Greg Agran, former global head of commodities trading and partner at Goldman Sachs, shares with Tony Greer how he was tasked with unwinding the position of a trader who illegally manipulated copper markets while at Sumitomo. After determining how much money was lost, Agran reveals how fortunate he was to be at the right place, at the right time, and offset the firm’s losses. This clip is excerpted from a video published on Real Vision on May 16, 2019 entitled "The Evolution Of Commodities Trading."
Whitney Tilson, founder and CEO of Empire Financial Research, talks to Ed Harrison about how a few big risks he took early in his career allowed him to grow his fledgling hedge fund. Heeding the advice of Warren Buffet provided him the perspective to identify the opportunities in non-consensus equities through the dotcom bubble. Tilson shares why that perspective helped develop his investment process. This clip is excerpted from a video published on Real Vision on September 13, 2019 entitled "The Endless Hunt for Value."
Leo Hindery, chairman and CEO of Trine Acquisition Corp., sits down with Abbas F. "Eddy" Zuaiter, managing member of Zuaiter Capital Holdings, to explain how good leadership, at the right time, creates the optimal results for companies and their employees. This clip is excerpted from a video published on Real Vision on August 30, 2019 entitled "Capital Allocation and Wealth Inequality."
Michael Schwimer, CEO and founder of Big League Advance and Jambos Picks, tells the story of the one big break that enabled him to start his unique new fund. This clip is excerpted from a video published on Real Vision on August 20, 2019 entitled "The Fat Pitch: Inefficient Markets and the Future of Sports Gambling."
Milton Berg, CIO of Milton Berg Advisors, tells Grant Williams how his investment process — which focuses on psychology and technical analysis — allowed him to brace for the 1987 market crash. This clip is excerpted from a video published on Real Vision on July 10, 2019 entitled "The Turning Point Master."
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."
Stephen Auth, CIO of Federated Global Equities, joins Ed Harrison to discuss the timing of his career and the 1980s bull market. Auth details his introduction to financial markets, an opportunity that he took advantage of during the "Wild West of Wall Street," and how he staked out his reputation as a bull. This clip is excerpted from a video published on Real Vision on July 31, 2019 entitled, "Ignore the Bond Market?"
John Burbank, CEO of Passport Capital, tells Alex Gurevich how starting his career at an emerging market hedge fund right before the 1997 Asian financial crisis informed his views on market inefficiency. He connects this experience to his belief that events with no historical precedence present unmatched opportunity for asymmetric returns. This clip is excerpted from a video published on Real Vision on July 2, 2019 entitled, "Betting on a Major Inflection Point."
Ronan Ryan, president and founder of IEX, joins Tyler Neville to talk about how his career in technology intersected with the financial world. Despite not trading a day in his life, Ryan's influence on how the financial markets behave today is evident. This clip is excerpted from a video published on Real Vision on July 5, 2019 entitled "Phantom Liquidity and the Monopoly on Data Feeds."
Peter Kraus, chairman and CEO of Aperture Investors, joins Grant Williams to discuss his luck in having his start in the industry coincide with a major boom. Kraus talks about the risk of leaving a good job, gauging new opportunities, and the challenges of building a new business. This video is excerpted from a piece published on Real Vision on June 12, 2019 entitled, "Investment Titan Rethinks the Active Management Model."
Nick Sofocleous, senior vice president at Sanford Bernstein, joins Tony Greer of The Morning Navigator to discuss his experience navigating volatile markets as an inexperienced trader in 1987. Sofocleous talks about how Black Monday in October of 1987 colored his perspective for the rest of his career. This clip is excerpted from a video published on Real Vision on July 1, 2019 entitled “A Bull’s Warning.”
Ross Beaty of Pan American Silver joins Real Vision’s Grant Williams to discuss his experience successfully managing businesses through uncertain markets. Beaty explains that diversification, risk management, and critical thinking are the most important parts of helping a business to persevere. This video is excerpted from a piece published on Real Vision on September 21, 2018 entitled “Grant Williams in Conversation with Ross Beaty.”