🍌 Crypto Flies to the Banana Zone 🍌 REKT Vision ft. Raoul Pal

DB- May10,2025 - On today’s live edition of the Daily Briefing, Real Vision’s Jack Farley welcomes Kyla Scanlon, investment partner at On Deck and financial content creator, for a conversation on the most important market stories driving markets, including Amazon’s eight-part bond issue, the NASDAQ’s slump, hacking of the Colonial fuel pipeline, and the launching of the Shiba Inu token (SHIB). Scanlon shares with Farley her analysis on today’s pullback in investment grade bond ETF $LQD, Beyond Meat’s earnings ($BYND), as well as the latest news on GameStop Corp ($GME). For our Listeners : Join Arca's  4th annual FO256 conference virtually, Tuesday May 25th by registering at www.ar.ca/21FO256.  Blinkist: Go to blinkist.com/realvision, try it for seven days and save twenty five percent off your new subscription. Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Touko 202141min

The Interview: Mike Green, portfolio manager and chief strategist at Simplify Asset Management, and Peter Schiff, chief economist and global strategist of Euro Pacific Capital, sit down with Real Vision's king of neutrality, Ash Bennington, for a debate on the merits of MMT vs Austrian Economics, other questions around what the defining characteristics of good money actually are, and whether we will finally see the inflation that many have been calling for. Schiff and Green will also discuss their outlooks for various asset classes given their differing views on inflation, monetary policy, and the role of government. Recorded on April 22, 2021 For our Listeners : Join Arca's  4th annual FO256 conference virtually, Tuesday May 25th by registering at www.ar.ca/21FO256.  Blinkist: Go to blinkist.com/realvision, try it for seven days and save twenty five percent off your new subscription. Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Touko 20211h 44min

The Interview: Narratives around the reflation trade and asset prices are currently pointing towards a full recovery and a period of extended growth as the world exits lockdowns. In this interview with Real Vision managing editor Ed Harrison, Daniel Lacalle, chief economist and CIO at Tressis, argues that this is being fueled by nothing more than hope and that, although this is a recovery, the world will return to the same state of secular stagnation and low growth that existed pre-COVID. Lacalle explains why fiscal and monetary policies, which have not generated inflation, will only make this situation worse, why he thinks there is only a few months left in the reflation trade, and the resulting asset allocation based on his outlook. They also discuss current pockets of value and the sectors that Lacalle considers to be value traps like energy and financials as well as Lacalle’s outlook for the dollar. Recorded on March 10, 2021. Key Learnings: Sectors like energy and financials, which have been benefiting from reflation narratives and trade at low multiples, should not be considered "value". Current negative views on the US and the dollar remind Lacalle of the GFC, but the reality is that the US and the dollar are still the cleanest dirty shirt. For our Listeners : Join Arca's  4th annual FO256 conference virtually, Tuesday May 25th by registering at www.ar.ca/21FO256.  Blinkist: Go to blinkist.com/realvision, try it for seven days and save twenty five percent off your new subscription. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Touko 20211h 9min

The Interview: Even before COVID, global deficits had already expanded—but in the last year, they have exploded to levels that almost guarantee increases in taxes. We can already see the effects as high-net-worth individuals and businesses leave high tax areas like California for lower tax areas like Florida, Texas, and the Cayman Islands. Dominic Frisby, author of "Daylight Robbery: How Tax Shaped Our Past and Will Change Our Future," sits down with Real Vision CEO and co-founder Raoul Pal to discuss the history of taxes, sinister invisible taxes in the form of targeted inflation and monetary debasement, and the future of taxes considering the trends outlined above. Pal and Frisby also discuss the inevitability and virtues of some level of tax and cooperation and the potential for better tax structures to emerge from this crisis. Recorded on March 2, 2021. Key Learnings: Increased taxes, new taxes, and monetary debasement are almost an inevitability considering massive global deficits post-COVID. Immigration and migration patterns have already emerged, and geographies that recognize these trends and adjust their taxation and monetary system in a fair way will attract both human and traditional capital. For our Listeners : Join Arca's  4th annual FO256 conference virtually, Tuesday May 25th by registering at www.ar.ca/21FO256.  Blinkist: Go to blinkist.com/realvision, try it for seven days and save twenty five percent off your new subscription. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Touko 202151min

DB-May7,2021: Managing editor Ed Harrison welcomes Raoul Pal, Real Vision CEO and co-founder, to introduce Real Vision’s latest campaign, “Welcome to the Exponential Age.” Raoul will be going in-depth on his new macro framework, the Exponential Age, and he and Ed tease their interview that’s being released on Monday. They also contextualize today’s U.S. jobs report, which fell far from economists’ expectations, and Raoul explains what the Exponential Age means for employment going forward. For our Listeners: Join Arca's  4th annual FO256 conference virtually, Tuesday May 25th by registering at www.ar.ca/21FO256.  Blinkist: Go to blinkist.com/realvision, try it for seven days and save twenty five percent off your new subscription. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Touko 20211h 4min

DB-May6,2021: Real Vision managing editor Ed Harrison and editor Jack Farley evaluate price action in markets as the bond market refuses to budge, some chaos in single stocks today has been hidden by relatively flat U.S. equity indexes, and gold is breaking out of its range, surging beyond $1800. Ed also takes an in-depth look at today's economic data on initial and continuing jobless claims as well as the latest news flow on companies' struggles to hire workers even as unemployment rate remains in elevated territory. Jack reports from the trenches of the over-the-counter interest rate swaps market and speculates on what it indicates about investors' trust in the Fed. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Touko 202148min

Real Vision Crypto Wednesday: Michael Krieger, creator of Liberty Blitzkrieg, joins Brent Johnson, CEO of Santiago Capital, to discuss their discovery of Bitcoin, the subculture, and the probability of a government shutdown. Krieger describes Bitcoin as a representation of a path or blueprint for humanity to follow: not just with money, but with nearly everything. They note that Bitcoin is decentralized, permissionless, and open-source, and that these three qualities are key to Bitcoin's success. Krieger also believes that Bitcoin is increasingly becoming more political, and he notes that the only 2 major political movements in this day and age are localism and Bitcoin. Recorded on March 18, 2021. Key Learnings: Krieger and Johnson believe that, although the current US infrastructure is still strong, citizens are looking to shift to more free and open sources in both their digital and physical lives. They believe that Bitcoin is better than any country's digital reserve currency because of its decentralized and open source nature. In their view the entire social, political, and economic organization of humans is being disrupted by Bitcoin. Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Touko 20211h 51min

DB-May4,2021: Real Vision senior editor Ash Bennington welcomes Tony Greer of TG Macro to discuss Treasury Secretary Janet Yellen’s statement today on interest rates, Bank of America’s warning of transitory hyperinflation, and Q1 earnings. Greer shares his perspective on Yellen’s assertion on the possible need to raise interest rates and how it impacted markets today, and he and Bennington speculate on whether the Fed will change course later in the year. Greer also considers the trajectory of inflation in light of Bank of America’s statement about transitory hyperinflation to come and explores why he feels this time is different for price inflation. Finally, Bennington and Greer touch on Q1 earnings and Dogecoin’s meteoric rise. Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Touko 202146min