuals such as Elon M...

DB-Jul27,2021: Tommy Thornton, founder of Hedge Fund Telemetry, sits down with Real Vision’s Ash Bennington on the Daily Briefing to discuss price action within the NASDAQ as well as the continued onslaught against Chinese tech companies. Thornton walks through the sectors that he believes are strong and how to navigate the uncertainty surrounding popular tech companies in China. At the conclusion...

DB-Jul26,2021: Darius Dale, founder of 42 Macro, sits down with Real Vision’s Ash Bennington and Jack Farley on the Daily Briefing to discuss Bitcoin’s rebound, Chinese regulatory concerns, and deflationary signals on Dale’s radar. Dale explains potential tailwinds for Bitcoin’s recent strength despite the increase in China’s regulation of technology and educational companies. Before the briefing...

The Interview: Could a slowdown in credit creation and a tightening of monetary conditions push bond yields lower and threaten risk assets? Alfonso Peccatiello, fixed income investor and publisher of the Macro Compass, believes that’s possible. Peccatiello contends that inflation is indeed transitory, and, disagreeing with the "bond vigilantes," he argues that cash, bonds, and volatility protectio...

DB-Jul23,2021: Along with Real Vision senior editor Ash Bennington, Real Vision CEO and co-founder Raoul Pal welcomes Julian Brigden, co-founder of MI2 Partners, for his Real Vision Daily Briefing debut. As a special edition of the Daily Briefing, Pal and Brigden will be diving deep into their respective frameworks, discussing the differences in how they’re seeing the macro picture as well as rall...

DB-Jul22,2021: Petr Pinkhasov of Real Vision's Exchange joins Real Vision’s Samuel Burke and Jack Farley on the Daily Briefing to discuss new data related to jobless claims in addition to developments surrounding central bank actions to deal with inflation. Pinkhasov also explains the effect of supply increases on oil prices and how central banks are approaching tapering asset purchases. The trio...

Crypto Special ; Real Vision senior editor Ash Bennington welcomes Ryan Berckmans, investor and Ethereum community member, to discuss the evolution of Ethereum and the changes forthcoming that will further solidify its role in the crypto ecosystem. Berckmans explains that Ethereum’s novelty stems from being an open-access global computer, which leads to credible neutrality, and he lays out how thi...

DB-Jul21,2021: Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision’s Ash Bennington and Jack Farley on the Daily Briefing to share his insights into market expectations of economic growth as stocks continue to move higher and inflation fears wane. The trio takes a look at Bitcoin’s price actions as it struggles to meaningfully move higher. Boockvar also dives into the recent bond ral...

DB-Jul20,2021: With U.S. stocks rallying off of yesterday’s steep selloff while bonds remain relatively flat, what risks are markets pricing in currently, and what opportunities does that lead to for investors? Tony Greer of TG Macro joins Ash Bennington, senior editor at Real Vision, to discuss Greer’s impression of the Monday selloff and what that spells for equities, bonds, commodities, and the...

DB-Jul19,2021: Darius Dale, founder of 42 Macro, joins Real Vision’s Jack Farley and Ash Bennington to share his updated framework on equity markets, bond yields, and oil prices as delta variant concerns force a market correction. Dale dives into macro data points indicating whether the stock market correction is driven by the delta variant or overbought assets. The trio also examines OPEC’s decis...

The Interview: Christian Angermayer, founder of Apeiron Investments, Atai Life Sciences, and COMPASS Pathways, made headlines for attributing his decision to invest in Bitcoin to a trip on mushrooms, but his journey as an investor and advocate for psychedelics goes much deeper than the clickbait. In this interview with Mike Green, Angermayer discusses how he went from a successful investor living...

The Interview: Legendary venture capitalist Bill Tai is an expert in identifying exponential trends. He has been an angel investor in more than 20 companies that have gone public, including Zoom and Dapper Labs. Tai returns to Real Vision to share with co-founder and CEO Raoul Pal what makes an exponential valuation and how the low interest rate environment has caused a surge in P/E multiples, ric...

The Interview: Nick Halaris, president at Metros Capital, welcomes Jim Rehlaender, CEO at JLP Asset Management, to discuss the US housing market, Covid-19's impact on real estate, and the effects of rising raw materials prices. He argues that rising construction costs and heightened demand for suburban land have contributed to the increase in home prices. This has presented a unique opportunity in...

DB-July16,2021: Real Vision senior editor Ash Bennington welcomes Raoul Pal, CEO and co-founder of Real Vision, to share his thoughts on Real Vision’s recent campaign, “After the Hype: Reality Sets in for NFTs” as well as provide a strategic update on his macro thinking. Together, they discuss the highlights from the campaign as well as their takeaways, and Raoul explains the role that NFTs serve...

DB-July15-2021: Jared Dillian of the Daily Dirtnap joins Real Vision’s Ash Bennington and Jack Farley on the Daily Briefing to discuss a pandemic low for jobless claims and market reactions to recently released manufacturing surveys. The trio takes a look at the labor market dichotomy between jobless claim decreases and labor shortages. Dillian shares his perspective on sectors he is watching as F...

Crypto Wednesday: Ash Bennington, Real Vision senior crypto editor, hosts Bitcoin developer, educator, and entrepreneur Jimmy Song to discuss how his thoughts on Bitcoin have been evolving over the last year, its future, alt-season, and the path to decentralization. Song states that value is not intrinsic, but rather subjective, and is the utility an individual can derive out of it. He explains th...

DB-Jul 13,2021: Tommy Thornton, president at Hedge Fund Telemetry, joins the Daily Briefing to discuss the CPI print released today, equity pricing, and earnings season. Thornton, along with Real Vision’s Ash Bennington, examines the effect that the CPI print will have on the FED’s dovish commitment to the economy. Additionally, the pair looks at how different markets are reacting to the high cons...

DB-Jul12,2021: Darius Dale, founder and CEO of 42 Macro, joins the Daily Briefing to discuss his updated outlook on inflation expectations and market sentiment as the S&P 500 hits a new intra-day high. Dale joins Real Vision’s Ash Bennington and Samuel Burke to examine the results of the New York Fed’s Consumer Survey for inflation expectations. Additionally, the trio looks at the possibility of a...

Real Vision Live Replay: The risk of inflation is clearly one of the top market narratives for 2021, and many investors are buying in. But how do you actually build a portfolio to benefit from inflation? Whether it's energy, real estate, precious metals, or soft commodities, everyone seems to have a different answer. James Davolos, portfolio manager and research analysts at Horizon Kinetics, is re...

The Interview: Imran Lakha of Options Insight and Brent Kochuba of SpotGamma are veterans of the options market, and they join Real Vision to shed light on how options exert a hidden pressure on the stock market. Most associate the phrase “gamma squeeze” with GameStop, but Kochuba notes that gamma squeezes are very common, noting the various ways in which dislocations in dealer gamma can drive pri...