Are Unfunded Pensions Secretly Driving Markets? (With Brian Reynolds and Tyler Neville)
Brian Reynolds, former chief market strategist at Rosenblatt Securities, tells why unfunded pension liabilities are the real engine for the U.S. credit boom, and how this financial engineering has produced one of the greatest bull markets ever. A legal mandate requires these funds to earn 7.5% returns, and when they fail to do so, taxpayers foot the bill. As a larger percentage of these pensions are moved onto corporate balance sheets, the tightrope these pension funds walk gets more and more precarious. Learn more about your ad choices. Visit podcastchoices.com/adchoices
6 Sep 201941min
Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal)
Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal) Learn more about your ad choices. Visit podcastchoices.com/adchoices
30 Aug 20191h 5min
Russell Clark - Devaluing the Chinese Renminbi
Russell Clark of Horseman Capital warns that a Chinese currency shock could be the spark that burns down the entire global economy. In an hour-long conversation with Real Vision editor Roger Hirst, which was released as a video on Real Vision in July, Clark forecasts that Chinese policymakers will eventually respond to the trade war by changing the rules of the currency game. He then walks through the massive consequences that he believes this action could have. Intro provided by Alex Rosenberg. Learn more about your ad choices. Visit podcastchoices.com/adchoices
23 Aug 201937min
Real Vision Classics #5 - Josh Wolfe interviewed by Michael Green
What will the future look like, and what will that future mean for businesses and investors? Michael Green of Thiel Macro sits down with Josh Wolfe of Lux Capital for an incredibly though-provoking conversation about technology, manufacturing, the economy, and investment opportunities. Alex Rosenberg introduces the audio version of this long piece, which was filmed in June 2018. Learn more about your ad choices. Visit podcastchoices.com/adchoices
18 Jan 20191h 21min
Real Vision Classics #4 - Raoul Pal interviewed by Dee Smith
Social media power, the proliferation of artificial intelligence, and the destruction of the rules-based global order. How are these massive trends connected? Raoul Pal, CEO of Real Vision and the mind behind the Global Macro Investor, sits down with Dee Smith of Strategic Insight Group for a wide-ranging and deep-diving conversation about these topics and more. Alex Rosenberg introduces the audio version of this long piece, which was filmed in August. Learn more about your ad choices. Visit podcastchoices.com/adchoices
11 Jan 20191h 14min
Real Vision Classics #3 - Stanley F. Druckenmiller Interviewed by Kiril Sokoloff
One of the most widely watched videos on Real Vision this year was investment visionary Kiril Sokoloff’s interview of hedge fund legend Stanley F. Druckenmiller. Now we are releasing the audio version of this incredible interview to podcast listeners. Alex Rosenberg and Brian Price introduce the piece, which was filmed in September. Learn more about your ad choices. Visit podcastchoices.com/adchoices
4 Jan 20191h 30min
Real Vision Classics #2 - Joe Duran Speaks to Brian Price
One of the most beloved videos released this year on Real Vision was our interview with Joe Duran, the founder and CEO of United Capital. Now we are allowing podcast listeners a chance to hear the full audio version of the piece. The man who conducted the October interview, Brian Price, introduces it alongside fellow Real Vision editor Jake Merl. Learn more about your ad choices. Visit podcastchoices.com/adchoices
28 Dec 201852min
Real Vision Classics #1 - Mark Cuban in Conversation with Kyle Bass
As a holiday treat, we are bringing you Mark Cuban’s full conversation with Kyle Bass. The video version of this interview was released on Real Vision in November 2017. Learn more about your ad choices. Visit podcastchoices.com/adchoices
21 Dec 201859min
