Real Vision: Finance & Investing

The Interview: Dario Perkins, managing director of macro at TS Lombard, argues that we are seeing a global regime shift in economic policy from monetary dominance to fiscal dominance. In this interview with Real Vision managing editor Ed Harrison, Perkins explains how this change will have wide-ranging implications for economies and financial markets. He sees Modern Monetary Theory (MMT) as instru...

CB-Jul09,2021: The 8-day rally in U.S. Treasury bonds finally breaks as global equities take back much of yesterday’s sell-off. Real Vision’s Ash Bennington, Weston Nakamura, and Jack Farley analyze today’s price action, as well as how the surge in job openings surge in the U.S. is reshaping dynamics in the American labor market. Lastly, Weston shares his thinking on correlations between U.S. bond...

DB-Jul08,2021: Peter Boockvar, chief investment officer of Bleakley Advisory Group, joins Real Vision’s Samuel Burke and Jack Farley to make sense of the risk-off sentiment that dragged down almost every stock index worldwide deep in the red. Boockvar scrutinizes the U.S. bond market and attributes the violent flattening of the yield curve to the FOMC meeting earlier this month that rocked market...

DB-Jul07,2021 :Darius Dale, founder and CEO of 42Macro, joins the Daily Briefing to discuss his updated outlook on FAANG stocks, the retreat from Chinese tech stocks, and the release of the FED’s FOMC minutes. Bianco joins Real Vision’s Jack Farley and Samuel Burke to discuss the rise in tech stocks as bond yields fall to a 4-month low. Additionally, the trio analyzes DIDI’s situation amidst Chine...

Crypto Wednesday: Real Vision co-founder and CEO Raoul Pal hosts Mathias Imbach, co-founder of Sygnum, to discuss Imbach's background, Sygnum's services, European regulations, central banks, and the future of digital currencies. The notion of leveraging today's internet infrastructure to monetize data at the cost of users triggered a fear in Imbach concerning where the current financial structure...

DB-Jul06,2021 :Weston Nakamura returns to the Daily Briefing to discuss his updated outlook on oil prices as OPEC+ struggles to strike a deal. Nakamura, joined by Real Vision’s Ash Bennington, shares his thoughts on other commodities and market sentiment as elevated prices could serve as evidence for temporary supply bottlenecks or persistent inflation. The pair looks at China’s increased regulati...

The Interview: At a time when the mainstream narrative revolves around the risk of an overheating US economy and consumer price inflation, David Rosenberg, president and chief economist & strategist of Rosenberg Research & Associates Inc., is the ultimate contrarian voice. In this interview with Real Vision’s Ed Harrison, Rosenberg acknowledges the strength of the US economy and is willing to swit...

DB-Jul02,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Mark Ritchie II, CIO at RTM Capital Advisors, to discuss the June jobs report and capital markets price action. The trio covers the strong increase in U.S. jobs and its effects on underlying markets. Bennington and Farley analyze the rise in both bonds and stocks as positive employment data boost investor confi...

DB-Jul01,2021 :Real Vision’s Jack Farley welcomes Samuel Burke, managing editor, and Weston Nakamura to discuss the decline in U.S. jobless claims and surging oil prices as OPEC agrees to increase production. The trio covers the economic recovery as jobless claims decline and advanced unemployment benefits expire. Additionally, they explain the implications of OPEC’s decision to increase productio...

DB-Jul01,2021 :Real Vision’s Jack Farley welcomes Samuel Burke, managing editor, and Jared Dillian of The Daily Dirtnap to the Daily Briefing to discuss U.S. treasury yields, commodity prices, and delta variant concerns. Dillian explains his investment framework amidst growing fears of the delta variant in the U.S. The trio covers decreasing treasury yields and their effect on the inflation trade....

Crypto Wednesday: To learn more about Decentral Park and how to participate in their fund visit: http://rvtv.io/DeFiinvestment John Quinn, CIO and general partner of Decentral Park Capital, discusses the fastest growing sector of the crypto market today—decentralized finance (DeFi). Founded in 2017, Decentral Park Capital is a digital asset manager that brings a combination of long experience in t...

DB-Jun29,2021: Real Vision senior editor Ash Bennington welcomes Real Vision interim managing editor Samuel Burke and Tommy Thornton of Hedge Fund Telemetry to the Daily Briefing to discuss Bitcoin’s rebound and market sentiment as delta variant fears grow. Thornton shares his bullish outlook for Bitcoin and potential explanations for its recent bounce from 6-month lows. In addition, Burke provide...

DB-Jun28,2021: Real Vision managing editor Samuel Burke welcomes Jack Farley and Darius Dale, founder and CEO of 42 Macro, to the Daily Briefing to discuss Dale’s macro outlook and weigh the possibility of deflation. The trio will cover the recent U.K. ban on Binance and its effects on crypto assets. Additionally, they will discuss the strength of the dollar and GDP projections in a potentially de...

Real Vision Live Replay: Michael Vranos, founder and CEO of Ellington Management Group, has been known as "the most powerful man on Wall Street" and, over the course of his almost 30 years running Ellington, has been able to adapt his firm, generating exceptional risk-adjusted returns through the LTCM crisis in 1998, the GFC in 2008, and most recently the COVID-19 crisis of 2020. In this interview...

The Interview: Gary Shilling, president of A. Gary Shilling & Co., joins Real Vision managing editor Ed Harrison to evaluate the health of the economy and how it impacts the future path of assets such as bonds, real estate, and stocks. Shilling notes that the consensus view—that the economy is going to re-open very rapidly, that inflation is going to come roaring back, and that interest rates will...

The Interview: Marin Katusa, chairman of Katusa Research, returns to Real Vision to share a new thesis on how the rise of ESG (environmental, social, and governance) will forever transform the way commodities are produced. Katusa argues that companies that comply with ESG standards will be able to secure a lower cost of capital and, in so doing, will be at an extreme advantage to those who do not....

DB-Jun25,2021: Real Vision senior editor Ash Bennington welcomes Raoul Pal to the Daily Briefing to discuss his thoughts on inflation, the strength of the dollar, and winners in an exponential age. The pair will cover potential explanations for flattened personal spending as continued supply constraints push prices higher. Additionally, they will dive into the companies positioned to succeed in an...

Db-Jun24,2021 : Real Vision’s Samuel Burke, Jack Farley Ash Bennington discuss U.S President Joe Biden’s announcement that a deal on infrastructure has been reached, and the potential significance that the bond market barely budged on the news. They also analyze how the re-emergence of share buybacks will affect an equity market that continues to make all-time highs. The three also explore whether...

DB-Jun23,2021: Real Vision’s Jack Farley welcomes Samuel Burke, Real Vision managing editor, and Weston Nakamura to the Daily Briefing to discuss the S&P 500 trending higher, effects of global vaccination campaigns, and the rise in oil prices. The trio will analyze the bullish sentiment present in the market as vaccination rates continue to improve. Nakamura and Burke also look at the oil market a...

Crypto Wednesday: Aztec co-founder Thomas Walton-Pocock hosts Zooko Wilcox, CEO of Electric Coin Company, to discuss Zcash, privacy, technical barriers, and innovation. Zcash, a decentralized, open-source cryptocurrency, is most identified by individuals for its built-in encryption which allows for private data in a public blockchain. Zcash's most important feature, according to Wilcox, is its dev...

DB-Jun,22,2021: Real Vision senior editor Ash Bennington welcomes Tommy Thornton of Hedge Fund Telemetry and to the Daily Briefing to discuss Bitcoin’s crash, FED Chair Powell’s testimony, and market sentiment as stocks rebound. The pair will cover potential explanations for Bitcoin’s reversal as well as implications for companies in the space such as Coinbase. Additionally, they will dive into bo...

The Interview: Michael Kao, CEO of Akanthos Capital Management, returns to Real Vision to give his outlook on oil and energy markets. Kao highlights energy's outperformance in inflationary environments, positive roll dynamics making carrying long oil futures more attractive, and the shift in policy for OPEC+. Kao also highlights two potential feedback loops he sees for oil--one sending prices high...

DB-JUN 21,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and managing editor Samuel Burke to the Daily Briefing to discuss Bitcoin’s recent decline, FED policy implications, and American Airlines. The trio will analyze China’s crackdown on Bitcoin mining as well as increased regulation of cryptocurrency services for China’s largest banks. Additionally, they will cover A...

Real Vision Live Replay: The global currency market dwarfs all other markets in its size. Although in weeks like this it is easy to get sucked in by the high volatility in equities, bonds, and crypto, the currency market can provide huge signals about what is actually going on under the surface. Andreas Steno Larsen, chief strategist at Nordea Markets, returns to Real Vision to update viewers on h...

The Interview: Dwight Anderson of Ospraie Ag Science is well known as one of Julian Robertson’s famous "Tiger Cubs" and, for the last 20 years, has been one of the leading investors in agriculture and farming. After realizing the headwinds on the horizon for farmers and traditional agriculture investments, his focus has shifted to the cutting edge of agriculture technologies that will help farmers...