How Green Energy Will Forever Transform the Commodities Sector
The Interview: Marin Katusa, chairman of Katusa Research, returns to Real Vision to share a new thesis on how the rise of ESG (environmental, social, and governance) will forever transform the way commodities are produced. Katusa argues that companies that comply with ESG standards will be able to secure a lower cost of capital and, in so doing, will be at an extreme advantage to those who do not. Katusa provides his updated views on gold, silver, copper, uranium, and rare earths, and he argues that green energy will be a catalyst for America to re-emerge as the global hegemon of the world order. Katusa is the author of the recently released book, "The Rise of America: Remaking the World Order." Recorded on May 20, 2021. Key learnings: Katusa argues that companies and investors who can ride the ESG wave will be handsomely rewarded, but that those who ignore this inexorable change do so at their own peril. He is very constructive on carbon credits, particularly "blue" carbon credits, and thinks that copper and silver might have run a bit too hot. Learn more about your ad choices. Visit podcastchoices.com/adchoices
26 Juni 20211h 6min
Raoul Pal: Preparing for the Exponential Age Amid Inflationary Pressure
DB-Jun25,2021: Real Vision senior editor Ash Bennington welcomes Raoul Pal to the Daily Briefing to discuss his thoughts on inflation, the strength of the dollar, and winners in an exponential age. The pair will cover potential explanations for flattened personal spending as continued supply constraints push prices higher. Additionally, they will dive into the companies positioned to succeed in an era that emphasizes network effects. Learn more about your ad choices. Visit podcastchoices.com/adchoices
26 Juni 202130min
A U.S. Infrastructure Deal Is Reached and Bank Stress Tests Loom
Db-Jun24,2021 : Real Vision’s Samuel Burke, Jack Farley Ash Bennington discuss U.S President Joe Biden’s announcement that a deal on infrastructure has been reached, and the potential significance that the bond market barely budged on the news. They also analyze how the re-emergence of share buybacks will affect an equity market that continues to make all-time highs. The three also explore whether recent economic data, such as durable goods orders and jobless claims, indicate a rising potential of deflation. Special Festival of Learning offer - 10% off with the code DAILYBRIEFING. http://www.realvision.com/festival Learn more about your ad choices. Visit podcastchoices.com/adchoices
25 Juni 202136min
NASDAQ Grinds Higher as Bitcoin Bounces Back
DB-Jun23,2021: Real Vision’s Jack Farley welcomes Samuel Burke, Real Vision managing editor, and Weston Nakamura to the Daily Briefing to discuss the S&P 500 trending higher, effects of global vaccination campaigns, and the rise in oil prices. The trio will analyze the bullish sentiment present in the market as vaccination rates continue to improve. Nakamura and Burke also look at the oil market as summer driving demand escalates. Special Festival of Learning offer - 10% off with the code DAILYBRIEFING. http://www.realvision.com/festival Learn more about your ad choices. Visit podcastchoices.com/adchoices
24 Juni 202135min
Zcash: History, Privacy, and the Future of Web 3
Crypto Wednesday: Aztec co-founder Thomas Walton-Pocock hosts Zooko Wilcox, CEO of Electric Coin Company, to discuss Zcash, privacy, technical barriers, and innovation. Zcash, a decentralized, open-source cryptocurrency, is most identified by individuals for its built-in encryption which allows for private data in a public blockchain. Zcash's most important feature, according to Wilcox, is its dev fund—it's self-funding, which allows developers to continuously improve the protocol in order to prevent the currency from being undermined, weakened, vulnerable to capture, or steered in a direction for an individual's benefit. Some investors treat privacy, whether offered by Zcash or any other protocol, merely as an additional feature; however, Wilcox explains that because privacy is a fundamental aspect of its design, the Zcash protocol is stronger than other protocols that add privacy as a feature on top. Recorded on April 20, 2021. Key Learnings: According to Wilcox, privacy is a human right—consumers need it and are losing it to the internet. Wilcox saw Bitcoin as having a head start, and Zcash would be a niche alternative for those who were especially sensitive or motivated, or most importantly, for commerce. With its funding, continuous evolution, and use of zero knowledge, Wilcox believes that Zcash and its scalability could become the gold standard for usage. Learn more about your ad choices. Visit podcastchoices.com/adchoices
23 Juni 20211h 6min
Bitcoin Crashes as Stocks Flirt with All-Time Highs
DB-Jun,22,2021: Real Vision senior editor Ash Bennington welcomes Tommy Thornton of Hedge Fund Telemetry and to the Daily Briefing to discuss Bitcoin’s crash, FED Chair Powell’s testimony, and market sentiment as stocks rebound. The pair will cover potential explanations for Bitcoin’s reversal as well as implications for companies in the space such as Coinbase. Additionally, they will dive into both commodity and stock market reactions to FED Chair Powell’s testimony on the state of the economy. Special Festival of Learning offer - 10% off with the code DAILYBRIEFING. www.realvision.com/festival Learn more about your ad choices. Visit podcastchoices.com/adchoices
23 Juni 202147min
Is Crude Oil the Best Inflation Hedge? And Other Oil Questions
The Interview: Michael Kao, CEO of Akanthos Capital Management, returns to Real Vision to give his outlook on oil and energy markets. Kao highlights energy's outperformance in inflationary environments, positive roll dynamics making carrying long oil futures more attractive, and the shift in policy for OPEC+. Kao also highlights two potential feedback loops he sees for oil--one sending prices higher and the other creating issues for oil and other risk assets. Finally, Kao takes a long-term view analyzing when and how EV penetration will actually affect oil demand and the question of whether shale production will spoil the next big oil price spike. Recorded on April 20, 2021. Learn more about your ad choices. Visit podcastchoices.com/adchoices
22 Juni 202140min
The Fallout from the FED's Dot Plot
DB-JUN 21,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and managing editor Samuel Burke to the Daily Briefing to discuss Bitcoin’s recent decline, FED policy implications, and American Airlines. The trio will analyze China’s crackdown on Bitcoin mining as well as increased regulation of cryptocurrency services for China’s largest banks. Additionally, they will cover American Airline’s logistical problems as travel demand returns and explain the differing inflation outlooks highlighted in the FED’s dot plot ahead of Chair Powell’s meeting with Congress on Tuesday. Learn more about your ad choices. Visit podcastchoices.com/adchoices
22 Juni 202155min
