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(2039)

#963 - Is Everyone Too Complacent About Inflation? With Dr. Komal Sri-Kumar

#963 - Is Everyone Too Complacent About Inflation? With Dr. Komal Sri-Kumar

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave Dr. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, joins Maggie Lake to discuss the global inflationary dynamics at play, what interest rate cuts could mean for the economy, and why he sees potential for another crisis in the banking sector. You can find more of Dr. Sri-Kumar's research here: https://substack.com/@srikonomics This episode is sponsored by NGRAVE, maker of ZERO, the world’s only crypto wallet with the highest security certification. of the coldest hardware wallet ZERO and stainless steel backup GRAPHENE. NGRAVE brings you the highest security in a touchscreen experience to safely manage all your crypto offline. Enjoy a 10% Real Vision discount with the code REALVISION right here: realvision.com/ngrave 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

30 Jan 202437min

#962 - Will Tech Earnings Deliver? with Dale Pinkert

#962 - Will Tech Earnings Deliver? with Dale Pinkert

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake, to discuss the market setup ahead of a busy earnings season, what Wednesday's Fed decision means for investors, and where Dale is spotting opportunities for the days and weeks ahead. This episode is sponsored by NGRAVE, maker of ZERO, the world’s only crypto wallet with the highest security certification. of the coldest hardware wallet ZERO and stainless steel backup GRAPHENE. NGRAVE brings you the highest security in a touchscreen experience to safely manage all your crypto offline. Enjoy a 10% Real Vision discount at realvision.com/ngrave. with the code REALVISION Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Jan 202439min

We Need Both Symbolic and Statistical AI

We Need Both Symbolic and Statistical AI

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave David Mattin, founder of New World Same Humans, joins Pradeep Ravikumar, professor at the Carnegie Mellon University School of Computer Science, to explore the state of AI today, the distinction between symbolic and statistical AI, and why we need both. This episode is sponsored by NGRAVE, maker of ZERO, the world’s only crypto wallet with the highest security certification. of the coldest hardware wallet ZERO and stainless steel backup GRAPHENE. NGRAVE brings you the highest security in a touchscreen experience to safely manage all your crypto offline. Enjoy a 10% Real Vision discount at realvision.com/ngrave. with the code REALVISION Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Jan 20241h 7min

How Blockchain and AI Can Lead an AR Revolution

How Blockchain and AI Can Lead an AR Revolution

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave Evan Helda, principal of strategy and GTM for spatial computing at Amazon Web Services and writer at MediumEnergy.io, hosts Nils Pihl, CEO of Auki Labs, to teach us about the transformative role spatial computing will have in our lives. Together they dive into this nascent tech and how it will be revolutionized by blockchain and AI. This episode is sponsored by NGRAVE, maker of ZERO, the world’s only crypto wallet with the highest security certification. of the coldest hardware wallet ZERO and stainless steel backup GRAPHENE. NGRAVE brings you the highest security in a touchscreen experience to safely manage all your crypto offline. Enjoy a 10% Real Vision discount at realvision.com/ngrave. with the code REALVISION Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising Learn more about your ad choices. Visit podcastchoices.com/adchoices

27 Jan 20241h 5min

#961 - What to Make of December PCE? With Jeremy Schwartz

#961 - What to Make of December PCE? With Jeremy Schwartz

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave Jeremy Schwartz, global CIO at WisdomTree Asset Management, joins Ash Bennington to explore what today's PCE data means for the inflationary landscape and discuss the market moves in stocks and bonds. This episode is sponsored by NGRAVE, maker of ZERO, the world’s only crypto wallet with the highest security certification. of the coldest hardware wallet ZERO and stainless steel backup GRAPHENE. NGRAVE brings you the highest security in a touchscreen experience to safely manage all your crypto offline. Enjoy a 10% Real Vision discount at realvision.com/ngrave. with the code REALVISION Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Jan 202438min

#960 - The Hidden Dangers of Disinflation With Daniel Lacalle

#960 - The Hidden Dangers of Disinflation With Daniel Lacalle

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave Daniel Lacalle, chief economist at Tressis, joins Ash Bennington to examine the recent market rally and the sustainability of this morning’s solid economic print. Daniel shares what signs he’s watching for cracks in the facade, and the risks of disinflation for investors as 2024 rolls on. This episode is sponsored by NGRAVE, maker of ZERO, the world’s only crypto wallet with the highest security certification. of the coldest hardware wallet ZERO and stainless steel backup GRAPHENE. NGRAVE brings you the highest security in a touchscreen experience to safely manage all your crypto offline. Enjoy a 10% Real Vision discount at realvision.com/ngrave. with the code REALVISION Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Jan 202444min

#959 - Green Shoots or Rising Risk? with Darius Dale

#959 - Green Shoots or Rising Risk? with Darius Dale

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave Darius Dale, founder of 42 Macro, joins Ash Bennington to discuss the recent market rally, the relentless U.S. economy, and what the current combination of market and macro dynamics means for the inflationary landscape. You can find Darius' insightful research here: https://42macro.com This episode is sponsored by NGRAVE, maker of ZERO, the world’s only crypto wallet with the highest security certification. of the coldest hardware wallet ZERO and stainless steel backup GRAPHENE. NGRAVE brings you the highest security in a touchscreen experience to safely manage all your crypto offline. Enjoy a 10% Real Vision discount at realvision.com/ngrave. with the code REALVISION Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Jan 202442min

#958 -  What to Expect From Earnings Season With Tony Greer

#958 - What to Expect From Earnings Season With Tony Greer

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave Tony Greer, editor of the Morning Navigator newsletter, joins Ash Bennington to explore the recent market moves, the impact of earnings season, the various forces driving oil prices, and how to interpret the bond market signals.The Morning Navigator is a trade publication where Tony applies his inimitable method of following markets and boils them down into high-conviction trade ideas. Real Vision members can save $200 on an annual subscription to The Morning Navigator by heading to https://www.realvision.com/marketplace This episode is sponsored by NGRAVE, maker of ZERO, the world’s only crypto wallet with the highest security certification. of the coldest hardware wallet ZERO and stainless steel backup GRAPHENE. NGRAVE brings you the highest security in a touchscreen experience to safely manage all your crypto offline. Enjoy a 10% Real Vision discount at realvision.com/ngrave. with the code REALVISION Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Jan 202438min

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