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 ad choices. Visit podcastchoices.com/adchoices
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 react to earnings announcements. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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 May 21, 2018. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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, Alex takes issue with Charlie Munger’s shocking bitcoin comparison. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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 favorite prior guests join us once again to answer that question. You’ll hear from Marc Cohodes, Pippa Malmgren, Chris Cole, Ben Hunt, Jawad Mian, Simon Mikhailovich, Dee Smith and Jeff Snider – and if you don’t walk away from this series of short interviews with something new to think about it, go back and listen again! Plus, in the long/short segment, Grant and Alex trade selfies, people who hate their jobs, and you. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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. In this week’s Long Short, Raoul and Grant discuss all things swine. Log on to www.realvision.com/adventuresinfinance to find out how you can be part Real Vision’s exciting financial media revolution. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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 mean for equities? Julian Bridgen of Macro Intelligence 2 Partners joins to discuss all that and more. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade ancient appliances, Billy Bragg and middle seats. Learn more about your ad choices. Visit podcastchoices.com/adchoices
27 Apr 201858min
Adventures in Finance 63 - Reality Check? The Case for Stocks
After a treacherous few months for equities, investor sentiment appears to have turned relatively ursine. But is the reality that stocks will continue to rise in the short-term at least? Neil Azous of Rareview Macro makes just that case. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade hip-hop, the London skyline, overspending millennials and non-conventional art supplies. Learn more about your ad choices. Visit podcastchoices.com/adchoices
20 Apr 201854min
