Living in an Exponential Age
🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. As the year comes to an end, it's important to understand the prolific forces that could impact one's investment framework. Join Raoul and David as they reflect on where we are and what lies ahead of this inflection point in the technological revolution.You can join and become an Exponentialist member here: realvision.com/marketplace 😮 Get $100 off Brent Donnelly’s must-read daily macro letter am/FX using the special Real Vision discount code RV100 at https://rvtv.io/3NxvY5t 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices
23 Des 202334min
What a Fed Pivot Means for Fixed Income
🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Charles Schwab chief fixed-income strategist Kathy Jones joins Ash Bennington to discuss how fixed-income markets are now anticipating a Fed pivot next year as reflected in the dot plot and Powell's recent comments. With "higher for longer" no longer aligning with the Fed's stance, she shares her observations of and her 2024 outlook for the bond market. 😮 Get $100 off Brent Donnelly’s must-read daily macro letter am/FX using the special Real Vision discount code RV100 at https://rvtv.io/3NxvY5t 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices
21 Des 202334min
What’s in Store for 2024?
🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Tom Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake to discuss the market action this week, what to make of the evolving situation in the Red Sea, and the assets on his radar for the months ahead.You can find more of Tom's incredible research here: https://www.hedgefundtelemetry.com 😮 Get $100 off Brent Donnelly’s must-read daily macro letter am/FX using the special Real Vision discount code RV100 at https://rvtv.io/3NxvY5t 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices
20 Des 202334min
Is Bond Volatility Here to Stay?
🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Samuel Rines, managing director at CORBŪ, joins Maggie Lake to discuss why the Magnificent 7 stocks have garnered too much attention this year, whether the current market rally can be sustained, and the potential impact of monetary policy on yields as we approach 2024. 😮 Get $100 off Brent Donnelly’s must-read daily macro letter am/FX using the special Real Vision discount code RV100 at https://rvtv.io/3NxvY5t 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices
19 Des 202335min
Will the BOJ change course?
🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Brent Donnelly, President of Spectra Markets, joins Maggie Lake to discuss the implications of the BOJ's Yield Curve Control, the recent weakness in the Dollar, and insights into why 2024 doesn’t necessarily have to be a year of extremes—boom or bust. 😮 Get $100 off Brent Donnelly’s must-read daily macro letter am/FX using the special Real Vision discount code RV100 at https://rvtv.io/3NxvY5t 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices
18 Des 202337min
An AI Drama in the C-Suite
🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. What to make of Open AI’s recent leadership turmoil? Ash Bennington and Mikhail Voloshin are once again joined by David Mattin, founder of New World Same Humans and co-founder of the Exponentialist, for a wide-ranging conversation on the Open AI-Sam Altman soap opera, the latest developments in AI, and the technology’s mind-blowing applications for human affairs. Recorded December 5, 2023. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices
17 Des 20231h 4min
Finding Value in Commercial Real Estate
🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Why investing in this troubled real estate sector could generate alpha. Maggie Lake sits down with Zac Goodman, director of TSP, a commercial real estate investor and operator based in the UK. Zac and Maggie discuss the situation in this downtrodden real estate sector, how it’s shifting to serve a post-COVID clientele that is slowly going back to the office, and why Zac thinks that being a contrarian and investing in the space is a great bet. Recorded November 27, 2023. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices
16 Des 202335min
Is Goldilocks Just A Fairy Tale?
🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Dr. Sri Kumar, president of Sri-Kumar Global Strategies, joins Maggie Lake to discuss Fed Chair Jerome Powell's decision to "cheer on" this rally, the implications of falling rates in 2024, and whether there are signs of something breaking in the market. You can find more of Sri's incredible research here: https://srikonomics.substack.com 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices
15 Des 202336min
