The Tiger Cub Investing in Technologies Driving the Future of Agriculture
The Interview: Dwight Anderson of Ospraie Ag Science is well known as one of Julian Robertson’s famous "Tiger Cubs" and, for the last 20 years, has been one of the leading investors in agriculture and farming. After realizing the headwinds on the horizon for farmers and traditional agriculture investments, his focus has shifted to the cutting edge of agriculture technologies that will help farmers combat these headwinds by farming smarter, more efficiently, and more sustainably. In addition to highlighting the most important trends and technologies in agtech, Anderson will discuss the case for agtech as an ESG investment for carbon reduction, illustrate the ways agtech can help fight nutritional disparities in the U.S., and break down the difference in opportunity sets between public and private markets. Recorded on April 16, 2021 Learn more about your ad choices. Visit podcastchoices.com/adchoices
20 Juni 202159min
Raoul Pal: The Dollar is the King
DB-Jun18,2021: Real Vision senior editor Ash Bennington welcomes Raoul Pal, CEO and co-founder of Real Vision, to explore recent price action of the key macro variable--the dollar--and its impact on markets. In light of the DXY breaking to the upside in the past couple days, Pal provides an update on his macro outlook and where the inflation narrative fits into his perspective. Learn more about your ad choices. Visit podcastchoices.com/adchoices
19 Juni 202154min
Commodities Plunge as NASDAQ Holds Firm
DB-Jun17,2021: Senior editor Ash Bennington and editor Jack Farley welcome Real Vision’s new interim managing editor Samuel Burke to the Daily Briefing. The trio cover the big declines in commodities such as gold, oil, and soybeans alongside a rally in the 30-year U.S. Treasury bond and technology stocks. In the crypto world, Burke inspects the World Bank’s rejection of El Salvador’s request to use Bitcoin as legal tender, and Bennington updates viewers on the utter collapse of a stablecoin known as Titan. Farley and Burke also take a look at OnlyFans’ exploration to sell shares as well as the Bank of America’s fund managers survey, which shows that the majority of portfolio managers agree with the Federal Reserve that inflation will be transitory. Learn more about your ad choices. Visit podcastchoices.com/adchoices
18 Juni 202157min
All Eyes On The Fed: Will The Market Hear Some Taper Talk?
DB-Jun16,2021: Real Vision senior editor Ash Bennington hosts Real Vision’s Ed Harrison and Jack Farley to break down an action-packed day as Fed Chair Jerome Powell responds to mounting inflationary pressure with the Federal Open Market Committee (FOMC) concluding their two-day policy meeting. The group covers how the market participants are reacting in real time, not only to the Fed’s direct actions but also their forward projections of interest rates (known as “the dot plot”) as well as their estimates for future economic growth and inflation. Learn more about your ad choices. Visit podcastchoices.com/adchoices
17 Juni 20211h 7min
Welcome to the Metaverse: The First Digital Real Estate NFT Fund
Real Vision Crypto: As people are spending increasingly more time in virtual worlds (also known as the metaverse), Janine Yorio, managing director of Republic Realm, joins Real Vision's Haley Draznin to discuss an entirely new asset class that has evolved: digital real estate investment. The fund focuses on the acquisition, management, development, and sale of virtual land, known as parcels, across metaverses including Decentraland, The Sandbox, Axie Infinity, CryptoVoxels, among others. Recorded on April 21, 2021. Key Learnings: Digital real estate has the potential to deliver long-term outsized returns due to the rise of cryptocurrencies and the rapidly growing digital currency asset class. It is evolving into a viable store of wealth like real-world real estate, real-world art, and even website domain names due to its scarcity value, ability to monetize from high "foot traffic" and transferability. Learn more about your ad choices. Visit podcastchoices.com/adchoices
16 Juni 202135min
Tony Greer: What Should Investors Watch Out For At The Fed Meeting?
DB-Jun15,2021: Real Vision senior editor Ash Bennington welcomes back Tony Greer of TG Macro to anticipate the Fed’s forecasts and policy moves and explore where Greer thinks markets are headed next. Greer provides a strategic update on commodities, equities, and the macro picture as well as his thoughts on inflation’s trajectory. Learn more about your ad choices. Visit podcastchoices.com/adchoices
16 Juni 202146min
Looking Under the Hood of China's Economic Data ( w/ Leland Miller )
Real Vision Live Replay: Leland Miller, CEO of China Beige Book, joins Ed Harrison on Real Vision Live to share his perspective on the true health and trajectory of the Chinese economy. By mainstream measures, China has made a swift recovery from the shock of COVID—but not everyone is willing to trust this data. Leland Miller has made it his business to dig deeper than the official Chinese data to get a true gauge of what is happening in the world's second-largest economy. Miller and Harrison will break down the discrepancies between China Beige Book's data and the official data, discussing how investors should react to these differences. Recorded on Mar 3 , 2021 Learn more about your ad choices. Visit podcastchoices.com/adchoices
15 Juni 20211h 3min
Making Sense of the FED's Inflation Data
DB-June14,2021:Real Vision senior editor Ash Bennington welcomes Ed Harrison, managing editor at Real Vision, to the Daily Briefing to discuss the market’s reaction to last week’s CPI print as well as Bitcoin’s rebound. The pair will analyze the fall in bond yields and stock market growth as investors anticipate the FOMC meeting scheduled for Tuesday and continued dovish FED policies. Additionally, they will examine Bitcoin’s recent reversal as Paul Tudor Jones and Elon Musk publicly state their support. Learn more about your ad choices. Visit podcastchoices.com/adchoices
15 Juni 202142min
