Why Bond Yields Are the True Reflation Toggle: DB - Jan13,2021
Real Vision managing editor Ed Harrison joins Max Wiethe to discuss why he thinks US treasury yields—and not the dollar—is the key to the success or failure of the reflation trade. Together Ed and Max...
13 Tammi 202122min
The Perfect Macro Story( w/ Mike Novogratz & Raoul Pal )
Crypto Wednesday: Mike Novogratz, CEO of Galaxy Digital Holdings, joins Real Vision ceo Raoul Pal to discuss investing in the crypto space, the risk curve, and accelerating crypto adoption. Novogratz ...
13 Tammi 202156min
How Inflationary Risk Could Corner the Fed: DB- Jan12, 2021
Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision managing editor Ed Harrison to discuss how the full force of inflation that could emerge in 2021 could pose a significant risk to the ...
12 Tammi 202136min
Bitcoin's Stumble and the Bond Market's Moment of Truth: DB- Jan11,2021
Real Vision managing editor Ed Harrison is joined by editor Jack Farley to break down the interplay between interest rates and duration and why lower interest rates cause growth stocks to explode high...
11 Tammi 202132min
Central Bank Omnipotence ( w/ Jeff Snider and Ed Harrison)
Recorded on 3 Sep, 2020. Central banks are powerful entities -- of this, there is no doubt. As of late, however, they have gone from powerful to almost omnipotent. Markets hang on their every word, an...
11 Tammi 20211h 4min
Macro: A Framework for Truth ( w/ Raoul Pal & Lyn Alden )
Recorded on 18 Aug 2020. The unprecedented nature of everything going on today has made topics such as the viability of fiat currencies, USD reserve status, Bitcoin, monetary/fiscal policy, and precio...
10 Tammi 20211h 2min
The Next Phase of the Crypto Bull Market ( w/ Dan Morehead and Raoul Pal )
Dan Morehead, CEO and founder of Pantera Capital, joins Real Vision CEO Raoul Pal to discuss the current macro setup and its relationship to crypto as well as why this crypto bull market is different ...
9 Tammi 202136min
Raoul's Framework for 2021 and Beyond: DB- Jan8, 2021
Real Vision CEO Raoul Pal returns to the Daily Briefing to share with Ash Bennington his updated thesis for the new year. Raoul argues that the prevailing narrative around reflation is a “one-sided be...
8 Tammi 202138min
