Adventures In Finance: A Real Vision Podcast

Sinopse

Taking you way beyond Wall Street, Adventures in Finance offers investing ideas, finance stories, lateral thinking and irreverent insights from some of the most brilliant minds in finance. Whether youre a heavyweight investor or just dabbling your toe in finance embark on a journey down the financial path less travelled with Adventures in Finance.

Episódios

  • The Interview - The Feds New Unwritten Mandate

    The Interview - The Fed's New Unwritten Mandate

    10/05/2020 Duração: 50min

    Professor Mark Blyth and Professor Adam Tooze explore how coronavirus is laying bare the hidden risks embedded within our financial systems and how central banks worldwide are scrambling to paper over those chasms of danger. To them, it seems that the Federal Reserve has rewritten its remit, and they discuss how rather than try and keep prices stable or keep unemployment low, the sole focus of the Fed right now seems to be supporting asset prices at any cost, even if that means bailing out leveraged entities who took on too much risk. They also discuss Europe and how this crisis is heightening the contradictions within the Eurozone and pushing the European banking system to the brink.

  • The Interview - An International Perspective on COVID-19

    The Interview - An International Perspective on COVID-19

    09/05/2020 Duração: 52min

    With every day of lockdown and every dollar of stimulus, policy and markets are becoming more and more intertwined. That is why Pedro da Costa has been conducting a series of interviews with central bankers, policymakers, and the economists who inform their views. Pedro continues this series with Dr. Adam Posen, president of the Peterson Institute for International Economics. Together they examine the efficacy of the current fiscal and monetary policy response and how this crisis is affecting globalization, emerging markets, and the state of the European Union. 

  • Daily Briefing - May 8, 2020

    Daily Briefing - May 8, 2020

    08/05/2020 Duração: 34min

    Ash Bennington hosts Real Vision Co-Founder and CEO Raoul Pal as they look forward to the biggest voyage Real Vision has ever gone on: Global Recession: What's Next? Over the course of this two-week content campaign, some of the brightest minds in finance will be sharing their views with you. Raoul and Ash also discuss the broad impact and context of the coronavirus crisis and look ahead to what we will learn in the coming weeks from economic data. In the intro, Jack Farley analyzes the unprecedented labor statistics and shares the story of one U.S. worker who lost his life on the job.

  • The Interview ( Bonus Episode ) - Another Great Mortgage Meltdown

    The Interview ( Bonus Episode ) - Another Great 'Mortgage Meltdown'

    08/05/2020 Duração: 53min

    Columnist for HousingWire, Logan Mohtashami of AMC Lending Group sits down with Real Vision's Ash Bennington to discuss the "complete meltdown" he sees in the residential mortgage space during the coronavirus crisis. Mohtashami and Bennington discuss housing prices, the dynamics in the mortgage market in a time of crisis, and the overall lending environment. The pair also touch on the economics of US demography, commercial real estate, and the quantum shifts in retail property in commercial real estate.

  • Daily Briefing - May 7, 2020

    Daily Briefing - May 7, 2020

    08/05/2020 Duração: 32min

    Real Vision’s Managing Editor Ed Harrison is joined by Roger Hirst to discuss the latest developments in markets, macro, and the coronavirus crisis. Harrison and Hirst examine the effects of central bank liquidity on asset markets. Real Vision’s Peter Cooper gives an overview of the Eurozone’s economic future, the challenges Italy faces next as they descend from the peak of the outbreak, and Norway’s central bank cutting rates to zero.

  • Daily Briefing - May 6, 2020

    Daily Briefing - May 6, 2020

    06/05/2020 Duração: 37min

    Ash Bennington hosts Real Vision’s Roger Hirst. Today, Bennington and Hirst explore the relationship between fundamental and technical analysis in the context of the Coronavirus crisis. The pair also discuss the role of the European Central Bank in light of the recent landmark decision by the German constitutional court.

  • Daily Briefing - May 5, 2020

    Daily Briefing - May 5, 2020

    05/05/2020 Duração: 30min

    Real Vision’s Ash Bennington and Tony Greer, editor of Morning Navigator, discuss recent market action. Bennington and Greer discuss price action in the S&P 500, whipsawing oil markets, and the reopening of the US economy. Real Vision's Peter Cooper discusses shifts in consumer spending over the last few weeks, J. Crew filing for Chapter 11 bankruptcy protection, and Hertz being granted emergency forbearance to avoid bankruptcy.

  • Daily Briefing - May 4, 2020

    Daily Briefing - May 4, 2020

    04/05/2020 Duração: 30min

    Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss recent developments in markets, macro, and the coronavirus crisis. Today, Bennington and Harrison discuss Warren Buffett and his statements at the Berkshire Hathaway Annual Shareholders Meeting, the state of the airline industry, and the risks and limitations of reopening the global economy.

  • The Interview - The Charts of Truth

    The Interview - The Charts of Truth

    03/05/2020 Duração: 41min

    Peter Brandt, Founder of Factor LLC, speaks to Real Vision CEO, Raoul Pal, about the dramatic price action he’s witnessing in equities, commodities, currencies, gold, and bitcoin. A veteran technical analyst, Brandt tells Pal about the charts on his radar and how they are informing his investing perspective. Raoul discusses how he interprets these chart patterns through the lens of dominant market narratives and shares how they are informing his macro framework.

  • The Interview - The Fed Opening the Flood Gates

    The Interview - The Fed Opening the Flood Gates

    02/05/2020 Duração: 29min

    Dr. Thomas Hoenig, distinguished senior fellow at George Mason University's Mercatus Center, joins Pedro da Costa, columnist at MarketWatch and Forbes, to discuss Dr. Hoenig's experience as former chief executive of the Kansas City Fed and former vice chairman of the Federal Deposit Insurance Corporation (FDIC). Drawing upon his experience as a voting member of the Federal Open Market Committee, the Fed's principal organ for making large asset purchases, Dr. Hoenig discusses the current extreme measures that the Fed is taking in order to support asset prices during this unparalleled exogenous shock that the quarantine has inflicted on markets. They explore how large the Fed’s balance sheet could get and what a sustained zero-interest policy will mean for investors, workers, and employers.

  • Daily Briefing - May 1, 2020

    Daily Briefing - May 1, 2020

    02/05/2020 Duração: 34min

    Ash Bennington joins Real Vision CEO Raoul Pal for an exploration of how to find the macro signal amid the noise of economic indicators, alternative data, and confounding price action. Raoul describes an alarming pattern he's been noticing in data on foot traffic, and gives his view on whether fiscal and monetary policy will be able to "paper over the cracks." Raoul and Ash then analyze the recent mortgage payment figures, and have a little bit of fun with Elon Musk's recent antics. Please take a moment to fill out the survey below. Your input will help us provide you with the best and most relevant content. Survey

  • Daily Briefing - April 30, 2020

    Daily Briefing - April 30, 2020

    30/04/2020 Duração: 29min

    Real Vision's Managing Editor Ed Harrison sits down with Roger Hirst to discuss what's going on in markets today. Harrison and Hirst touch on the economic numbers coming out of the U.S. and Europe, the possibility of China exporting deflation, and how the market will move forward in light of this information. Please take a moment to fill out the survey below. Your input will help us provide you with the best and most relevant content. Survey

  • Daily Briefing - April 29, 2020

    Daily Briefing - April 29, 2020

    29/04/2020 Duração: 33min

    Real Vision's Ash Bennington sits down with Roger Hirst to discuss the latest economic data: dismal GDP numbers, consumer spending, as well as other stats in the real economy. Bennington and Hirst analyze the recent technical levels on the S&P, and explore how the new COVID-19 treatments being tested could impact the timing and pace of re-opening the economy. Please take a moment to fill out the survey below. Your input will help us provide you with the best and most relevant content. Survey

  • Adventures in Finance - Daily Briefing - April 28, 2020

    Adventures in Finance - Daily Briefing - April 28, 2020

    28/04/2020 Duração: 35min

    Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss recent developments in markets, macro, and the coronavirus crisis. Today, Bennington and Harrison discuss the U.S. recession outlook, economic sentiment, and whipsawing prices in global oil markets. Please take a moment to fill out the survey below. Your input will help us provide you with the best and most relevant content. Survey

  • Adventures in Finance - Daily Briefing - April 27, 2020

    Adventures in Finance - Daily Briefing - April 27, 2020

    27/04/2020 Duração: 29min

    Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison for analysis of the day’s events. Bennington and Harrison discuss the shape & speed of the coming recovery as well as the different economic trajectories of the U.S. and Europe. With markets and headlines moving faster than ever, we are now bringing all Real Vision members a new ultra-timely show to help you keep up with the dynamic news cycle. Please take a moment to fill out the survey below. Your input will help us provide you with the best and most relevant content. Survey  

  • Adventures in Finance - Daily Briefing - April 24, 2020

    Adventures in Finance - Daily Briefing - April 24, 2020

    24/04/2020 Duração: 37min

    Ash Bennington hosts Tony Greer, Editor of the Morning Navigator, to get a trader's-eye view of what’s happening in markets. Greer unpacks the underlying supply & demand dynamics of what drives markets higher during dismal news cycles in this must-see wrap-up of the week’s market action. With markets and headlines moving faster than ever, we are now bringing all Real Vision members a new ultra-timely show to help you keep up with the dynamic news cycle.

  • Adventures in Finance - Daily Briefing - April 23, 2020

    Adventures in Finance - Daily Briefing - April 23, 2020

    23/04/2020 Duração: 28min

    In this episode of the Real Vision Daily Briefing, Managing Editor Ed Harrison hosts Roger Hirst for a discussion about emerging market credit risk, helicopter money, and the unwinding of the commodity daisy chain. With markets and headlines moving faster than ever, we are now bringing all Real Vision members a new ultra-timely show to help you keep up with the dynamic news cycle.

  • Adventures in Finance - Daily Briefing - April 22, 2020

    Adventures in Finance - Daily Briefing - April 22, 2020

    22/04/2020 Duração: 33min

    Ash Bennington hosts Roger Hirst for a discussion about governments’ response to coronavirus and its implications for fiscal and monetary policy. The pair also cover the broader outlook for the global economy and the risk of structural changes caused by the pandemic. With markets and headlines moving faster than ever, we are now bringing all Real Vision members a new ultra-timely show to help you keep up with the dynamic news cycle.

  • Adventures in Finance - Daily Briefing - April 21, 2020

    Adventures in Finance - Daily Briefing - April 21, 2020

    21/04/2020 Duração: 34min

    Ash Bennington hosts Ed Harrison, Real Vision’s managing editor, to break down the day’s events. In today’s episode, Bennington and Harrison continue their discussion on oil markets — and tie the broader macroeconomic fundamentals into technical market dynamics. The pair also discuss MMT, the structure of the USO ETF, and emerging market debt forbearance. With markets and headlines moving faster than ever, we are now bringing all Real Vision members a new ultra-timely show to help you keep up with the dynamic news cycle. 

  • Adventures in Finance - Daily Briefing - April 20, 2020

    Adventures in Finance - Daily Briefing - April 20, 2020

    21/04/2020 Duração: 36min

    Ash Bennington hosts Ed Harrison, Real Vision’s Managing Editor, to break down the day’s events. Today, the pair take a deep dive into the chaos of the profoundly fractured oil markets. Bennington and Harrison also discuss the long-term prognosis for the eurozone in a post-coronavirus world. In the intro, Jack Farley discusses the teetering CLO market and analyzes a short play that has paid off big time. With markets and headlines moving faster than ever, we are now bringing all Real Vision members a new ultra-timely show to help you keep up with the dynamic news cycle. 

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