Finance & Business Videos

Recently the Federal Reserve has taken unprecedented steps to backstop the market, sending investors scrambling to relearn the “rules of the game,” and inciting arguably justifiable outrage from others. Matt Rowe, CIO of Headwaters Volatility, and Jared Dillian, editor of The Daily Dirtnap, debate the utility of this outrage and explore whether the level of shock is justified considering the long history of the “rules changing”. Additionally, they examine the misaligned incentives for investors and governments, try to make sense of the recent rally in equities and the bifurcation of the high-yield market, and look forward at the potential for big surprises like bailouts or the Fed stepping into the equity market. Filmed on May 5, 2020.

Senior editor, Ash Bennington, joins managing editor, Roger Hirst, to discuss the latest developments in macro, markets, and coronavirus. Bennington and Hirst analyze what’s happening in Europe, including the recently proposed EU stimulus package, ballooning European debt, and the underlying structure of the eurozone. They also discuss recent moves in equity prices and the current landscape of currency markets. In the intro, Real Vision’s Nick Correa shares the details of both the EU’s and Japan’s proposed stimulus bills for economic relief.

Why Gold Miners? Why Now?

 |  Wednesday, 27 May 2020 15:59  |  Published in Finance & Business Videos

Roger Hirst is joined by Eric Muschinski, CEO and Founder of Gold Investment Letter, to talk about why now could be an exciting time to invest in gold miners. Whilst much of the world has been in lockdown, financial markets have continued to operate, often with spectacular results. Why Gold Miners? Why Now? And how to play it. Eric Muschinski is the founder and CEO of the Gold Investment Letter and specializes in alternative investment management, gold equities, hedge fund investing, private equity, and gold/silver investing.

Kiril Sokoloff, chairman and founder of 13D Global Strategy and Research, joins Raoul Pal, CEO and co-founder of Real Vision, to discuss the ongoing coronavirus pandemic and its long-term consequences on monetary policy, investing, and geopolitics. Pal and Sokoloff analyze how a protracted quarantine might slow economic activity to such a degree that central banks become more active than they ever have before, either by monetizing debt or by purchasing risk assets outright. The pair also explore how the crisis might affect the 2020 election, the practice of stock buybacks, and specific assets like oil, gold, and the Japanese Yen. Released March 26, 2020.

Dr. Dena Grayson speaks to Pedro Da Costa about the ongoing efforts of medical professionals to save lives and stop the COVID-19 pandemic in its tracks. She evaluates the promising new drug Remdesivir and discusses her work on similar drugs such as Galidesivir and Favipiravir. She shares her thoughts on herd immunity, the possibility of a vaccine, as well as the different efforts of governments worldwide to contain the pandemic. Filmed on April 30, 2020.

In this clip, Hugh Hendry and Raoul Pal discuss the fate of the U.S. dollar as it faces unprecedented headwinds, particularly as Modern Monetary Theory (MMT) is implemented in order to paper over the cracks in the financial system. Raoul and Hugh explore how gold could perform in a debt deflation and whether central bank largesse is sufficient to help risk assets perform. After a thorough investigation into the interplay between volatility and price, they contemplate the prospect of a “gilded depression” – one in which cataclysmic economic disaster is kept solvent by never-ending fiscal stimulus and where asset prices are continually re-inflated by incessant injections of central bank liquidity.

In this clip, Hugh Hendry and Raoul Pal discuss investing in island real estate as the ultimate way to hedge against financial volatility and geopolitical uncertainty. Hugh discusses a 5 million euro mortgage he took on from a French bank, and how recent developments serve as an example of “financial lubrication.” Hugh Hendry is the founder and former CIO of Eclectica Asset Management and he joins Real Vision CEO Raoul Pal to analyze the state of markets at this unprecedented juncture of uncertainty and to reflect on a lifetime of macro investing.

In this clip, Hugh Hendry, founder and former CIO of Eclectica Asset Management, tells Real Vision CEO Raoul Pal about an extremely rare correlation he has been keeping an eye on: the stock-volatility convergence.

This week Real Vision use Refinitiv's best-in-class data to look at how the gap between Main Street and Wall Street is getting wider, with consumers retrenching and small businesses facing bankruptcy, whilst central banks continue to support asset prices. The Chatter looks at how the US equity market continues to outperform its global peers. The Whisper looks at how the response may help silver prices rise much further.

Hugh Hendry, founder and former CIO of Eclectica Asset Management, joins Real Vision CEO Raoul Pal to analyze the state of markets at this unprecedented juncture of uncertainty and to reflect on a lifetime of macro investing. Raoul and Hugh explore how gold could perform in a debt deflation and whether central bank largesse is sufficient to help risk assets weather the storm. After a thorough investigation into the interplay between volatility and price, they contemplate the prospect of a “gilded depression” – one in which cataclysmic economic disaster is kept solvent by never-ending fiscal stimulus and where asset prices are continually re-inflated by incessant injections of central bank liquidity. Filmed on April 29, 2020, over Skype.

Why Silver? Why Now?

 |  Monday, 18 May 2020 20:29  |  Published in Finance & Business Videos

Roger Hirst is joined by experts from the silver industry to talk about why now could be an exciting time for Silver. Often over-looked in favor of gold, silver has historically delivered supercharged returns during times of stress. Why Silver? Why Now? And how to play it.

Quantifying COVID (w/ Balaji Srinivasan)

 |  Monday, 18 May 2020 17:00  |  Published in Finance & Business Videos

Balaji Srinivasan is a highly accomplished investor, entrepreneur, executive, and academic. In this conversation with Real Vision’s Ash Bennington, Srinivasan unpacks his tech-centric view of combating the coronavirus — informed by his background in the medical testing space and his Ph.D. work in microbial genetics at Stanford. Srinivasan also served as the Chief Technical Officer at the digital currency behemoth CoinBase and as a general partner at the storied Silicon Valley venture capital firm Andreessen Horowitz. Srinivasan runs through the numbers he uses on to track the progress of coronavirus and explains why he relies on those numbers while critiquing others. Filmed on April 28, 2020.

Balaji Srinivasan is a highly accomplished investor, entrepreneur, executive, and academic. In this conversation with Real Vision’s Ash Bennington, Srinivasan unpacks his tech-centric view of combating the coronavirus — informed by his background in the medical testing space and his Ph.D. work in microbial genetics at Stanford. Srinivasan also served as the Chief Technical Officer at the digital currency behemoth CoinBase and as a general partner at the storied Silicon Valley venture capital firm Andreessen Horowitz. Srinivasan relates his story of following the coronavirus starting with the lockdown in Wuhan in January. He breaks down how the West coast perspective and decentralization have impacted the response to coronavirus. Filmed on April 28, 2020.

Balaji Srinivasan is a highly accomplished investor, entrepreneur, executive, and academic. In this conversation with Real Vision’s Ash Bennington, Srinivasan unpacks his tech-centric view of combating the coronavirus — informed by his background in the medical testing space and his Ph.D. work in microbial genetics at Stanford. Srinivasan also served as the Chief Technical Officer at the digital currency behemoth CoinBase and as a general partner at the storied Silicon Valley venture capital firm Andreessen Horowitz. Srinivasan breaks down how large tech corporations are stepping into the role of international organizations like the WHO, and talks about the transition between the centralization of the 20th century and the decentralization of the 21st century. Filmed on April 28, 2020.

Combating the Coronavirus (w/ Balaji Srinivasan)

 |  Monday, 18 May 2020 17:00  |  Published in Finance & Business Videos

Balaji Srinivasan is a highly accomplished investor, entrepreneur, executive, and academic. In this conversation with Real Vision’s Ash Bennington, Srinivasan unpacks his tech-centric view of combating the coronavirus — informed by his background in the medical testing space and his Ph.D. work in microbial genetics at Stanford. Srinivasan also served as the Chief Technical Officer at the digital currency behemoth CoinBase and as a general partner at the storied Silicon Valley venture capital firm Andreessen Horowitz. Srinivasan calls the FDA’s 28-day coronavirus testing prevention policy the greatest failure in the history of the FDA and possibly the United States. Filmed on April 28, 2020.

Roger Hirst and Jeoff Hall, Refinitiv’s Managing Economist, talk about how the U.S. economy and job market will recover after being so badly hit in the past few months. Are things going to get worse before they get better or is there light at the end of the tunnel?

A Global Recession: Update from Raoul Pal

 |  Friday, 15 May 2020 16:38  |  Published in Finance & Business Videos

It’s undeniable now – we’re headed toward a global recession. So, what’s next? Join us for an epic 2-week journey as we ask the biggest names – Raoul Pal, Kyle Bass, Hugh Hendry, Kiril Sokoloff, Mike Green, Brent Johnson, and more – to answer the big question about our collective future.

Balaji Srinivasan is a highly accomplished investor, entrepreneur, executive, and academic. In this conversation with Real Vision’s Ash Bennington, Srinivasan unpacks his tech-centric view of combating the coronavirus — informed by his background in the medical testing space and his Ph.D. work in microbial genetics at Stanford. Srinivasan also served as the Chief Technical Officer at the digital currency behemoth CoinBase and as a general partner at the storied Silicon Valley venture capital firm Andreessen Horowitz. Srinivasan also shares his perspective on what changes the US government needs to institute in order to compete with China to control the coronavirus outbreak. Filmed on April 28, 2020.

Long before the market’s most recent correction, underfunded pensions were already a huge concern. Now that prices have fallen along with interest rates, pensions are in an even worse position than before. Leo Kolivakis, publisher of Pension Pulse, returns to update Ed Harrison and Real Vision viewers on the state of the global pension system with a specific focus on how the COVID crisis has affected pension funding gaps. Filmed on April 24, 2020.

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