show episodes
 
Legendary Treksperts MARK A. ALTMAN (showrunner of the hit CW sci-fi series Pandora, author of the bestselling The Fifty-Year Mission, writer/producer Free Enterprise) and DAREN DOCHTERMAN (visual effects supervisor of Star Trek: The Motion Picture - Director's Edition) examine five decades of STAR TREK every Saturday along with special guests from across the Trek universe. Available wherever you listen to podcasts and on the free ELECTRIC NOW streaming app. @inglorioustrek on Twitter. #Star ...
 
Understand the complex world of finance, business and the global economy with real in-depth analysis from real experts. We unlock access to the leading financial minds in the world to provide unbiased, in-depth analysis from real experts. The Real Vision podcast features our flagship series The Interview - the premier business and finance interview series in the world; And, the Daily Briefing which provides market analysis every weekday after US markets close and before Asian markets open. S ...
 
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show series
 
Crypto Wednesday: Ari Paul, CIO & managing partner of BlockTower Capital, joins Real Vision CEO Raoul Pal to discuss the launch of Paul's fund, value accrual in the crypto space, and how far along we are in this crypto bull market. Paul explains how he views the risk curve and how he filters through crypto projects. He describes the importance of u…
 
DAILY BRIEFING: Tony Greer of TG Macro tells senior editor Ash Bennington why he has derisked as market sentiment spikes and the bond market continues to sell-off. Looking at indicators such as the put-to-call ratio and open call positions, Tony explains why he has sold off a series of his risk positions, most notably because of the inauguration to…
 
Real Vision editors Max Wiethe and Jack Farley source questions from Real Vision members via The Exchange in this special, pre-recorded edition of The Real Vision Daily Briefing. Max and Jack discuss everything from how quantitative easing impacts the economy, to who their favorite contributors are, to how the evolution of their macro frameworks ha…
 
REAL VISION LIVE REPLAY'S: Last time Jeff Booth, author of “The Price of Tomorrow,” was on Real Vision, he discussed why the central banks’ constant money printing to combat deflation is only a losing battle and how technology contributes to the strengthening of secular deflationary trends. With the arrival of COVID-19 this year, Jeff and Real Visi…
 
Recorded on October 28, 2020. In a peer-to-peer conversation, Tian Yang and Simon White of Variant Perception explore how inflationary pressures could serve as rocket fuel for commodities such as gold and silver, as well as unloved hydrocarbons such as oil, gas, and even coal. White and Yang envision a world of "fiscal dominance" where huge budget …
 
Real Vision CEO and co-founder Raoul Pal joins Real Vision managing editor Ed Harrison for a nuanced discussion of how the economic recovery will evolve over the next few months. Raoul and Ed interpret today’s dismal retail sales figures, which indicate a contraction of total retail activity for the third straight month. With the new B117 COVID-19 …
 
OUR SPECTACULAR HOLIDAY SPECIAL CONCLUDES... The third annual INGLORIOUS TREKSPERTS HOLIDAY SPECIAL countdown concludes with episodes 25 - 1 as we end our special super-sized four-part look at the 101 GREATEST SCI-FI & FANTASY EPISODES OF ALL-TIME!!! Join us as the Treksperts are joined by ASHLEY E. MILLER (writer/producer, Black Sails, Fringe) and…
 
THIS WEEK ON THE 4:30 MOVIE, IT'S "GUILTY PLEASURES STRIKES BACK WEEK" as we curate an all-new fantasy theme week of our favorite, most delicious guilty pleasures. The 4:30 Movie podcast co-hosts are all here; MARK A. ALTMAN (writer/producer, PANDORA, THE LIBRARIANS), STEVEN MELCHING (writer, THE CLONE WARS, REBELS), ASHLEY E. MILLER (writer; THOR,…
 
Managing editor Ed Harrison welcomes Real Vision’s new president, Travis Kimmel, to the Daily Briefing. Travis shares his Real Vision journey from an entrepreneur to a self-taught investor and outlines his macro framework for thinking inflation, credit creation, and currency flows. Travis explains why he isn’t fully convinced by the reflation narra…
 
Real Vision managing editor Ed Harrison joins Max Wiethe to discuss why he thinks US treasury yields—and not the dollar—is the key to the success or failure of the reflation trade. Together Ed and Max discuss the recent action in the bond market, the knock-on effects this has had for other reflation assets like precious metals, commodities, and equ…
 
Crypto Wednesday: Mike Novogratz, CEO of Galaxy Digital Holdings, joins Real Vision ceo Raoul Pal to discuss investing in the crypto space, the risk curve, and accelerating crypto adoption. Novogratz breaks down how he allocates his own crypto portfolio and touches on some of the lessons he learned in the 2017 crypto bubble. He explains the impact …
 
Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision managing editor Ed Harrison to discuss how the full force of inflation that could emerge in 2021 could pose a significant risk to the Fed’s ability to execute. With Treasury yields rising, Boockvar anticipates the scrutiny of stocks with high price-to-earnings ratios to continue expa…
 
Real Vision managing editor Ed Harrison is joined by editor Jack Farley to break down the interplay between interest rates and duration and why lower interest rates cause growth stocks to explode higher as well as what rising yields mean for risk assets and the dollar. Ed and Jack discuss Bitcoin, analyzing its volatility profile as well as its cor…
 
Recorded on 3 Sep, 2020. Central banks are powerful entities -- of this, there is no doubt. As of late, however, they have gone from powerful to almost omnipotent. Markets hang on their every word, and even minuscule changes in rhetoric, implied or explicit, have monumental impacts on how participants position themselves. Since March, the “Fed's go…
 
Hosts STEPHEN SCARLATA (producer "Jodorowsky's Dune") and JOSH MILLER (screenwriter, "Sonic The Hedgehog") leave the safety of Themyscira and enter the wild world of almost-was Wonder Woman movies, joined by nerd-o-verse all-stars and former DC Daily commentators Amy Dallen, Hector Navarro, and Clarke Wolfe! In this episode we move on to Joss Whedo…
 
Recorded on 18 Aug 2020. The unprecedented nature of everything going on today has made topics such as the viability of fiat currencies, USD reserve status, Bitcoin, monetary/fiscal policy, and precious metals the talk of the town. Everyone is now wondering what these things mean and how they will impact their lives moving forward. No doubt, questi…
 
Dan Morehead, CEO and founder of Pantera Capital, joins Real Vision CEO Raoul Pal to discuss the current macro setup and its relationship to crypto as well as why this crypto bull market is different from the last and what the potential benefits could be from incoming regulations. Morehead explains what the focus at Pantera Capital has been over th…
 
Real Vision CEO Raoul Pal returns to the Daily Briefing to share with Ash Bennington his updated thesis for the new year. Raoul argues that the prevailing narrative around reflation is a “one-sided bet” (short bonds, short dollars, long commodities, and long equities) that offers little upside, remains vulnerable to the risk of shutdowns, leaves a …
 
THIS WEEK ON THE 4:30 MOVIE, IT'S "KUNG-FU FIGHTING WEEK" as we curate an all-new fantasy theme week of martial arts, kung-fu and wuxia films. The 4:30 Movie podcast co-hosts are all here; MARK A. ALTMAN (writer/producer, PANDORA, THE LIBRARIANS), STEVEN MELCHING (writer, THE CLONE WARS, REBELS), ASHLEY E. MILLER (writer; THOR, X-MEN: FIRST CLASS) …
 
OUR SPECTACULAR HOLIDAY SPECIAL CONTINUES.... The third annual INGLORIOUS TREKSPERTS HOLIDAY SPECIAL countdown continues with episodes 50 - 24 as we continue our special super-sized four-part look at the 101 GREATEST SCI-FI & FANTASY EPISODES OF ALL-TIME!!! Join us as the Treksperts are joined by ASHLEY E. MILLER (writer/producer, Black Sails, Frin…
 
Real Vision managing editors Ed Harrison and Roger Hirst examine the consensus around reflation which has gripped financial markets – a narrative that Roger views as the most unanimous one he’s seen in his entire career. Ed and Roger first define reflation as a pick-up in growth alongside inflation and explore why so many market participants believ…
 
Michael Howell, managing director at CrossBorder Capital, believes that liquidity is the ultimate force driving global markets. In this interview with Ed Harrison, Howell argues that liquidity, debt, and asset prices are interlocked in a predictable cyclical relationship that he calls "the debt-liquidity spiral." Although - as its name suggests - t…
 
In this unique edition of the Real Vision Daily Briefing, managing editor Ed Harrison and senior editor Ash Bennington give a breaking news update on the unprecedented events unfolding in Washington, D.C., whether or not they will have impact on the markets having closed at record high, and if they are reflective of events on the ground or are divo…
 
Real Vision senior editor Ash Bennington welcomes back Tony Greer of TG Macro to share his thoughts on the first rally of the new year. Tony arrives in high spirits as the eye-popping gains of crude oil, iron ore, and nickel authenticate his bullish-commodities thesis. He eyes the agricultural grain commodities such as wheat and corn for entry poin…
 
Hayman Capital's founder and CIO Kyle Bass welcomes forensic accountant and Behind the Balance Sheet's founder Stephen Clapham to break down the accounting irregularities peppered throughout the regulatory filings of China’s biggest tech companies. Sharing insights from his proprietary research report on Alibaba, Baidu, JD.com, Meituan Dianping, an…
 
Mike Green kicks off the Real Vision Daily Briefing in 2021 with Real Vision’s Max Wiethe. Although markets sold off and volatility rose sharply, Mike was not particularly surprised by today’s price action and attributes today’s selloff to market participants who waited until 2021 to take profits rather than the runoff risks that many attributed to…
 
Recorded on October 8, 2020. Olaf Carlson-Wee, founder & CEO of Polychain Capital, joins Ash Bennington, Real Vision senior editor, to discuss Web3, decentralized finance, and the future of blockchain technology. Carlson-Wee describes his background, being Coinbase’s first employee, and the creation of Polychain Capital. He covers decentralized aut…
 
Recorded on 17 August 2020. It's no secret that as of late, precious metals have become the talk of the town. Gold recently blasted through its all time high, while silver continues its seemingly unstoppable run. With so much excitement surrounding the two metals, however, one must exercise extreme caution and discipline when choosing a way to gain…
 
Hugh Hendry, founder and former CIO of Eclectica Asset Management, joins Real Vision CEO, Raoul Pal, to re-imagine the future of money, credit, currency, and interest rates. The great predicament of the past decade, Hendry argues, has been the tendency of central bank lending to become "trapped" in the commercial banking sector as reserves rather t…
 
Long-term investment strategist and co-founder of GMO Jeremy Grantham has made a name for himself as a bubble spotter. In this interview with Mike Green of Logica Capital Advisors, Grantham argues that although we are again in a market bubble, it has an entirely different make up than prior bubbles and is almost devoid of the opportunity that these…
 
THIS WEEK ON THE 4:30 MOVIE, IT'S "NEW YEAR'S RESOLUTIONS" as we curate an all-new fantasy theme week of movies we've never seen before that we finally watched. And it's a lot better than vegetables... The 4:30 Movie podcast co-hosts are all here; MARK A. ALTMAN (writer/producer, PANDORA, THE LIBRARIANS), STEVEN MELCHING (writer, THE CLONE WARS, RE…
 
Boaz Weinstein, founder and CIO of Saba Capital Management, made a name for himself at Deutsche Bank in the early days of credit derivatives. Since leaving to start his own fund he has continued to make a name for himself as a master of credit derivatives and relative value. In this interview with Real Vision’s Ed Harrison, Weinstein discusses how …
 
Venture capitalist Keith Rabois, a general partner with Peter Thiel's Founders Fund, is widely known for his early-stage startup investments and his executive roles at PayPal, LinkedIn, and Square. He sits down with Real Vision CEO and co-founder, Raoul Pal, to discuss the evolution of innovation in Silicon Valley over the last two decades, highlig…
 
OUR SPECTACULAR HOLIDAY SPECIAL CONTINUES.... The third annual INGLORIOUS TREKSPERTS HOLIDAY SPECIAL countdown continues with episodes 75 - 49 as we continue our special super-sized four-part look at the 101 GREATEST SCI-FI & FANTASY EPISODES OF ALL-TIME!!! Join us as the Treksperts are joined by ASHLEY E. MILLER (writer/producer, Black Sails, Frin…
 
Tyler Winklevoss, CEO and co-founder of Gemini, and Cameron Winklevoss, president and co-founder of Gemini, join Real Vision CEO Raoul Pal to discuss how they first discovered Bitcoin, their exploration into other crypto assets, and market psychology. They explain the importance of network effects for Bitcoin, noting that it is a type of social net…
 
Chamath Palihapitiya, CEO of Social Capital, gives Raoul Pal, Real Vision CEO, an inside glimpse of the seismic forces that are radically transforming the investment landscape — from SPACs and tokenization to data autonomy and virtual learning. Palihapitiya argues that old structures of capital formation, which prioritized buybacks rather than Rese…
 
Hosts STEPHEN SCARLATA (producer "Jodorowsky's Dune") and JOSH MILLER (screenwriter, "Sonic The Hedgehog") leave the safety of Themyscira and enter the wild world of almost-was Wonder Woman movies, joined by nerd-o-verse all-stars and former DC Daily commentators Amy Dallen, Hector Navarro, and Clarke Wolfe! This episode was recorded via Zoom due t…
 
Harvey Sawikin, co-founder and lead portfolio manager at Firebird Management, a fund dedicated to investing in frontier and emerging market equities in Eastern Europe, joins Real Vision editor/reporter Haley Draznin for a conversation about the development of emerging markets over the past several decades and the sector outlook. Firebird started ou…
 
William White, former central banker at the BoE, BoC, and BIS and senior fellow at the CD Howe Institute, has been a thorn in the side of his central banking colleagues for decades, questioning their hubris and pushing hard for a paradigm shift from within. Together with legendary financial commentator Jim Grant of Grant’s Interest Rate Observer, W…
 
Rohan Grey, president of Modern Money Network & doctoral fellow at Cornell Law, joins Santiago Velez, co-founder and R&D division lead for Block Digital, to discuss the controversial STABLE Act, the history of private and public monies, and the future of stable coins. Grey gives a detailed history lesson on money and its relationship to government.…
 
IT'S BEGINNING TO FEEL A LOT LIKE CHRISTMAS.... so you know what that means. It must be time for the third annual INGLORIOUS TREKSPERTS HOLIDAY SPECIAL. This year we're going bigger and better with a special super-sized four-part look at the 101 GREATEST SCI-FI & FANTASY EPISODES OF ALL-TIME! Join us as the Treksperts joined by ASHLEY E. MLLLER (wr…
 
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/3ri3…
 
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 …
 
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 dra…
 
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 th…
 
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 Adv…
 
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 …
 
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 co…
 
THIS WEEK ON THE 4:30 MOVIE, IT'S "ROBOT RUMBLE" as we curate an all-new fantasy theme week of movies featuring our automated metal friends (and foes). Discover a week full of amazing films about robots all week long. The 4:30 Movie podcast co-hosts are all here; MARK A. ALTMAN (writer/producer, PANDORA, THE LIBRARIANS), STEVEN MELCHING (writer, TH…
 
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…
 
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