Will Risk Assets Keep Rallying Into 2024?
🔥 Cyber Monday: Get 𝟱𝟬% 𝗢𝗙𝗙 across ALL our annual membership tiers https://rvtv.io/40Mle8t Harry Melandri, advisor at MI2 Partners, is joined by Vincent Deluard, Director of Global Macro at StoneX, is here to break down the latest developments in risk assets and the global economy. We'll also take a look at Vincent's Macro Roadmap from the Taylor Swift Hangover to the potential QE he sees by 2026. Join over 5,000 attendees for the largest AI event in Asia at SuperAI Singapore, February 28-29, 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage — joining the industry's most influential minds to explore and unveil the next wave of transformative AI technologies. Go to www.realvision.com/superai for 20% off tickets and enter 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
27 Nov 202336min
The End of China as We Know It?
🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Andreas Steno Larsen sits down with George Magnus, a distinguished economist and China Centre research associate at Oxford University. They examine the critical junctures in the Middle Kingdom’s economy, from real estate turbulence to its demographic woes and new global trade strategies. Recorded November 9th. And check out the Exponentialist — a new research service from Raoul Pal and David Mattin detailing how exponential technologies are reshaping our world… and what that means for investors: https://www.realvision.com/thefuture 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
26 Nov 202359min
Is the Real Rates Tsunami Incoming?
🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Harry Melandri from MI2 Partners and Alex Gurevich, founder and CIO of HonTe Investments, discuss the resurgence of higher real rates amid the Fed's quantitative tightening and prolonged higher interest rates. Gurevich shares his 2024 inflation and growth outlook and offers insights on how to craft a balanced portfolio during these uncertain times. Recorded November 6th. Check out Alex’s new publication, 21 Futures, which can be found here: https://bitcoinbook.shop?ref=alexgurevich1 And don't forget to check out the Exponentialist — a new research service from Raoul Pal and David Mattin detailing how exponential technologies are reshaping our world… and what that means for investors: https://www.realvision.com/thefuture 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
25 Nov 20231h 4min
AI's Impact on Macro Trends With Andreas Steno's Larsen and Alex Campbell
🔥 Get 𝟱𝟬% 𝗢𝗙𝗙 across ALL our annual membership tiers this weekend https://rvtv.io/40Mle8t Today we're unlocking a piece from our Plus tier for everyone to enjoy. Andreas Steno Larsen welcomes Alex Campbell, ex-macro hedge fund manager turned founder and CEO of Rose AI, to look at how investors can improve their trading with the help of AI. In addition to the broader macro outlook, Alex shares his unique insider perspective on AI's transformative impact on the financial industry. 🔥 Today is the biggest Black Friday discount we’ve done. We are cutting the cost of memberships in half across all tiers 👉 https://rvtv.io/40Mle8t 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
24 Nov 202346min
The Q4 Business Cycle: Leads and Lags
As a Thanksgiving treat, we’re bringing all members one of our favorite Real Vision Plus pieces of the year. Enjoy. In this episode, Julien Bittel, head of macro research at GMI, explains how the leading and lagging indicators for inflation, employment, liquidity, and more drive shifts in the business cycle and dictate market sentiment. Recorded on October 8, 2023. This is the biggest Black Friday discount we’ve offered. Right now, we’re giving you a 50% discount across all Real Vision membership tiers, and members get to apply their existing membership credits as an additional discount. Learn how to upgrade here: realvision.com/earlyblackfriday 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 Nov 202355min
The State of Macro? Let’s Hear from the Pros With Julian Brigden, Barry Knapp, Steven McClurg, Leo Mizuhara, and Matt Hougan
🔥 Get 𝟱𝟬% 𝗢𝗙𝗙 across ALL our annual membership tiers this weekend https://rvtv.io/40Mle8t Today we’re giving you a peek behind the Real Vision Pro curtain. First, from this month's Insider Talks, Julian Brigden of MI2 Partners and Barry Knapp, managing partner of Ironside Macroeconomics, dissect the current macro landscape and share how it impacts their investment strategy. Next, we’ll hear from Steven McClurg, co-founder of Valkyrie, Leo Mizuhara, CEO of Hashnote, and Matt Hougan, CIO at Bitwise, as they explore the macroeconomic dynamics driving crypto price action. 🔥 This is the biggest Black Friday discount we’ve done. We are cutting the cost of memberships in half across all tiers and allowing non-members access to Real Vision. Doors will open at 8 am ET on Friday, Nov 24 here 👉 https://rvtv.io/40Mle8t 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
22 Nov 202332min
How Long Can the Fed Hold Rates? With Noelle Acheson
🔥 Get 𝟱𝟬% 𝗢𝗙𝗙 across ALL our annual membership tiers this weekend https://rvtv.io/40Mle8t Noelle Acheson, editor of Crypto is Macro Now, joins Maggie Lake to discuss whether crypto and stocks have finally decoupled, if the bitcoin spot ETF hype is overdone, where interest rates will go from here, and more. 🔥 This is the biggest Black Friday discount we’ve done. We are cutting the cost of memberships in half across all tiers and allowing non-members access to Real Vision. Doors will open at 8am ET on Friday, Nov 24 here 👉 https://rvtv.io/40Mle8t Learn more about your ad choices. Visit podcastchoices.com/adchoices
21 Nov 202337min
Inflation Is Down, but Is It Contained? With Mish Schneider
🔥 Get 𝟱𝟬% 𝗢𝗙𝗙 across ALL our annual membership tiers this weekend https://rvtv.io/40Mle8t Mish Schneider, chief strategist at MarketGauge, joins Maggie Lake to discuss what's driving the stock market's continued strength, whether we face the risk of hyperinflation, what will happen to commodities if that's the case, and where opportunities are arising in tech and crypto. This is the biggest Black Friday discount we’ve done. We are cutting the cost of memberships in half by giving you a 50% discount, and members get to apply their existing membership credits as an additional discount. Learn more about how to upgrade here: https://rvtv.io/40Mle8t 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
20 Nov 202336min
