Understanding Dollar Repo Madness with Danielle DiMartino Booth and George Goncalves
Danielle DiMartino Booth, chief strategist at Quill Intelligence, interviews George Goncalves of The Bond Strategist in his first appearance on Real Vision. As former insiders of the Dallas Fed and US Treasury primary dealers, Danielle and George deconstruct the US Dollar liquidity problems and help clarify the major structural issues confronting the repo markets. Filmed on September 18, 2019 in New York - introduction provided by Drew Bessette. Learn more about your ad choices. Visit podcastchoices.com/adchoices
4 Okt 201940min
The Chinese Mirage with Chris Balding
Christopher Balding, associate professor at Fulbright University Vietnam, delves into the many layers of the Chinese economy with Mike Green of Thiel Macro. Balding and Green discuss the inconsistencies in the overarching bullish narrative on China, and explain how the debt machine works in the Chinese real estate markets. Filmed on August 27, 2019 in Los Angeles and published on Real Vision September 6, 2019 - introduced by Drew Bessette. Learn more about your ad choices. Visit podcastchoices.com/adchoices
27 Sep 20191h 5min
WeWork, Amazon, Fannie Mae and Berkshire: Whitney Tilson’s Hedge Fund Odyssey
Whitney Tilson details his transformation from momentum trader to an investor living by Warren Buffett’s advice that “it’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” Tilson shares his views on WeWork’s IPO trouble, Amazon, Fannie Mae, and beaten-up European financials. This interview was published as a video on Real Vision in September, and the podcast introduction is provided by Alex Rosenberg. Learn more about your ad choices. Visit podcastchoices.com/adchoices
20 Sep 20191h 7min
Barry Silbert Forecasts the Future of Crypto
Barry Silbert is the founder and CEO of Digital Currency Group, a cryptocurrency investment trust that is now worth as much today as the whole asset class was five years ago. In this conversation with Raoul Pal, Silbert discusses the long-term outlook for cryptocurrencies, as well as some of the most promising blockchain businesses being build today. This interview was published as a video on Real Vision in June, and the podcast introduction is provided by Alex Rosenberg. Learn more about your ad choices. Visit podcastchoices.com/adchoices
13 Sep 201949min
Are Unfunded Pensions Secretly Driving Markets? (With Brian Reynolds and Tyler Neville)
Brian Reynolds, former chief market strategist at Rosenblatt Securities, tells why unfunded pension liabilities are the real engine for the U.S. credit boom, and how this financial engineering has produced one of the greatest bull markets ever. A legal mandate requires these funds to earn 7.5% returns, and when they fail to do so, taxpayers foot the bill. As a larger percentage of these pensions are moved onto corporate balance sheets, the tightrope these pension funds walk gets more and more precarious. Learn more about your ad choices. Visit podcastchoices.com/adchoices
6 Sep 201941min
Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal)
Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal) Learn more about your ad choices. Visit podcastchoices.com/adchoices
30 Aug 20191h 5min
Russell Clark - Devaluing the Chinese Renminbi
Russell Clark of Horseman Capital warns that a Chinese currency shock could be the spark that burns down the entire global economy. In an hour-long conversation with Real Vision editor Roger Hirst, which was released as a video on Real Vision in July, Clark forecasts that Chinese policymakers will eventually respond to the trade war by changing the rules of the currency game. He then walks through the massive consequences that he believes this action could have. Intro provided by Alex Rosenberg. Learn more about your ad choices. Visit podcastchoices.com/adchoices
23 Aug 201937min
Real Vision Classics #5 - Josh Wolfe interviewed by Michael Green
What will the future look like, and what will that future mean for businesses and investors? Michael Green of Thiel Macro sits down with Josh Wolfe of Lux Capital for an incredibly though-provoking conversation about technology, manufacturing, the economy, and investment opportunities. Alex Rosenberg introduces the audio version of this long piece, which was filmed in June 2018. Learn more about your ad choices. Visit podcastchoices.com/adchoices
18 Jan 20191h 21min
