Adventures In Finance: A Real Vision Podcast

DB-Jul06,2021 :Weston Nakamura returns to the Daily Briefing to discuss his updated outlook on oil prices as OPEC+ struggles to strike a deal. Nakamura, joined by Real Vision’s Ash Bennington, shares his thoughts on other commodities and market sentiment as elevated prices could serve as evidence for temporary supply bottlenecks or persistent inflation. The pair looks at China’s increased regulation and its impact on Chinese companies traded in U.S. markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Interview: At a time when the mainstream narrative revolves around the risk of an overheating US economy and consumer price inflation, David Rosenberg, president and chief economist & strategist of Rosenberg Research & Associates Inc., is the ultimate contrarian voice. In this interview with Real Vision’s Ed Harrison, Rosenberg acknowledges the strength of the US economy and is willing to switch tack if the data warrant it later this year. However, he expects, contrary to most, that the economy’s vigor will fade as government stimulus does and that the post-financial crisis precautionary savings rates to go even higher in this cycle, resulting in less growth and less inflation than is priced into US equities. Rosenberg remains bullish on bonds and on Asian equities, particularly in China. Believing that alpha is king now, he thinks we have entered a stock picker’s world where riding an uptrend through passive investing or in ETFs will not work. Filmed on April 27, 2021. If you want to keep up with Rosenbe

DB-Jul02,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Mark Ritchie II, CIO at RTM Capital Advisors, to discuss the June jobs report and capital markets price action. The trio covers the strong increase in U.S. jobs and its effects on underlying markets. Bennington and Farley analyze the rise in both bonds and stocks as positive employment data boost investor confidence. Ritchie provides his insight into the equity markets and the potential rotation back into tech. For our Listeners: Head to https://www.rocketlawyer.com/workconfidently to start your free 7-day trial today. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Jul01,2021 :Real Vision’s Jack Farley welcomes Samuel Burke, managing editor, and Weston Nakamura to discuss the decline in U.S. jobless claims and surging oil prices as OPEC agrees to increase production. The trio covers the economic recovery as jobless claims decline and advanced unemployment benefits expire. Additionally, they explain the implications of OPEC’s decision to increase production starting in August as oil prices spike due to demand from wealthy countries. Burke and Farley continue to follow the delta variant as new countries institute travel restrictions to prevent the spread. For our Listeners: Head to https://www.rocketlawyer.com/workconfidently to start your free 7-day trial today. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Jul01,2021 :Real Vision’s Jack Farley welcomes Samuel Burke, managing editor, and Jared Dillian of The Daily Dirtnap to the Daily Briefing to discuss U.S. treasury yields, commodity prices, and delta variant concerns. Dillian explains his investment framework amidst growing fears of the delta variant in the U.S. The trio covers decreasing treasury yields and their effect on the inflation trade. Further, they examine the nuances of the commodity market as lumber prices move lower and oil prices remain resilient. For our Listeners: Head to https://www.rocketlawyer.com/workconfidently to start your free 7-day trial today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Crypto Wednesday: To learn more about Decentral Park and how to participate in their fund visit: http://rvtv.io/DeFiinvestment John Quinn, CIO and general partner of Decentral Park Capital, discusses the fastest growing sector of the crypto market today—decentralized finance (DeFi). Founded in 2017, Decentral Park Capital is a digital asset manager that brings a combination of long experience in traditional finance, emerging market business development, and deep domain expertise in the digital asset domain. Quinn describes DeFi as a collection of applications across a wide range of financial primitives that seek to replicate legacy financial blocks on-chain, which means middle-men are quickly being replaced by middleware, unlocking huge efficiencies in the process. DeFi has already climbed to a $120 billion market in just a few years, finding clear product-market fit along the way, and Decentral Park’s thesis is that DeFi represents the brand new backbone of the global financial system. Decentral Park is laun

DB-Jun29,2021: Real Vision senior editor Ash Bennington welcomes Real Vision interim managing editor Samuel Burke and Tommy Thornton of Hedge Fund Telemetry to the Daily Briefing to discuss Bitcoin’s rebound and market sentiment as delta variant fears grow. Thornton shares his bullish outlook for Bitcoin and potential explanations for its recent bounce from 6-month lows. In addition, Burke provides a unique perspective on European lockdowns and investor opinions as the delta variant of Covid-19 continues to spread. For our Listeners: Head to https://www.rocketlawyer.com/workconfidently to start your free 7-day trial today. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Jun28,2021: Real Vision managing editor Samuel Burke welcomes Jack Farley and Darius Dale, founder and CEO of 42 Macro, to the Daily Briefing to discuss Dale’s macro outlook and weigh the possibility of deflation. The trio will cover the recent U.K. ban on Binance and its effects on crypto assets. Additionally, they will discuss the strength of the dollar and GDP projections in a potentially deflationary environment. Finally, they will examine oil stocks ahead of the OPEC meeting scheduled for Thursday. For our Listeners: Head to https://www.rocketlawyer.com/workconfidently to start your free 7-day trial today Learn more about your ad choices. Visit megaphone.fm/adchoices

Real Vision Live Replay: Michael Vranos, founder and CEO of Ellington Management Group, has been known as "the most powerful man on Wall Street" and, over the course of his almost 30 years running Ellington, has been able to adapt his firm, generating exceptional risk-adjusted returns through the LTCM crisis in 1998, the GFC in 2008, and most recently the COVID-19 crisis of 2020. In this interview with Raoul Pal, Vranos will share his personal journey; the early lessons he learned from LTCM and how he structured his firm accordingly; his views on leverage, tail risk hedging, and the costs and benefits of illiquid investments; and the current opportunities he is eyeing in financial equities like REITs, structured credit, and loan securitization. Viewers should be aware that this is an interview for pros by pros, and although not inherently actionable for most individual investors, it should be viewed as an unbelievable look behind the curtain of how one of the most successful hedge fund managers of all time th

The Interview: Gary Shilling, president of A. Gary Shilling & Co., joins Real Vision managing editor Ed Harrison to evaluate the health of the economy and how it impacts the future path of assets such as bonds, real estate, and stocks. Shilling notes that the consensus view—that the economy is going to re-open very rapidly, that inflation is going to come roaring back, and that interest rates will go through the roof—contradicts the lessons he has learned across his storied career in financial markets. Shilling argues that the four-decade-long trend of declining interest rates on U.S. Treasurys will continue, and he shares with Harrison several investment ideas in commodities and bonds that allow investors to be cautious without being actively bearish. Shilling and Harrison also discuss trends such as working-from-home, the residential real estate boom, and the savings glut in Asian countries. Recorded on April 21, 2021. Key learnings: Shilling is very bullish on bonds and views the recent rise in commodity

The Interview: Marin Katusa, chairman of Katusa Research, returns to Real Vision to share a new thesis on how the rise of ESG (environmental, social, and governance) will forever transform the way commodities are produced. Katusa argues that companies that comply with ESG standards will be able to secure a lower cost of capital and, in so doing, will be at an extreme advantage to those who do not. Katusa provides his updated views on gold, silver, copper, uranium, and rare earths, and he argues that green energy will be a catalyst for America to re-emerge as the global hegemon of the world order. Katusa is the author of the recently released book, "The Rise of America: Remaking the World Order." Recorded on May 20, 2021. Key learnings: Katusa argues that companies and investors who can ride the ESG wave will be handsomely rewarded, but that those who ignore this inexorable change do so at their own peril. He is very constructive on carbon credits, particularly "blue" carbon credits, and thinks that copper an

DB-Jun25,2021: Real Vision senior editor Ash Bennington welcomes Raoul Pal to the Daily Briefing to discuss his thoughts on inflation, the strength of the dollar, and winners in an exponential age. The pair will cover potential explanations for flattened personal spending as continued supply constraints push prices higher. Additionally, they will dive into the companies positioned to succeed in an era that emphasizes network effects. Learn more about your ad choices. Visit megaphone.fm/adchoices

Db-Jun24,2021 : Real Vision’s Samuel Burke, Jack Farley Ash Bennington discuss U.S President Joe Biden’s announcement that a deal on infrastructure has been reached, and the potential significance that the bond market barely budged on the news. They also analyze how the re-emergence of share buybacks will affect an equity market that continues to make all-time highs. The three also explore whether recent economic data, such as durable goods orders and jobless claims, indicate a rising potential of deflation. Special Festival of Learning offer - 10% off with the code DAILYBRIEFING. http://www.realvision.com/festival Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Jun23,2021: Real Vision’s Jack Farley welcomes Samuel Burke, Real Vision managing editor, and Weston Nakamura to the Daily Briefing to discuss the S&P 500 trending higher, effects of global vaccination campaigns, and the rise in oil prices. The trio will analyze the bullish sentiment present in the market as vaccination rates continue to improve. Nakamura and Burke also look at the oil market as summer driving demand escalates. Special Festival of Learning offer - 10% off with the code DAILYBRIEFING. http://www.realvision.com/festival Learn more about your ad choices. Visit megaphone.fm/adchoices

Crypto Wednesday: Aztec co-founder Thomas Walton-Pocock hosts Zooko Wilcox, CEO of Electric Coin Company, to discuss Zcash, privacy, technical barriers, and innovation. Zcash, a decentralized, open-source cryptocurrency, is most identified by individuals for its built-in encryption which allows for private data in a public blockchain. Zcash's most important feature, according to Wilcox, is its dev fund—it's self-funding, which allows developers to continuously improve the protocol in order to prevent the currency from being undermined, weakened, vulnerable to capture, or steered in a direction for an individual's benefit. Some investors treat privacy, whether offered by Zcash or any other protocol, merely as an additional feature; however, Wilcox explains that because privacy is a fundamental aspect of its design, the Zcash protocol is stronger than other protocols that add privacy as a feature on top. Recorded on April 20, 2021. Key Learnings: According to Wilcox, privacy is a human right—consumers need it

DB-Jun,22,2021: Real Vision senior editor Ash Bennington welcomes Tommy Thornton of Hedge Fund Telemetry and to the Daily Briefing to discuss Bitcoin’s crash, FED Chair Powell’s testimony, and market sentiment as stocks rebound. The pair will cover potential explanations for Bitcoin’s reversal as well as implications for companies in the space such as Coinbase. Additionally, they will dive into both commodity and stock market reactions to FED Chair Powell’s testimony on the state of the economy. Special Festival of Learning offer - 10% off with the code DAILYBRIEFING. www.realvision.com/festival Learn more about your ad choices. Visit megaphone.fm/adchoices

The Interview: Michael Kao, CEO of Akanthos Capital Management, returns to Real Vision to give his outlook on oil and energy markets. Kao highlights energy's outperformance in inflationary environments, positive roll dynamics making carrying long oil futures more attractive, and the shift in policy for OPEC+. Kao also highlights two potential feedback loops he sees for oil--one sending prices higher and the other creating issues for oil and other risk assets. Finally, Kao takes a long-term view analyzing when and how EV penetration will actually affect oil demand and the question of whether shale production will spoil the next big oil price spike. Recorded on April 20, 2021. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-JUN 21,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and managing editor Samuel Burke to the Daily Briefing to discuss Bitcoin’s recent decline, FED policy implications, and American Airlines. The trio will analyze China’s crackdown on Bitcoin mining as well as increased regulation of cryptocurrency services for China’s largest banks. Additionally, they will cover American Airline’s logistical problems as travel demand returns and explain the differing inflation outlooks highlighted in the FED’s dot plot ahead of Chair Powell’s meeting with Congress on Tuesday. Learn more about your ad choices. Visit megaphone.fm/adchoices

Real Vision Live Replay: The global currency market dwarfs all other markets in its size. Although in weeks like this it is easy to get sucked in by the high volatility in equities, bonds, and crypto, the currency market can provide huge signals about what is actually going on under the surface. Andreas Steno Larsen, chief strategist at Nordea Markets, returns to Real Vision to update viewers on his outlook for major and exotic currency pairs and to help viewers make sense of the signals that currencies are sending for other assets amid a spike in bond and equity volatility. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Interview: Dwight Anderson of Ospraie Ag Science is well known as one of Julian Robertson’s famous "Tiger Cubs" and, for the last 20 years, has been one of the leading investors in agriculture and farming. After realizing the headwinds on the horizon for farmers and traditional agriculture investments, his focus has shifted to the cutting edge of agriculture technologies that will help farmers combat these headwinds by farming smarter, more efficiently, and more sustainably. In addition to highlighting the most important trends and technologies in agtech, Anderson will discuss the case for agtech as an ESG investment for carbon reduction, illustrate the ways agtech can help fight nutritional disparities in the U.S., and break down the difference in opportunity sets between public and private markets. Recorded on April 16, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices