Real Vision Presents...-logo

Real Vision Presents...

Business & Economics Podcasts >

This is where finance matters. Featuring “The Knock-On Effect,” the show that starts with the financial or economic event you’ve heard about and takes you to a weird place. The financial world is more complex and more fun than you might think, and in this weekly show, Justine Underhill, Alex Rosenberg and Roger Hirst prove it.

This is where finance matters. Featuring “The Knock-On Effect,” the show that starts with the financial or economic event you’ve heard about and takes you to a weird place. The financial world is more complex and more fun than you might think, and in this weekly show, Justine Underhill, Alex Rosenberg and Roger Hirst prove it.
More Information

Location:

United States

Description:

This is where finance matters. Featuring “The Knock-On Effect,” the show that starts with the financial or economic event you’ve heard about and takes you to a weird place. The financial world is more complex and more fun than you might think, and in this weekly show, Justine Underhill, Alex Rosenberg and Roger Hirst prove it.

Language:

English


Episodes

The Gold vs. Bitcoin Debate with Barry Silbert and Roy Sebag

10/11/2019
More
Earlier this summer, we released two interviews debating Grayscale Bitcoin Trust’s “Drop Gold,” campaign. Grayscale is a subsidiary of Digital Currency Group founded by Barry Silbert. He provides the argument for Bitcoin and explains the thinking behind the “Drop Gold,” campaign to Real Vision CEO, Raoul Pal. TIn our second interview, Roy Sebag, CEO and founder of Goldmoney, provides his rebuttal to Stephan Spears of McEwen Mining. Both interviews were originally published by Real Vision in...

Duration:00:42:01

Understanding Dollar Repo Madness with Danielle DiMartino Booth and George Goncalves

10/4/2019
More
Danielle DiMartino Booth, chief strategist at Quill Intelligence, interviews George Goncalves of The Bond Strategist in his first appearance on Real Vision. As former insiders of the Dallas Fed and US Treasury primary dealers, Danielle and George deconstruct the US Dollar liquidity problems and help clarify the major structural issues confronting the repo markets. Filmed on September 18, 2019 in New York - introduction provided by Drew Bessette. Please see Danielle & George’s note here -...

Duration:00:36:30

The Chinese Mirage with Chris Balding

9/27/2019
More
Christopher Balding, associate professor at Fulbright University Vietnam, delves into the many layers of the Chinese economy with Mike Green of Thiel Macro. Balding and Green discuss the inconsistencies in the overarching bullish narrative on China, and explain how the debt machine works in the Chinese real estate markets. Filmed on August 27, 2019 in Los Angeles and published on Real Vision September 6, 2019 - introduced by Drew Bessette.

Duration:01:00:01

WeWork, Amazon, Fannie Mae and Berkshire: Whitney Tilson’s Hedge Fund Odyssey

9/20/2019
More
Whitney Tilson details his transformation from momentum trader to an investor living by Warren Buffett’s advice that “it’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” Tilson shares his views on WeWork’s IPO trouble, Amazon, Fannie Mae, and beaten-up European financials. This interview was published as a video on Real Vision in September, and the podcast introduction is provided by Alex Rosenberg.

Duration:01:03:13

Barry Silbert Forecasts the Future of Crypto

9/13/2019
More
Barry Silbert is the founder and CEO of Digital Currency Group, a cryptocurrency investment trust that is now worth as much today as the whole asset class was five years ago. In this conversation with Raoul Pal, Silbert discusses the long-term outlook for cryptocurrencies, as well as some of the most promising blockchain businesses being build today. This interview was published as a video on Real Vision in June, and the podcast introduction is provided by Alex Rosenberg.

Duration:00:45:20

Are Unfunded Pensions Secretly Driving Markets? (With Brian Reynolds and Tyler Neville)

9/6/2019
More
Brian Reynolds, former chief market strategist at Rosenblatt Securities, tells Tyler Neville why unfunded pension liabilities are the real engine for the U.S. credit boom, and how this financial engineering has produced one of the greatest bull markets in history. A legal mandate requires these funds to generate 7.5% returns, and when they fail to do so, taxpayers foot the bill. As a larger percentage of these pensions are moved onto corporate balance sheets in the form of debt, the...

Duration:00:37:09

Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal)

8/30/2019
More
Dan Tapiero, co-founder of Gold Bullion International, has grown increasingly focused on the potential for crypto to reorganize the entire world. In this conversation with Raoul Pal, which was taped on July 9 and released as a video on Real Vision a few weeks later, Tapiero defines what bitcoin really is, and explains why he sees bitcoin as the future of investment in the face of a possible recession. Intro provided by Alex Rosenberg.

Duration:01:00:11

Russell Clark - Devaluing the Chinese Renminbi

8/23/2019
More
Russell Clark of Horseman Capital warns that a Chinese currency shock could be the spark that burns down the entire global economy. In an hour-long conversation with Real Vision editor Roger Hirst, which was released as a video on Real Vision in July, Clark forecasts that Chinese policymakers will eventually respond to the trade war by changing the rules of the currency game. He then walks through the massive consequences that he believes this action could have. Intro provided by Alex...

Duration:00:34:01

Real Vision Classics #5 - Josh Wolfe interviewed by Michael Green

1/17/2019
More
What will the future look like, and what will that future mean for businesses and investors? Michael Green of Thiel Macro sits down with Josh Wolfe of Lux Capital for an incredibly though-provoking conversation about technology, manufacturing, the economy, and investment opportunities. Alex Rosenberg introduces the audio version of this long piece, which was filmed in June 2018.

Duration:01:16:40

Real Vision Classics #4 - Raoul Pal interviewed by Dee Smith

1/10/2019
More
Social media power, the proliferation of artificial intelligence, and the destruction of the rules-based global order. How are these massive trends connected? Raoul Pal, CEO of Real Vision and the mind behind the Global Macro Investor, sits down with Dee Smith of Strategic Insight Group for a wide-ranging and deep-diving conversation about these topics and more. Alex Rosenberg introduces the audio version of this long piece, which was filmed in August.

Duration:01:08:51

Real Vision Classics #3 - Stanley F. Druckenmiller Interviewed by Kiril Sokoloff

1/3/2019
More
One of the most widely watched videos on Real Vision this year was investment visionary Kiril Sokoloff’s interview of hedge fund legend Stanley F. Druckenmiller. Now we are releasing the audio version of this incredible interview to podcast listeners. Alex Rosenberg and Brian Price introduce the piece, which was filmed in September.

Duration:01:25:09

Real Vision Classics #2 - Joe Duran Speaks to Brian Price

12/27/2018
More
One of the most beloved videos released this year on Real Vision was our interview with Joe Duran, the founder and CEO of United Capital. Now we are allowing podcast listeners a chance to hear the full audio version of the piece. The man who conducted the October interview, Brian Price, introduces it alongside fellow Real Vision editor Jake Merl.

Duration:00:48:53

Real Vision Classics #1 - Mark Cuban in Conversation with Kyle Bass

12/20/2018
More
As a holiday treat, we are bringing you Mark Cuban’s full conversation with Kyle Bass. The video version of this interview was released on Real Vision in November 2017.

Duration:00:55:20

The Knock-On Effect #28 - The Fate of Waste, Nuts, Space & More

12/13/2018
More
What do we know about the strange places we’ve been? In this season finale, Justine, Alex and Roger provide updates about the topics previously covered in the “The Knock-on Effect,” touching on the bright-red bugs behind the American aperitivo resurgence, the market potential for spicy hazelnuts, privatization of space and the moon, the glut of cheese, the existence of moon cheese, vaccine-flavored honey and the uniquely British appeal of Mr Kipling cakes.

Duration:00:30:57

The Knock-On Effect #27 - Why Big Soda’s Political Strategy Matters

12/6/2018
More
Why will local efforts to curb obesity mean more states will ban grocery taxes? Justine and Alex discuss – also touching on taxpayer-subsidized soda purchases, Big Soda’s tobacco-like tactics, the trouble with slippery slope arguments, and the relative quality of different states’ tap water.

Duration:00:33:43

The Knock-On Effect #26 - Inflation, Inequality and Bitcoin

11/29/2018
More
Does inflation increase or decrease wealth inequality? Alex recently got into a Twitter feud on that very subject, but guest co-host Jake Merl sets him straight. They also touch on Fed policy, the quality of government data, and the perils of replying to tweets while walking.

Duration:00:23:53

The Knock-On Effect #25 - Urbanization, Obesity, and India’s Exports

11/22/2018
More
Why does rapid population growth in urban centers mean we may see more exports from India? Alex and Justine discuss — also touching on the worldwide obesity epidemic, the state of the world in 1800, and the general decline of sexual activity.

Duration:00:31:46

The Knock-On Effect #24 - Why Fruit Patents Matter

11/15/2018
More
What does China’s shifting attitude toward intellectual property mean for the fruit industry? Justine and Alex discuss - also touching on the Bacardi family and the quest for the next celebrity apple.

Duration:00:31:50

The Knock-On Effect #23 - Are Bear Markets Actually Good?

11/8/2018
More
Real Vision’s Ash Bennington joins Alex to reflect on a trope frequently heard in the cryptocurrency world these days: “The best projects are built in bear markets.” Plus: The differences between crypto conferences and muni bond conferences, why Bitcoin Cash has become a punchline, and what Alex learned from an Aria bellhop.

Duration:00:28:59

The Knock-On Effect #22 - Why the trucker shortage matters, part 2

11/1/2018
More
How does the recent mandate to electronically log trucker hours impact the labor force, Amazon and U.S. consumers? Justine and Alex speak with Will Pletcher, president of transportation company MCAH Ltd, about surging wages and costs in trucking. Will also sets the record straight on some common trucker stereotypes.

Duration:00:31:34