355 episodes

Understand the complex world of finance, business and the global economy with real in-depth analysis from real experts. 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

Understand the complex world of finance, business and the global economy with real in-depth analysis from real experts. 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.

    A Keynesian Beauty Contest – But With No Beauty: DB- Dec4, 2020

    A Keynesian Beauty Contest – But With No Beauty: DB- Dec4, 2020

    Real Vision senior editor Ash Bennington (“Cash Pennington”) hosts managing editor Ed Harrison to break down today’s dismal data on the state of the U.S. labor market. Ed and Ash put in context the non-farm payroll figures, released today, and contrast this dreadful print with the rally in U.S. equities. After reflecting on what these job numbers means for the yield curve and interest rate margins, Ed and Ash conduct an even-handed analysis of the worsening data on COVID-19 cases, deaths, and hospitalizations. In the intro, editor Jack Farley explores why the investors seem convinced that the adverse jobs data is actually good news for the stock market.
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    • 42 min
    Reopening Fake Out Sectors, Positive Jobs Data Surprises, and Renewed Stimulus Hopes: DB Dec3, 2020

    Reopening Fake Out Sectors, Positive Jobs Data Surprises, and Renewed Stimulus Hopes: DB Dec3, 2020

    Real Vision editor Max Wiethe is joined by both Jack Farley and Ed Harrison in this multi-part edition of The Daily Briefing. In part one, Jack and Max discuss the swirling optimism and pessimism surrounding reopening favorites like airlines and movie theaters and debate whether these industries and others like commercial real estate are in store for a new normal post-COVID. In part two, Ed Harrison returns to update his rough winter thesis in light of today’s positive surprise in jobs data and the renewed hopes for fiscal stimulus as news of good-faith bipartisan discussions and support from President Trump for slimmed down stimulus indicate a potential for more positive surprises. As well, they look forward at the pitfalls that still remain and tomorrow's more important jobs report. In the intro, Real Vision's Haley Draznin digs deeper into today’s jobless claims number to analyze why the weekly jobless claims fell last week after rising for two consecutive weeks and what this means for the labor market's recovery.
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    • 40 min
    Four Fiscal Cliffs Between Now and the Inauguration: DB- Dec2, 2020

    Four Fiscal Cliffs Between Now and the Inauguration: DB- Dec2, 2020

    Real Vision managing editor Ed Harrison joins editor Max Wiethe to discuss the potentially negative jobs data that Ed is watching out for later this week. Harrison also highlights the four fiscal cliffs between now and the inauguration that could potentially cause permanent economic damage and undermine the optimism surrounding the vaccine rotation trade. They also discuss the importance of perceived duration in how certain assets react to these surprises in real economic data. In the intro, Real Vision's Peter Cooper discusses the new ADP numbers, the latest data on the spread of COVID-19 in the U.S., the U.K.'s emergency-use authorization of Pfizer and BioNTech SE's vaccine, and president-elect Biden's nominations for key economic positions in his administration.
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    • 36 min
    Keep Your Wits About You: Inflation Creeping In: DB Dec1, 2020

    Keep Your Wits About You: Inflation Creeping In: DB Dec1, 2020

    Bleakley Advisor Group CIO Peter Boockvar joins senior editor Ash Bennington to discuss a potentially higher inflationary environment for 2021 and why that may put central banks and markets at odds. Boockvar reviews this year’s market trends and dissects the latest ISM manufacturing data, pointing out reports of supply chain disruptions, labor cost pressures, and a general rise in inflation. With markets looking past recent COVID-19 data with promising vaccine announcements, value is growing increasingly attractive here in the U.S., the U.K., Europe, and Asia. However, Boockvar explains his concerns of markets tightening with the onset of growth and whether the Fed will choose to let the yield curve steepen or prevent it. As CPI increases are the kryptonite of central banks, should the inflation narrative take hold, Boockvar expresses how this may shock global bond markets. Real Vision's Haley Draznin explores the deep dichotomy between the real economy and equity markets, as all major U.S. indices were up today despite Treasury Secretary Steve Mnuchin shutting down the Fed's emergency loan programs for main street businesses.
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    • 39 min
    Liquidity Reversal: The Rotation Trade Speed Bump: DB - Nov30, 2020

    Liquidity Reversal: The Rotation Trade Speed Bump: DB - Nov30, 2020

    Real Vision managing editor Ed Harrison is joined by editor Jack Farley to evaluate the value rotation trade and the challenges it will face in the coming months. As November comes to a close – a month that saw record-breaking appreciation in value stocks, cyclicals, and small-caps – Ed and Jack analyzes how rising COVID-19 hospitalizations will impact economic behavior. They then look at liquidity going forward, and how monetary conditions will affect markets over the next few months, incorporating Ed’s interview with Michael Howell and Jack’s upcoming interview with Teddy Vallee. Ed and Jack close by discussing the Government Accountability Office’s report on incorrect jobless claims data, as well as GM’s partial back-pedaling out of its deal with controversial electric vehicle manufacturer Nikola.
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    • 40 min
    Banking Disruptors and Insured Crypto Yield

    Banking Disruptors and Insured Crypto Yield

    Robert Sharratt, managing director at Cresco Fin, joins Raoul Pal, Real Vision CEO, to discuss how crypto is disrupting the traditional banking system and how Cresco Fin is leveraging crypto to provide a higher rate of return on investor savings. Sharratt explains the approach Cresco Fin has taken to provide yield on crypto assets, while also providing insurance, making it comparable to traditional bank accounts. Filmed on November 23, 2020. Key Learnings: We are entering a new era of banking ushered in by blockchain technology. Many new companies are utilizing crypto infrastructure to provide enhanced benefits to their depositors. Providing insured yield on crypto assets may be the next major transition for both crypto and banking companies.
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    • 31 min

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