Reflation Misgivings and The GameStop Gamma Squeeze ( w/ Ed Harrison & Jack Farlay )
DB-Jan25,2021: Real Vision managing editor Ed Harrison and editor Jack Farley break down the logic-defying price action in highly speculative stocks like Blackberry, AMC Entertainment Holdings, and, m...
25 Jan 202144min
The Insolvency Phase: Why the Market is Mispricing Insolvency Risk( w/ Matt Rowe and Wiethe)
Real Vision Live Replay, Recorded on 24 Sep 2020: Here at Real Vision it’s clear that viewers are keenly focused on Raoul’s unfolding thesis and the potential that the market is teetering between hope...
25 Jan 20211h 7min
USD's Reserve Status, the Eurodollar System, and International Trade ( w/ Lyn Alden & Hugh Hendry )
The Interview, Recorded on December 1, 2020.: Hugh Hendry, founder and former CIO of Eclectica Asset Management, welcomes Lyn Alden of Lyn Alden Investment Strategy for a wide-ranging discussion on in...
24 Jan 20211h 2min
Teddy Vallee on the Dollar, Hard Assets, and the Real Rate Rotation (w/ Jack Farley)
Teddy Vallee, founder and CIO of Pervalle Global, joins Real Vision's Jack Farley to share his strategic outlook for assets such as the U.S. dollar, technology and energy stocks, gold, and bitcoin. Va...
23 Jan 202155min
COVID-19 Spiraling Out of Control, Whipsawing Crypto, and the Coiled Snake of Macro
DB-Jan22,2021: Real Vision CEO Raoul Pal joins senior editor Ash Bennington to share his latest thoughts on COVID-19, market froth, and cryptocurrency. Using models from his latest Real Vision Pro rep...
22 Jan 202145min
The Fed's Quandary: Speculative Fervor Around Inflation Expectations ( w/ Michael Lebowitz & Ed Harrison)
DB-Jan21,2021: Michael Lebowitz, partner at Real Investment Advice, joins Real Vision managing editor Ed Harrison to discuss where inflation is headed and whether the market’s bet on the Fed getting i...
21 Jan 202136min
Buy the Reflation Rumor and Sell the Recovery News?
DB - Jan20, 2021: Real Vision managing editor Ed Harrison joins editor Max Wiethe to update his views on how yield curve steepening is affecting equity markets and his three potential outcomes for the...
20 Jan 202130min
Discerning the Phases of a Crypto Bull Market( w/ Ari Paul & Raoul Pal)
Crypto Wednesday: Ari Paul, CIO & managing partner of BlockTower Capital, joins Real Vision CEO Raoul Pal to discuss the launch of Paul's fund, value accrual in the crypto space, and how far along we ...
20 Jan 20211h 21min
