1,582 episodes
Real Vision: Finance & Investing Real Vision Podcast Network
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4.1 • 870 Ratings
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Welcome to the Real Vision Podcast, your go-to source for cutting-edge insights and expert analysis in the world of finance and investing.
Our mission is to arm you with the knowledge, tools, and network you need to succeed on your financial journey.
In each episode, we bring you in-depth interviews with the brightest minds in finance, including top investors, analysts, and industry leaders, to help you navigate the complexities of the global economy and make informed investment decisions.
Join us as we explore market trends, investment strategies, and the forces shaping the financial landscape.
Whether you're a seasoned investor or just starting, Real Vision is here to empower you with the information you need to achieve your financial goals.
Subscribe today and access the best curated knowledge for FREE.
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REKT Vision: Week 1 of Ethereum ETF
🔥 This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC’s private, personalized trading services at realvision.com/krakenOTC2024
Rektguy and Canary Labs co-founders Ovie "OSF" Faruq and Michael "Mando" Anderson, the Mando Minutes newsletter writer, review the biggest narratives this week in the latest REKT Vision. They assess the inflows and outflows of the ether ETFs during the first week of trading as well as the latest crypto price action, including Solana's outperformance.
You can get access to the exclusive “Drinks with OSF and Mando” sessions and all the research and trade ideas in RV Crypto right here: realvision.com/rvc
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About Real Vision™:
We arm you with the knowledge, tools, and network to succeed on your financial journey.
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A Green Light for Fed Easing? ft. Warren Pies & Andreas Steno
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Andreas Steno Larsen, founder and CEO of Steno Research, welcomes Warren Pies, founder and lead strategist at 3Fourteen Research, to examine where we're at in terms of inflation, Fed policy, and broader macro implications. They also dig into the construction cycle, commodities markets, the U.S. Dollar, and risk assets.
This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world’s largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana’s Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can’t miss this year.
🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION’.
Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries.
Timestamps:
(00:00) - Sponsor: Token2049 in Singapore.
(01:03) - Introduction with Andreas Steno and Warren Pies.
(01:37) - Discussion on the US economy and CPI report.
(05:18) - Disinflationary tailwinds and shelter inflation.
(10:11) - Goldman Sachs' prediction on rate cuts.
(15:31) - Credit creation's role in bull markets.
(17:11) - Sector rotation and Trump presidency impact.
(17:50) - Political influence on market and tax policies.
(18:49) - Spending and deficits impact on markets.
(19:52) - Potential impacts of extending tax cuts.
(20:28) - Construction cycle and employment trends.
(21:36) - Multi-family and single-family housing trends.
(22:07) - Housing employment model as economic indicator.
(23:12) - Emerging slack in residential construction labor.
(24:21) - Rate cuts' impact on real estate market.
(25:22) - Controlled return of housing supply.
(26:00) - Homebuilding stocks and inflation prints.
(27:01) - Real estate market affordability and millennial demand.
(27:41) - Divergence between gold and oil.
(28:13) - Commodity super cycle thesis.
(28:47) - Gold's role as a monetary commodity.
(29:51) - Oil market dynamics and OPEC's influence.
(30:56) - OPEC's actions and oil prices.
(31:30) - Saudi Arabia's investment cuts and OPEC strategies.
(32:35) - Long-term sustainability of OPEC's influence.
(33:03) - Potential outcomes of a price war.
(34:03) - Political influence on energy investments.
(40:39) - Gold as a safe haven.
(44:52) - Historical earnings growth in bull markets.
(48:43) - Closing remarks and macro deep dive outlook.
About Real Vision™:
We arm you with the knowledge, the tools, and the network to succeed in your financial journey.
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REKT VISION: What Does the 2024 US Election Mean for Crypto?
🔥 This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC’s private, personalized trading services at realvision.com/krakenOTC2024
🔥 Get access to the exclusive monthly AMA and drinks session with OSF and Mando by signing up to RV Crypto https://rvtv.io/44e8Yj0. REKT Vision is back with rektguy and Canary Labs co-founder Ovie "OSF" Faruq returning alongside his colleague Michael "Mando" Anderson, the creator of the Mando Minutes newsletter, to review the biggest narratives this week. They dig into the latest price action and reports that former U.S. President Donald Trump might designate bitcoin a strategic reserve, a memecoin rally, and more.
Watch this on Real Vision for so so much more - content, trade ideas, notes, AI, research and an epic community. All in one place.
Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.
About Real Vision™:
We arm you with the knowledge, tools, and network to succeed on your financial journey.
Connect with Real Vision™ Online:
Website: https://www.realvision.com
Twitter: https://rvtv.io/twitter
Instagram: https://rvtv.io/instagram
Facebook: https://rvtv.io/facebook
Linkedin: https://rvtv.io/linkedin
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
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Cem Karsan on The Economy's Path Forward (2024)
🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M
Cem Karsan, founder of Kai Volatility Advisors, joins Ash Bennington to share his long-term macro framework. Cem analyzes the potential societal and market implications of current monetary policy, highlighting key dates and data to watch moving forward. Plus, he explains how the options market increasingly influences active market trends.
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 -
REKT Vision: Can the Market Take This Much Bitcoin Selling?
🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'.
🔥 Get access to the exclusive monthly AMA and drinks session with OSF and Mando by signing up to RV Crypto https://rvtv.io/44e8Yj0.
REKT Vision is back with rektguy and Canary Labs co-founder Michael "Mando" Anderson and Popset co-founder Sergio "Sergito" Silva (filling in for OSF again) to review the biggest narratives this week. They dig into the German government's bitcoin sell-off, the breakdown in crypto and the tech sector's correlation, Solana's Firedance upgrade, and more.
This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world's largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana's Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can't miss this year.
🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'.
🔥 Get access to a monthly exclusive drinks session with OSF and Mando by signing up to RV Crypto: https://rvtv.io/44e8Yj0
Watch this on Real Vision for so so much more - content, trade ideas, notes, AI, research and an epic community. All in one place.
Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.
About Real Vision™:
We arm you with the knowledge, tools, and network to succeed on your financial journey.
Connect with Real Vision™ Online:
Website: https://www.realvision.com
Twitter: https://rvtv.io/twitter
Instagram: https://rvtv.io/instagram
Facebook: https://rvtv.io/facebook
Linkedin: https://rvtv.io/linkedin
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
Learn more about your ad choices. Visit podcastchoices.com/adchoices -
China's $6 TRILLION Decline Explained ft. Michael Nicoletos
🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION’.
🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3MMeRfQ.
Michael Nicoletos, founder and CEO of DeFi Advisors, sits down with Andreas Steno Larsen to discuss the state of China's economy, from mounting debt obligations in the property sector to banking concerns and the hidden debt crisis.
This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world’s largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana’s Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can’t miss this year.
Timestamps:
0:00 - Sponsor: Token2049 Event
1:03 - Overview of China's current economic landscape
1:39 - Michael's long-term concerns about China
2:08 - Decline in China's real estate and stock markets
3:21 - Comparison of China's M2 with the US
4:39 - Impact of housing debt on China's economy
5:24 - China's public deficit and its implications
7:08 - US vs. China in attracting global capital
9:05 - Weakening of the Chinese Yuan
10:17 - Strategies China might use to boost its economy
12:42 - Potential for a BRICS currency and China's ambitions
18:18 - Investment strategies for mitigating risks of a weaker dollar
20:01 - Gold as a hedge against currency devaluation
21:41 - Measuring capital flight from China
24:06 - Discrepancies in trade data indicating money outflow
26:07 - Using satellite and pollution data to gauge China's economic activity
27:09 - China's strategy with US treasuries
28:55 - Importance of gold purchases by China
30:34 - Speculations on China's future financial strategies
33:19 - Signs of instability in China's economic management
35:13 - Positive observations about China's copper accumulation and EV exports
37:36 - Europe's reaction to Chinese exports and trade policies
41:58 - European and Asian perspectives on the economic developments
45:29 - The importance of liquidity in the US financial system
47:18 - Long-term outlook on Europe and Russia's relationship
50:28 - Investments worth considering in China
52:26 - Summary of investment risks and opportunities in China
52:57 - Conclusion and final remarks
About Real Vision™:
We arm you with the knowledge, the tools, and the network to succeed in your financial journey.
Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.
🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3MMeRfQ
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Twitter: https://rvtv.io/twitter
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Customer Reviews
Another Great Interview 16FEB2024
Maggie Lake has again provided another great interview, this time with Jim Bianco. Mr. Bianco had the most incredibly insightful comment on the political implications of the top 50% versus the bottom 50% in the current macroeconomic landscape. The smartest statement of why this is a meta-stable situation and ultimately unsustainable trajectory.
Tony Greer
Tony Greer is the 🐐
Liquidity is everything
Very happy when is saw Michael Howell as the guest. I’ve been a disciple of his liquidity framework for over 17 years. Fills me with satisfaction when I see someone else get understands his work because it’s so powerful.