Real Vision: Finance & Investing

Special Edition of Daily Briefing with Ash Bennington and Ed Harrison. They will answer audience questions, provide an update on what they're seeing in markets this holiday season, and look ahead to the opportunities and macro risks for 2021. Checkout Real Vision's newest podcasts : Ground Floor Consensus : apple podcast link : https://rvtv.io/3ri3RKD Between2Chains: Apple Podcast link : https://r...

Real Vision senior editor Ash Bennington joins Tony Greer of TG Macro to discuss the new fiscal package from Congress, the macro signals Tony has his eye on, and his outlook for the new year. Tony discusses how the spending package is insufficient, especially for American families, and describes the markets’ reaction as slightly “sell the fact” as made evident by the DXY’s modest but noticeable bo...

In the grand finale to “The Big Picture,” Jason Buck speaks to Chris Cole, founder and CIO of Artemis Capital. Chris is one of the sharpest players in the volatility space and has made his name by playing risks and opportunities that others can’t see. An outspoken critic of the 60/40 equity/bond split, Chris is an advocate of what he calls “the dragon portfolio,” which consists of gold, long volat...

Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision editor Jack Farley to break down his market outlook as stimulus talks draw to a close and an alarming new strain of COVID-19 spreads throughout the United Kingdom. Boockvar makes his case for why inflation will continue to rise alongside nominal yields in 2021, and he explains why this macro outlook leads him to look favorably upon...

Jim Chanos, president of Kynikos Associates, is one of the most legendary investors of all-time, short seller or otherwise. Even after an incredible bull run that has taken many short sellers out back behind the woodshed to be put down, he's still generating incredible alpha for his investors. In this interview with Mike Green of Logica Capital Advisors, Chanos explains why we are in a golden age...

For the past decade, Russell Napier has correctly called for disinflation, dissenting with the conventional wisdom that inflation is on horizon. Yet he has changed his mind, and in this conversation with Brent Johnson, CEO of Santiago Capital, Napier explains why he believes the inflationary tides, so long delayed, may soon arrive on the shores of currencies such as the dollar and the euro. Napier...

Real Vision CEO Raoul Pal joins Real Vision senior editor Ash Bennington to share his market wrap-up of 2020. They monitor the price dislocations at the close as the S&P 500 was under pressure all day ahead of Tesla’s historic entry into the index. Pal looks back at the year that was from equities to the bond market to crypto to gold, silver and copper. He sees emerging markets breaking out in 202...

Mike Green of Logica Capital Advisors joins Real Vision senior editor, Ash Bennington, to share his market outlook as U.S. equities yet again reach all-time highs. Green breaks down the current market structure, looking at how changes to order book depth and inter-asset correlations present investment risks. Green and Bennington discuss commodities, passive investing, and the Fed’s latest FOMC mee...

Real Vision Managing Editor Ed Harrison and Editor Max Wiethe discuss the next turn of the rotation trade and the few crumbs of information served up from today's Fed meeting. Ed and Max begin by briefly addressing today’s Fed FOMC meeting where, almost no majors changes were announced and focus on the updated summary of economic projections. They then examine the bull case for the next leg of the...

Senior editor Ash Bennington welcomes Real Vision’s Jack Farley, who is filling in for Dave Floyd. Jack and Ash break down the rising volumes of put option contracts on DoorDash, and the announcement that Blade Urban Air Mobility will go public in 2021 via a SPAC. Ash then provides his analysis on COVID-19 hospitalizations and Georgia’s elections. Lastly, Ash and Jack discuss big tech valuations a...

Real Vision managing editor Ed Harrison is joined by editor Jack Farley to break down the growing corporate debt crisis. Ed and Jack discuss the latest report from the Group of Thirty, which finds that balance sheet impairment will complicate economic recovery and persist long after this pandemic ends. Ed crystallizes the risks into three separate categories—pandemic-related, economic, and financi...

Acclaimed financial advisor Ric Edelman, founder of the RIA Digital Assets Council (www.riadac.com) and Edelman Financial Engines, the #1 RIA firm in the nation according to Barron’s, talks with Real Vision CEO Raoul Pal about the barriers preventing financial managers and investors from buying bitcoin and how the crypto community can gain mass adoption. Edelman explains the benefits of adding Bit...

James Litinsky, founder and CEO of MP Materials ($MP), is joined by Real Vision editor Jack Farley to discuss his mission to restore to North America the rare earth supply chain, which for decades has been dominated by China. Litinsky highlights the critical role rare earth elements are playing in the economy of the future, explaining their uses in electric vehicles, wind turbines, and other marke...

Real Vision managing editor Ed Harrison welcomes senior editor Ash Bennington to discuss water futures, “bubblicious” market froth, and potential anti-competitive behavior by Big Tech. After Ed and Ash give their brief review of political news, Ed shares his analysis of the recent IPOs of DoorDash and Airbnb with Ash noting parallels between current market conditions and those that preceded the Do...

Real Vision managing editor Ed Harrison joins Tommy Thornton, founder of Hedge Fund Telemetry, to discuss the market exuberance around this week’s IPOs, DeMarc indicators, and his forward outlook. Thornton elaborates on why the speculative bubble surrounding the IPOs for DoorDash and Airbnb is worrisome and too volatile to either long or short at this point. He also dives into DeMarc indicators, s...

Real Vision managing editor Ed Harrison joins editor Max Wiethe to put today’s market selloff in context of the broader bullish attitudes that have prevailed amid trouble in the real economy. They also highlight individual stories from the week like DoorDash's and Airbnb’s IPOs and Tesla’s successful $5 billion dilutive offering as examples of this market favoring corporate managers above all else...

Real Vision senior editor Ash Bennington welcomes Tony Greer, editor of the Morning Navigator, to delve into the day’s trading and explore where markets are currently at. With Joe Biden becoming President-Elect and the race for a vaccine coming closer to the end, markets have changed their tune, and Greer explains how the rotation trade is continuing to be sustained due to the markets’ vision of a...

Real Vision managing editor Ed Harrison is joined by editor Jack Farley to break down the froth of the market and explore whether it will boil over. Ed analyzes the significance of the Smart Money Index’s (SMI) hitting a one-year low, and Jack gives a snapshot of the roaring U.S. credit markets. Ed looks at the ongoing efforts to distribute the vaccine in the U.K. and ponders the rotation trade fr...

Dr. Thomas Kaplan, chairman of The Electrum Group and executive chairman of Panthera Corporation, joins Rick Rule, President & CEO of Sprott U.S. Holdings, to discuss the opportunities he sees at this juncture for precious metals and precious metals miners. After Kaplan regales Rule with tales of his epic call on silver in 1992, which turned many heads including that of George Soros, Kaplan shares...

Real Vision viewers should be well acquainted with Mike Green's research into how big passive funds are responsible for many of the “distasteful” dynamics that have perplexed and enraged market participants over the last few years, but they may still be wondering how they can actually use this in constructing a portfolio. In this interview, Green sits down with up and coming hedge fund manager Dan...

Real Vision senior editor Ash Bennington (“Cash Pennington”) hosts managing editor Ed Harrison to break down today’s dismal data on the state of the U.S. labor market. Ed and Ash put in context the non-farm payroll figures, released today, and contrast this dreadful print with the rally in U.S. equities. After reflecting on what these job numbers means for the yield curve and interest rate margins...

Real Vision editor Max Wiethe is joined by both Jack Farley and Ed Harrison in this multi-part edition of The Daily Briefing. In part one, Jack and Max discuss the swirling optimism and pessimism surrounding reopening favorites like airlines and movie theaters and debate whether these industries and others like commercial real estate are in store for a new normal post-COVID. In part two, Ed Harris...

Real Vision managing editor Ed Harrison joins editor Max Wiethe to discuss the potentially negative jobs data that Ed is watching out for later this week. Harrison also highlights the four fiscal cliffs between now and the inauguration that could potentially cause permanent economic damage and undermine the optimism surrounding the vaccine rotation trade. They also discuss the importance of percei...

Bleakley Advisor Group CIO Peter Boockvar joins senior editor Ash Bennington to discuss a potentially higher inflationary environment for 2021 and why that may put central banks and markets at odds. Boockvar reviews this year’s market trends and dissects the latest ISM manufacturing data, pointing out reports of supply chain disruptions, labor cost pressures, and a general rise in inflation. With...

Real Vision managing editor Ed Harrison is joined by editor Jack Farley to evaluate the value rotation trade and the challenges it will face in the coming months. As November comes to a close – a month that saw record-breaking appreciation in value stocks, cyclicals, and small-caps – Ed and Jack analyzes how rising COVID-19 hospitalizations will impact economic behavior. They then look at liquidit...