Adventures In Finance: A Real Vision Podcast

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 mixed sentiment in Chinese markets as stocks begin to recover from the sharp sell-off. During today’s briefing, Jack will preview the third part of an interview with Cathie Wood conducted by Kiril Sokoloff, which you can watch right here: https://rvtv.io/3xaMOMi. Continue the conversation with Jack and Weston over at the Real Vision Exchange! https://rvtv.io/exchAfterHours728 Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Musk on their concerns over Bitcoin's adverse affects on the environment, the Real Vision Crypto team felt that it would be only proper to present our audience with an alternative viewpoint. Recorded live on March 24, 2021 at Real Vision's Crypto Gathering. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 of today’s briefing, Ash will preview the second part of an interview with Cathie Wood conducted by Kiril Sokoloff, which you can watch right here: https://rvtv.io/3xaMOMi. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 concludes, Ash and Jack will preview an interview with Cathie Wood conducted by Kiril Sokoloff, which you can watch right here: https://rvtv.io/3xaMOMi Learn more about your ad choices. Visit megaphone.fm/adchoices

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 protection will perform better in this environment than high-beta assets such as commodities and bank stocks. Interviewed by Real Vision’s Jack Farley on July 2, 2021. Peccatiello's blog, The Macro Compass, can be found here: https://themacrocompass.substack.com/. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 rallying around where they are aligned. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 analyzes the increase in jobless claims despite the labor shortage that many business owners are experiencing. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 this undergirds Ethereum’s tactical applications. He also talks through Ethereum’s transition to a proof of stake (PoS) protocol and what benefits this transition holds for Ethereum and for the crypto space as a whole. Recorded on May 27, 2021. Key Learnings: Berckmans describes how Ethereum is a credibly neutral platform as an open-access world computer, allowing developers to leverage its network for end user and middleware applications and leading to more innovative and frictionless executions of financial services. He also discusses how one of the biggest risks to the Ethereum network currently is its transition to

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 rally to determine investor expectations of inflation and examines the future of oil prices as supply increases are imminent. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 dollar going forward. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 decision to boost output and its long-term implications for oil’s bull run this year. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 straight edge life to founding and eventually IPOing two startups, which are at the cutting edge of research into how mushrooms and other psychedelics could revolutionize the way we think about treating mental health issues. Together, they discuss the parallels between the modern human experience and other times of great change, how this is manifesting itself in societal and individual angst, and why this might make today the perfect time for broader acceptance of these treatments. They also touch on Green's own personal experience with mushrooms and Angermayer's optimistic approach to investing in technologies d

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, richly rewarding high-growth technology companies. The two discuss how the current wave of NFTs and the adoption of the Metaverse unlock a new layer of value that brings economic empowerment, resulting in a new style of business based around community and platforms. Recorded May 7, 2021. Key Learnings: Tai is now looking to invest in companies with massively asymmetric risk, such as healthcare and renewables, where he sees potential for network effects to be created in these sectors. He shares his guiding principles behind every technology company he invests in: lower the friction to a use case, increase replicability

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 rental properties as families decide where they want to settle after the pandemic. Rehlaender does not believe that high lumber prices are sustainable as an uptick in interest rates and delaying developments will curtail the demand for homes. The pair also discuss the impact on commercial real estate as businesses decide if their employees will return to work in person or remain remote. Recorded on June 8, 2021. Key Learnings: Rehlaender explains his firm’s strategy of investing in publicly listed companies that are owners or operators of real estate assets. As Rehlaender analyzes potential investments, he ensures t

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 in his Exponential Age framework. He also touches on the broader financial markets, talking through his perspective on the evolving inflation narrative that has captured market sentiment. To learn more about "After the Hype: Reality Sets in for NFTs," click on this link here: https://rvtv.io/NFTWeek Learn more about your ad choices. Visit megaphone.fm/adchoices

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 FED governors voice their support for tapering talks. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 that scarcity also factors into value, particularly money, and in that regard, Bitcoin is the ultimate store of value. As the current monetary system has a constant flow of money pushed through the economy at a high velocity, thereby creating wealth, Song explores how any form of solitary money would lose value in this system and how long-term stores of value such as real estate, stocks, and gold have power consolidated among only a few, which makes this system flawed. On the other hand, Bitcoin does not have any of these problems. Recorded on May 10th, 2021. Key Learnings: Song states Bitcoin is a savings technology,

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 consumer price index figure and if sentiment is changing towards inflation. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 an ECB policy shift as it looks to continue its monetary stimulus to support Europe’s reopening economy. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 responsible for doing just that, in their fund $INFL. In this interview with Ed Harrison, he explains his framework for building a diversified portfolio that benefits from inflation. Davolos also explains what inflation means to him and how he measures it, as everyone seems to have a different definition of what inflation actually is and how best to measure it. Learn more about your ad choices. Visit megaphone.fm/adchoices