Real Vision: Finance & Investing

A year after Donald Trump’s inauguration, we take a close look at the president’s performance. How well has President Trump done? Should market bulls thank him for the recent rally? And how great is the risk of a significant policy misstep? Experts R.P. Eddy and Pippa Malmgren join to discuss. Plus, in the Long/Short segment, Grant and Alex trade felons, bitcoin and reality. Learn more about your...

At long last, a Tesla bull steps up to retort Mark Spiegel’s bear case on the electric car company. Rob Maurer, host of the Tesla Daily podcast, makes an impassioned case for both the company and the stock. Plus, Grant Williams and Alex Rosenberg trade Nike, Hedy Lamarr and Scottish spiders in this week’s Long/Short segment. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Grant looks back at some of his favorite moments from the podcast, reflecting on some of the boldest calls, sharpest insights and most meaningful stories he’s heard. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is an inflation spike around the corner – and if so, what effects could that have? To find out, Grant speaks to Jawad Mian of Stray Reflections, Jonathan Pain of the Pain Report, and Peter Boockvar of Bookmark Advisors. Each gives his take on where we are in terms of inflation now, and where we could be headed in the year ahead. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Grant and James are joined by two of the most seasoned volatility traders in the world, David Dredge of City Financial and Chris Cole of Artemis Capital Management, to discuss the curious absence of volatility in 2017 and whether they see a return to more unpredictable moves in financial markets during 2018. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Mark Mahaney of RBC Capital Markets offers his positive assessment of the outlook for the big tech giants who have led the market rally while Jesse Felder, author of The Felder Report and host of the podcast Superinvestors and the Art of Worldly Wisdom returns to Adventures in Finance with some words of caution as he sees signs that both public opinion and the companies’ own performance are beginn...

Peter Atwater (Financial Insyghts) and Ben Hunt (Salient) are masters of how to measure confidence in both the economy and in markets. In conversation with Grant Williams, they break down their methods, and share some surprising insights about where we stand right now. Peter Atwater explains how “hubris” led him astray in the aftermath of the financial crisis. Learn more about your ad choices. Vis...

On the eve of the Holiday shopping season, Stephanie Pomboy (MacroMavens) and Dana Telsey (Telsey Advisory Group) stake very different positions about the health of the retail space and the consumer. Then Jim Sullivan (Green Street Advisors) explains what it all means for the real estate sector. Plus, Mark Spiegel (Stanphyl Capital) discusses a key mistake he made early in his investing career and...

Three contributors to the Real Vision Think Tank discuss their views on the most important areas upon which investors should currently be focusing. Maleeha Bengali of MB Commodity Corner, Tony Greer of TG Macro and Larry McDonald of The Bear Traps Report discuss base metals markets, crude oil, Chinese debt and data and the tug-of-war that is the Trump Tax Plan Learn more about your ad choices. Vis...

Is this a fork in the Fed’s road? President Trump has nominated Jerome Powell to be the next chair of the Federal Reserve. Whether Powell will continue down the same path of Janet Yellen, and Ben Bernanke before her, remains an open question. Danielle DiMartino Booth, a former advisor to Dallas Fed President Richard Fisher and author of Fed Up, says that Powell, in combination with other new faces...

Amidst a shift in the narrative surrounding Tesla after a series of production issues and mounting losses, Mark B. Spiegel of Stanphyl Capital Partners makes the bear case for the electric car manufacturer and explains why increasing competition from a series of luxury carmakers, advances in battery technology and the increasing scepticism surrounding Elon Musk’s outlandish promises are combining...

The origins of bitcoin predate most people’s understanding and this week, with the aid of Trace Meyer, of The Bitcoin Knowledge Podcast, and Bruce Kleinman, author of The Bitcoin Tutorial, we trace the rise of bitcoin and the blockchain from their unceremonious unveiling to the world in a simple, pseudonymous 8-page White Paper in October 2008 to the recent hard and soft forks. We look at the arch...

On the 30th anniversary of Black Monday, we recreate the events of that tumultuous time through the eyes of people who found themselves trying to navigate the biggest drop in Dow Jones history. The legendary Art Cashin takes us behind the scenes at the NYSE, while Bill Fleckenstein, David Hay, Michael Lewitt and Greg Weldon share their personal stories alongside Michael Oliver and Trader Vic – Vic...

Dr. Harald Malmgren, senior advisor to four US Presidents (Kennedy, Johnson, Nixon & Ford) joins Grant to recount his experiences in the White House and Pentagon during the thirteen days of the Cuban Missile Crisis in 1962 – a period where the world came within hours of a full-scale nuclear war. Harald explains how he and Defense Secretary Robert McNamara’s famous ‘Whizz Kids’ were tasked with not...

A truly insightful and at times hard-hitting interview with Preston Pysh, host of The Investors Podcast.  What’s it like to go from commanding a company of Apache helicopters in Afghanistan, as part of the 101st Airborne, to navigating the markets on wall street and co-hosting one of the world’s top investing podcasts? What can you learn from combat experience that can help maintain mental fortitu...

Grant Williams welcomes Jim Grant- legendary financial author and founder of the twice monthly journal on financial markets, Grant’s Interest Rate Observer.  Together they discuss Jim’s rise to literary prominence from the time he was a gunner on the USS Hornet at the age of 17 through to his founding of Grant’s. We learn his views on the incredible rate increases of the mid 1980’s, what the end g...

Investing legend Jim Rogers joins Grant Williams to talk about the defining moments in his life which took him to Wall Street in the 1960s and to Russia and China on a motorbike in the 1980s. Jim talks about how important non-consensus thinking has been throughout his career, explains how the current troubles in North Korea could provide the investment opportunity of a lifetime … and let’s Hugh He...

Always candid, often hilarious, Hugh talks openly about his experience in 2008 when his fund returned nearly 50% as markets melted down around him, about the fear he confronts every time he puts on a trade, his typically canny tactical approach to debating the fellow Scot he calls ‘The Best Speaker in the World’ and takes us back in time to a party in Moscow at an Oligarch’s apartment when he disc...

Season 2 of Adventures in Finance kicks off with Kyle Bass joining Grant for this week’s entire episode. Kyle shares some of the Defining Moments of his life and explains how they shaped him. He tells us a story of a disastrous trade gone wrong, answers listener’s questions from the Real Vision Mailbag, and explains what he’d take on a rocket ship to Mars. Learn more about your ad choices. Visit p...

Grant and Aaron cap off the 2017 Summer Series of Adventures in Finance as they are joined by the founder of Vulpes Investment Management, Steve Diggle, where he discusses his love of long-distance running, his career as a university boxer, and the tranquility of diving. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Grant and Aaron continue the 2017 Summer Series of Adventures in Finance as they are joined by Mark Yusko, Founder and CIO of Morgan Creek Capital Management, where he discusses his passion for philanthropy, the influence of legendary college coaches on his thinking, and the importance of solitude on one's ability to think deeply. Learn more about your ad choices. Visit podcastchoices.com/adchoice...

Grant and Aaron continue the 2017 Summer Series of Adventures in Finance as they are joined by Jawad Mian, founder of Stray Reflections, to discuss the philosophical underpinnings of his worldviews, how to create a mindset that lives in the present moment, why he went from buying hundreds of books to reading just a few of them multiple times.  Learn more about your ad choices. Visit podcastchoices...

Grant and Aaron continue the 2017 Summer Series of Adventures in Finance and turn-off from the beaten path as they are joined by the Pippa Malmgren to discuss drone technology, interesting summer reads, and the steps she takes to stay balanced and creative while multi-tasking as a mother, Presidential advisor, keynote speaker, startup founder, economist, and bestselling author. Learn more about yo...

Grant and Aaron kick off the 2017 Summer Series by addressing some of the most pressing listener questions during the first season of Adventures in Finance. The guys are also joined by Jeffrey Snider, of Alhambra Partners, and Michael Oliver, of Momentum Structural Analysis, who shed light on the Eurodollar markets and FAANG momentum, respectively. Learn more about your ad choices. Visit podcastch...

Our season finale brings you three world-leading analysts and investors as they share their frameworks and favorite indicators, and help you to become a better investor. Featuring Jesse Felder of the Felder Report, Mark Yusko of Morgan Creek Capital Management, and Tian Yang of Variant Perception. We also say farewell to Aaron Chan, our co-host, as he departs Real Vision to continue his career in...