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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.
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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 Knock-On Effect Summer Series #2 - Raoul Pal on Turkey

8/16/2018
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Will turmoil in Turkey send global markets skidding? And why might such an economically small country have an incredibly outsized effect? Raoul Pal, co-founder CEO of Real Vision and founder of The Global Macro Investor, discusses with Justine and Alex.

Duration:00:24:34

The Knock-On Effect Summer Series #1 - Mark Dow on Liquidity

8/9/2018
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Are market participants misunderstanding the current state of liquidity - and if so, what are the potential knock-on effects? Mark Dow, founder of Dow Global Advisors and author of the Behavioral Macro Blog, discusses with Roger, Justine and Alex.

Duration:00:33:28

The Knock-On Effect #11 - Almond milk and stamp storage

8/2/2018
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Why will rising popularity of almond milk make it more expensive to store postage stamps? Justine and Alex discuss — also touching on bovine productivity, disused limestone mines, and the “Illuminati of Cheese.”

Duration:00:34:45

The Knock-On Effect #10 - Yield Surge to Trash Cheap Vodka?

7/26/2018
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Will rising yields on Treasury notes sink the cheapest vodkas? Alex and Justine discuss – also touching on the causes of recession, Scottish drinkers, and the impact of Fed policy. Plus, a controversial USDA maneuver to clamp down on speedy traders.

Duration:00:42:28

The Knock-On Effect #9 - Trade Fears to Clarify Diamonds?

7/19/2018
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Why will rising concerns about China’s trade-related retaliation lead diamonds to become clearer? Justine and Alex discuss – also touching on Jules Verne novels, iPhone batteries and a new version of blue.

Duration:00:29:19

The Knock-On Effect #8 - Stock Rally to Spur Foot Picking?

7/12/2018
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Why will higher stock prices lead more American to pick feet? Alex and Justine discuss, also touching on income inequality, one very fancy Manhattan store, and the marital habits of reptile owners. Plus, Justine explains why companies seems to be so afraid of the number “4.”

Duration:00:35:50

Real Vision Rewind #1 – Godfather of Central Banking

7/5/2018
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How did the modern age of central banking begin? In this story previously heard in a 2017 episode of “Adventures in Finance,” Grant Williams, Aaron Chan and Ben Hunt look at the fascinating history of the man some consider the godfather of central banking, John Law. Then Alex and Justine draw some present-day conclusions.

Duration:00:39:48

The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors?

6/28/2018
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Why will a rising dollar lead to a proliferation of ice cream flavors that go far beyond vanilla? Justine and Alex discuss, touching on thieves in Madagascar, beaver glands, whisky maturation and the globalized food production process.

Duration:00:34:27

The Knock-On Effect #6 - Fed Hikes to Quash Lottery Ticket Sales?

6/21/2018
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Why will a higher fed funds rates lead to a decline in the number of Americans who play the lottery? Alex and Justine discuss, along the way touching on the future of transportation, moving to L.A., the wisdom of playing the lottery, and Justine’s favorite writer.

Duration:00:26:41

The Knock-On Effect #5 - Demographics and Doorways

6/14/2018
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Why will changing Chinese demographics lead to an increase of plastic strips in doorways? Justine and Alex discuss - and in so doing, also touch on Ikea trips, online dating, modern food production, and President Bush’s congratulatory message to President Obama. Then Alex explains how a horse racing term could apply to what’s ahead for stocks.

Duration:00:44:21

The Knock-On Effect #4 - Tariffs and Cork

6/7/2018
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Why will U.S. tariffs lead to a resurgence for the global cork industry? Justine and Alex explain, along the way discussing Australian wine, cork shoes and the Chinese consumer.

Duration:00:24:08

The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom

5/31/2018
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Why will higher oil prices result in disappointed craft beer drinkers? Justine and Alex discuss. Plus, Alex delves into the world of academia, and discusses an interesting finding about the way stocks react to earnings announcements.

Duration:00:31:23

The Knock-On Effect #2 - Rising Rates and Sandy Tracks

5/24/2018
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Why will rising rates leave tire tracks on the world’s great beaches? Alex, Roger and Justine discuss. Plus, a high-pressure debate over whether stocks will fall 20% within the next year. Filmed on May 21, 2018.

Duration:00:21:41

The Knock-on Effect #1 - Protectionism and Red Velvet Cake

5/17/2018
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In this inaugural episode of “The Knock-On Effect,” Justine and Roger try to convince Alex that a U.S. crackdown on free trade could lead American red velvet cakes to turn pink. Yes, really. Plus, Alex takes issue with Charlie Munger’s shocking bitcoin comparison.

Duration:00:23:18

Adventures in Finance 66 - Collective Wisdom: The best pieces of advice ever received by Real Vision contributors

5/10/2018
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What’s the single best piece of advice you’ve ever received, and how have you applied it over the course of your investment career? In this episode of the “Adventures in Finance” series, eight of our favorite prior guests join us once again to answer that question. You’ll hear from Marc Cohodes, Pippa Malmgren, Chris Cole, Ben Hunt, Jawad Mian, Simon Mikhailovich, Dee Smith and Jeff Snider – and if you don’t walk away from this series of short interviews with something new to think about...

Duration:01:13:59

Adventures in Finance 65 - A Revolution is underway: Stock markets, oil, bonds and Real Vision

5/3/2018
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Real Vision’s CEO and macro-economist, Raoul Pal, offers his latest thoughts on the bond market, the dollar, oil and the business cycle as well as an update on what the future holds for Real Vision. In this week’s Long Short, Raoul and Grant discuss all things swine. Log on to www.realvision.com/adventuresinfinance to find out how you can be part Real Vision’s exciting financial media revolution.

Duration:01:01:07

Adventures in Finance 64 - Crossing the Rubicon? The Bond Market’s Big Move

4/26/2018
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With the 10-year yield peaking above 3% this week, is the low finally in for the 10-year yield? How high is it liable to rise? How might the Fed and inflation play into this? And what could it all mean for equities? Julian Bridgen of Macro Intelligence 2 Partners joins to discuss all that and more. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade ancient appliances, Billy Bragg and middle seats.

Duration:00:54:30

Adventures in Finance 63 - Reality Check? The Case for Stocks

4/19/2018
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After a treacherous few months for equities, investor sentiment appears to have turned relatively ursine. But is the reality that stocks will continue to rise in the short-term at least? Neil Azous of Rareview Macro makes just that case. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade hip-hop, the London skyline, overspending millennials and non-conventional art supplies.

Duration:00:50:49

Adventures in Finance 62 - Powering Down: Beginning of the End for Tesla?

4/12/2018
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Can Tesla still take over the world – or is the end nigh for the ambitious electric car company? Charley Grant of the Wall Street Journal and Mark Spiegel of Stanphyl Capital join to discuss. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade the political circus, Twitter debates and scheming seniors.

Duration:00:51:22

Adventures in Finance 61 - Crude Awakening: The Yuan, the Dollar, and the Battle for Global Supremacy

4/5/2018
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China appears to be taking a major step to combat the dominance of the U.S. dollar. How significant could that move be, and what political, economic, and market changes might result? Luke Gromen, founder of research firm Forest for the Trees, joins for a deeply insightful discussion. Plus, Grant Williams and Alex Rosenberg trade Saudi leadership, California regulations, and flat-falling April Fools’ Day jokes.

Duration:01:18:15