Raoul's Framework for 2021 and Beyond: DB- Jan8, 2021
Real Vision CEO Raoul Pal returns to the Daily Briefing to share with Ash Bennington his updated thesis for the new year. Raoul argues that the prevailing narrative around reflation is a “one-sided be...
8 Jan 202138min
Vulnerabilities of the Reflation Consensus: DB- Jan7, 2021
Real Vision managing editors Ed Harrison and Roger Hirst examine the consensus around reflation which has gripped financial markets – a narrative that Roger views as the most unanimous one he’s seen i...
7 Jan 202136min
The Debt-Liquidity Spiral ( w/ Michael Howell & Ed Harrison )
Michael Howell, managing director at CrossBorder Capital, believes that liquidity is the ultimate force driving global markets. In this interview with Ed Harrison, Howell argues that liquidity, debt, ...
7 Jan 202148min
Chaos Rules in D.C.: Lyn Alden on the Fourth Turning and Her Latest Trades: DB- Jan6, 2020
In this unique edition of the Real Vision Daily Briefing, managing editor Ed Harrison and senior editor Ash Bennington give a breaking news update on the unprecedented events unfolding in Washington, ...
7 Jan 202159min
Tony Greer on Oil's Surge, Liquidity Bonanzas, and "Inflation Hedge Paradise": DB- Jan5,2021
Real Vision senior editor Ash Bennington welcomes back Tony Greer of TG Macro to share his thoughts on the first rally of the new year. Tony arrives in high spirits as the eye-popping gains of crude o...
5 Jan 202136min
Accounting Schemes at Chinese Tech Giants (w/ Stephen Clapham and Kyle Bass)
Hayman Capital's founder and CIO Kyle Bass welcomes forensic accountant and Behind the Balance Sheet's founder Stephen Clapham to break down the accounting irregularities peppered throughout the regul...
5 Jan 202147min
2021 Kickoff: Looking Through the Headlines with Mike Green: DB - Jan4, 2020
Mike Green kicks off the Real Vision Daily Briefing in 2021 with Real Vision’s Max Wiethe. Although markets sold off and volatility rose sharply, Mike was not particularly surprised by today’s price a...
4 Jan 202138min
The Future of Crypto and the Next Generation of Blockchain ( w/ Olaf Carlson-Wee )
Recorded on October 8, 2020. Olaf Carlson-Wee, founder & CEO of Polychain Capital, joins Ash Bennington, Real Vision senior editor, to discuss Web3, decentralized finance, and the future of blockchain...
4 Jan 20211h 4min
