The Knock-On Effect #2 - Rising Rates and Sandy Tracks
Why will rising rates leave tire tracks on the world’s great beaches? Alex, Roger and Justine discuss. Plus, a high-pressure debate over whether stocks will fall 20% within the next year. Filmed on Ma...
25 Mai 201824min
The Knock-on Effect #1 - Protectionism and Red Velvet Cake
In this inaugural episode of “The Knock-On Effect,” Justine and Roger try to convince Alex that a U.S. crackdown on free trade could lead American red velvet cakes to turn pink. Yes, really. Plus, Ale...
18 Mai 201826min
Adventures in Finance 66 - Collective Wisdom: The best pieces of advice ever received by Real Vision contributors
What’s the single best piece of advice you’ve ever received, and how have you applied it over the course of your investment career? In this episode of the “Adventures in Finance” series, eight of our ...
11 Mai 20181h 19min
Adventures in Finance 65 - A Revolution is underway: Stock markets, oil, bonds and Real Vision
Real Vision’s CEO and macro-economist, Raoul Pal, offers his latest thoughts on the bond market, the dollar, oil and the business cycle as well as an update on what the future holds for Real Vision. I...
4 Mai 20181h 6min
Adventures in Finance 64 - Crossing the Rubicon? The Bond Market’s Big Move
With the 10-year yield peaking above 3% this week, is the low finally in for the 10-year yield? How high is it liable to rise? How might the Fed and inflation play into this? And what could it all mea...
27 Apr 201858min
Adventures in Finance 63 - Reality Check? The Case for Stocks
After a treacherous few months for equities, investor sentiment appears to have turned relatively ursine. But is the reality that stocks will continue to rise in the short-term at least? Neil Azous of...
20 Apr 201854min
Adventures in Finance 62 - Powering Down: Beginning of the End for Tesla?
Can Tesla still take over the world – or is the end nigh for the ambitious electric car company? Charley Grant of the Wall Street Journal and Mark Spiegel of Stanphyl Capital join to discuss. Plus, in...
13 Apr 201855min
Adventures in Finance 61 - Crude Awakening: The Yuan, the Dollar, and the Battle for Global Supremacy
China appears to be taking a major step to combat the dominance of the U.S. dollar. How significant could that move be, and what political, economic, and market changes might result? Luke Gromen, foun...
6 Apr 20181h 24min
