COVID-19 and The Acceleration of Secular Deflation ( w/ Jeff Booth & Raoul Pal )
REAL VISION LIVE REPLAY'S: Last time Jeff Booth, author of “The Price of Tomorrow,” was on Real Vision, he discussed why the central banks’ constant money printing to combat deflation is only a losing...
18 Jan 20211h 13min
The Incoming Commodity Supercycle ( w/ Tian Yang and Simon White )
Recorded on October 28, 2020. In a peer-to-peer conversation, Tian Yang and Simon White of Variant Perception explore how inflationary pressures could serve as rocket fuel for commodities such as gold...
16 Jan 202153min
Looking Forward at Interest Rates, the U.S. Dollar, Volatility, and the B117 Variant: DB-Jan15,2021
Real Vision CEO and co-founder Raoul Pal joins Real Vision managing editor Ed Harrison for a nuanced discussion of how the economic recovery will evolve over the next few months. Raoul and Ed interpre...
15 Jan 202145min
Real Vision's New President on the Dollar, Bonds, Bitcoin, and Tether: DB-Jan14,2021
Managing editor Ed Harrison welcomes Real Vision’s new president, Travis Kimmel, to the Daily Briefing. Travis shares his Real Vision journey from an entrepreneur to a self-taught investor and outline...
15 Jan 202143min
Why Bond Yields Are the True Reflation Toggle: DB - Jan13,2021
Real Vision managing editor Ed Harrison joins Max Wiethe to discuss why he thinks US treasury yields—and not the dollar—is the key to the success or failure of the reflation trade. Together Ed and Max...
13 Jan 202122min
The Perfect Macro Story( w/ Mike Novogratz & Raoul Pal )
Crypto Wednesday: Mike Novogratz, CEO of Galaxy Digital Holdings, joins Real Vision ceo Raoul Pal to discuss investing in the crypto space, the risk curve, and accelerating crypto adoption. Novogratz ...
13 Jan 202156min
How Inflationary Risk Could Corner the Fed: DB- Jan12, 2021
Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision managing editor Ed Harrison to discuss how the full force of inflation that could emerge in 2021 could pose a significant risk to the ...
12 Jan 202136min
Bitcoin's Stumble and the Bond Market's Moment of Truth: DB- Jan11,2021
Real Vision managing editor Ed Harrison is joined by editor Jack Farley to break down the interplay between interest rates and duration and why lower interest rates cause growth stocks to explode high...
11 Jan 202132min
