
Gold, Active Management, and Macro Hedge Funds: The Alaska Permanent Fund's Unconventional Allocation
The Interview: The Alaska Permanent Fund is the $75 billion sovereign wealth fund of the state of Alaska, and since oil was discovered in Alaska in the 1970s, the APF has been receiving royalties and ...
30 Touko 202149min

Marko Papic: Generating Geopolitical Alpha ( w/ Mike Green )
The Interview: Marko Papic, partner and chief strategist at Clocktower Group, joins Michael Green to discuss how and why geopolitics will have major effects on markets in the coming years with a parti...
29 Touko 20211h 30min

Raoul Pal: Update on Crypto Markets and the Macro Outlook
DB- May28,2021: Real Vision senior editor Ash Bennington welcomes Raoul Pal, CEO and co-founder of Real Vision, to discuss his macro outlook, inflation, and crypto markets. Pal will be sharing his obs...
29 Touko 202148min

Jobs, Re-Opening, and Inflation: How Transitory is "Transitory"?
DB-May27,2021: Real Vision managing editor Ed Harrison welcomes Jim Bianco, president of Bianco Research, back to the Daily Briefing to update viewers on how the bond market is reacting to the re-open...
28 Touko 202140min

Jared Dillian on Risk Management and "The Inflation Inflection Point"
DB-May26,2021: Jared Dillian, Bloomberg Opinion columnist and publisher of The Daily Dirtnap, returns to the Daily Briefing to update viewers on his inflation thesis and the re-opening trade. He tells...
27 Touko 202136min

The Case for "Bitcoin Maximalism"
Crypto Wednesday: Brad Mills, host of Magic Internet Money Podcast and partner at Xsquared Ventures, joins Ash Bennington, Real Vision senior editor, to discuss everything Bitcoin—from the Block Size ...
26 Touko 20211h 7min

Tommy Thornton: Reverse Repos and Ebbing Consumer Confidence
DB-May25,2021: Tommy Thornton, founder of Hedge Fund Telemetry, joins Real Vision senior editor Ash Bennington to sharing his latest insights on market activity as U.S. consumer confidence falls sligh...
26 Touko 202152min

China Is Cracking Down on More Than Just Crypto
DB- May24,2021: Real Vision managing editor Ed Harrison and editor Jack Farley break down today’s most important market-moving stories—from China’s clampdown on commodity speculation and Bitcoin minin...
25 Touko 202144min






















