Adventures In Finance: A Real Vision Podcast

DB-Aug13,2021: Real Vision editor Jack Farley and Maggie Lake welcomes Harry Melandri of MI2 Partners to discuss the day’s price action as well as address dipping consumer sentiment and the possibility of the U.S. economy slowing. Lake analyzes the contributing factors to explain why consumer sentiment may be falling, and Farley examines whether that is reflective of a slowing economy. The trio also dive into eurodollar futures, debt monetization, the trajectory of inflation, and the Fed’s response function to provide a clearer picture of future growth and the overall macro environment. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Aug12,2021: Real Vision senior editor Ash Bennington and Petr Pinkhasov welcome Weston Nakamura to examine the weekly jobs data, how yesterday’s core CPI actually hit below expectations, and updates on the Poly Network hack as well as a new attack on DAO Maker. Even as the jobless claims data show a third consecutive decline in new unemployment claims, demonstrating a more sustained recovery in the labor market thus far, Nakamura draws attention to the fact that core CPI actually came in below economist expectations, which might be signaling a deceleration in inflation. He unpacks why this was the case and what it means for the economy and markets in the coming months. Bennington also provides an update on the Poly Network hack and discusses a new one on DAO Maker that occurred today. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Aug11,2021: Real Vision editor Jack Farley and markets reporter Dion Rabouin welcome Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, to unpack the U.S. CPI released today, showing a rise of 0.5% in July. Boockvar examines the July’s CPI data and discusses how it is driving today’s price action in equities and bonds and what it means for inflation, monetary and fiscal stimulus, and various asset classes such as stocks, bonds, and commodities going forward. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Aug10,2021: Ash Bennington welcomes Tony Greer of TG Macro to analyze the day's price action as well as discuss the economic ramifications of the $550 billion infrastructure bill as it passes in the Senate and how the crypto tax reporting rules in the bill will affect the digital assets space. Greer examines gold’s flash crash from earlier in the week and provides an update on how he’s thinking through other sectors such as commodities, equities, and bonds. The pair also explore how the infrastructure bill passing in the Senate could amp up the inflationary pressures the U.S. economy is currently facing and what it means for the crypto space and for those who invest in crypto assets. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Aug09,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and 42 Macro founder and CEO Darius Dale to discuss the latest on the infrastructure bill and how the new amendment on crypto will affect digital assets as well as gold's swift overnight plunge and Bitcoin's surge. Bennington discusses the new proposed tax laws on crypto within the infrastructure bill and explains what they mean going forward for crypto investors as well as analyzes Bitcoin's recent jump higher. Farley and Dale then approach the bill from a different angle by exploring its impact on inflationary pressures on the U.S. economy, and they also examine Berkshire Hathaway’s Q2 earnings report. Finally, the trio discuss what's next for gold following Sunday’s plunge. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Aug06,2021: Real Vision senior editor Ash Bennington welcomes editor Real Vision founder, Raoul Pal, to discuss market price action resulting from the July non-farm payroll report and Robinhood’s wild week of trading. Pal looks at equity sectors that he is watching and explains whether the positive jobs numbers forecast long-term economic strength. The pair looks at Robinhood’s large move higher and dives into the influence of the retail trader. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Aug05,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Jim Bianco, president of Bianco Research, to discuss today’s market reaction towards the improvement in the labor market and important updates to the Ethereum network. Bianco covers the decline in unemployment claims and considers whether this trend is sustainable as the delta variant continues to hamper full reopening. The trio also looks at the London hard fork update to Etheruem and its potential effects on Ether’s price and long-term prospects for the network. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Aug04,2021: Real Vision’s Jack Farley, Petr Pinkhasov, and Weston Nakamura break down a day of confounding price action across global markets. Farley and Pinkhasov cover the disappointing change in U.S. Employment from the ADP, which triggered a rally in U.S. Treasury bonds, and the ISM Services reading, which blew away expectations and caused those same bonds to sell-off later in the morning. The trio examines the wild surge in Robinhood stock ($HOOD), with Nakamura and Pinkhasov exploring potential profitable trades that could profit from this enormous volatility. For the "Week Ahead" post on the Exchange that Petr referenced, click here: https://rvtv.io/3ln9Zko To watch the interviews from Real Vision's oil week, click here: https://www.realvision.com/lp/oil-week/ Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Aug03,2021: Real Vision senior editor Ash Bennington welcomes Tony Greer of TG Macro to analyze the day’s price action as well as SEC Chairman Gary Gensler’s remarks on crypto regulation. Greer provides an update on his thoughts on equities, commodities, and inflation and his perspective on what market risks are posed to the economy by the coming end of mortgage forbearance and what greater regulation in the crypto space means for digital assets going forward. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Aug02,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Darius Dale, founder of 42 Macro, to discuss today’s market sentiment as investors receive Chinese PMI data and the Senate looks to close on a decision for Biden’s infrastructure bill. Dale comments on today’s strong open and his updated framework for the markets. The trio looks at sectors that could benefit from the passing of Biden’s bill as well as the strength of the global economy reflected in the Chinese PMI. 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: Azeem Azhar, founder of Exponential View, joins Real Vision managing editor Ed Harrison to explain how the accelerating pace of technological progress is rapidly transforming business and life as we know it. Azhar identifies how technologies such as vaccines, renewable energy, and additive manufacturing (commonly known as "3D printing") are advancing at a rate faster than previously thought possible. He and Harrison discuss the "winner-take-all" dynamics of technological process, and Azhar argues that the era of "diminishing returns" and economies of scale is over—there is no limit to how much market share a company can command, save for government regulation. Accordingly, Azhar thinks there could be some "pitchfork risk" of a populist backlash. He and Harrison discuss the implications of this as well as universal basic income, potential bubble signals, and crypto. Recorded on May 12, 2021. To continue the discussion with fellow Real Vision members on Ed's and Azeem's interview, click here to v

DB-Jul30,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Mark Ritchie II, CIO at RTM Capital Advisors, to share his thoughts on earnings for tech and energy companies as well as the continued uncertainty surrounding Chinese tech stocks. Ritchie covers the market’s negative reactions towards Amazon’s earnings release and its signaling of economic growth. The trio looks at the continued crackdown against Chinese tech equities and overcrowding of the U.S. IPO market. At the end of today’s briefing, Ash and Jack will preview the fifth 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-Jul29,2021: Jared Dillian of The Daily Dirtnap sits down with Real Vision’s Ash Bennington and Jack Farley on the Daily Briefing to discuss his outlook for the economy by analyzing jobless claim data and GDP forecasts in addition to commenting on Robinhood’s IPO. The trio covers the decline in jobless claims and its implications for the state of the labor market. Dillian examines Robinhood’s price action on its first day of trading and criticism of its payment for order flow business model. During today’s briefing, Ash and Jack will preview the fourth 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-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