The Interview - w/ Parrilla and Pal - A Macro Masterclass in Portfolio Construction and Management

The Interview - w/ Parrilla and Pal - A Macro Masterclass in Portfolio Construction and Management

Diego Parrilla, portfolio manager and author of "The Anti-Bubbles" and "The Energy World," returns to discuss his poignant predictions that are coming to fruition one-by-one in this conversation with Real Vision CEO and co-founder, Raoul Pal. As well, Parrilla gives a master class on how he has developed his own macro framework and the subsequent portfolio construction and management that has served him extremely well both before and after the March crash. After establishing his current outlook, Parrilla focuses on the 5% of his portfolio dedicated to finding outsized returns using options and what he calls the goalkeepers of your portfolio. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Avsnitt(2044)

When’s the Next Shoe Going to Drop?

When’s the Next Shoe Going to Drop?

Maggie Lake is joined by Paul Hodges, author of the pH Report and chairman of New Normal Consulting, to talk about where financial stress will break out next. This episode is sponsored by KraneShares’s KRBN EFT is the 1st, largest and most liquid carbon ETF. Please read prospectus before investing at https://rvtv.io/krbn Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

24 Mars 202337min

Tick Tock, is it Time to Buy Tech?

Tick Tock, is it Time to Buy Tech?

Maggie Lake is joined by, Nadian Terman, CEO & CIO of Solstein Capital, who breaks down what she thought of yesterday’s Fed decision and what the knock-on effects it may have on broader markets. This episode is sponsored by KraneShares’s KRBN EFT is the 1st, largest and most liquid carbon ETF. Please read prospectus before investing at https://rvtv.io/krbn Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Mars 202337min

Did the Fed Just Acknowledge the Deposit Crisis?

Did the Fed Just Acknowledge the Deposit Crisis?

The Federal Reserve unanimously hiked interest rates by a quarter point today, continuing its fight against inflation while acknowledging concern for the apparently delicate U.S. banking system. So where does that leave investors from here? This episode is sponsored by KraneShares’s KRBN EFT is the 1st, largest and most liquid carbon ETF. Please read prospectus before investing at https://rvtv.io/krbn Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Mars 20231h 10min

Does the Fed Have a Hand to Play?

Does the Fed Have a Hand to Play?

Ash Bennington is joined by Jeremy Schwartz, global CIO of WisdomTree Asset Management, to examine the Fed’s options — and the implications — ahead of tomorrow’s interest rate decision. This episode is sponsored by KraneShares’s KRBN EFT is the 1st, largest and most liquid carbon ETF. Please read prospectus before investing at https://rvtv.io/krbn Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Mars 202336min

Is First Republic Bank Next to Go?

Is First Republic Bank Next to Go?

Real Vision’s Ash Bennington and Jared Dillian, editor of The Daily Dirtnap, will explore the extent of the banking crisis and why gold is benefitting from the chaos. This episode is sponsored by KraneShares’s KRBN ETF, the first, largest and most liquid carbon ETF. Please read prospectus before investing at https://rvtv.io/krbn Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Mars 202335min

How Do You Outperform the Robots? Invest in Them

How Do You Outperform the Robots? Invest in Them

This is the first installment of our two-week special How To Unf*ck Your Future series. Amid massive issues with debt, aging demographics, broken political systems and geopolitics, there are reasons to be concerned, but as Raoul points out in this mind-blowing video, there are also major opportunities for investors. In this piece, Raoul sets up what you can expect from Real Vision over the next two weeks in our new series ‘How to Unf*ck Your Future.’ He lays out the reasons why we’re in trouble, but more importantly, how we can position ourselves for it. He’ll tell you exactly what he’s investing in to set up for a changing world, and specifically, how to unf*ck your future. So settle in, grab a pen and paper and listen up, you don’t want to miss this. Recorded on February 28, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Mars 20231h 1min

A New Month, a New Macro Regime

A New Month, a New Macro Regime

Real Vision’s Andreas Steno Larsen has his eye on what he considers “the three main fundamental variables for the economy” — liquidity, inflation, and growth. Going into March, he’s observing the macro regime shifting once again, and he walks us through each of these variables to point to where it’s headed. Recorded on February 28, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Mars 202323min

What Do You do When Everything Happens All at Once?

What Do You do When Everything Happens All at Once?

U.S. markets continue to chop as investors wonder whether the recent pain in banking was the the beginning of something bigger. On today’s special extended version of the show, Maggie Lake is joined by the co-founder and CEO of Real Vision Raoul Pal, Real Vision senior editor Andreas Steno Larsen, and David Mattin, editor of the “New World Same Humans” newsletter, for a full review of markets and a look at what the future could have in store. Don’t miss this interview with Stability AI founder Emad Mostaque: https://rvtv.io/3Lr1uBR And you can find more of David’s work here: https://newworldsamehumans.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Mars 202335min

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