The Knock-On Effect #5 - Demographics and Doorways
Why will changing Chinese demographics lead to an increase of plastic strips in doorways? Justine and Alex discuss - and in so doing, also touch on Ikea trips, online dating, modern food production, a...
15 Juni 201848min
The Knock-On Effect #4 - Tariffs and Cork
Why will U.S. tariffs lead to a resurgence for the global cork industry? Justine and Alex explain, along the way discussing Australian wine, cork shoes and the Chinese consumer. Learn more about your ...
8 Juni 201827min
The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom
Why will higher oil prices result in disappointed craft beer drinkers? Justine and Alex discuss. Plus, Alex delves into the world of academia, and discusses an interesting finding about the way stocks...
1 Juni 201834min
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 Maj 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 Maj 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 Maj 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 Maj 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
