204 episodes

Real Vision helps you understand the worlds of finance, business and the global economy, We unlock access to the leading financial minds in the world to provide unbiased, in-depth analysis from real experts. The Real Vision podcast features our flagship series The Interview - the premier business and finance interview series in the world; And, the Daily Briefing which provides market analysis every weekday after US markets close and before Asian markets open. Subscribe today to get both of these shows totally free.
Brought to you from Real Vision.

Real Vision: Finance, Business & The Global Economy Real Vision

    • Investing
    • 4.0, 540 Ratings

Real Vision helps you understand the worlds of finance, business and the global economy, We unlock access to the leading financial minds in the world to provide unbiased, in-depth analysis from real experts. The Real Vision podcast features our flagship series The Interview - the premier business and finance interview series in the world; And, the Daily Briefing which provides market analysis every weekday after US markets close and before Asian markets open. Subscribe today to get both of these shows totally free.
Brought to you from Real Vision.

    Daily Briefing - July 8, 2020 - ETF Inflows Could Make Market Vulnerable - Ed Harrison

    Daily Briefing - July 8, 2020 - ETF Inflows Could Make Market Vulnerable - Ed Harrison

    Senior editor Ash Bennington joins managing editor Ed Harrison to discuss the latest developments in markets, macro, and coronavirus. Ash and Ed first dive into recently released interviews with Stephanie Kelton and with George Magnus and share their takeaways from those pieces. They also talk about how flows are buoying equities, the “summer lull” that is occurring in markets, and the developing macro picture that could pull the rug out from underneath unsuspecting investors in the next few months. In the intro, Peter Cooper explains how coronavirus has affected millions of Americans’ living situations and what lies ahead for both renters and homeowners.
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    • 36 min
    Daily Briefing - July 7, 2020 - Macro Backdrop Signals Slowing Global Growth.

    Daily Briefing - July 7, 2020 - Macro Backdrop Signals Slowing Global Growth.

    Managing editor Ed Harrison joins Dan Russo, CMT, chief market strategist at Chaikin Analytics, to discuss the latest developments and trends in markets. With his blend of technical and fundamental analysis, Russo shares where he’s seeing relative strength in equities and explains why understanding the macro picture and the interconnected relationships of various asset classes is important for equity traders. Russo and Harrison also dive into currencies, bonds, and the macro trends, especially as it pertains to inflation. In the intro, Peter Cooper talks about remittance and why it’s a critical piece of puzzle for the global economic recovery.
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    • 30 min
    Daily Briefing - July 6, 2020 - Sentiment Is All That Matters

    Daily Briefing - July 6, 2020 - Sentiment Is All That Matters

    Max Wiethe joins managing editor Ed Harrison to discuss sentiment, the 2020 election, and forward earnings and what sort of impact that will have on markets in the coming months. Max and Ed first break down Peter Atwater’s interview from last week on Real Vision, examining his thoughts on current market sentiment and US politics, which then leads them to consider what a Democratic sweep would mean for fiscal policy and how MMT policy would affect equities. They also talk about the growing consensus around the Fed’s indirect influence on equities, what variables would challenge the narrative of the Fed’s omnipotence, and how the growing number of companies suspending EPS estimates makes the future that much more unclear. In the intro, Peter Cooper shines a light on Warren Buffett's recent purchase of major natural gas pipelines from energy giant Dominion Energy.
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    • 32 min
    The Interview w/ William White & Brent Johnson- July 5, 2020

    The Interview w/ William White & Brent Johnson- July 5, 2020

    At few moments in history have the policies of global central banks been as important as they are today. Former central bank insider and senior fellow at the C.D. Howe Institute, William White, tells Santiago Capital's Brent Johnson just how we’ve gotten to this point. Dr. White puts forward the nuanced view that he is glad policymakers have implemented certain tools to lessen the impact of the crisis while also driving home the point that at best we are kicking the can down the road. The pair also discuss central bankers' recent abdication to fiscal authorities, the political limitations of policy tools supporting foreign markets, and the fate of the global dollar system.
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    • 1 hr 13 min
    The Interview w/ Kyle Bass & Raoul Pal - The State of Global Macro through Coronavirus Chaos

    The Interview w/ Kyle Bass & Raoul Pal - The State of Global Macro through Coronavirus Chaos

    Kyle Bass, founder and CIO of Hayman Capital, joins Real Vision's Raoul Pal to break down the state of global macro. Bass talks about the bifurcation between capital markets and the real economy due to unprecedented monetary policy response. Bass and Pal discuss both temporary and permanent behavioral changes in response to coronavirus shutdowns and the potential for the global economy to stave off an insolvency crisis. Finally, Bass shares his perspective on U.S. – China tensions and provides viewers with a few ideas for investments that can help portfolios navigate today's uncertain markets.
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    • 1 hr 10 min
    Daily Briefing - July 3, 2020 - Special Edition

    Daily Briefing - July 3, 2020 - Special Edition

    In this special, Fourth of July edition of the Daily Briefing, senior editor Ash Bennington and managing editor Ed Harrison sit down to answer questions from our viewers concerning everything from crypto to markets and more. 
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    • 27 min

Customer Reviews

4.0 out of 5
540 Ratings

540 Ratings

Nevelssc ,

Best Recap Out There

I love the format and wide range of subject matter. This has replaced all other financial/business podcasts that i have subscribed to in the past. Great job Gents.

namdnas100 ,

Great Team of Economic Thinkers

I love the podcast and always look forward to the latest release. Great job, folks!!

Jon Turek ,

Good

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