Private Equity and Infrastructure

The place to get some visibility into the opaque world of private equity and infrastructure.

Real Vision Sep 23, 2019
Building a Crypto Trading Platform
Michael Moro, CEO of Genesis, an over-the-counter market-maker for cryptocurrencies, explains how he discovered bitcoin, recognized its value, and dove headlong into the industry. . This clip is excerpted from a video published on Real Vision on June 28, 2019 entitled “An Inside Look at Big Money’s Bitcoin Trading.”
Real Vision Sep 17, 2019
The Splintering of Network Infrastructure
Scott Malcomson of Strategic Insight Group joins Dee Smith to discuss the current challenges that geopolitical tensions pose to the construction of a cohesive 5G network. Malcomson explains his concerns about the usability and security of the technology, and provides his prediction for the future of the industry. This clip is excerpted from a video published on Real Vision on August 3, 2019 entitled “5G and the Deglobalization of Network Infrastructure.”
Real Vision Sep 10, 2019
Bitcoin: The Hidden Value of a "Truth Machine"
Dan Tapiero, co-founder of Gold Bullion International, tells Raoul Pal why he thinks bitcoin’s true value is still misunderstood. He argues that bitcoin’s opaque and unconventional origin and its underlying technological infrastructure are two major reasons that the market has struggled to properly value it. Tapiero says there is an incredible investment opportunity afforded by that misunderstanding. This clip is excerpted from a video published on Real Vision on July 22, 2019 entitled “The Future of Macro Investing.”
Real Vision Sep 09, 2019
Active Management: Not Dead Yet
In a world where two-and-twenty fee structures are dying and investors are moving more and more money into ETFs, active management seems like its on its last leg, right? This week, AK takes a look at the cutting edge of active management - from Uzbekistan to Las Vegas - to find the answer.
Real Vision Sep 03, 2019
The New Crypto Investing Landscape
Paul Veradittakit, partner at Pantera Capital, joins Real Vision’s Tyler Neville to talk about the landscape of the crypto space. From the evolution of crypto offerings to the public to institutions like pensions starting to invest, the groups investing in crypto assets have changed rapidly over the last few years. Veradittakit also discusses new use cases for crypto technology, challenges to scalability, and the what the future of retail investors’ crypto exposure could look like. This clip is excerpted from a video published on Real Vision on June 13, 2019 entitled “Finding the Edge in Crypto.”
Real Vision Aug 30, 2019
Capital Allocation and Wealth Inequality
Abbas F. “Eddy” Zuaiter, managing member of Zuaiter Capital Holdings and former COO of Soros Fund Management, interviews Leo Hindery, chairman and CEO of Trine Acquisition Corp. In this candid conversation, these two titans discuss the dynamic environment in contemporary media and how the incentives of public firms have caused a level of inequality unsurpassed in history. They also discuss the relative importance of shareholders and stakeholders when it comes to corporate decision-making. Filmed on August 14, 2019 in New York.
Real Vision Aug 29, 2019
Gold and China: Physical vs. Paper
Brent Johnson, CEO of Santiago Capital, and Luke Gromen, author of Forest for the Trees, sit down for a conversation on investing in physical gold versus gold contracts. Gromen argues that the demand for physical gold has far outpaced the demand for gold contracts because of China trying to defend the value of the renminbi. This clip is excerpted from a video published on Real Vision on February 11, 2019 entitled “The New Drivers of Gold Prices.”
Real Vision Aug 27, 2019
What Data Can you Trust?
Yin Wu, the founder of the protocol DIRT, a blockchain-based method for vetting information, joins Real Vision’s Tyler Neville to discuss how tech companies are designing blockchain and crypto networks to incentivize honesty and trust. Wu talks about what the DIRT protocol actually is, the importance of transparent and trustworthy data, and what it will take to build a decentralized future. This clip is excerpted from a video published on Real Vision on June 27, 2019 entitled “Building Businesses at the Frontier of Money.”
Real Vision Aug 26, 2019
Opportunity in Uzbekistan
Kiyan Zandiyeh, CEO of Sturgeon Capital, joins Real Vision to talk about the opportunity he sees in what has been the sixth-fastest growing economy in the world over the past decade. With attractive demographics, rich natural resources, and recent economic liberalization, Zandiyeh makes the case that Uzbekistan has become an attractive place for international investors. He adds that Uzbekistan could provide the “best place to hide” if global recession strikes. Zandiyeh also sheds light on the potential risks, and suggests how to gain exposure. Filmed August 7, 2019 in London.
Real Vision Aug 23, 2019
The High-Stakes Intersection of Politics and Finance
Anthony Scaramucci, founder and managing partner of Skybridge Capital and former White House communications director, sits down with Larry McDonald, founder of The Bear Traps Report, for a conversation filled with insights about markets, politics, and career decisions. Scaramucci and McDonald speak about the U.S. dollar, the active vs. passive debate, and the 2020 election. They also share their advice for making the most out of a career in finance. Filmed on August 14, 2019 at Hunt & Fish Club in New York. Find more information about Larry McDonald’s work at http://www.thebeartrapsreport.com.
Real Vision Aug 23, 2019
The Macro Case for Bitcoin
Dan Tapiero, co-founder of Gold Bullion International, joins Real Vision CEO and co-founder Raoul Pal to discuss where bitcoin fits into the new global macroeconomic picture. Tapiero says that bitcoin and other cryptocurrencies are still in their infancy, and argues that the market’s lack of meaningful understanding of what bitcoin really is presents a unique opportunity to get in early. This clip is excerpted from a video published on Real Vision on July 22, 2019 entitled “The Future of Macro Investing.”
Real Vision Aug 13, 2019
Building a Crypto Trading Platform
Marc Bhargava, co-founder of Tagomi, joins Real Vision’s Justine Underhill to talk about the creation of Tagomi’s crypto electronic trading platform. Bhargava addresses the prominent narratives shaping the crypto space today and shares his view on the future of the industry. This clip is excerpted from a video published on Real Vision on June 27, 2019 entitled, “Building Businesses at the Frontier of Money.”