The Asset Overvaluation Debate and the Future of Risk-Parity( w/ with Alex Gurevich )

The Asset Overvaluation Debate and the Future of Risk-Parity( w/ with Alex Gurevich )

Real Vision Live Replay: Here at Real Vision, we are exploring the question, "Is Everything a Bubble?" To many investors though, that question doesn't even begin to scratch the surface of what needs to be considered in the current environment. In this live interview, Alex Gurevich, founder and CIO of HonTe Advisors, joins Real Vision CEO and co-founder Raoul Pal to discuss his position on what he thinks are the biggest questions facing investors today. Together, Gurevich and Pal will explore the future of risk-parity, the raging overvaluation debate and the role of interest rate momentum in equities, and the dichotomies in outcomes surrounding the dollar, precious metals, and interest rates. In addition, Gurevich will weigh in on the current discussion de jour around short-selling, how investors should think about navigating crisis vs. being positioned for the long-term, and why many are confusing features for bugs in the gold vs. bitcoin debate. Recorded on : 8 Feb 2021 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Avsnitt(2083)

Markets Confront Iran Risk and Fed Policy

Markets Confront Iran Risk and Fed Policy

Steno Research founder and CEO Andreas Steno is back with his co-host Mikkel Rosenvold, to discuss the growing risks around the Strait of Hormuz and what disruptions could mean for oil prices and glob...

16 Mars 31min

Crypto Defies the Doom and Gloom?

Crypto Defies the Doom and Gloom?

Sergio Silva , the CEO of the Meebit Company joins Mando to discuss the outlook on Bitcoin, altcoins, and the broader crypto cycle, and whether investors should expect a new wave of risk appetite acro...

16 Mars 1h

Trading the Market with AI: March 11, 2026

Trading the Market with AI: March 11, 2026

Bijan Maleki hosts Real Vision contributor Kris Bullock for a new show all about how traders can better use AI. Whether through enhanced research, coding apps and dashboards, or creating technical ind...

11 Mars 23min

We're Not Ready For This

We're Not Ready For This

The Exponential Age is here, and it's accelerating — bringing developments humanity is simply not ready for. In a special crossover episode of The Journey Man and the Exponentialist, Raoul Pal sits do...

5 Mars 1h 15min

Trading the Markets with AI: March 4, 2026

Trading the Markets with AI: March 4, 2026

Kris Bullock joins Bijan Maleki to break down how traders can use AI to level up their process. Whether through enhanced research, coding apps and dashboards, or creating technical indicators, Kris co...

4 Mars 31min

Markets React to US-Iran Conflict

Markets React to US-Iran Conflict

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host, Mikkel Rosenvold, partner and head of geopolitics, to break down the latest news with the United States escalating mi...

2 Mars 40min

The AI Pendulum Swings the Market Hard

The AI Pendulum Swings the Market Hard

This week on REKT Vision, Bijan Maleki, filling in for Mando, sits down with Ejaaz, founder and CIO at 26CC, to close out our Trading the Future content campaign. They discuss the biggest narratives a...

2 Mars 45min

Drinks With Real Vision: Andreas Steno & Mikkel Rosenvold

Drinks With Real Vision: Andreas Steno & Mikkel Rosenvold

Join Andreas Steno and Mikkel Rosenvold for this month’s Drinks With Real Vision. With drinks in hand, they’ll break down the latest in stocks, commodities, and geopolitics, share a few personal updat...

2 Mars 1h 1min

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