Make or Break: Inflation - Everything Has Changed Since 2019
There’s no going back to 2019, according to Jim Bianco, and the sooner we accept reality the better we’ll be able to see new opportunities. The post-pandemic global economy is fundamentally different, and the “easy money” era is over. In the final episode of our ‘Best of 2022’ series, Raoul Pal welcomes the founder of Bianco Research for a talk about inflation and the longer-term implications of soaring consumer prices. Raoul and Jim agree on many issues – that the U.S. is already in recession, for one. But they also disagree on other big points, such as inflation. As Jim sees it, the Federal Reserve is going to crush inflation, but consumer prices are still going to settle at a higher level. This is a can’t-miss conversation between two great macro minds on a critical “Make or Break” issue. Recorded on Wednesday September 21, 2022. Learn more about your ad choices. Visit podcastchoices.com/adchoices
30 Des 20221h 16min
Raoul Pal the Journey Man - A New Paradigm
Dario’s views of the global economy’s structure and how the next decade plays out are very different from those of most observers. He thinks the 1970s analogue is the wrong one to look at and that the postwar decades, the 1940s and the 1950s, provide a better framework. At the same time, he foresees a move toward a "tangible economy" and away from the "intangible economy" of the 2010s. In the fourth installment of our ‘Best of 2022’ series, Dario and Raoul talk about ramifications of this transition for inflation, growth, and interest rates. Recorded on May 12th, 2022. Learn more about your ad choices. Visit podcastchoices.com/adchoices
29 Des 202248min
The Essential Conversation - What Will the World Look Like in Five Years?
“Regionalization” is the transition from a world of stable prices and consistent growth to one of rising costs of living where the threat of global famine is real. The breakdown of an economic order framed by just-in-time supply chains requires a rethink of trade networks and relationships. Geopolitical strategist Peter Zeihan addresses these issues and more in his new book “The End of the World Is Just the Beginning: Mapping the Collapse of Globalization.” In the third episode of our ‘Best of 2022’ series, Zeihan joins Real Vision’s Maggie Lake to talk about implications of this transition, including the end of China’s time as a great power but the perpetuation of the U.S. dollar’s status as the global reserve currency. Recorded on May 31, 2022. Learn more about your ad choices. Visit podcastchoices.com/adchoices
28 Des 20221h 10min
The Kyle Bass Interviews - If We Don't Get it Right, the Consequences are Dire
The transition to clean energy is an extremely important and noble cause but achieving future net-zero targets “will be very, very difficult.” That’s the message from Wil VanLoh, the Founder and CEO of Quantum Energy Partners, a private equity firm that’s been building energy companies for nearly a quarter century. Wil also happens to be a long-time friend of Kyle’s, and in the second installment of our ‘Best of 2022’ series, the pair discuss the urgency needed to address major problems in the global energy market and the necessity of the clean energy transition. As Wil puts it, “This is an issue of humanity, and if we don’t get it right, the consequences are dire.” Recorded on May 30, 2022. Learn more about your ad choices. Visit podcastchoices.com/adchoices
27 Des 20221h 20min
The Exponential Age - "This Is the Most Important Interview in the History of Real Vision"
Emad Mostaque is democratizing artificial intelligence. The hedge fund manager turned entrepreneur is the founder of Stability AI, the company behind Stable Diffusion, an image-generating algorithm that creates new, never-before-seen pictures. It’s the most advanced technology in AI, and Emad is bringing it to the masses. In the first episode of our ‘Best of 2022’ series, Emad shows Raoul how quickly AI is progressing, what that progress means for our future, and why he chose to make Stable Diffusion open source. This type of technology should be available to everyone in the world, Emad believes, not just corporate tech giants. His vision is AI of, by, and for the people – and with that comes great opportunity. Recorded on Wednesday October 12, 2022. Learn more about your ad choices. Visit podcastchoices.com/adchoices
26 Des 20221h 4min
December's Stock Sell-Off Rages On
U.S. equities took another tumble on Thursday as the worst December for stocks since 2018 continues. Meanwhile, Asia markets rallied on some upbeat earnings and a strengthened yen. On today’s show, the editor of The Daily Dirtnap, Jared Dillian, joins Maggie Lake to share how he’s deciphering the latest price action as we look ahead to the new year. Plus, we’ll hear from Weston Nakamura on why the Bank of Japan decided to tweak its yield curve control policy with only two meetings left in Governor Kuroda’s term. Watch the entire interview here: https://rvtv.io/3WCb335 Learn more about your ad choices. Visit podcastchoices.com/adchoices
22 Des 202234min
Did Markets Shrug Off the BoJ Decision?
The yen slipped slightly today after surging almost 4% on Tuesday, after the Bank of Japan surprisingly tweaked its yield curve control policy. U.S. equities are up for the second straight day, providing a glimmer of hope for a better-than-expected earnings season. On today’s show, Andreas Steno Larsen is joined by the founder of 42 Macro, Darius Dale, to discuss where we are in the global liquidity cycle and what that means for his 2023 outlook. Andreas and Darius are fielding audience questions, so be sure to get yours in. Plus, we’ll hear from Weston Nakamura on what everyone is missing in the BoJ’s hawkish turn. You can watch the entire breakdown here: https://rvtv.io/3YzHGAp Learn more about your ad choices. Visit podcastchoices.com/adchoices
21 Des 202237min
Bank of Japan Leaves Capital Markets Shook
The Bank of Japan’s surprise move to change its policy and allow the 10-year JGB yield to move 50 basis points on either side of its 0% target, caught global markets off guard. In this deep dive, Weston Nakamura tells us what we’re all missing in the central bank’s slightly more hawkish tone. Learn more about your ad choices. Visit podcastchoices.com/adchoices
20 Des 202241min
